Patricia Schrader is a financial advisor with Raymond James & Associates in Davenport, IA, holding Series 63 and Series 66 licenses and 20 years of industry experience. Her career includes roles at Wells Fargo Clearing Services, LPL Financial, and Morgan Stanley. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base with a range of financial planning and consulting services, utilizing various portfolio management styles and affiliated research.

Tommy Smith is a financial advisor with Raymond James & Associates, holding Series 63 and 65 designations and 35 years of industry experience. He previously worked at UBS Financial Services Inc for 18 years before joining Raymond James in 2025. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—and offers financial planning, investment consulting, and institutional fiduciary services, with a focus on non-discretionary advisory relationships supported by comprehensive research and portfolio management options.

Steven Van Der Schaaf is a financial advisor with Raymond James & Associates in Davenport, IA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Clint Allaman is a financial advisor at Raymond James & Associates with 14 years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he is a partner in Whitetail Hollow, LLC, a family farming business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.