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Matthew G
Series 63, Series 65
Peoria Heights, IL
Raymond James & Associates
Matthew Glatz is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has been with Raymond James since 2011. Outside of advising, he is involved in several business ventures including agricultural operations and partnership roles. 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 through tailored financial planning, non-discretionary investment consulting, and institutional advisory services, supported by a wide range of portfolio management styles and affiliated research resources.
Abbey S
Series 66
Peoria Heights, IL
Raymond James & Associates
Abbey Strubhar is a financial advisor at Raymond James & Associates with two years of industry experience. Prior to joining Raymond James, she served as the City Treasurer of Washington, Illinois, an elected position she held for three years. She has also been involved with the W. D. Boyce Council, Boy Scouts of America, Inc., for 15 years. 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, institutional investors, and municipal entities, offering customized financial planning and consulting services with a range of portfolio management styles and municipal advisory capabilities.
Sara S
Series 63, Series 65
Peoria Heights, IL
Raymond James & Associates
Sara Schupp is a financial advisor with Raymond James & Associates in Peoria Heights, IL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with Raymond James & Associates since 2012. 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, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a wide range of portfolio management styles and affiliated research.
Jacob T
Series 66
Peoria Heights, IL
Raymond James & Associates
Jacob Turner is a Series 66 licensed financial advisor with Raymond James & Associates, where he has worked since 2013. He has 13 years of industry experience and is based in Peoria Heights, Illinois. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Adam H
CFP®, Series 66
Peoria Heights, IL
Raymond James & Associates
Adam Hawks is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2011. He is a managing partner of Greenstar Farms, LLC, which manages his family’s agricultural operations. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning, investment consulting, and institutional fiduciary services, utilizing a range of portfolio management styles supported by firm research and affiliated sub-advisers.
Katherine M
Series 66
Peoria Heights, IL
Raymond James & Associates
Katherine Morgan is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 11 years of industry experience. She has worked at Raymond James & Associates since 2020 and previously spent six years with Associated Investment Services, Inc. Her background also includes four years of experience outside the financial industry at Olive Garden. 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, investment consulting, and institutional fiduciary solutions.
Richard B
Series 66
Peoria Heights, IL
Raymond James & Associates
Richard Benson is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James since 2012. Outside of his advisory role, he is a partner in Hilltop Partners V LLC. Raymond James & Associates manages approximately $501 billion in assets and serves a diverse client base, including individuals, institutions, and municipal entities. The firm provides financial planning and consulting through non-discretionary relationships, employing various portfolio management styles supported by firm research and affiliated sub-advisers.
Leah W
Series 66
Peoria Heights, IL
Raymond James & Associates
Leah Watkins is a financial advisor with Raymond James & Associates in Peoria Heights, IL. She holds a Series 66 designation and has seven years of industry experience. Prior to joining Raymond James in 2019, she worked at Morgan Stanley, David Vaughan Investments, Lawler Financial, and The Unland Companies. 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 specialized programs and draws on a broad range of portfolio management styles and affiliated research.
Nicholas P
Series 66, Series 63
Peoria Heights, IL
Raymond James & Associates
Nicholas Pitts is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 66 and Series 63 designations. Prior to his current role, he worked at SEGRETO di Stefania and has held positions at several other companies including Uber and Lennar Mortgage. 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 investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.
Brian A
Series 63, Series 65
Peoria Heights, IL
Raymond James & Associates
Brian Abraham is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop and implement personalized wealth management strategies that align with their long-term financial goals. His approach involves a comprehensive understanding of each client's current financial situation and their future aspirations, helping to design tailored investment and risk management solutions. Brian's expertise includes divorce transition planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management, and retirement income. He is part of The Abraham-Gipson Group, which serves individuals, families, and organizations by focusing on goal-based investment management, income strategies, wealth structuring, and estate planning services. Brian holds the Personal Investment Advisor (PIA) designation. He earned a Bachelor's Degree from the University of Illinois and a Master of Business Administration (MBA) from Vanderbilt University. Outside of his professional work, Brian is engaged in community activities and volunteers with local organizations. His personal interests include basketball, spending time with family, traveling, and watching movies.
Kevin S
Series 66
Peoria Heights, IL
Raymond James & Associates
Kevin Sletten is a financial advisor at Raymond James & Associates with 21 years of industry experience. He has been with Raymond James since 2011 and holds a Series 66 designation. Outside of his advisory role, he serves on the finance and investment committee for the local Boy Scouts of America council and is involved as a business owner in several ventures, including a personal use airplane LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and retirement plans. 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.
Jaclyn M
Series 63, Series 65
Peoria Heights, IL
Raymond James & Associates
Jaclyn Merkley is a financial advisor at Raymond James & Associates with 19 years of industry experience. She holds the Series 63 and Series 65 credentials and has been with Raymond James 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, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services.
Jeffrey J
Series 63, Series 65
Peoria Heights, IL
Raymond James & Associates
Jeffrey Jones is a financial advisor at Raymond James & Associates with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at 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, institutional investors, pension plans, and charitable organizations, and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
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