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Michael T

Series 66

Portage, MI

Raymond James & Associates

Michael Tangalakis is a Series 66-licensed financial advisor with Raymond James & Associates, based in Portage, MI. He has five years of industry experience, including prior work at Morton Grove Pharmaceuticals and Amway Corporation. 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, offering financial planning, non-discretionary investment consulting, and institutional services supported by a broad network of affiliated research and portfolio management options.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Nina S

Series 66

Portage, MI

Raymond James & Associates

Nina Sanchez is a financial advisor at Raymond James & Associates with one year of industry experience. She holds a Series 66 designation and has prior experience at Plante Moran, Pine Grove Housing Service, and PNC Bank. 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, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Samantha P

Series 66

Portage, MI

Raymond James & Associates

Samantha Phillips is a financial advisor at Raymond James & Associates with one year of industry experience. She holds the Series 66 designation and previously worked at PNC Bank for five years. Phillips serves as a volunteer board member for the YWCA of Kalamazoo, a nonprofit organization supporting victims of abuse and promoting maternal and child health. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving individuals, institutions, and municipalities with a range of financial planning and investment consulting services. The firm offers tailored, non-discretionary planning and draws on diverse portfolio management styles supported by firm research and affiliated sub-advisers.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Clifford M

Series 63, Series 65

Portage, MI

Raymond James & Associates

Clifford Mulder is a financial advisor with Raymond James & Associates in Portage, MI, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Raymond James & Associates since 2005. Mulder serves as Chair of the Board for the AirZoo Legacy Foundation, a nonprofit supporting the AirZoo Aviation and History Museum, overseeing an $80 million endowment. 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, investment consulting, and institutional fiduciary solutions, employing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Stacy C

Series 63, Series 65

Portage, MI

Raymond James & Associates

Stacy Caudill is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has been with Raymond James since 2005. Caudill serves as Treasurer on the board of the Kalamazoo Civic Theatre Foundation, overseeing the endowment fund and approving distributions for the theater's operations. Raymond James & Associates manages over $500 billion in assets and serves individuals, institutions, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning and investment consulting through non-discretionary advisory programs and draws on a variety of portfolio management styles supported by firm research and affiliated sub-advisers.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Jodi H

Series 63, Series 66

Portage, MI

Raymond James & Associates

Jodi Harrison is a financial advisor at Raymond James & Associates with 27 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Raymond James since 2014. 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.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Jamie P

Series 63, Series 65

Portage, MI

Raymond James & Associates

Jamie Phillips is a financial advisor with Raymond James & Associates in Portage, MI, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Raymond James for over 19 years, spanning two consecutive periods from 2007 to present. Outside of his advisory role, he leases farmland on personal property to a local farmer. 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 municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Blake K

Series 66

Portage, MI

Raymond James & Associates

Blake Krum is a financial advisor with Raymond James & Associates in Portage, MI, holding a Series 66 designation and six years of industry experience. He previously worked at AVB Inc. from 2016 to 2019 before joining Raymond James & Associates in 2019. Krum serves as a board member at Kalamazoo County State Bank and is involved with the nonprofit Pretty Lake as a board member and finance committee participant. 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 nonprofit entities, providing financial planning and non-discretionary investment consulting supported by various portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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