Andrew Fager is a financial advisor with Raymond James Financial in Winter Park, FL, holding Series 65 and Series 63 licenses and eight years of industry experience. His prior roles include positions at Concurrent Investment Advisors LLC and Purshe Kaplan Sterling Investments. He also operates Winter Park Wealth Group, a non-investment-related business. 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 uses analytical tools to support client goals, with specialized services in municipal and public finance as well as SIMPLE IRA Employer Advisory programs.

Michael Hlavek is a CFP® with 26 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. in Winter Park, FL. His prior roles include positions at Concurrent Retirement Solutions, Concurrent Advisors, and the Winter Park Firefighters Pension. Outside of financial advising, he is president of the AGW Group, a support company, and owner of Blue Eyes Boat, LLC, a holding company for a boat located in the British Virgin Islands. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm offers tailored, non-discretionary planning and utilizes analytical tools to align strategies with client goals, supporting implementations through advisory programs and other providers.

Kimberly King is a financial advisor at Raymond James Financial with 19 years of industry experience. She holds a Series 66 designation and has worked at Raymond James Financial Services Advisors Inc. since 2013, as well as at Concurrent Advisors from 2018 to 2023. Outside of her advisory role, she is involved in remote online notarization services. 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 and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers non-discretionary planning and consulting tailored to client goals, supported by detailed risk profiling and outcome modeling, and maintains specialized municipal and SIMPLE IRA advisory services.

Janice Ray is a financial advisor with Raymond James Financial, holding a Series 66 designation and 19 years of industry experience. She has worked at various Raymond James entities since 2011 and currently teaches at Marion County Public Schools. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and corporations. The firm offers tailored, non-discretionary advice supported by analytical tools and also maintains municipal advisory and specialized employer consulting programs.

Robert Broome III is a financial advisor with Raymond James Financial and holds Series 63 and Series 65 designations. He has 43 years of industry experience, including previous roles at Wells Fargo Advisors and Concurrent Advisors. Broome is also an independent contractor with Winter Park Wealth Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning using advanced modeling tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Albert Ray III is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with Raymond James since 2011, including roles at Raymond James & Associates and Raymond James Financial Services. Outside of his primary advisory work, he is co-founder and owner of Ray Behavioral Wealth, PLLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by advanced analytical tools and maintains unique capabilities in municipal advisory and SIMPLE IRA consulting.

George Tangeman is a financial advisor with Raymond James Financial, holding CFP®, Series 65, and Series 63 credentials and 27 years of industry experience. He has worked at several Raymond James entities since 2014 and was associated with AndCo Consulting, LLC from 2017 to 2021. Tangeman also serves as Branch Manager at Winter Park Wealth Group, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutional clients, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through an affiliated municipal advisor, along with specialized advisory programs like SIMPLE IRA Employer Advisory & Consulting Services.

Lawrence Marsh III is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. He has been with Raymond James since 2013 and also works as an associate with Winter Park Wealth Group. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports various advisory programs with an emphasis on analytical tools and technology integration.

Samuel Weiner is a financial advisor at Raymond James Financial with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James since 2013, as well as Concurrent Advisors and Concurrent Retirement Solutions in prior roles. Outside of his advisory work, he is co-owner of Winter Park Wealth Group and serves as trustee of a family life insurance trust. 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 a broad network of advisors with municipal and public finance capabilities, along with specialized advisory programs.

Kelly Barber is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. Prior to joining Raymond James in 2022, he worked at Edward Jones for 17 years. Outside of his advisory role, he is the owner of The Barber Group, a support company. 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, and institutional investors. The firm provides tailored, non-discretionary planning and uses analytical tools to help clients evaluate potential outcomes, supporting implementation through its advisory programs and affiliate network.

Donovan Mufdi is a CFP® professional with 18 years of experience in financial advising. He has worked at Raymond James Financial and Raymond James Financial Services, Inc. since 2022, following seven years at Edward Jones. In addition to his advisory roles, he is an independent contractor financial advisor with Winter Park Wealth Group. He is affiliated with Raymond James Financial Services Advisors, Inc., which provides tailored financial planning and investment consulting services to individual, high-net-worth, institutional, and nonprofit clients. The firm uses risk profiling and analytical tools to support non-discretionary planning and is notable for its municipal advisor affiliation and specialized SIMPLE IRA Employer Advisory program.

Tracie Bailey is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 66 licenses and has 29 years of industry experience, including 13 years at Wells Fargo Clearing and recent roles at Purshe Kaplan Sterling Investments and Concurrent Investment Advisors. Outside of advising, she is an associate at Sloane Financial Planning and Winter Park Wealth Group, providing client support and administrative functions. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals and high-net-worth clients to pension plans and corporations. The firm provides tailored, non-discretionary planning and uses analytical tools to help clients assess potential outcomes, supporting implementation through various advisory programs and partnerships.

Madeline Bickerstaff is a financial advisor with Raymond James Financial with four years of industry experience. She holds a Series 66 designation and has worked at Winter Park Wealth Group and Raymond James Financial Services since 2020. Outside of her advisory work, she occasionally gives private beach volleyball lessons and competes in tournaments. 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, charities, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to model potential outcomes and supports clients through its advisory programs and partnerships.