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 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 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 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 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 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 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 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 Kunze is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and 18 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, pension plans, and charitable organizations, offering financial planning and advisory services supported by extensive research and a variety of portfolio management styles.

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 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 Fairchild is a financial advisor at Raymond James & Associates with six years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining Raymond James & Associates, he worked at firms including Morgan Stanley and Wells Fargo Clearing Services. Outside of advisory work, Fairchild has been an independent contractor for Uber since 2018. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and municipal advisory services, supported by a wide range of portfolio management styles and affiliated research.

Yolanda Rodriguez is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds Series 65 and Series 63 licenses. Her prior experience includes roles at RBC Capital Markets and Zions Capital Advisors. Raymond James & Associates is a large firm serving a diverse client base including individuals, institutions, and municipal entities. The firm provides financial planning, investment consulting, and institutional fiduciary solutions, offering a range of portfolio management styles supported by extensive research and affiliated sub-advisers.

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 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 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 Peterson is a financial advisor with Raymond James & Associates in Scottsdale, AZ, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Chase Investment Services Corp. Peterson is also the owner of a vacation rental property, which is managed by a third party. 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 municipal entities. The firm offers financial planning and investment consulting with a range of portfolio management styles supported by firm research and affiliated sub-advisers.

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 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 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 Schmertmann is a financial advisor with Raymond James & Associates in Scottsdale, AZ, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience, including prior roles at Wells Fargo Clearing, Merrill, and Banc of America Investment Services. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutional and pension/profit-sharing plans, charitable organizations, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, drawing on multiple portfolio management styles and affiliated research.

Darryn Young is a CFP®-designated financial advisor with 26 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 that includes individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting through various programs, utilizing a range of portfolio management styles and affiliated research resources.

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 Hundman is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 66 designation and has a background that includes real estate, having worked as a licensed agent with Russ Lyon Sotheby's International Realty since 2020. 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 municipalities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by extensive research and a broad affiliate network.

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 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 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 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 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 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 Dasher Smiley is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 14 years of industry experience. She has worked at Raymond James & Associates continuously since 2010. 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, charitable organizations, and municipal entities, offering financial planning and consulting services supported by a variety of portfolio management styles and affiliated research.

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 Churchill III is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and having 21 years of industry experience. His prior experience includes roles at City National Bank, RBC Capital Markets, LLC, and Zions Capital Advisors, Inc. Outside of finance, he writes and publishes novels on Amazon.com. 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, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

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.