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Tina Marie T
Series 63, Series 65
Las Vegas, NV
Raymond James & Associates
Tina Marie Trihub is a financial advisor at Raymond James & Associates with 33 years of industry experience. She holds Series 63 and Series 65 designations and has worked extensively with Wells Fargo Advisors and Wells Fargo Clearing prior to joining Raymond James in 2024. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets and serves a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide network of advisers.
Lance H
Series 63, Series 65
Las Vegas, NV
Raymond James & Associates
Lance Horton is a financial advisor with Raymond James & Associates in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Prior to joining Raymond James in 2023, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2009 to 2023. He serves as a board member for the Darren Waller Foundation, a private foundation. 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 individuals, institutions, pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
James Z
Series 66
Las Vegas, NV
Raymond James & Associates
James Zapotocky is a financial advisor at Raymond James & Associates with 12 years of industry experience. He previously worked at Morgan Stanley and its private banking divisions for a decade. Outside of his advisory role, he has a business interest in a rental real estate venture called The Wine Down Paso. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving individuals, institutions, and municipal clients. The firm offers financial planning and consulting through a range of investment strategies and is notable for its municipal advisory services and employer retirement plan consulting programs.
Terri C
Series 63, Series 65
Las Vegas, NV
Raymond James & Associates
Terri Criswell is a financial advisor at Raymond James & Associates with 27 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for RBC Capital Markets Corporation for 16 years before joining Raymond James. 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 with a range of portfolio management styles and affiliated research.
Harrison F
Series 66
Las Vegas, NV
Raymond James & Associates
Harrison Fried is a financial advisor at Raymond James & Associates with one year of industry experience. He holds a Series 66 designation and previously worked at Deep Roots Harvest for four years, along with roles at Veritas, Urban Health and Wellness, and Clemson University. 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 a range of financial planning and investment consulting services with a focus on customized, non-discretionary advice.
Lynda S
Series 63, Series 65
Las Vegas, NV
Raymond James & Associates
Lynda Schultz is a financial advisor at Raymond James & Associates with 29 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of her advisory role, she serves as officer, treasurer, and secretary for Arsilica, Inc., an online glassware distributor. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipal entities. The firm offers financial planning and consulting services through a range of portfolio management styles supported by firm research and a nationwide adviser network.
Sydney S
Series 63, Series 65
Las Vegas, NV
Raymond James & Associates
Sydney Szwyd is a financial advisor at Raymond James & Associates with six years of industry experience. Prior to joining Raymond James in 2025, Sydney worked at UBS Financial Services and Merrill Lynch, among other firms. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that serves individuals, institutions, and municipal entities. The firm offers financial planning and consulting services that are generally non-discretionary, employing a range of portfolio management styles supported by in-house research and a network of affiliated sub-advisers.
Ryan D
Series 66
Las Vegas, NV
Raymond James & Associates
Ryan D’souza is a financial advisor at Raymond James & Associates with a Series 66 designation and 10 years of industry experience. His prior roles include positions at City National Bank, RBC Capital Markets, LLC, and Ameriprise Financial Services, Inc. He is based in Las Vegas, NV. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and public entities. The firm offers financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.
Tasi L
Series 66
Las Vegas, NV
Raymond James & Associates
Tasi Long is a financial advisor with Raymond James & Associates in Las Vegas, NV, holding a Series 66 credential. Long has experience working at Raymond James since 2024, alongside various roles including positions at Stanford University and the Office of the Mayor of Tinian. 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 municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Mark H
Series 63, Series 65
Las Vegas, NV
Raymond James & Associates
Mark Hamilton is a financial advisor at Raymond James & Associates with 48 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at City National Bank and RBC Capital Markets. Hamilton is based in Las Vegas, NV. 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 government entities, offering non-discretionary financial planning and consulting through various specialized programs and affiliated research resources.
James H
Series 66, Series 63
Las Vegas, NV
Raymond James & Associates
James Harkins is a financial advisor with Raymond James & Associates in Las Vegas, NV, holding Series 63 and Series 66 licenses. He has 17 years of industry experience, including prior roles at LPL Financial and Nevada State 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—and offers financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research.
Elliot B
Series 66
Las Vegas, NV
Raymond James & Associates
Elliot Bloch is a financial advisor at Raymond James & Associates with nine years of industry experience and holds a Series 66 designation. His career includes roles at City National Bank, RBC Capital Markets, and several mortgage companies. 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, and charitable organizations, offering financial planning and advisory services supported by a nationwide network of advisors.
Kerry W
Series 63, Series 65
Las Vegas, NV
Raymond James & Associates
Kerry Withrow is a financial advisor with Raymond James & Associates in Las Vegas, NV, holding Series 63 and Series 65 licenses and 32 years of industry experience. Prior to joining Raymond James in 2024, he worked at City National Bank and RBC Capital Markets. He is a passive investor in a private equity healthcare fund. 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 strategies.
Christine Z
Series 66
Las Vegas, NV
Raymond James & Associates
Christine Zalonka is a financial advisor with Raymond James & Associates who holds a Series 66 designation and has 24 years of industry experience. Her prior work includes tenures at Wells Fargo Advisors and Wells Fargo Clearing, as well as experience with G.G.R.M Law Firm. Outside of finance, she is involved with Las Vegas Beach Volleyball. 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, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.
Robert D
Series 66
Las Vegas, NV
Raymond James & Associates
Robert Duffy III is a financial advisor with Raymond James & Associates in Las Vegas, NV, holding a Series 66 designation and 13 years of industry experience. He previously worked at Morgan Stanley and its affiliated entities for over a decade before joining his current firm in 2025. 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 a range of financial planning and consulting services, often structured as non-discretionary relationships.
Jamie L
Series 66
Las Vegas, NV
Raymond James & Associates
Jamie Lane is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley for ten years. His current position at Raymond James spans two 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 clients, and municipal entities, offering financial planning, advisory programs, and institutional consulting with a variety of portfolio management styles and affiliated research support.
Cooper D
Series 66
Las Vegas, NV
Raymond James & Associates
Cooper Dolan is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 66 designation and has prior work history including roles at Faherty Brand and Docusign. 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 variety of portfolio management styles and affiliated research.
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