Carmel, IN 10401 N Meridian Street Office

Kathleen Richardson is a financial advisor with Raymond James & Associates in Carmel, IN, holding Series 63 and Series 65 licenses. She has 33 years of industry experience, including 14 years with Raymond James & Associates. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, charitable organizations, and governmental entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Elizabeth Hurst is a financial advisor with Raymond James & Associates holding Series 63 and Series 65 licenses and 18 years of industry experience. Her prior experience includes 14 years at Thurston, Springer, Miller, Herd & Titak, Inc. and five years at Thurston Springer Advisors. 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.

Shawn Taylor is a financial advisor at Raymond James & Associates with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James since 2009. Outside of his advisory role, he owns and operates 20/20 Wealth Management of Raymond James. Raymond James & Associates is a 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, investment consulting, and institutional fiduciary solutions with a focus on tailored, non-discretionary advice.

Kurtis Wagner is a financial advisor at Raymond James & Associates in Carmel, IN. He holds a Series 66 designation and began his career in the financial industry in 2025. His prior experience includes roles in retail, education, and food service. 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 and pension plans, and municipal entities, offering financial planning and consulting with a range of portfolio management styles and municipal advisory services.

Michael Wagner is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2013. He is a partner in Medley Partners LLC, a business entity formed to manage liability related to real estate leasing for his branch. 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, institutional and pension plans, and governmental entities, offering tailored financial planning and consulting with a range of portfolio management styles and specialized municipal advisory services.

Andrea Santiago is a financial advisor at Raymond James & Associates with 27 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Raymond James since 2013. Prior to this, she worked at Gizmo's Galleria / 3 Generations for four years. Santiago is also a partner in Medley Partners, LLC, an LLC created to manage liability related to real estate leases for her branch. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers a range of financial planning and consulting services, employing tailored, non-discretionary plans supported by various portfolio management styles and affiliated research.

Nathan Weddle is a financial advisor with Raymond James & Associates in Carmel, IN, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he is a partner in First Heartland Wealth Management 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, charitable organizations, and municipal entities—and offers financial planning, non-discretionary investment consulting, wrap fee advisory programs, and institutional consulting services.

Lance Turner is a financial advisor with Raymond James & Associates in Carmel, Indiana, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Raymond James & Associates since 2005. Outside of his advisory role, Turner is a partner in First Heartland Wealth Management LLC, a business unrelated to investment activities. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm provides financial planning and consulting services with non-discretionary investment advice, supported by a broad range of portfolio management styles and affiliated research.

Ellen Gibson is a financial advisor with Raymond James & Associates in Carmel, IN, holding a Series 66 designation and seven years of industry experience. She has worked at Raymond James since 2019 and previously held multiple roles at Wheaton College from 2013 to 2019. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving individuals, institutional clients, charitable organizations, and governmental entities. The firm offers financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles supported by affiliated research and sub-advisers.