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Nicholas B
Series 66
Scottsdale, AZ
Raymond James & Associates
Nicholas Brassill is a financial advisor with Raymond James & Associates in Scottsdale, AZ. He holds a Series 66 designation and has been with the firm since 2025. Prior to joining Raymond James, he held various roles including positions at Mirabel Golf Club Inc. and Paradise Valley Country Club. 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 and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.
Clay L
Series 63, Series 66
Scottsdale, AZ
Raymond James & Associates
Clay Levy is a financial advisor at Raymond James & Associates with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at The Vanguard Group, Inc. and Vans Golf Shops. Raymond James & Associates oversees approximately $501 billion in assets and serves a diverse client base, including individuals, institutions, charitable organizations, and government entities. The firm offers financial planning and investment consulting with a range of portfolio management styles, and it provides specialized municipal advisory services alongside its affiliated research and model manager options.
Eric W
Series 66
Scottsdale, AZ
Raymond James & Associates
Eric Waszolek 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 & Associates since 2012. Outside of his advisory role, he manages his own rental real estate property. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Rhonda R
CFP®, Series 63, Series 65
Scottsdale, AZ
Raymond James & Associates
Rhonda Rommel is a CFP® professional with 31 years of industry experience, currently with Raymond James & Associates since 2012. She holds Series 63 and Series 65 licenses and is based in Scottsdale, AZ. 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—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Kurt K
Series 63, Series 66
Scottsdale, AZ
Raymond James & Associates
Kurt Klingenberg is a financial advisor with Raymond James & Associates in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, he is a managing partner of a family limited partnership. 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, institutions, pension plans, and municipal entities, providing financial planning and investment consulting services through various specialized programs.
Robert B
Series 63, Series 65
Scottsdale, AZ
Raymond James & Associates
Robert Burghart is a financial advisor with Raymond James & Associates in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Raymond James since 2015 and affiliated with FINRA since 2016. Outside of advising, he serves as a non-public arbitrator for FINRA's dispute resolution process. 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, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supplemented by firm research and affiliated sub-advisers.
Patricia J
Series 63, Series 66
Scottsdale, AZ
Raymond James & Associates
Patricia Jenkins is a financial advisor at Raymond James & Associates with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at City National Bank, RBC Capital Markets, Farm Bureau Financial Services, and National Bank of Arizona. 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, institutional and pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through a variety of portfolio management styles and affiliated research.
Max M
Series 66
Scottsdale, AZ
Raymond James & Associates
Max Mc Kee is a financial advisor with Raymond James & Associates in Scottsdale, AZ, holding a Series 66 designation and eight years of industry experience. His previous roles include positions at Bank of America and Merrill. 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, pension plans, and municipalities—and offers financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research resources.
Angela K
Series 63, Series 66
Scottsdale, AZ
Raymond James & Associates
Angela Kunze is a financial advisor with Raymond James & Associates in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has been with Raymond James & Associates since 2015. Outside of her advisory role, she is involved with K Bar Ranch LLC, an agriculture and farming business. 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 municipal advisory services.
Zachary B
Series 66
Scottsdale, AZ
Raymond James & Associates
Zachary Brown is a financial advisor with Raymond James & Associates holding a Series 66 designation and one year of industry experience. His prior work includes roles at DoorDash and varied positions during and following his education at Arizona State University. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a nationwide adviser network.
Annamarie S
CFP®, Series 66
Scottsdale, AZ
Raymond James & Associates
Annamarie Strickland is a CFP® with 22 years of experience in the financial services industry. She has worked with Raymond James & Associates since 2020 and previously held positions at USAA Investment Management Company and USAA Financial Advisors. Outside of advising, she is an owner of a rental real estate business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and municipal entities. The firm offers tailored financial planning and investment consulting through a variety of portfolio management styles and affiliated resources.
Luke F
Series 63, Series 65, Series 66
Scottsdale, AZ
Raymond James & Associates
Luke Fairchild is a financial advisor with Raymond James & Associates in Scottsdale, AZ, holding Series 63, 65, and 66 designations and six years of industry experience. His prior roles include positions at SageSpring Wealth Partners, Lighthouse Wealth Group, Southwestern Investment Group, Morgan Stanley, and Wells Fargo. Outside of advising, he has worked as an independent contractor for Uber since 2018. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a broad range of portfolio management styles and affiliated research.
Yolanda R
Series 65, Series 63
Scottsdale, AZ
Raymond James & Associates
Yolanda Rodriguez is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at RBC Capital Markets and Zions Capital Advisors. 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 broad client base—including individuals, institutions, and municipal entities—and offers financial planning, investment consulting, and institutional fiduciary services.
Glenn P
Series 63, Series 65, Series 66
Scottsdale, AZ
Raymond James & Associates
Glenn Pahnke is a financial advisor at Raymond James & Associates with 38 years of industry experience. He previously worked at City National Bank and RBC Capital Markets. He serves as chairman of the Boys & Girls Club of Metro Phoenix Foundation board of directors, where he oversees investment activities as a trustee. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a range of portfolio management styles and affiliated research.
Jessica B
Series 63, Series 65
Scottsdale, AZ
Raymond James & Associates
Jessica Barry is a financial advisor at Raymond James & Associates with four years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at PlanMember Securities Corporation. Outside of her advisory role, she is involved with DoorDash, delivering food to customers as an independent contractor. 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 and non-discretionary investment consulting with a range of portfolio management styles and affiliated research resources.
Matthew C
CFP®, Series 63, Series 65
Scottsdale, AZ
Raymond James & Associates
Matthew Connell is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2025. Prior to joining Raymond James, he worked at UMB Insurance Inc, UMB Bank, and UMB Financial Services Inc, holding various roles from 2004 to 2025. Outside of his advisory work, he is a partner in Big 3 Sports Cards and Coins, a business involved in buying, selling, and trading sports memorabilia and coins. 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, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Shawn P
Series 63, Series 66
Scottsdale, AZ
Raymond James & Associates
Shawn Peterson is a financial advisor with Raymond James & Associates in Scottsdale, AZ, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Chase Investment Services Corp. He is also the owner of SMP Equity LLC, a vacation rental business managed by a property manager. Raymond James & Associates is a large, dual-registered broker-dealer and investment adviser serving a wide range of clients, including individuals, institutions, and municipalities, with financial planning and consulting services supported by extensive research and diverse portfolio management options.
Kristin S
Series 63, Series 66
Scottsdale, AZ
Raymond James & Associates
Kristin Seed is a financial advisor with Raymond James & Associates in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. She has been with Raymond James & Associates since 2015. 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 clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Austin P
CFP®, Series 66
Scottsdale, AZ
Raymond James & Associates
Austin Pahnke is a CFP®-certified financial advisor with nine years of industry experience. He is currently with Raymond James & Associates and has prior experience at City National Bank and RBC Capital Markets. Outside of finance, he has been involved with entrepreneurial ventures including AZ AP Transport LLC and Vicious Fitness LLC. Raymond James & Associates is a large, dually registered 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 services, supported by a broad range of portfolio management styles and affiliated research.
Tracy E
Series 66
Scottsdale, AZ
Raymond James & Associates
Tracy Eckman is a financial advisor with Raymond James & Associates in Scottsdale, AZ, holding a Series 66 designation and possessing 21 years of industry experience. Prior to joining Raymond James in 2024, she spent 16 years at RBC Capital Markets. 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, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Gary S
ChFC®, Series 63, Series 65
Scottsdale, AZ
Raymond James & Associates
Gary Schmertmann is a financial advisor with Raymond James & Associates holding the ChFC®, Series 63, and Series 65 designations and has 40 years of industry experience. His prior work includes ten years at Wells Fargo Clearing and five years at Wells Fargo Advisors LLC. Raymond James & Associates, Inc. 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Darryn Y
CFP®, Series 66
Scottsdale, AZ
Raymond James & Associates
Darryn Young is a CFP® with 25 years of industry experience, currently with Raymond James & Associates. His prior experience includes roles at City National Bank and RBC Capital Markets Corporation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, utilizing various portfolio management styles supported by affiliated research and sub-advisers.
Melinda N
Series 66
Scottsdale, AZ
Raymond James & Associates
Melinda Nicholson is a financial advisor with Raymond James & Associates in Scottsdale, AZ. She holds a Series 66 designation and has five years of industry experience, including prior roles at RBC Capital Markets and operating Pomo Pizzeria. 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 consulting services with a range of portfolio management styles and affiliated research.
Mitchell H
Series 66
Scottsdale, AZ
Raymond James & Associates
Mitchell Hundman is a financial advisor with Raymond James & Associates in Scottsdale, Arizona. He holds a Series 66 designation and has one year of industry experience. Prior to joining Raymond James, he worked in real estate with Russ Lyon Sotheby's International Realty, among other roles. Hundman maintains his real estate license but refers business inquiries to other agents. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and public entities. The firm provides non-discretionary financial planning and investment consulting, supported by a nationwide adviser network and a range of portfolio management strategies.
Matthew R
Series 66
Scottsdale, AZ
Raymond James & Associates
Matthew Rouhani is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 66 designation and has worked at Raymond James since 2024. His background includes teaching positions at Arizona State University and Brophy College Preparatory, as well as experience with Smiles Concepts. 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 charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services through various portfolio management approaches and affiliated research resources.
Bryan B
Series 63, Series 65
Scottsdale, AZ
Raymond James & Associates
Bryan Bertucci is a financial advisor at Raymond James & Associates with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James & Associates since 2011, with a brief period at Stifel Nicolaus & Co Inc in 2018. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network.
Gretchen F
Series 63, Series 65
Scottsdale, AZ
Raymond James & Associates
Gretchen Forler is a financial advisor at Raymond James & Associates with 26 years of industry experience. She previously worked for RBC Capital Markets Corporation for 16 years before joining her current firm. Gretchen holds the Series 63 and Series 65 licenses. 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 high-net-worth individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Christie F
Series 66
Scottsdale, AZ
Raymond James & Associates
Christie Flynn is a financial advisor with Raymond James & Associates in Scottsdale, AZ, holding a Series 66 designation and three years of industry experience. She previously worked at The Vanguard Group, Inc. from 2022 to 2025 and has held positions at several other financial and corporate firms. Raymond James & Associates oversees approximately $501 billion in assets and serves a diverse client base including individuals, institutions, and municipal entities. The firm offers a range of financial planning and advisory services, emphasizing tailored, non-discretionary planning supported by research and multiple portfolio management styles.
Michael R
CFP®, Series 66
Scottsdale, AZ
Raymond James & Associates
Michael Robbins II is a CFP®-certified financial advisor with 20 years of industry experience. He has been with Raymond James & Associates since 2020 and previously worked at USAA in various financial planning and investment management roles from 2009 to 2020. Robbins is based in Scottsdale, AZ. 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 clientele, including individuals, institutions, pension plans, and charitable organizations, offering a range of financial planning and consulting services primarily on a non-discretionary basis.
Kayvon M
Series 66
Scottsdale, AZ
Raymond James & Associates
Kayvon Malaekeh is a financial advisor with Raymond James & Associates holding a Series 66 designation and seven years of industry experience. He has previously worked at RBC Capital Markets, Morgan Stanley, and US Bank. 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 plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a variety of portfolio management styles and affiliated research.
Solitaire D
Series 66
Scottsdale, AZ
Raymond James & Associates
Solitaire Dasher Smiley is a Series 66-licensed financial advisor with Raymond James & Associates, based in Scottsdale, AZ. She has 13 years of industry experience, having been with Raymond James & Associates since 2010. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individual, institutional, charitable, and municipal clients, offering financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research.
Adrienne C
Series 63, Series 65
Scottsdale, AZ
Raymond James & Associates
Adrienne Cates is a financial advisor at Raymond James & Associates with 23 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Raymond James in various capacities since 2015. Outside of her advisory role, she is a general partner in two LLCs engaged in online marketing of virtual reality and entertainment programs. Raymond James & Associates is a large firm serving a diverse client base that includes individuals, institutional investors, and municipal entities. The firm offers extensive financial planning and consulting services, employing a range of portfolio management styles supported by in-house research and affiliated sub-advisers.
Edward C
Series 63, Series 65
Scottsdale, AZ
Raymond James & Associates
Edward Churchill III is a financial advisor at Raymond James & Associates with 21 years of industry experience. His prior roles include positions at City National Bank, RBC Capital Markets, and Zions Bancorp. Outside of finance, he publishes novels independently on Amazon.com. 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, drawing on various portfolio management styles, affiliated research, and model manager options.
Mark A
Series 63, Series 65
Scottsdale, AZ
Raymond James & Associates
Mark Ackel is a financial advisor at Raymond James & Associates with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at RBC Capital Markets for 13 years 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 diverse client base including individuals, institutional investors, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.
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