Steven Williams is a financial advisor with Raymond James & Associates in Salt Lake City, UT, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has worked at Merrill from 1999 to 2021 and Bank of America from 2013 to 2021 before joining Raymond James in 2021. Outside of his advisory role, he owns a rental property that he plans to lease initially to family members. 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, non-discretionary investment consulting, and specialized municipal advisory services.

Brynlie Johnston is a financial advisor at Raymond James & Associates with one year of industry experience. She holds a Series 66 designation and has worked at Raymond James since 2022. Outside of her advisory role, she engages in commission-based clothing sales on the Poshmark app. 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, non-discretionary investment consulting, and institutional fiduciary solutions.

Steven Williams is a Certified Financial Planner (CFP®) with 33 years of industry experience. He has worked at Raymond James & Associates since 2021, following tenures at Bank of America and Merrill Lynch. 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, institutions, and nonprofit entities, providing financial planning and non-discretionary investment consulting supported by diverse portfolio management styles and affiliated research.

Pamela Fisher is a financial advisor with Raymond James & Associates in Salt Lake City, UT, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. Her career includes long tenures at Merrill and Bank of America prior to joining Raymond James. Outside of advising, she is a joint owner of rental real estate. 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 research and a range of portfolio management strategies.

Sarah Knox is a financial advisor at Raymond James & Associates with 17 years of industry experience. She holds Series 63 and Series 65 designations. Her prior experience includes nine years at Wells Fargo Clearing and two years at WELLS FARGO Advisors, LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and municipal entities. The firm offers financial planning and consulting through a variety of portfolio management styles and provides municipal advisory services alongside its broad range of affiliated research and investment options.

Tyson Phillips is a financial advisor at Raymond James & Associates with 25 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. Prior to joining Raymond James in 2019, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2011 to 2019. 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, institutional investors, pension plans, charitable organizations, and government entities, offering tailored financial planning and consulting services generally on a non-discretionary basis.

Kimberly Smith is a financial advisor with Raymond James & Associates in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She previously worked at Merrill Lynch for 14 years before joining Raymond James 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, institutional clients, and municipal entities, and offers financial planning, investment consulting, and municipal advisory services.

Scott Jeppson is a financial advisor with Raymond James & Associates in Salt Lake City, UT, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Ameriprise Financial Services, Fidelity Brokerage Services, and Strata Fund Solutions. 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, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Kevin Townsend is a CFP®-certified financial advisor with Raymond James & Associates, bringing 29 years of industry experience. His career includes 21 years at Merrill Lynch and 12 years at Bank of America before joining Raymond James in 2021. He is based in Salt Lake City, UT. 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, offering financial planning and consulting with a primarily non-discretionary approach supported by various portfolio management styles and affiliated research.

Quintin Gardner is a financial advisor with Raymond James & Associates in Salt Lake City, holding a Series 66 designation and 19 years of industry experience. He previously worked at Ameriprise Financial Services, where he spent 12 years in various roles before joining Raymond James. 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, offering financial planning and non-discretionary investment consulting through multiple programs and leveraging various portfolio management styles and affiliated research.

Briana Slater is a financial advisor at Raymond James & Associates with one year of industry experience. She holds a Series 66 credential and is the founder and CEO of Reaching Roots, a parent coaching and behavior analysis small business. 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 provides tailored financial planning and consulting services supported by extensive research and a broad range of portfolio management options.

Amie Thompson is a financial advisor at Raymond James & Associates with 32 years of industry experience. She holds Series 63 and Series 65 designations. Prior to joining Raymond James in 2026, she worked at Ameriprise Financial Services, LLC and Ameriprise Financial Services, Inc. for a total of 12 years. 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 municipal entities, offering financial planning, investment consulting, and institutional advisory services.

Bryce Schulzke is a financial advisor with Raymond James & Associates in Salt Lake City, Utah, holding Series 63 and Series 66 credentials. He has 18 years of industry experience, including prior roles at Morgan Stanley Smith Barney and Morgan Stanley & Co., Inc. Outside of finance, Schulzke occasionally plays and teaches drums as a musician. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving individual, institutional, and municipal clients. The firm offers financial planning, non-discretionary consulting, and institutional fiduciary solutions, drawing on a range of portfolio management styles supported by affiliated research and sub-advisers.

Chase Rodriguez is a financial advisor at Raymond James & Associates with a Series 66 designation and three years of industry experience. Prior to joining Raymond James, he worked at Wells Fargo Clearing and First Financial Bank. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles and affiliated research, and provides municipal advisory services alongside market-making and execution roles in municipal and government bonds.