Timothy Riley is a financial advisor at Raymond James & Associates with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Raymond James & Associates since 2016. 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 wide range of clients, including individuals, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

James Fink Jr. is a financial advisor at Raymond James & Associates with 22 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2016. 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, non-discretionary investment consulting, and specialized municipal advisory services.

Kenneth Germann is a financial advisor with Raymond James & Associates in Greenwich, CT, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, he owns a rental property in New Canaan, CT. 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 that includes individuals, institutions, pension plans, and charitable organizations, offering financial planning and consulting services with a range of portfolio management styles and affiliated research.

Walker Brady is a financial advisor with Raymond James & Associates in Greenwich, CT, holding Series 63 and Series 66 designations and eight years of industry experience. He previously worked at Fieldpoint Private for six years before joining Raymond James & Associates. 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, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Eric Westerdale is a financial advisor with Raymond James & Associates, holding a Series 66 designation and seven years of industry experience. Prior to joining Raymond James in 2020, he worked at The Prudential Insurance Company of America and Pruco Securities LLC, and he also has a long tenure with Brooks Brothers. He is based in Greenwich, Connecticut. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, charitable organizations, and municipal entities, offering financial planning and consulting with a variety of portfolio management styles and affiliated research.

John Zuluaga Romero is a financial advisor with Raymond James & Associates in Greenwich, CT. He holds a Series 66 designation and has been in the industry since 2025. His prior experience includes roles at UBS Financial Services, Goldman Sachs, PricewaterhouseCoopers, and multiple academic and development positions. 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 that includes individuals, institutions, and municipal entities, offering financial planning and consulting with a range of portfolio management styles and affiliated research resources.

Mo Fahimi is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 21 years of industry experience. He has been with Raymond James & Associates since 2016. Fahimi previously managed a residential property in the United Kingdom prior to relocating to the United States. 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, and offers a range of financial planning and consulting services supported by extensive research and multiple portfolio management styles.

Steven Schneider is a financial advisor with Raymond James & Associates in Greenwich, CT, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Raymond James & Associates since 2016. 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 high-net-worth individuals, institutions, and municipal entities, offering financial planning, investment consulting, and specialized municipal advisory services.

Trent Luby is a financial advisor with Raymond James & Associates based in Greenwich, CT, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Deutsche Bank Securities Inc. and Wells Fargo Clearing. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, charitable organizations, 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 firm research and affiliated sub-advisers.

Adam Artiano is a financial advisor at Raymond James & Associates with 21 years of industry experience. He holds the Series 66 designation and has been with Raymond James & Associates since 2016. 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, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Brett Kellam is a financial advisor with Raymond James & Associates in Greenwich, CT. He holds a Series 63 designation and has 42 years of industry experience. He has been with Raymond James & Associates since 2016. 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 individuals, institutional clients, pension and profit-sharing plans, charitable organizations, and state and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Henry Corcoran is a Series 63-licensed financial advisor with Raymond James & Associates, where he has worked since 2019. He has nine years of industry experience, including two years with Perkins Fund Marketing. Outside of his advisory role, Corcoran coaches youth hockey as the head coach for an 11-12 year old travel team at the New Canaan Winter Club. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, investment consulting, and municipal advisory services supported by a nationwide network of advisors.

Hadi Fahimi is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 48 years of industry experience. He has been with Raymond James & Associates since 2016. 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, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

William Wilkinson is a financial advisor at Raymond James & Associates with five years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors and Raymond James, with prior roles in academia and economic development. 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 municipalities, and offers financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Shelley Titus is a financial advisor at Raymond James & Associates with 26 years of industry experience. She holds Series 63 and Series 66 credentials. Prior to joining Raymond James, she worked with Lyft in rideshare services from 2018 to 2022. Outside of her advisory role, she is CEO of Seashell Film Productions and authors online and print publications, including podcasts. 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 complemented by a range of portfolio management styles and affiliated research.

Louis Osso is a financial advisor at Raymond James & Associates with 33 years of industry experience. He holds Series 63 and Series 66 designations and has been with Raymond James since 2016. 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 through a range of portfolio management styles and affiliated research.

Rhonda Sihpol is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has been with Raymond James & Associates since 2016. Outside of her advisory role, she is a part owner of Renaissance Partners, LLC, a family-run general contracting business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, pension plans, and nonprofit organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions while employing a range of portfolio management styles supported by in-house research and model managers.

Anthony Fagella Jr. is a financial advisor with Raymond James & Associates in Greenwich, CT, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Raymond James & Associates since 2016 and is the managing member of Pentad Investment Partners. 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 and investment consulting with a range of portfolio management styles and affiliated research resources.

Paul Ruane is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing 37 years of industry experience. He has been with Raymond James & Associates and its affiliated entities since 2016. Raymond James & Associates, Inc. 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 municipalities, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

James Knight is a financial advisor with Raymond James & Associates in Greenwich, CT, holding Series 63 and Series 66 registrations and bringing 28 years of industry experience. He has been with Raymond James & Associates since 2016. Knight serves as a committee member on the finance committee of the nonprofit organization Obris. 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 municipalities, providing financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research resources.

Brian Kaplan is a financial advisor with Raymond James & Associates in Greenwich, CT, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, Kaplan manages his family's real estate business as part of a conservatorship, involving property management activities under a licensed brokerage. 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, non-discretionary investment consulting, and institutional advisory services.

Jack Pace Jr. is a financial advisor at Raymond James & Associates with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James since 2016, following an 11-year tenure at Deutsche Bank Securities Inc. He has a personal private investment business, PB Investors II, though no active involvement is indicated. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm provides financial planning and non-discretionary investment consulting, drawing on a range of portfolio management styles and affiliated research, with additional capabilities in municipal advisory services and a broad affiliate network.

Douglas Fodor is a financial advisor at Raymond James & Associates with 34 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Smith Barney for 14 years. 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 and pension plans, and municipal entities, offering tailored financial planning and consulting services primarily on a non-discretionary basis.

Elana Milianta is a financial advisor at Raymond James & Associates with 27 years of industry experience. She holds the Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing. Outside of advising, she is a partner in the development of an app focused on good deeds and is the author of "A Girlfriend's Financial Survival Guide." Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipalities. The firm provides financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles supported by affiliated research and sub-advisers.

Carmen Budai is a financial advisor at Raymond James & Associates with 18 years of industry experience. She holds the Series 66 designation and has been with Raymond James since 2016. Outside of her advisory role, she is a co-owner of an investment property. 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 institutional advisory services, drawing on a range of portfolio management styles and affiliated research.

Wendy Ferguson is a financial advisor with Raymond James & Associates in Greenwich, CT, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. She has been with Raymond James & Associates since 2016. In addition to her advisory role, she serves as an executor for an estate. 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 and non-discretionary investment consulting, supported by a nationwide adviser network and a range of portfolio management styles.

Jennifer Race is a financial advisor with Raymond James & Associates in Greenwich, CT, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has been with Raymond James & Associates since 2016. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, and municipal entities, providing financial planning, non-discretionary investment consulting, municipal advisory services, and institutional consulting.

Craig Cerone is a financial advisor with Raymond James & Associates based in Greenwich, CT, holding a Series 66 credential and 25 years of industry experience. He has served as managing member of DPJC LLC since 2017 and has been affiliated with Raymond James & Associates since 2016. Cerone has also held academic roles at Fairfield University and Sacred Heart University. Outside of advising, he acts as a trustee for Biagia Capital Access. 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 tailored financial planning and consulting services supported by various portfolio management styles and affiliated research.

Michael Bianchini is a financial advisor with Raymond James & Associates in Greenwich, CT, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, he serves as a co-trustee for two irrevocable lifetime trusts. 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, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a range of portfolio management styles and affiliated research.