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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 serves on the investment committee of the Peddie School, which manages an endowment of approximately $340 million, and is Vice Chair and trustee of the Trenton Community Music School. He is also a member of both the Mercer County Estate Planning Council and the Philadelphia Estate Planning Council. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, with advisory relationships generally structured as non-discretionary.
Erica K
Series 66, Series 63
Denver, CO
Raymond James & Associates
Erica Kohlwaies is a financial advisor at Raymond James & Associates with 13 years of industry experience. She holds Series 66 and Series 63 licenses and previously worked for U.S. Bank and U.S. Bancorp Investments, Inc. for a combined ten years. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm offers wealth advisory planning, investment consulting, and institutional services to a diverse client base, including individuals, corporations, and government entities.
Marianna T
Series 66
Denver, CO
Raymond James & Associates
Marianna Tabares is a financial advisor at Raymond James & Associates in Denver, CO, with five years of industry experience. She holds the Series 66 designation and previously worked at TIAA and Land Title Guarantee Company. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving a diverse client base including individuals, institutions, and government entities. The firm offers comprehensive wealth advisory planning and investment consulting services, with a notable focus on municipal and public finance through its integrated affiliate network.
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 previously at firms including OSAIC, Gallagher Fiduciary Advisors, LLC, Triad Advisors, Kestra Financial Services, Inc., and Gallagher Benefit Services, Inc. Her background includes roles as a retirement plan consultant and area vice president. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets with more than 5,400 financial advisors. The firm serves a diverse client base with wealth advisory, investment consulting, and institutional services, emphasizing non-discretionary planning and recommendations across retail, institutional, and municipal clients.
Veronica S
Series 63, Series 66
Denver, CO
Raymond James & Associates
Veronica Schulz is a financial advisor at Raymond James & Associates with 29 years of industry experience. She holds Series 63 and Series 66 designations and has been with Raymond James since 2012. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting through its Institutional Fiduciary Solutions division.
Joe B
Series 66
Denver, CO
Raymond James & Associates
Joe Bain is a financial advisor at Raymond James & Associates with 21 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2015. The firm is a dually registered broker‑dealer and SEC‑registered investment adviser managing approximately $501 billion in assets and serving over 5,400 advisors. Raymond James provides wealth advisory planning and investment consulting to a broad client base, including individuals, pension plans, corporations, and government entities, delivering non‑discretionary planning and portfolio recommendations supported by extensive research and affiliate resources.
Cheryl M
Series 63, Series 66
Denver, CO
Raymond James & Associates
Cheryl Myler is a financial advisor with Raymond James & Associates in Aurora, CO, holding Series 63 and Series 66 designations and 25 years of industry experience. She has previously worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Inc. since 2003. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program, as well as institutional consulting and municipal finance capabilities.
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 the Series 66 designation and has previously worked at Osler Therapeutics, Bank of America, and Merrill. He is based in Rochester, MI. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting, with a focus on public finance and municipal work alongside its retail advisory services.
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 licenses and bringing 28 years of industry experience. He has been with Raymond James since 2015. Outside of his advisory role, he serves as Treasurer and Board Member for the Denver Club, a nonprofit organization. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through both non-discretionary and discretionary advisory programs, with additional capabilities in public finance and municipal services.
Patrice H
Series 63, Series 65
Denver, CO
Raymond James & Associates
Patrice Henning is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has been with Raymond James since 2012. Outside of her advisory role, Henning serves on multiple boards, including the Colorado College Invest Advisory Board, Saint Mary’s University of Minnesota’s Advisory Investment Committee, and the Fraser River Valley Lions Club Foundation Board. She is also a founder of a joint international service trip to Kenya through her involvement with Saint Mary’s University. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses through both non-discretionary and discretionary advisory programs, and it maintains a notable presence in public finance and municipal services.
Scott G
CFP®, Series 63, Series 65
Denver, CO
Raymond James & Associates
Scott Gajeski is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2025. Prior to joining Raymond James, he worked at U.S. Bancorp Investments, Inc. for 17 years. He is based in Denver, CO. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and sponsors wrap fee advisory programs.
John S
Series 66
Denver, CO
Raymond James & Associates
John Schindler is a financial advisor at Raymond James & Associates with two years of industry experience. He holds the Series 66 designation and has a work history that includes roles at Heritage Action for America and Colorado State University, as well as entrepreneurial experience in landscaping. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets with over 5,400 advisors. The firm serves a diverse client base including individuals, pension plans, corporations, and governmental entities, offering wealth advisory planning and investment consulting primarily on a non-discretionary basis.
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