Carmel, IN 11611 N Meridian St Office

Benjamin Donathen is a financial advisor at Raymond James & Associates with 17 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank and Stifel. 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, and charitable organizations, offering financial planning and non-discretionary investment consulting through various specialized programs.

Tyler Maddox is a financial advisor with Raymond James & Associates in Carmel, IN, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He previously worked at UBS Financial Services for 12 years before joining Raymond James in 2026. 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, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Austin Hart is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 11 years of industry experience. He has worked at Raymond James & Associates since 2015 and previously spent a year at Beachbody, LLC. Raymond James & Associates 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, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, utilizing various portfolio management styles and affiliated research resources.

Scott Medalen is a financial advisor with Raymond James & Associates in Carmel, IN, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with Raymond James & Associates since 2007. 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 and pension plans, and charitable organizations, offering non-discretionary financial planning and investment consulting supported by a broad range of portfolio management styles and affiliated research.

Gregory Renner is a financial advisor with Raymond James & Associates in Carmel, IN, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been with Raymond James & Associates since 2013. Renner serves on the board of directors of the Indiana Motor Truck Association and participates on finance committees for nonprofit organizations, including Woodland Country Club. 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 municipalities, offering financial planning, investment consulting, and institutional fiduciary solutions.

Chad Hayward is a financial advisor with Raymond James & Associates in Carmel, IN, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Raymond James & Associates since 2013. 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 services supported by extensive research and a range of portfolio management strategies.

Jessica Norris is a Certified Financial Planner (CFP®) with 38 years of industry experience. She has been with Raymond James & Associates since 2015. Outside of her advisory role, she serves as a power of attorney for a family member. 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 charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Tammy Schmaltz is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 23 years of industry experience. She has been with Raymond James & Associates since 2013. 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, investment consulting, and institutional fiduciary solutions through a nationwide advisor network.

Todd Polackin is a financial advisor with Raymond James & Associates in Carmel, IN, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has been with Raymond James since 2013 and also works part time as a sorter for UPS. Raymond James & Associates is a large, dually registered broker-dealer and 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 non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

James Hart is a financial advisor with Raymond James & Associates in Carmel, Indiana, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Raymond James & Associates since 2011. 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 clientele including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Joshua Masariu is a financial advisor with Raymond James & Associates and holds a Series 66 designation. He has 25 years of industry experience and has been with Raymond James since 2013. He serves as a non-compensated advisory board member for Redux. 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 supported by a nationwide network of advisers.

Anthony Iacobucci is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Raymond James since 2015. 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—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jackson Stewart is a financial advisor with Raymond James & Associates in Carmel, IN, holding Series 63 and Series 66 licenses and has 16 years of industry experience. Prior to joining Raymond James in 2018, he worked at J.P. Morgan Securities and JPMorgan Chase Bank. He serves as an acting trustee for an irrevocable life insurance trust for family members. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a diverse client base including individuals, institutions, and municipalities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Matthew Williams is a financial advisor with Raymond James & Associates in Carmel, IN, holding a Series 66 designation and four years of industry experience. Prior to joining Raymond James in 2022, he worked in hospitality and independently produced a documentary exploring street outreach programs for people experiencing homelessness. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning and investment consulting through a range of portfolio management styles, supported by firm research and affiliated sub-advisers.

Lance Lyday is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2018. His prior experience includes 18 years at LPL Financial, LLC and over 29 years with Harbour Wealth Partners, Inc., alongside self-employment since 1989. He is a member and Chair of the Investment Committee on the Finance Council for the Archdiocese of Central and Southern Indiana. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by a broad range of portfolio management styles and affiliated research.