Kenneth Vercellino is a financial advisor with Raymond James & Associates in San Francisco, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. Prior to joining Raymond James in 2022, he worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities Inc. for 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 charitable organizations, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

John Lucas Jr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He worked at UBS Financial Services Inc. for 17 years prior to joining Raymond James. He serves as a trusted advisor in a client estate plan, assisting with the facilitation of client wishes pursuant to wills and trusts. Raymond James & Associates is a large institution serving individuals, institutional clients, and plan sponsors with financial planning and advisory services. The firm offers a range of portfolio management styles supported by research and is notable for its municipal advisory services and comprehensive affiliate ecosystem.

Stephanie Wong is a financial advisor with Raymond James & Associates in San Francisco, CA, holding a Series 66 designation and 25 years of industry experience. She previously worked at UBS Financial Services for six years and Robert Baird & Co. for nine 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 individuals, institutions, and municipal entities with financial planning, investment consulting, and fiduciary solutions, delivering tailored, primarily non-discretionary advice supported by a range of portfolio management styles and affiliated research.

Katia Kandah is a financial advisor with Raymond James & Associates in San Francisco, holding a Series 66 designation and two years of industry experience. Prior to joining Raymond James, she held roles at Target and was involved in education at San Jose State University and Prospect High School. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension and profit-sharing plans, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Jason Schlesinger is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 28 years of industry experience. He previously worked at UBS Financial Services and Robert W. Baird. Outside of his advisory role, Schlesinger serves on the board of Take Me to the River, a nonprofit developing music education programs for public schools, and is involved with Make-A-Wish Bay Area and The Better Angels Society, participating in financial oversight and audit committees. 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 tailored, primarily non-discretionary financial planning and investment consulting supported by a broad range of portfolio management styles and affiliated research.

Clinton Graves II is a Series 66-licensed financial advisor with Raymond James & Associates in San Francisco, CA. He has 20 years of industry experience, including 10 years at Raymond James. Raymond James & Associates is a large, nationwide broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a range of portfolio management styles and firm research to support tailored client advice.

Christopher Antipa is a financial advisor with Raymond James & Associates in San Francisco, CA, holding Series 66 and Series 63 licenses and bringing 21 years of industry experience. He has worked at Raymond James since 2025 and was previously involved with Knowledge Leaps Disruptions, a data and analytics company, where he was a non-employee shareholder. Prior to that, he spent nine years at Itg Inc. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and municipal entities. The firm offers tailored financial planning and consulting services, supported by a wide range of portfolio management styles, affiliated research, and specialized municipal advisory roles.

Dennis Tadeo is a financial advisor with Raymond James & Associates in San Francisco, holding a Series 66 credential and one year of industry experience. His prior roles include positions at Rover Group, Inc., 1919 Investment Counsel, LLC, and Tiber Capital Group. 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, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Samantha Hsu is a financial advisor with Raymond James & Associates in San Francisco, holding Series 63 and Series 66 designations and having 27 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 managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jeffrey Frankos is a financial advisor with Raymond James & Associates in San Francisco, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes 12 years at JPMorgan Chase Bank and J.P. Morgan Securities prior to joining Raymond James in 2022. 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 and pension plans, and charitable organizations, offering financial planning and investment consulting through a variety of portfolio management styles and affiliated research resources.

John Clifford is a financial advisor at Raymond James & Associates with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities, LLC. and JPMorgan Chase Bank, N.A. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Anthony Han is a Certified Financial Planner (CFP®) with 33 years of industry experience. He 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, institutions, and municipal entities, and offers financial planning, investment consulting, and municipal advisory services.

Jacob Rose is a financial advisor with Raymond James & Associates in San Francisco, CA. He holds Series 65 and Series 63 licenses and has 30 years of industry experience. His prior experience includes roles at U.S. Bancorp Advisors, U.S. Bancorp Investments, U.S. Bank, Oppenheimer, and Guggenheim Securities. 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, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by various portfolio management styles and affiliated research.

Douglas Boszhardt is a financial advisor with Raymond James & Associates in San Francisco, CA. He holds Series 63 and Series 65 designations and has 39 years of industry experience. He 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 comprehensive financial planning and non-discretionary investment consulting supported by a nationwide advisory network.

Ronald Antipa is a financial advisor with Raymond James & Associates in San Francisco, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He 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, institutions, and municipal entities, providing financial planning and consulting services through non-discretionary advisory programs and leveraging a range of portfolio management styles and affiliated research.

Jason Cheu is a financial advisor with Raymond James & Associates in San Francisco, CA, holding Series 63 and Series 66 credentials and 18 years of industry experience. He previously worked at UBS Financial Services for six years and Robert W. Baird & Co. for four 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 and pension plans, and charitable organizations, offering financial planning and consulting services with a range of portfolio management strategies and affiliated research resources.