Christopher Mcdonagh is a financial advisor at Raymond James & Associates with 39 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Raymond James since 2016. 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, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Richard Guardiola is a financial advisor with Raymond James & Associates in New York, NY, holding Series 63 and Series 65 credentials and 28 years of industry experience. He previously worked at Charles Schwab and Charles Schwab Bank from 2013 to 2022. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, drawing on a range of portfolio management styles and affiliated research.

Rafael Santandreu is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 22 years of industry experience. Prior to joining Raymond James in 2020, he worked at UBS Financial Services for eight years. He serves as a board director at Lomar Associates 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, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Judson Potter is a financial advisor at Raymond James & Associates with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at both Pilgrim Pond Trust and Raymond James & Associates since 2015. Potter is also a partner in Brandreth Associates, a family-owned real estate partnership. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, charitable organizations, and government entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles and affiliated research.

Mark Leyton is a financial advisor at Raymond James & Associates with 34 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Raymond James since 2016. Outside of his advisory role, he serves as an acting trustee for Kaplin in a passive capacity. 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 charitable organizations, offering financial planning and investment consulting with a variety of portfolio management styles and municipal advisory services.

Paulo John Barbosa is a financial advisor with Raymond James & Associates in New York, NY, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He previously worked at UBS Financial Services Inc. and BRL Investimentos USA LLC. Outside of his advisory role, Barbosa serves on the board of directors for the Instituto Jorge e Odaleia Brando Barbosa, a foundation associated with the Museum of Sacred Art in Rio de Janeiro. 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 and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Ryan Leizman is a financial advisor at Raymond James & Associates with three years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Credit Agricole Corporate and Investment Bank and StoneX Financial Inc. before joining Raymond James. Raymond James & Associates is a dually registered broker-dealer and 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 solutions.

Yonatan Marom is a financial advisor with Raymond James & Associates in New York, NY, holding Series 63 and Series 65 designations and bringing 16 years of industry experience. Prior to joining Raymond James in 2021, he worked at CitiGroup for eight years. Outside of his advisory role, Marom is involved in managing several business entities, including a laser services company and a hospitality business. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base including individuals, institutional clients, and charitable organizations. The firm offers comprehensive financial planning and consulting services supported by a range of portfolio management styles and affiliated research resources.

Anna Paczes is a financial advisor at Raymond James & Associates with 10 years of industry experience. She holds the Series 66 designation and has been with Raymond James since 2016. Outside of her advisory role, she is a partner in a rental real estate business but does not have active responsibilities in that venture. 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 public entities—and provides financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research.

Michael Gaffney is a financial advisor at Raymond James & Associates with 30 years of industry experience. He holds the Series 63 designation and has been with Raymond James & Associates since 2013. 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, charitable organizations, and public entities, offering financial planning, investment consulting, and institutional fiduciary services through a variety of portfolio management approaches.

Kimberly Short is a financial advisor with Raymond James & Associates in New York, NY, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. She has been with Raymond James & Associates since 2016. 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.

Nathanael Putrich is a financial advisor with Raymond James & Associates in New York, NY, holding Series 63 and Series 66 credentials and eight years of industry experience. His prior work includes positions at Goldman Sachs & Co. LLC and Hillsdale College. Outside of his advisory role, he leads the No Bad Days Run Club through his business, NBD 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 diverse client base including individuals, institutions, and municipal entities, offering financial planning, advisory programs, and institutional consulting with a focus on tailored, non-discretionary strategies supported by extensive research and affiliated portfolio management.

Daniel Shin is a financial advisor at Raymond James & Associates with 24 years of industry experience. He previously worked at UBS Financial Services and The Benchmark Company, LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipal entities. The firm offers a range of financial planning and consulting services, employing various portfolio management styles supported by in-house research and affiliated sub-advisers.

Ian Macdonald is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 19 years of industry experience. He has worked with Raymond James & Associates since 2016. 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 services such as financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research resources.

Matthew Madlinger is a financial advisor with Raymond James & Associates in New York, NY, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has been with Raymond James & Associates since 2016. 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 diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting through various specialized programs.

Dean Sadek is a financial advisor at Raymond James & Associates with 21 years of industry experience. He previously worked at Citigroup and Morgan Stanley Private Bank, N.A. In addition to his advisory role, he serves as a professor at EADA Business School in Barcelona. 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 advisory services supported by multiple portfolio management strategies and research resources.

Erica Anastos is a financial advisor at Raymond James & Associates with 22 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses and has been with Raymond James since 2016. The firm oversees approximately $501 billion in assets and serves a diverse client base, including individuals, institutions, and municipal entities. Raymond James offers a range of financial planning, investment consulting, and municipal advisory services, employing various portfolio management styles and firm research to support its advisors.

Nicole Peck is a Series 66 licensed financial advisor with Raymond James & Associates in New York, NY. She has four years of industry experience, including prior roles at Jackson Hole Mountain Resort and Robert P. Schuster, PC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and specialized municipal advisory services, supported by comprehensive research and a range of portfolio management strategies.

Jason Gefaell is a financial advisor with Raymond James & Associates in New York, NY, holding a Series 63 designation and 24 years of industry experience. He has been with Raymond James & Associates since 2005. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Michael Iaquinta is a financial advisor at Raymond James & Associates with 25 years of industry experience. He holds the Series 66 designation and has been with Raymond James & Associates 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 high-net-worth individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.