Thomas Conway is a financial advisor at Raymond James & Associates with 36 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at D.A. Davidson & Co. and Commonwealth Financial Network. 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, advisory programs, and institutional consulting with a wide range of portfolio management styles and affiliated research.

Rebecca Hellman is a financial advisor with Raymond James & Associates in Kirkland, WA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Her prior roles include positions at Stifel Nicolaus & Co Inc and Robert Baird & Co. Raymond James & Associates is a large SEC-registered investment adviser and broker-dealer 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.

Heidi Buck is a financial advisor at Raymond James & Associates with 24 years of industry experience. She previously worked at D.A. Davidson & Co. for nine years and took a 15-year career break as a homemaker. Outside of her advisory role, she is an independent distributor of personal care, nutrition, and wellness products through Airborne International LLC. 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 and non-discretionary investment consulting with diverse portfolio management options and municipal advisory services.

Jeffery Mallula is a financial advisor with Raymond James & Associates in Kirkland, WA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Raymond James since 2016. Outside of his advisory role, he owns and rents a single-family home. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients, including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services, drawing on various portfolio management styles and providing municipal advisory services alongside market-making functions in municipal bonds.

Alan Leung is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 66 designation and previously worked at Zillow Group for five years. 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 non-discretionary investment consulting supported by a nationwide adviser network.

Samantha Lutz is a financial advisor at Raymond James & Associates with a Series 66 designation and one year of industry experience. She has held various roles within Raymond James and has experience in client service and associate financial advising. Prior to her advisory career, she worked in diverse positions across the hospitality and service industries. 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 wide range of clients including individuals, institutions, and municipalities, offering financial planning, investment consulting, and municipal advisory services with a non-discretionary approach to client relationships.

Julia Cosse is a financial advisor with Raymond James & Associates in Kirkland, WA, holding Series 63 and Series 65 licenses and nine years of industry experience. She has worked with Raymond James since 2018 and previously at Cosse International Securities Inc. from 2016 to 2018. 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, institutional clients, and nonprofit entities using tailored, non-discretionary financial planning and investment consulting supported by diverse portfolio management strategies and affiliated research.

Jeanine Gaston is a financial advisor with Raymond James & Associates in Kirkland, WA, holding Series 63 and Series 66 credentials and 25 years of industry experience. Her prior roles include positions at Stifel Nicolaus & Co Inc and Robert Baird & Co. 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, and municipal entities, offering financial planning and consulting services that emphasize tailored, non-discretionary strategies supported by extensive research and model manager options.

Liam Settle is a financial advisor with Raymond James & Associates in Kirkland, WA. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Raymond James, he worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. from 2024 to 2026. 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 charitable organizations, offering financial planning and investment consulting primarily through non-discretionary advisory programs.

Tyler Mc Cullough is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He previously worked at Wedbush Securities for nine years before joining Raymond James in 2023. Outside of his advisory role, he has engaged in rental real estate by managing a former personal residence as a rental property. 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, providing financial planning and non-discretionary investment consulting through various advisory programs.

Scott Settle is a financial advisor with Raymond James & Associates in Kirkland, WA, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Woodbury Financial Services, Penn Mutual Life Insurance Company, and Hornor Townsend & Kent. 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.

Jon Garberg is a financial advisor with Raymond James & Associates in Kirkland, WA. He holds Series 63 and Series 65 licenses and has 38 years of industry experience. Prior to joining Raymond James in 2026, he worked at Stifel Nicolaus & Co Inc for nine years and Robert Baird & Co. for three years. Outside of finance, he is a drummer in the classic rock band Red Herring and serves as a high school football referee with the Pacific Northwest Football Officials Association. 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, institutional clients, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting, with a focus on tailored advice supported by firm research and a range of portfolio management styles.

Daniel Goldman is a CFA® charterholder with 16 years of industry experience. He is currently with Raymond James & Associates, having joined in 2025. His prior roles include positions at Cetera Advisors LLC, Olson Investment Advisors, LLC, and First Allied Securities, Inc. 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, non-discretionary investment consulting, and institutional fiduciary solutions.

Barrett Henry is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Raymond James & Associates. His prior roles include positions at Woodbury Financial Services, Penn Mutual Life Insurance Company, and Hornor Townsend & Kent. In addition to his advisory work, Henry operates independent practices focused on financial planning and insurance, including fixed life, disability, and long-term care coverage. 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 comprehensive financial planning and consulting with a range of portfolio management styles and affiliated research resources.

Scott Hitchcock is a financial advisor with Raymond James & Associates in Kirkland, WA, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with Raymond James & Associates since 2014. 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, and municipalities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by in-house research and affiliated sub-advisers.

Kimberly Tucker is a financial advisor at Raymond James & Associates with 29 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Wells Fargo Clearing, Morgan Stanley, and Hall & Dornan Capital Partners. 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, charitable organizations, and public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Piper Laak is a financial advisor at Raymond James & Associates with three years of industry experience. He holds a Series 66 credential and has prior experience as a full-time student at the University of Washington and brief roles at McCollum Crowley P.A., Eastview High School, and Agua Verde Paddle Club. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing roughly $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting through various programs and a range of portfolio management styles.

John Salisbury Jr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Raymond James since 2020 and previously held positions with Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 wide range of clients—including individuals, institutions, pension plans, and municipal entities—and offers financial planning, non-discretionary investment consulting, and municipal advisory services.

Joshua Wodka is an advisor with Raymond James & Associates in Kirkland, WA. He holds a Series 66 designation and has been in the industry since 2026. Prior to joining Raymond James & Associates, he worked at Pathstone Family Office and has experience with organizations including Interbay Golf Center and Olympia Country & Golf Club. 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, institutional and pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Leeann Huggins is a financial advisor with Raymond James & Associates in Kirkland, WA, holding the CFP® designation and Series 63 and 65 licenses. She has 39 years of industry experience, including prior roles at Morgan Stanley and Morgan Stanley Private Bank. 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 customized financial planning and advisory services through various portfolio management styles and affiliated research resources.

Ionut Gusu is a financial advisor at Raymond James & Associates with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has prior experience at Bank of America, Merrill, Compound Interest Investing LLC, and Apple American LLC. Outside of his advisory role, he is a partner in Avia Pervia SRL, where he is involved in bookkeeping and budgeting. Raymond James & Associates is a 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 municipalities, offering tailored financial planning and consulting with a range of portfolio management styles.

Christina Becker is a financial advisor with Raymond James & Associates in Kirkland, WA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has worked at Raymond James since 2017 and previously spent five years with TIAA/TIAA-CREF. 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 extensive research and a range of portfolio management styles.

Denise Tanaka is a financial advisor with Raymond James & Associates in Kirkland, WA, holding a Series 66 designation and 16 years of industry experience. Prior to joining Raymond James in 2017, she worked at Morgan Stanley Smith Barney for eight years. Outside of advising, she teaches piano to children ages 5 to 15. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and charitable organizations. The firm offers financial planning, investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by in-house research and affiliated sub-advisers.

Trenton Morton is a CFP®-certified financial advisor with Raymond James & Associates, based in Kirkland, WA. He has 29 years of industry experience, including 12 years at Raymond James. Morton is also a partner at PC Investors LLC, where he serves as an investment advisor. 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, and municipal entities, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research.