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Steven R

Series 63, Series 65

Denver, CO

Raymond James & Associates

Steven Ringquist 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 & Associates since 2012. 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, institutional investors, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Pamela C

Series 63, Series 66

Denver, CO

Raymond James & Associates

Pamela Cook is a financial advisor with Raymond James & Associates in Denver, CO, holding Series 63 and Series 66 registrations and bringing 25 years of industry experience. She has worked at Kestra Investment Services and Kestra Advisory from 2019 to 2023 and at RBC Capital Markets from 2015 to 2019. 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, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Matthew K

Series 66

Denver, CO

Raymond James & Associates

Matthew Koth is a financial advisor at Raymond James & Associates with 16 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, N.A., and Merrill. Outside of his advisory role, he is involved with the Westminster Soccer Club. 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, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Philip M

Series 63, Series 66

Denver, CO

Raymond James & Associates

Philip Martin is a financial advisor with Raymond James & Associates in Denver, CO, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He worked at Charles Schwab for 24 years prior to joining Raymond James in 2019. Martin also serves as a FINRA arbitrator. 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, pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a variety of portfolio management strategies and affiliated resources.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Christopher B

Series 66

Denver, CO

Raymond James & Associates

Christopher Bryant is a financial advisor at Raymond James & Associates based in Denver, CO, holding a Series 66 designation with 17 years of industry experience. He previously worked at RBC Capital Markets for 11 years before joining Raymond James in 2023. Outside of his advisory role, Bryant serves as an assistant coach and treasurer for Colorado Crush Fastpitch Inc., a nonprofit softball organization. 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 charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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James W

Series 63, Series 65

Denver, CO

Raymond James & Associates

James Wildman is a financial advisor with Raymond James & Associates in Denver, CO, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked with Raymond James & Associates since 2018 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he is co-signer on a residence used to house his son and three others. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, utilizing a range of portfolio management styles supported by extensive research and model manager options.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Benjamin B

Series 66

Denver, CO

Raymond James & Associates

Benjamin Burrows is a financial advisor with Raymond James & Associates in Denver, Colorado, holding a Series 66 designation and seven years of industry experience. Prior to joining Raymond James in 2019, he worked at S&P Global for five years. He serves as a board member and finance/investment committee member of the Cherry Creek Schools Foundation, a nonprofit organization. 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, pension and profit-sharing plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Keith B

Series 63, Series 66

Denver, CO

Raymond James & Associates

Keith Bryant is a financial advisor at Raymond James & Associates with 38 years of industry experience. He previously worked for RBC Capital Markets Corporation for 15 years before joining Raymond James in 2023. Bryant holds Series 63 and Series 66 licenses and serves as Treasurer for the National German Shorthaired Pointer Association, a nonprofit organization. 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, offering financial planning, investment consulting, and specialized municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Austin R

CFP®, Series 66

Denver, CO

Raymond James & Associates

Austin Ringquist is a CFP® professional with four years of industry experience, currently serving at Raymond James & Associates in Denver, CO. His prior work includes roles at the University of Arizona and Tucson Ford Dealer Aquatics. 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, offering financial planning, investment consulting, and specialized municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Stephen S

Series 63, Series 65

Denver, CO

Raymond James & Associates

Stephen Stillwell is a financial advisor with Raymond James & Associates in Denver, CO, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He has been with Raymond James & Associates since 2011. Outside of his advisory role, he is the owner of Stillwell Gallery LLC, a business unrelated to investments. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by extensive research and a variety of portfolio management styles.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Lisa J

Denver, CO

Raymond James & Associates

Lisa James is a financial advisor with Raymond James & Associates in Denver, Colorado, holding 28 years of industry experience and 20 years with the firm. Outside of her advisory role, she acts as an independent contractor hosting Touchstone Crystal Jewelry parties. 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 broad client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Bradley T

Series 66

Denver, CO

Raymond James & Associates

Bradley Trujillo is a financial advisor at Raymond James & Associates with 16 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2012. 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 charitable organizations, and offers financial planning and consulting through a variety of tailored investment and advisory programs.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Carissa H

Series 66

Denver, CO

Raymond James & Associates

Carissa Henderson is a financial advisor with Raymond James & Associates, holding a Series 66 designation and nine years of industry experience. She previously worked at City National Bank and RBC Capital Markets, LLC. Outside of finance, she has been involved with Pilates Denver for several years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutional investors, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting through various specialized programs and draws on multiple portfolio management styles supported by extensive research and affiliated sub-advisers.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Aaron S

Series 66

Denver, CO

Raymond James & Associates

Aaron Schmiedel is a financial advisor with Raymond James & Associates in Denver, CO, holding a Series 66 designation and 14 years of industry experience. He previously worked with Wells Fargo Clearing, Wells Fargo Bank, N.A., and WELLS FARGO Advisors, LLC from 2016 to 2023. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Katherine M

Series 66

Denver, CO

Raymond James & Associates

Katherine Motzkus is a financial advisor with Raymond James & Associates in Denver, CO, holding a Series 66 license and 17 years of industry experience. Her prior roles include positions at Kestra Financial Services and Ameriprise Financial Services. 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, offering financial planning and non-discretionary investment consulting supported by proprietary research and a variety of portfolio management styles.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Nicholas P

Series 66

Denver, CO

Raymond James & Associates

Nicholas Picucci is a financial advisor with Raymond James & Associates, holding a Series 66 license and seven years of industry experience. Prior to joining Raymond James in 2019, he worked at Jefferson County for one year and at Rocky Mountain Spice Company for two years. Outside of his advisory role, he is involved as an owner and proprietor of a rental real estate business in Denver. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting with a variety of portfolio management styles and municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Zachary M

Series 66

Denver, CO

Raymond James & Associates

Zachary Mann is a financial advisor with Raymond James & Associates in Denver, CO, holding a Series 66 designation and two years of industry experience. He previously worked at Intelligent Demand, Pandora, Inc., and Solve Media, Inc. Outside of his advisory role, he maintains a non-active relationship with Capital Design, Inc., a direct-mail promotional marketing business led by his parent who is the company’s president and CEO. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutional investors, and municipal entities. The firm offers financial planning and investment consulting through non-discretionary relationships, utilizing a range of portfolio management styles, firm research, and affiliated sub-advisers.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Brent B

Series 63, Series 66

Denver, CO

Raymond James & Associates

Brent Burrows is a financial advisor with Raymond James & Associates in Denver, CO, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with Raymond James & Associates since 2011. 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 including individuals, institutions, pension plans, charitable organizations, and municipal entities, offering tailored financial planning and advisory services with a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Taylor M

Series 66

Denver, CO

Raymond James & Associates

Taylor Morgenstern is a financial advisor at Raymond James & Associates with nine years of industry experience. He holds a Series 66 designation and previously worked at RBC Capital Markets for 11 years. Outside of finance, he has been involved with Vasa Fitness/Fitness Member Services LLC since 2019. 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, pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting through various specialized programs and services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Nicholas M

Series 63, Series 66

Denver, CO

Raymond James & Associates

Nicholas Mckelvey is a financial advisor at Raymond James & Associates with six years of industry experience. He has previously worked at Wells Fargo Clearing, Merrill, Fidelity Brokerage Services, and US Bank. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves individuals, institutions, pension plans, charitable organizations, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Becky J

Series 66

Denver, CO

Raymond James & Associates

Becky Jones is a financial advisor at Raymond James & Associates with eight years of industry experience. She previously worked at RBC Capital Markets, LLC, and has been involved in a consulting business reselling Mary Kay cosmetics since 1992. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and municipal advisory services, drawing on a variety of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Sean G

Series 63, Series 66

Denver, CO

Raymond James & Associates

Sean Garrett is a financial advisor with Raymond James & Associates in Denver, CO, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior roles include positions at Emower Retirement and T. Rowe Price. Outside of his advisory work, he is employed part-time at an Amazon sorting center. 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—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Brian T

CFP®, Series 66

Denver, CO

Raymond James & Associates

Brian Trujillo is a CFP® professional with 24 years of industry experience, currently serving at Raymond James & Associates since 2012. Based in Denver, CO, he holds the Series 66 designation. Outside of his advisory role, he is an owner and proprietor of a rental real estate business. 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, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Jared L

CFP®, Series 66

Denver, CO

Raymond James & Associates

Jared Lamb is a Certified Financial Planner (CFP®) with 12 years of industry experience, currently with Raymond James & Associates. His prior experience includes roles at City National Bank and RBC Capital Markets. 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, offering financial planning, investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Sterling W

Series 63, Series 65

Denver, CO

Raymond James & Associates

Sterling Warburton is a financial advisor with Raymond James & Associates in Denver, CO, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with Raymond James & Associates since 2006. Warburton serves as a Finance/Investment Committee Member for the South Denver Masonic Lodge #93. 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 governmental entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Paula B

Series 63, Series 65

Denver, CO

Raymond James & Associates

Paula Boyka is a financial advisor with Raymond James & Associates in Denver, CO, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. She has been with Raymond James & Associates since 2006. Raymond James & Associates, Inc. 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 charitable organizations. The firm offers financial planning, non-discretionary investment consulting, municipal advisory services, and institutional consulting, utilizing a range of portfolio management styles and firm research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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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.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Mark W

Series 66

Denver, CO

Raymond James & Associates

Mark Wilkins is a financial advisor at Raymond James & Associates with 17 years of industry experience. He holds the Series 66 designation and has previously worked at RBC Capital Markets for 17 years before joining Raymond James in 2026. 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 including individuals, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Kimberly B

Series 63, Series 65

Denver, CO

Raymond James & Associates

Kimberly Baird is a financial advisor at Raymond James & Associates with 30 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at RBC Capital Markets and Merrill. Raymond James & Associates, Inc. is a large dual-registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Joshua R

CFP®, Series 63, Series 66

Denver, CO

Raymond James & Associates

Joshua Reider is a CFP® professional with 10 years of industry experience, currently affiliated with Raymond James & Associates in Denver, CO. He has worked at several branches of Raymond James since 2020 and previously at Strategic Capital Advisers and Fidelity Brokerage Services. 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, institutional clients, pension plans, and governmental entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Marla H

Series 66

Denver, CO

Raymond James & Associates

Marla Hinman is a financial advisor at Raymond James & Associates with eight years of industry experience. She holds a Series 66 credential and has worked at Raymond James since 2018. Prior to this, she spent twelve years at Now and Then Vintage. Outside of her advisory role, she is involved in selling items on eBay. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, charitable organizations, and municipal entities. The firm provides financial planning, non-discretionary investment consulting, and municipal advisory services, supported by a broad network of advisers and affiliated research resources.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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James M

Series 63, Series 66

Denver, CO

Raymond James & Associates

James Moreno is a financial advisor with Raymond James & Associates in Denver, CO, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He worked previously at Southwest Securities Inc for nine years before joining Raymond James in 2021. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Anna D

Series 63, Series 66

Denver, CO

Raymond James & Associates

Anna De Pinto is a financial advisor at Raymond James & Associates with 26 years of industry experience. She held a position at RBC Capital Markets for 15 years prior to joining Raymond James in 2023. Outside of her advisory role, she operates a Mary Kay cosmetics business. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, utilizing a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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