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Edward D
Series 63, Series 66
Denver, CO
Raymond James & Associates
Edward Dippold III is a financial advisor with Raymond James & Associates in Denver, CO, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. He has served on the boards of the Peddie School and the Trenton Community Music School, where he participates in investment committees and strategic planning. He is also a member of the Mercer County and Philadelphia Estate Planning Councils. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions across a range of portfolio management styles.
Erica K
Series 63, Series 66
Denver, CO
Raymond James & Associates
Erica Kohlwaies is a financial advisor at Raymond James & Associates with 14 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked for U.S. Bank and U.S. Bancorp Investments, Inc. for 10 years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by a wide range of portfolio management styles and affiliated research.
Marianna T
Series 66
Denver, CO
Raymond James & Associates
Marianna Tabares is a financial advisor with Raymond James & Associates in Denver, CO, holding a Series 66 designation and five years of industry experience. Prior to joining Raymond James in 2025, she worked at TIAA and TIAA-CREF for four years. Her work history also includes positions outside finance, such as at Whole Foods and Land Title Guarantee Company. Raymond James & Associates, Inc. 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, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.
Karlynn S
Series 63, Series 65
Denver, CO
Raymond James & Associates
Karlynn Schramm is a financial advisor at Raymond James & Associates with 31 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at several firms, including Gallagher Fiduciary Advisors, LLC, Triad Advisors, and Kestra Financial Services, Inc. She has also been involved in retirement plan consulting in leadership roles at Gallagher Benefit Services, Inc. and Gallagher Fiduciary Advisors, LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing diverse portfolio management styles supplemented by firm research and model manager options.
Veronica S
Series 63, Series 66
Denver, CO
Raymond James & Associates
Veronica Schulz is a financial advisor with Raymond James & Associates in Denver, Colorado, holding Series 63 and Series 66 designations and 30 years of industry experience. She has been with Raymond James & Associates since 2012. Raymond James & Associates is a large 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, offering financial planning, investment consulting, and municipal advisory services through various specialized programs and affiliated research resources.
Joe B
Series 66
Denver, CO
Raymond James & Associates
Joe Bain is a financial advisor at Raymond James & Associates in Denver, CO, holding a Series 66 designation with 21 years of industry experience. He has been with Raymond James & Associates since 2015. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base including individuals, institutions, pension plans, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, employing a range of portfolio management styles supported by affiliated research and model managers.
Cheryl M
Series 63, Series 66
Denver, CO
Raymond James & Associates
Cheryl Myler is a financial advisor with Raymond James & Associates in Denver, CO, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has worked at Raymond James since 2018, following prior roles at Bank of America and Merrill Lynch. Raymond James & Associates is a large 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, providing financial planning and non-discretionary investment consulting through various advisory programs.
Peter Masouras M
Series 66
Denver, CO
Raymond James & Associates
Peter Masouras Masouras is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Osler Therapeutics, Bank of America, and Merrill. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.
Robert C
Series 63, Series 65
Denver, CO
Raymond James & Associates
Robert Campbell is a financial advisor with Raymond James & Associates in Denver, CO, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Raymond James since 2015. Outside of his advisory role, Campbell serves as Treasurer and Board Member of the Denver Club, a nonprofit organization. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting through various advisory programs while emphasizing non-discretionary planning relationships.
Patrice H
Series 63, Series 65
Denver, CO
Raymond James & Associates
Patrice Henning is a financial advisor with Raymond James & Associates in Denver, CO, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has been with Raymond James & Associates since 2012. Henning serves on multiple advisory boards, including the Colorado College Invest Advisory Board and the Saint Mary’s University of Minnesota Investment Committee, where she is also active as an alumni community member and founder of an international service trip to Kenya. She is a member of the Fraser River Valley Lions Club Foundation Board. 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 provides financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles supported by firm research and affiliated sub-advisers.
Scott G
CFP®, Series 63, Series 65
Denver, CO
Raymond James & Associates
Scott Gajeski is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2025. Prior to joining Raymond James, he spent 17 years at U.S. Bancorp Investments, Inc. He holds Series 63 and Series 65 licenses. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing 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 an emphasis on non-discretionary advisory relationships and a variety of portfolio management strategies.
John S
Series 66
Denver, CO
Raymond James & Associates
John Schindler is a financial advisor with Raymond James & Associates in Denver, CO, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Heritage Action for America and Colorado State University, as well as operating a landscaping business. Raymond James & Associates is a large firm managing approximately $501 billion in assets, serving a diverse client base including individuals, institutions, and municipal entities. The firm provides financial planning and investment consulting with a range of portfolio management styles and is noted for its municipal advisory services and extensive affiliate network.
James G
Series 66
Denver, CO
Raymond James & Associates
James Galloway III is a financial advisor with Raymond James & Associates in Denver, CO, holding the Series 66 designation and four years of industry experience. Prior to joining Raymond James, he worked at Molson Coors Beverage Company, Simpson Commercial Real Estate, and Web.com. 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 clientele, including individuals, institutions, and municipal entities, and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
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