Stephanie Lesso is a financial advisor at Raymond James & Associates with 13 years of industry experience. She held positions at Morgan Stanley and Morgan Stanley Private Bank from 2013 to 2025 before joining her current firm. She serves as a board member on the Federation Finance Committee, contributing to investment and budget oversight. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base with tailored financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Timothy Baker is a financial advisor with Raymond James & Associates in Jacksonville, FL. He holds Series 63 and Series 65 licenses and has 25 years of industry experience, including 24 years with Raymond James & Associates. 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 ranging from individuals and high-net-worth clients to institutions and government entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services through multiple portfolio management styles and affiliated research resources.

Katharyn Smith is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds Series 63 and Series 65 designations and has been with Raymond James since 2011. Smith serves as a board member for The Arc of Jacksonville, 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, institutional clients, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Nicole Nishimoto is a financial advisor with Raymond James & Associates holding a Series 66 designation and one year of industry experience. She previously worked at Merrill, Capital City Bank, and SunTrust over an eight-year span. Raymond James & Associates is a large, dually registered broker‑dealer and SEC‑registered investment adviser serving individuals, institutional clients, charitable organizations, and public entities. The firm offers financial planning and non‑discretionary investment consulting, relying on fact-based analyses and a range of portfolio management styles supported by affiliated research and model managers.

Caleb Cronic is a financial advisor at Raymond James & Associates with nine years of industry experience. He holds the Series 66 designation and previously served ten years in the United States Navy. Caleb is an officer and CEO of the United States Naval Academy Alumni Association in Jacksonville, FL, and serves as a trustee for Southside Baptist Church. 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, charitable organizations, and public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Robert Ellis Jr. is a financial advisor at Raymond James & Associates with 19 years of industry experience and holds the Series 66 designation. He has been with Raymond James & Associates 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 individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Casey Bulgin is a financial advisor with Raymond James & Associates in Jacksonville, FL, holding a Series 66 credential and bringing 23 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, Bulgin serves on the advisory board of Health Education To Reduce OBS and participates in the finance committee at Timuquana Country Club. 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 institutional fiduciary services.

William Shepard is a financial advisor with Raymond James & Associates in Jacksonville, FL, holding Series 63 and Series 66 licenses and eight years of industry experience. He previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Shepard is involved in several nonprofit organizations, including serving as founder and board member of the Gator Club of Jacksonville and CEO of Gateway To Hope, Inc., a nonprofit focused on feeding the hungry and assisting ex-prisoners. 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 charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a range of portfolio management styles and affiliated research.

Jennifer Sturm is a financial advisor at Raymond James & Associates with 23 years of industry experience. Her prior roles include positions at PNC Investments, BBVA Wealth Solutions Inc., BBVA Securities Inc., BBVA Compass Insurance Agency, and COMPASS Bank. She holds Series 63 and Series 65 designations. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and municipal advisory services, utilizing a range of portfolio management styles supported by extensive research and affiliated sub-advisers.

Robin Mcnally is a financial advisor at Raymond James & Associates with 33 years of industry experience. She holds the Series 63 designation and has been with Raymond James since 2009. Outside of her advisory role, she is listed as a co-owner of a local hair salon managed by her husband. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and various organizations. The firm offers financial planning, investment consulting, and institutional fiduciary services, utilizing a range of portfolio management styles supported by firm research and model managers.

Michael Taras is a financial advisor with Raymond James & Associates in Jacksonville, FL, holding Series 63 and Series 66 credentials with 13 years of industry experience. His prior roles include positions at UBS Financial Services, Lincoln Investment, Capital Analysts of Jacksonville, and Merrill. Raymond James & Associates is a 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 solutions supported by a range of portfolio management styles and affiliated research resources.

John Davis is a CFP® professional with 30 years of industry experience, currently serving with Raymond James & Associates since 2010. He holds Series 63 and Series 65 licenses. Outside of his advisory work, he serves as Vice President and Treasurer on the board of the 200 Club of Jacksonville, an organization that distributes funds to families of fallen law enforcement officers and firefighters. 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, investment consulting, and municipal advisory services.

Adam Campbell is a financial advisor with Raymond James & Associates in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Raymond James & Associates since 2009. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, and charitable and governmental entities, providing financial planning, non-discretionary investment consulting, and institutional advisory services supported by extensive research and a variety of portfolio management strategies.

Melissa Gillespie is a CFP® certificant with nine years of industry experience, currently serving as a financial advisor at Raymond James & Associates. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing for eight years combined. Outside of her advisory role, she owns and manages JEM Restorations LLC, focusing on business administration and marketing. 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, offering financial planning, consulting, and municipal advisory services supported by a nationwide adviser network.

Caroline Wilson is a financial advisor at Raymond James & Associates with eight years of industry experience. She holds Series 66 and Series 63 licenses. Prior to joining Raymond James, she worked at Fidelity Investments and Fidelity Brokerage Services for a total of five years. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, charitable organizations, and public entities, offering financial planning and consulting services with a range of portfolio management strategies and municipal advisory capabilities.

Jerald Seebol is a CFP® professional with 37 years of industry experience, currently serving as a financial advisor at Raymond James & Associates. His prior experience includes ten years at Morgan Stanley Private Bank, National Association, and sixteen years at Morgan Stanley Smith Barney. Outside of finance, he is involved in the ByeStanDers Band as part of the Tim and Jerry Guitar Duo. Raymond James & Associates is a large dually registered 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, non-discretionary investment consulting, and institutional fiduciary solutions.

Gregg Stupinski is a financial advisor with Raymond James & Associates in Jacksonville, FL, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior experience includes over a decade at Morgan Stanley Smith Barney LLC. He is also a partner in Mill Brook LLC, a business involved in renovating apartments for vacation rentals. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning, investment consulting, and institutional advisory services, employing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Joshua Rogers is a CFP® with 25 years of industry experience, currently serving at Raymond James & Associates since 2023. He previously worked at Bank of America and Merrill, with a combined 23 years at Merrill and 13 years at Bank of America. Rogers also serves as the treasurer for Christ Church Presbyterian in Jacksonville, FL, a nonprofit role involving budget oversight and reporting to the church elders. 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 a broad range of portfolio management styles and affiliated research.

Regina Taras is a CFP® professional with 42 years of industry experience, currently serving at Raymond James & Associates since 2022. Prior to this, she spent 10 years at UBS Financial Services NC. Outside of her advisory role, she is involved as a partner and proprietor in small business ventures managing accounting and tax reporting duties. 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, offering financial planning and consulting with a range of portfolio management styles and affiliated research resources.

Kimberly Earnhardt is a financial advisor at Raymond James & Associates with 31 years of industry experience. She holds the Series 63 and Series 65 credentials and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. She has been with Raymond James & Associates since 2019. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, charitable organizations, and governmental entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Richard Reid Jr. is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 40 years of industry experience. He 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, institutional investors, and municipal entities, offering financial planning, investment consulting, and municipal advisory services through a variety of portfolio management strategies and affiliated research resources.

Addison Knight Jr. is a financial advisor with Raymond James & Associates in Jacksonville, FL, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has been with Raymond James since 2011 and previously worked at The Bolles School from 2019 to 2023. 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 charitable organizations, offering financial planning and consulting services with a range of portfolio management styles and firm-supported research.

Daniel Tye is a financial advisor at Raymond James & Associates in Jacksonville, FL, with 21 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Distribution, Inc. from 2015 to 2021. Outside of his advisory role, Tye owns several businesses, including a commercial fishing enterprise and multiple real estate-related LLCs. 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 clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Elizabeth Wagnon is a financial advisor at Raymond James & Associates with a Series 66 designation and has been in the industry since 2022. Her work history includes prior experience at Edward Jones and time spent as a homemaker. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, and municipal entities, offering tailored financial planning and consulting services with a variety of portfolio management styles and affiliated research resources.

William Tesche is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 14 years of industry experience. He previously worked at Merrill Lynch Pierce Fenner & Smith from 2011 to 2018 before joining Raymond James in 2018. Raymond James & Associates is a large dual-registered broker-dealer and investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, providing financial planning, advisory programs, and institutional consulting with a range of portfolio management styles and affiliated research.

William Jones Jr. 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 2009. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a broad client base, including individuals, institutional clients, and municipal entities, offering financial planning and consulting services through various advisory programs and drawing on multiple portfolio management styles and affiliated research.

Wilson Studstill is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Raymond James & Associates since 2009. Outside of his advisory role, Studstill serves as a trustee for a related business entity. 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, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Justin Hancher is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds the Series 66 credential and has worked at Raymond James since 2013, previously spending four years at Think FCM. Raymond James & Associates, Inc. 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 institutional fiduciary services through a variety of portfolio management styles and affiliated research resources.

Silas Gassett is a financial advisor at Raymond James & Associates with 46 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 10 years before joining his current firm in 2022. He holds Series 63 and Series 65 licenses and is president of Silas William Gassett, Inc., a general business enterprise. Raymond James & Associates is a 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 multiple portfolio management strategies.

Ivan Gordon is a financial advisor at Raymond James & Associates with 22 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James since 2009. Gordon serves as Treasurer and a board member of the First Coast YMCA Metro Board and is also a member of the finance and investment committee for the YMCA of Florida’s First Coast. 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, pension plans, and charitable organizations, offering tailored financial planning and non-discretionary investment consulting supported by extensive research and a range of portfolio management styles.

Patricia Otterson is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. She has been with Raymond James & Associates since 2009. Outside of her advisory role, she serves as Treasurer and a board member of the Ascension St Vincents Foundation, where she is involved in fundraising and financial oversight. 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 investors, and charitable organizations, offering financial planning and investment consulting services with a range of portfolio management styles and research support.

Andrea Smithers is a financial advisor with Raymond James & Associates in Jacksonville, FL, holding a Series 66 designation and 16 years of industry experience. She previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank for 15 and 10 years, respectively. Andrea serves on the investment committee of the Jacksonville Jewish Center, participating in bi-annual investment reviews. 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 plans, and charitable organizations, providing financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Jesse Peck is a financial advisor with Raymond James & Associates in Jacksonville, FL, holding a Series 66 credential and 19 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, he is a partner in ECJ Capital, LLC, a business involved in real estate investment and property management. 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 services with multiple portfolio management styles and affiliated research support.

Michael Kelley is a financial advisor at Raymond James & Associates with 30 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Raymond James since 2016. Outside of his advisory work, he serves as Treasurer on the Board of Governors at Timuquana Country Club and is a board member of The Episcopal School of Jacksonville Foundation, where he oversees the Foundation’s Endowment. 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 tailored financial planning and investment consulting with a broad range of portfolio management styles and affiliated research.

Kathleen Whitsel is a financial advisor with Raymond James & Associates in Jacksonville, FL, holding Series 66 and Series 63 credentials and bringing 34 years of industry experience. She has been with Raymond James & Associates since 2003. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a broad client base including individuals, institutional clients, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, drawing on a range of portfolio management styles and affiliated research.