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Stevan R

Series 66

Boardman, OH

Raymond James Financial

Stevan Raseta is a financial advisor with Raymond James Financial, holding a Series 66 credential and 18 years of industry experience. He previously worked for Cambridge Investment Research Advisors and Cambridge Investment Research, INC for 13 years. Outside of his advisory work, he owns Peak 28 LLC, a business related to real estate scouting. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm provides non-discretionary planning tailored to client goals and supports a broad advisor network, with notable expertise in municipal and public-finance work.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Parker S

Series 66

Boardman, OH

Raymond James Financial

Parker Sherry is a financial advisor at Raymond James Financial Services Advisors, Inc. with three years of industry experience. He holds the Series 66 credential and has worked at Cambridge Investment Research Advisors and Raymond James Financial. Sherry is also licensed as an insurance agent through WRS Insurance Solutions. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Richard S

Series 66

Boardman, OH

Raymond James Financial

Richard Sacui is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 credential and has 25 years of industry experience. Prior to joining Raymond James in 2026, he worked at Cambridge Investment Research Advisors and New England Securities. Outside of his advisory role, he is an independent insurance agent with WRS Insurance Solutions. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional customers. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports its clients through various advisory programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Derik R

Series 66

Boardman, OH

Raymond James Financial

Derik Ronci is a financial advisor with Raymond James Financial, holding a Series 66 designation and three years of industry experience. He previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research. Outside of his advisory role, Ronci is an agent with Hometown Insurance Solutions, where he sells Medicare supplement and related insurance plans. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through unique affiliations, alongside specialized advisory programs such as its SIMPLE IRA Employer Advisory & Consulting Services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Adam B

CFP®, Series 66

Boardman, OH

Raymond James Financial

Adam Bernard is a CFP® and Series 66 licensed financial advisor with 10 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. and previously worked at Cambridge Investment Research and Equitable Advisors. Bernard also operates an independent non-variable insurance business focusing on fixed annuity and life insurance products. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, charitable organizations, and institutional clients. The firm provides non-discretionary planning tailored to client goals and supports its advisory network with institutional consulting and portfolio management.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Zel B

ChFC®, Series 63

Boardman, OH

Raymond James Financial

Zel Bush is a ChFC® credentialed financial advisor with 34 years of industry experience, currently with Raymond James Financial. He previously worked at Cambridge Investment Research Advisors and LPL Financial. Outside of his advisory role, he is a co-owner of Z Squared Inc., a private business shared with his brother. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports advisory programs along with institutional consulting and portfolio management.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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William K

Series 63

Boardman, OH

Raymond James Financial

William Klim Jr. is a financial advisor with Raymond James Financial, holding a Series 63 designation and 24 years of industry experience. He previously worked for Cambridge Investment Research and Cambridge Investment Research Advisors for 13 years. Klim also serves as an insurance agent, owning and operating several insurance-related businesses focused on non-variable life, long-term care, disability, and Medicare products in Northeast Ohio. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, and institutional clients. The firm offers tailored, non-discretionary investment consulting using various analytical tools and supports municipal and public finance work through an affiliated municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Ryan M

Series 63

Boardman, OH

Raymond James Financial

Ryan Miller is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 63 license and six years of industry experience. Prior to his current role, he worked at Cambridge Investment Research Advisors and has experience as an independent insurance agent offering life, disability, Medicare, and health insurance products through multiple agencies. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm uses tailored, non-discretionary advisory services supported by analytical tools and also offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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