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Jessica A
Series 63, Series 65
Louisville, KY
Raymond James & Associates
Jessica Applegate is a financial advisor at Raymond James & Associates with 15 years of industry experience. She held a position at Morgan Stanley for eight years before joining Raymond James & Associates in 2022. She holds Series 63 and Series 65 designations and is based in Louisville, KY. 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 charitable organizations, offering financial planning and investment consulting primarily through non-discretionary relationships.
Jennifer B
Series 66
Louisville, KY
Raymond James & Associates
Jennifer Bauer is a financial advisor with Raymond James & Associates in Louisville, KY. She holds a Series 66 designation and has 15 years of industry experience, including 13 years with 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, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.
Jerry T
Series 63, Series 66
Louisville, KY
Raymond James & Associates
Jerry Tyler is a financial advisor with Raymond James & Associates in Louisville, KY, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. His prior roles include positions at Merrill, Wells Fargo Clearing Services, and Morgan Stanley Private Bank. Outside of advisory work, he is a partner in Best Tyler LLC, which owns a Papa Murphy Pizza franchise. 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 and non-discretionary investment consulting through various programs and supports client decisions with a range of portfolio management styles and affiliated research.
Zachary K
Series 66
Louisville, KY
Raymond James & Associates
Zachary Kamber is a financial advisor at Raymond James & Associates in Louisville, KY, holding a Series 66 credential with 13 years of industry experience. He has been with Raymond James since 2015. Outside of advising, he serves on the Advancement Committee for Uspiritus and is involved with multiple alumni associations. Raymond James & Associates, Inc. is a 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 services, utilizing a range of portfolio management styles supported by firm research and affiliated sub-advisers.
Jason S
CFP®, Series 66
Louisville, KY
Raymond James & Associates
Jason Scarpellini is a CFP® professional with 16 years of industry experience currently affiliated with Raymond James & Associates. He previously spent ten years with PNC Bank and PNC Investments. Outside of his advisory role, he owns a rental property in Louisville, KY. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutional, pension, and charitable organizations. The firm offers financial planning and consulting services with a range of portfolio management styles and notable municipal advisory capabilities.
Adam M
Series 63, Series 66
Louisville, KY
Raymond James & Associates
Adam Mc Dermont is a financial advisor with Raymond James & Associates in Louisville, KY, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to his current role, he worked at Family Wealth Strategies and AE Wealth Management. He has also held positions outside finance, including at Rabbit Hole Distillery and Ford Motor Company. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, offering tailored financial planning, non-discretionary investment consulting, and institutional advisory services supported by a nationwide adviser network.
Benjamin A
Series 66
Louisville, KY
Raymond James & Associates
Benjamin Arnold is a financial advisor at Raymond James & Associates with 11 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for eight years. Arnold has also been employed with Jefferson County Public Schools for over a decade. 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 charitable organizations. The firm offers tailored financial planning and investment consulting services supported by a nationwide adviser network and a range of portfolio management styles.
William H
CFP®, Series 66
Louisville, KY
Raymond James & Associates
William Henderson is a CFP® with 26 years of experience in the financial services industry. He is currently with Raymond James & Associates and previously spent 20 years at PNC Investments. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by affiliated research and model managers.
Russell C
Series 63, Series 65
Louisville, KY
Raymond James & Associates
Russell Cotton is a financial advisor with Raymond James & Associates in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Raymond James & Associates since 2009. Outside of his advisory role, Mr. Cotton is a managing partner of RichRussLLC, which seeks investment opportunities across various asset types, and serves on the advisory board of Saint Bernadette Catholic Church, where he reviews budgets and approvals for the church and school. 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, charitable organizations, and government entities, offering non-discretionary financial planning and consulting supported by research and a range of portfolio management styles.
Lori R
Series 63, Series 66
Louisville, KY
Raymond James & Associates
Lori Rupe is a financial advisor with Raymond James & Associates in Louisville, KY, holding Series 63 and 66 licenses and bringing 33 years of industry experience. Her prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Benjamin W
Series 66
Louisville, KY
Raymond James & Associates
Benjamin Weible is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 11 years of industry experience. He previously worked at Stifel for 11 years before joining Raymond James in 2026. Based in Louisville, KY, he provides advisory services within a large institutional firm. 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, institutional clients, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.
Karen L
Series 63, Series 65
Louisville, KY
Raymond James & Associates
Karen Lincks is a financial advisor with Raymond James & Associates in Louisville, KY, holding Series 63 and Series 65 credentials and 17 years of industry experience. Her prior firms include Morgan Stanley and Wells Fargo Advisors. Outside of her advisory work, she is an Independent Beauty Consultant with Mary Kay Cosmetics. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles supported by affiliated research and sub-advisers.
Carol H
Series 63, Series 65
Louisville, KY
Raymond James & Associates
Carol Heil is a financial advisor at Raymond James & Associates with 29 years of industry experience. She previously worked at Merrill and Bank of America, Na, before joining Raymond James in 2024. Heil serves on the investment committee of Southeast Christian Church, where she provides general market overviews and asset allocation ideas for church pension funds. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services supported by comprehensive research and multiple portfolio management strategies.
Livia S
Series 66
Louisville, KY
Raymond James & Associates
Livia Sullivan is a financial advisor at Raymond James & Associates with three years of industry experience. She holds a Series 66 designation and has worked previously at Hoosier Hills Credit Union and French Lick Resort and Casino. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting through various programs and an extensive affiliate network.
Bruce W
Series 63, Series 65
Louisville, KY
Raymond James & Associates
Bruce White is a financial advisor with Raymond James & Associates in Louisville, KY, holding Series 63 and Series 65 registrations and having 26 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of advising, he is a partner in a deli business owned with his wife but does not participate in daily operations. 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 municipalities. The firm offers financial planning and investment consulting services with a variety of portfolio management styles and is notable for its municipal advisory services and extensive affiliated ecosystem.
Lonnie M
Series 63, Series 65
Louisville, KY
Raymond James & Associates
Lonnie May is a financial advisor at Raymond James & Associates with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2013. The firm serves a diverse client base including individuals, institutional investors, and charitable organizations, offering financial planning and investment consulting through various advisory programs. Raymond James & Associates is notable for its municipal advisory services and extensive affiliate ecosystem supporting a wide range of portfolio management strategies.
Deonna C
Series 63, Series 65
Louisville, KY
Raymond James & Associates
Deonna Colvin is a financial advisor with Raymond James & Associates in Louisville, KY, holding Series 63 and Series 65 credentials and with 27 years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2017. Outside of her advisory role, she is connected to a woodworking business owned by her spouse. 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 municipalities, offering financial planning and consulting primarily through non-discretionary relationships supported by a range of portfolio management styles and affiliated research.
Burdette P
Series 66
Louisville, KY
Raymond James & Associates
Burdette Park 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 Lynch. Outside of his advisory role, he owns and operates a farm in Kentucky where he raises beef cattle and hay. 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 consulting with a range of investment management styles.
Joseph H
CFP®, Series 66
Louisville, KY
Raymond James & Associates
Joseph Hamilton is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2017. Prior to joining Raymond James & Associates, he held roles at Robert Baird & Co. and JJB Hilliard WL Lyons 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, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional advisory services through a variety of portfolio management styles and affiliated research resources.
Maynard H
Series 63, Series 65
Louisville, KY
Raymond James & Associates
Maynard Hopper is a financial advisor with Raymond James & Associates in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Raymond James & Associates since 2007. Outside of his advisory role, he pursues writing as a hobby, planning activities such as blogging, YouTube content, subscription email services, and self-publishing. 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, supported by a wide range of portfolio management approaches and affiliated research.
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