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Bryan D

Series 63, Series 66

Scottsdale, AZ

Raymond James & Associates

Bryan Dunn is a financial advisor with Raymond James & Associates in Scottsdale, AZ, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has worked at Raymond James since 2019, following seven years at Wells Fargo Advisors LLC and three years at Wells Fargo Clearing. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering non-discretionary financial planning and consulting services supported by a variety of portfolio management styles and affiliated research.

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

Series 66

Scottsdale, AZ

Raymond James & Associates

Tyler Wieczorek is a financial advisor with Raymond James & Associates in Scottsdale, AZ, holding a Series 66 designation and two years of industry experience. Prior to joining Raymond James, he was a student for eleven years. He serves as a board member and treasurer for The Arc of Arizona, where he oversees governance and financial oversight. 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 solutions.

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

Series 65, Series 63

Scottsdale, AZ

Raymond James & Associates

Edward Plotkin is a financial advisor with Raymond James & Associates, holding Series 65 and Series 63 licenses and 25 years of industry experience. He has worked at Raymond James since 2018 and previously spent four years with BOK Financial Securities, Inc. and Bokf, Na. 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 and non-discretionary investment consulting supported by comprehensive research and multiple portfolio management strategies.

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

CFP®, Series 63, Series 65

Scottsdale, AZ

Raymond James & Associates

Joshua Aylesworth is a financial advisor with Raymond James & Associates in Scottsdale, AZ, holding the CFP® designation and Series 63 and 65 licenses. He has 27 years of industry experience and has been with Raymond James & Associates since 2015. 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, non-discretionary investment consulting, and institutional fiduciary solutions, supported by a nationwide network of advisors.

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

ChFC®, Series 63, Series 65

Scottsdale, AZ

Raymond James & Associates

Ryan Rothermund is a financial advisor at Raymond James & Associates with 21 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. He has worked at Morgan Stanley Smith Barney for 20 years. Outside of his advisory role, Rothermund serves on the finance committee of the United Food Bank in Mesa, Arizona. 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, institutional and pension plans, and charitable organizations, offering financial planning, consulting, and institutional fiduciary solutions primarily through non-discretionary relationships.

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

Series 63, Series 65

Scottsdale, AZ

Raymond James & Associates

Andrew Siegel is a financial advisor at Raymond James & Associates in Scottsdale, AZ, with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he is a co-owner of Siegel-Imhoff Investments, LLC, a business seeking to acquire and operate a campground in Hayfork, California. Raymond James & Associates is a large broker-dealer and registered investment adviser serving a wide range of clients, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and municipal advisory services, supported by extensive research and multiple portfolio management strategies.

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

Series 66

Scottsdale, AZ

Raymond James & Associates

Michelle Allen is a financial advisor with Raymond James & Associates in Scottsdale, AZ, holding a Series 66 designation and 19 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, Michelle holds a law license from the State Bar of Arizona and serves as a personal representative for a family member. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities with a range of financial planning and consulting services, utilizing multiple portfolio management styles supported by affiliated research and sub-advisers.

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

Series 63, Series 65

Scottsdale, AZ

Raymond James & Associates

Robert Parker is a financial advisor at Raymond James & Associates with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2012. Outside of his advisory role, he is an officer and secretary of a business owner entity, Blimpie of New Mexico, based in Phoenix, AZ. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients, including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting with access to various portfolio management styles and municipal advisory services.

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