Raymond James & Associates

Dwight Edwards is a financial advisor with Raymond James & Associates in Wesley Chapel, FL, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has been with Raymond James & Associates, INC since 2016 and also worked at Raymond James & Associates from 2017 to 2018. Outside of his advisory role, he is involved in rental property ownership. Raymond James & Associates offers financial planning and investment consulting services to a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations through its Wealth Advisory Services Program and supports institutional consulting via its Institutional Fiduciary Solutions division.

Ian McCann is a financial advisor at Raymond James & Associates in Charlotte, NC. Raymond James & Associates provides financial planning and investment consulting to a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses primarily through non-discretionary advisory relationships, and it maintains notable public finance and municipal services alongside its retail advisory offerings.

Henry is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 7, 63, Series 65 licenses (and CFP designation). He has nine years of industry experience. He serves as Treasurer and Board Member of the nonprofit’s Blind Early Services TN and Autism Career Training. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, supporting both retail and institutional clients through various advisory programs.

Christopher Conway is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2016. Prior to this, he worked at Deutsche Bank Securities Inc. from 2014 to 2016. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting with a focus on public finance and municipal work.

Amanda Scheele is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 16 years of industry experience. She has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Raymond James. Amanda is also involved with Lucky Duck since 2025. 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, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a broad platform of portfolio management styles and affiliated research.

Elizabeth Gillis is a financial advisor with Raymond James & Associates, holding a Series 66 designation and four years of industry experience. She has worked at Raymond James since 2020 and previously spent five years with Lakeland Tours DBA WorldStrides. 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, and charitable organizations, offering financial planning, investment consulting, and municipal advisory services through a nationwide network of advisers.

Deborah Vincent is a financial advisor at Raymond James & Associates with 26 years of industry experience. She previously worked at UBS Financial Services for 29 years. Vincent holds a Series 63 designation and is based in Stuart, Florida. 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.

James Forster is a CFP® with 16 years of industry experience, currently serving at Raymond James & Associates since 2013. He is based in Franklin, TN, and participates on the investment committee of Saint-Andrew's Sewanee School’s advisory board. 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, and municipal entities, offering financial planning and consulting with a range of portfolio management styles supported by affiliated research and model managers.

Mark Forsthoefel is a financial advisor with Raymond James & Associates in Farmington Hills, MI, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Raymond James & Associates since 2001. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting with a range of portfolio management styles and notable municipal advisory services.

Dennis Schwartz is a financial advisor with Raymond James & Associates in Beachwood, OH. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. Prior to joining Raymond James, he worked for Newman & Company CPAs for eight years. 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, investment consulting, and municipal advisory services through a broad network of advisors and affiliated entities.

Kevin Wunker is a Series 66-licensed financial advisor at Raymond James & Associates with three years of industry experience. He has worked at Raymond James since 2022 and previously held roles at PennyMac Loan Services and Founders Professional. His background also includes four years at Florida State University and four years at Pompano Beach High School. 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 municipal advisory services.

Stephanie Lesso is a financial advisor at Raymond James & Associates with 13 years of industry experience. She held positions at Morgan Stanley and Morgan Stanley Private Bank from 2013 to 2025 before joining her current firm. She serves as a board member on the Federation Finance Committee, contributing to investment and budget oversight. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base with tailored financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Diego Lutz is a financial advisor at Raymond James & Associates with a Series 66 designation and experience in the industry since 2025. Prior to joining Raymond James, he worked at JTC Group, Citi Group, and Scotia Wealth Management. 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 charitable organizations, providing financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.

Tyler Pankey is a financial advisor at Raymond James & Associates with seven years of industry experience. He holds the Series 66 designation and previously worked at Northwestern Mutual and Auburn 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, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research.

Abner Cordova is a financial advisor with Raymond James & Associates holding a Series 66 designation and having recently begun his career in the industry. Prior to joining Raymond James, he worked at the University Fitness Center and has experience in education roles at the University of Alabama and Bob Jones High School. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and consulting services primarily on a non-discretionary basis.