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Tiana H

Series 66

Waukesha, WI

Raymond James & Associates

Tiana Henika is a financial advisor with Raymond James & Associates in Waukesha, WI, holding a Series 66 designation and 20 years of industry experience. She has been with Raymond James since 2015 and is also involved with Slinger Speedway. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities, providing financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

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

Series 66

Waukesha, WI

Raymond James & Associates

Zackary Zambo is a financial advisor with Raymond James & Associates in Waukesha, WI, holding a Series 66 designation and one year of industry experience. Before joining Raymond James in 2025, he worked at Penske Truck Leasing for four years and served in the United States Marine Corps from 2016 to 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 diverse client base, including individuals, institutions, pension plans, and municipal entities, offering financial planning and consulting services through a range of portfolio management styles and affiliated research.

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

Series 63, Series 65

Waukesha, WI

Raymond James & Associates

Charles Albrecht is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Raymond James in 2022. Raymond James & Associates is a large registered broker-dealer and 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 advisory services.

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

Series 66

Waukesha, WI

Raymond James & Associates

Matthew Verdico is a financial advisor with Raymond James & Associates in Waukesha, WI, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked at Marquette University and Tropical Smoothie Cafe. 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.

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

Series 63, Series 66

Waukesha, WI

Raymond James & Associates

Nathan Fair is a financial advisor at Raymond James & Associates with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Edward Jones and Hartford Funds Management Company. He is based in Waukesha, WI. 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 tailored financial planning and advisory services supported by extensive research and a broad range of portfolio management strategies.

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

Series 63, Series 65

Waukesha, WI

Raymond James & Associates

Kevin Cahill is a financial advisor with Raymond James & Associates in Waukesha, WI, holding Series 63 and Series 65 designations and 39 years of industry experience. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and National Life of UT. 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 and non-discretionary investment consulting, utilizing a range of 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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Gary S

Series 63, Series 65

Waukesha, WI

Raymond James & Associates

Gary Sievewright is a financial advisor at Raymond James & Associates with 38 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James & Associates since 2015. The firm is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. Raymond James & Associates serves a diverse client base including individuals, institutions, pension and profit-sharing plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services.

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

Series 63, Series 65

Waukesha, WI

Raymond James & Associates

Gregory Branson is a financial advisor with Raymond James & Associates in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior work includes seven years at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of finance, he serves as a member of the Elm Grove Fire Department. 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, providing tailored financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

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

Series 66

Waukesha, WI

Raymond James & Associates

Gabrielle Conforti is a financial advisor at Raymond James & Associates with five years of industry experience. She holds the Series 66 designation and has previously worked at Advantage Plus Financing and Management Research Service. 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, non-discretionary investment consulting, and specialized municipal advisory services.

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

Series 66

Waukesha, WI

Raymond James & Associates

Melissa Wahlen is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 11 years of industry experience. She previously worked at Edward Jones for 10 years before joining Raymond James in 2025. Raymond James & Associates is a large 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 and investment consulting through non-discretionary advisory programs and institutional fiduciary solutions.

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

Series 63

Waukesha, WI

Raymond James & Associates

Mary Williams is a financial advisor with Raymond James & Associates in Waukesha, WI, holding a Series 63 designation and 22 years of industry experience. She previously worked at Ameriprise Financial Services and UBS Financial Services. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutional investors, 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.

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

Series 63, Series 65

Waukesha, WI

Raymond James & Associates

Michael Ollmann is a financial advisor with Raymond James & Associates in Waukesha, WI, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He 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, institutional clients, and charitable organizations, 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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Stephanie F

Series 66

Waukesha, WI

Raymond James & Associates

Stephanie Friemoth is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 17 years of industry experience. She previously worked at Edward Jones before joining Raymond James in 2023. Outside of her advisory work, she is a co-owner of a brunch restaurant franchise in Delafield, Wisconsin. Raymond James & Associates is a 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 public entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

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

Series 63, Series 66

Waukesha, WI

Raymond James & Associates

Deidra Catus is a financial advisor with Raymond James & Associates in Waukesha, WI, holding Series 63 and Series 66 credentials and six years of industry experience. Her career includes roles at Morgan Stanley, J.P. Morgan Securities LLC, and Fidelity Investments. Outside of advisory work, she is the sole proprietor of The DMW Collection LLC, an art and culture business based in Texas. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with a nationwide adviser force. The firm serves a diverse client base, offering financial planning and consulting services with a non-discretionary approach, leveraging a range of portfolio management styles and affiliated research.

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

Series 65, Series 63

Waukesha, WI

Raymond James & Associates

Henry Hessel is a financial advisor with Raymond James & Associates in Waukesha, WI, holding Series 63 and Series 65 licenses and having 11 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Reinhart Partners, Inc. 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 public entities, offering tailored financial planning and consulting services through a range of portfolio management styles.

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

Series 63, Series 65

Waukesha, WI

Raymond James & Associates

Ronald Leipzig is a financial advisor with Raymond James & Associates in Waukesha, WI, holding Series 63 and Series 65 credentials with 26 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. He also serves as a trustee for an irrevocable family trust. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser that serves a wide range of clients including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, supported by extensive research and a broad affiliate network.

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

Series 66

Waukesha, WI

Raymond James & Associates

Sam Osborne is a financial advisor with Raymond James & Associates in Waukesha, WI. He holds a Series 66 designation and has eight years of industry experience. His prior roles include positions at Bank of America, Merrill, and Northwestern Mutual. Before his financial services career, he competed on the West Florida Golf Tour for seven years. Raymond James & Associates is a large firm serving individuals, institutions, pension plans, and municipal entities. The firm provides financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by in-house research and model manager options.

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

Series 66

Waukesha, WI

Raymond James & Associates

Christopher Knight is a financial advisor at Raymond James & Associates with one year of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and owned East Town Management LLC, a rental real estate business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities with a range of financial planning and consulting services. The firm offers non-discretionary investment advice supported by proprietary research and maintains capabilities in municipal advisory and market-making activities.

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

Series 63, Series 65

Waukesha, WI

Raymond James & Associates

James Alioto is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and 50 years of industry experience. He has been with Raymond James & Associates since 2019 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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, providing 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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Ruth K

Series 63, Series 65

Waukesha, WI

Raymond James & Associates

Ruth Kitzmann is a financial advisor with Raymond James & Associates in Waukesha, WI, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. Her prior work includes roles at RBC Capital Markets and City National Bank before joining Raymond James in 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 broad client base, including high-net-worth individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services supported by a nationwide adviser network.

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

Series 63, Series 65

Waukesha, WI

Raymond James & Associates

Florence Prospero is a financial advisor with Raymond James & Associates in Waukesha, WI, holding Series 63 and Series 65 credentials and 24 years of industry experience. She worked previously with Wells Fargo Advisors and Wells Fargo Clearing for a total of ten years prior to joining Raymond James in 2019. Outside of her advisory role, she is a joint owner of a rental duplex with her husband. 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, pension plans, and charitable organizations, offering financial planning and consulting with a focus on tailored, non-discretionary strategies supported by extensive research and multiple portfolio management styles.

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