Mark Barrett is a financial advisor with Raymond James & Associates in Conshohocken, PA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Raymond James & Associates since 2013. Barrett serves as a director of College Possible, a nonprofit focused on expanding college admission and tutoring support for students. 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 charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Richard Grobman is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He previously worked at Fahnestock & Co., Inc. for 25 years before joining Raymond James in 2017. Grobman serves as chair of the investment committee for Har Zion Temple and is a board member on the investment committee for Jewish Family and Children's Services. He is also involved as a co-trustee for multiple family trusts and holds officer roles in family-related entities. 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 charitable organizations, offering financial planning and consulting with a non-discretionary approach, supported by a range of portfolio management styles and affiliated research.

Jeffrey King is a financial advisor at Raymond James & Associates with 19 years of industry experience. He previously spent 12 years at UBS Financial Services before joining Raymond James in 2025. He holds a Series 66 designation and is based in West Conshohocken, PA. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, pension plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Efstathios Kanteliotis is a financial advisor at Raymond James & Associates with 27 years of industry experience. He holds a Series 63 designation and has worked at Raymond James since 2020, previously spending four years at Wells Fargo Clearing. Kanteliotis serves as a volunteer investment committee member for Holy Trinity Greek Orthodox Church. 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 municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by comprehensive research and multiple portfolio management styles.

Nicholas Rindock is a Series 66-registered financial advisor with Raymond James & Associates, where he has worked since 2017. He has six years of industry experience and previously worked at Muhlenberg College. Located in West Conshohocken, PA, he is part of a large advisory team serving a diverse client base. 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, institutions, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting through various advisory programs.

Susannah Madden is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 24 years of industry experience. She has been with Raymond James & Associates since 2002. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a wide range of clients including individuals, institutional and pension plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on diverse portfolio management styles and affiliated research.

Richard Hartman Jr. is a financial advisor with Raymond James & Associates, holding a Series 63 designation and offering 47 years of industry experience. He has been with Raymond James since 2006. Outside of his advisory role, he has supported his family by cosigning a mortgage for his daughter’s home. 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 financial planning, non-discretionary consulting, and municipal advisory services through a network of nationwide advisers.

William Bredt is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and over 36 years of industry experience. He has worked at Raymond James & Associates since 1999, including six years with Raymond James & Associates, Inc. Raymond James & Associates, Inc. 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 charitable organizations, providing financial planning, non-discretionary investment consulting, and municipal advisory services.

Frederick Daniels is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2020, following four years at Wells Fargo Clearing. 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 non-discretionary investment consulting through various advisory programs.

Arthur Bartholomew III is a CFP®-designated financial advisor with 45 years of industry experience. He is currently with Raymond James & Associates, having joined in 2025 after 12 years at UBS Financial Services. Outside of his advisory role, he serves as president and board member of the Lower Toby Sportsman Club, a fly fishing club in Swarthmore, PA. 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 financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management strategies.

Joseph Bell is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds a Series 66 designation and previously worked at CitiGroup and JP Morgan Securities LLC. Based in Conshohocken, PA, he has been with Raymond James since 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 wide range of clients, including individuals, institutions, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by extensive research and diverse portfolio management options.

Michael Gambol is a financial advisor at Raymond James & Associates with 31 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes two years at Wells Fargo Clearing Services LLC and earlier years at Raymond James & Associates. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individual, institutional, and municipal clients, offering financial planning and advisory services that emphasize non-discretionary consulting and a variety of portfolio management styles.

Dawn Deangelo is a financial advisor at Raymond James & Associates with 32 years of industry experience. She has held Series 63 and Series 65 licenses and worked at Fahnestock & Co., Inc. for 26 years before joining Raymond James in 2017. 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 investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Robert Kenney is a financial advisor with Raymond James & Associates in Conshohocken, PA, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He 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 a wide range of clients including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions through various portfolio management styles and affiliated research.

Rebecca Perkins is a financial advisor with Raymond James & Associates, holding a Series 63 credential and 34 years of industry experience. She has been with Raymond James for 15 years since 2011. Outside of advising, she serves as an acting executor for a client’s estate, a role connected to a personal relationship. 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, providing financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Francis Lane is a financial advisor at Raymond James & Associates with 42 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James & Associates since 2016. 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 investors, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jeffrey Sloan is a CFP® and ChFC® credentialed financial advisor with 30 years of industry experience. He has been with Raymond James & Associates since 2016. Based in Conshohocken, PA, Sloan has worked exclusively within the Raymond James network throughout his recent career. 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 investors, and municipal entities, offering a range of financial planning and consulting services supported by various portfolio management strategies and affiliated research.

Luke Goldstock is a Series 66-credentialed financial advisor with six years of industry experience. He is currently with Raymond James & Associates, where he has worked since 2025. His prior experience includes roles at Wells Fargo Clearing and Stephens Inc. Luke holds a degree from the University of North Carolina. 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 with a variety of portfolio management styles and affiliated research.

Stephen Gitter is a financial advisor with Raymond James & Associates in Conshohocken, PA, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He previously worked at Wells Fargo Clearing for 15 years before joining Raymond James in 2020. He also serves as a trustee for a family trust benefiting his nieces and nephew. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Christopher Weidler is a CFP® professional with 13 years of industry experience, currently serving clients at Raymond James & Associates since 2015. He holds the Series 66 designation and is based in West Conshohocken, PA. 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 charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Lori Marino is a financial advisor at Raymond James & Associates with 11 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Janney Montgomery Scott and The Vanguard Group. Outside of her advisory role, she owns Value Ventures, a wholesale goods business fulfilled through Amazon. 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 supported by a range of portfolio management strategies and affiliated research.

Grant Gilbert is a CFP® professional with 10 years of industry experience, currently affiliated with Raymond James & Associates since 2021. Prior to this, he worked at The Vanguard Group, Inc. for five years and has been engaged with Soundbetter, LLC since 2019. Outside of financial advising, he occasionally writes and produces music, focusing on audio engineering during weekends. 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, including high-net-worth clients, institutional and pension plans, as well as municipal and charitable organizations, offering comprehensive financial planning and advisory services supported by extensive research and a range of portfolio management options.

Nicole Morawski is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 21 years of industry experience. She has worked at Raymond James since 2011, following prior roles at Morgan Stanley and Citigroup Global Markets. 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 non-discretionary financial planning and investment consulting, utilizing various portfolio management styles and affiliated research to support its advisers.

John Borzi Jr. is a financial advisor at Raymond James & Associates with 35 years of industry experience. He holds Series 63 and Series 65 designations and has previous experience at J.P. Morgan Chase Bank and J.P. Morgan Securities 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, institutions, charitable organizations, and governmental entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Geoffrey Japchen is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and five years of industry experience. He has been with Raymond James since 2020 and previously worked at The Pennsylvania State University. 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 and profit-sharing plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.