Zachary Mekler is a financial advisor with Raymond James & Associates in Minneapolis, MN, holding a Series 66 credential and five years of industry experience. His prior work includes roles at J.P. Morgan, Westwood One, and the Philadelphia 76ers. Outside of advising, he serves as a committee member running weekly meetings for a referral-based networking chapter called BNI. 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 non-discretionary consulting supported by various portfolio management styles and affiliated research.

Bassem Abou Zeid is a financial advisor with Raymond James & Associates in Minneapolis, MN, holding Series 63 and Series 65 designations and 21 years of industry experience. His prior work includes roles at Bank of America, N.A., and Merrill. 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, non-discretionary investment consulting, and institutional fiduciary solutions.

Peter King is a financial advisor with Raymond James & Associates in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Raymond James since 2013 and serves as a firefighter with the Stillwater Fire Department since 2017. 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 advisory services with a range of portfolio management styles and affiliated research.

Kathryn King is a financial advisor at Raymond James & Associates with three years of industry experience. She holds a Series 66 designation and previously worked with the Professional Fire Fighters of Wisconsin Charitable Foundation and in the restaurant industry. 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.

Joel Moline is a financial advisor with Raymond James & Associates in Minneapolis, MN, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He previously worked at Merrill for 15 years and Bank of America for 10 years before joining Raymond James in 2019. Outside of his advisory role, Moline serves as an advisory board member for the Lakeview Foundation, a charitable organization supporting health and wellness initiatives through philanthropy. 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 consulting services supported by firm research, multiple portfolio management styles, and specialized municipal advisory capabilities.

Michele Weiss is a financial advisor with Raymond James & Associates in Minneapolis, MN, holding a Series 66 designation and 18 years of industry experience. She worked at Merrill Lynch for 20 years before joining Raymond James & Associates in 2021. 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 nationwide adviser network.

John Sullivan is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 10 years of industry experience. He has worked at Raymond James & Associates since 2019 and previously held roles at Bank of America and Merrill. 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, non-discretionary investment consulting, and institutional fiduciary solutions.

Scott Mercer is a financial advisor with Raymond James & Associates in Minneapolis, MN, holding a Series 66 designation and 24 years of industry experience. He previously worked at Bank of America and Merrill before joining Raymond James in 2021. Mercer serves as a director and investment committee chair for the Tozer Foundation, a nonprofit organization. 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, consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research support.