Jo Anne Duffy is a financial advisor with Raymond James & Associates in New York, NY, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. She has been with Raymond James & Associates since 2016. Outside of her advisory role, she serves as trustee and guardian for her son's financial matters, including acting as power of attorney for his investment accounts. 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 tailored financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and research resources.

Renee Sessa is a financial advisor with Raymond James & Associates holding a Series 66 credential and 12 years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services LLC and JPMorgan Securities 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, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Howard Franzblau is a financial advisor with Raymond James & Associates in New York, NY, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Raymond James & Associates since 2014. Raymond James & Associates is a large broker-dealer and SEC-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, consulting, and a range of portfolio management strategies supported by affiliated research and model managers.

Clark Somma is a financial advisor with Raymond James & Associates in New York, NY, holding the Series 66 designation and one year of industry experience. His prior professional background includes roles at CQS Asset Management and Diversified Search Group LLC, as well as experience with Caribbean Corner before entering the financial services field. 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, and municipal entities—offering financial planning, investment consulting, and institutional fiduciary services with a primarily non-discretionary advisory approach.

Adam Altwerger is a financial advisor with Raymond James & Associates in New York, NY, holding Series 63 and Series 65 designations and 12 years of industry experience. His prior roles include positions at Morgan Stanley, UBS Financial Services, and JP Morgan Chase 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 that includes individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Brooke Sanchez is a financial advisor at Raymond James & Associates with 27 years of industry experience. She holds Series 63 and Series 66 licenses 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 individuals, institutional clients, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management strategies and affiliated research.

Grace Hom is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and 13 years of industry experience. Her prior experience includes roles at MML Investors Services, Mass Mutual Life Insurance Company, Wells Fargo Clearing, and Wells Fargo Advisors. She is based in New York, NY. 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Mark Debbs is a financial advisor with Raymond James & Associates in New York, NY, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Raymond James & Associates since 2012. 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 and profit-sharing plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Brett Goldstein is a CFP® with 15 years of industry experience. He is currently with Raymond James & Associates and previously worked at Bleakley Financial Group, LPL Financial, and Private Advisor Group. Raymond James & Associates is a large firm serving individuals, institutional clients, and public entities with financial planning, non-discretionary investment consulting, and institutional fiduciary solutions. The firm offers a variety of portfolio management styles supported by firm research and affiliated sub-advisers, including municipal advisory services and employer consulting programs.

George Buxton is a financial advisor with Raymond James & Associates in New York, NY, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked at Morgan Stanley and its affiliated entities for over a decade before joining Raymond James in 2024. Raymond James & Associates, Inc. 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Arthur Coleman III is a financial advisor with Raymond James & Associates in New York, NY, holding Series 63 and Series 65 licenses and having 47 years of industry experience. Prior to joining Raymond James in 2021, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as the president of the Patricia Gardens co-op board, participating in meetings to review rules, finances, and capital expenditures. Raymond James & Associates is a large 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 charitable organizations, offering financial planning and non-discretionary investment consulting with access to a range of portfolio management styles and affiliated research.

Vana Koutsomitis is a financial advisor with Raymond James & Associates in New York, NY, holding a Series 66 designation and five years of industry experience. Her prior work includes roles at Morgan Stanley and Empirical Asset Management, LLC. Outside of her advisory work, she owns Casita Espiritu, a business providing coaching and marketing advice to entrepreneurs and founders. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and charitable organizations. The firm offers financial planning and consulting through various programs and draws on diverse portfolio management styles supplemented by firm research and affiliated sub-advisers.