Centerville, OH Office

Carson Cook is a financial advisor with Raymond James & Associates in Centerville, Ohio. He holds Series 63 and Series 66 credentials and has one year of industry experience. Prior to joining Raymond James, he worked for LexisNexis for five years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a broad client base including individuals, institutional clients, and charitable organizations. The firm provides financial planning, non-discretionary investment consulting, and institutional fiduciary services, utilizing a range of portfolio management styles supported by in-house research and affiliated sub-advisers.

Jennifer Van Horn is a financial advisor at Raymond James & Associates with two years of industry experience. She holds a Series 66 designation and has previously worked in education at Beavercreek City Schools as well as operated a personal blog, Jen Finds the Good, where she served as a content creator. Raymond James & Associates is a large 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 non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Beverly Schmitt is a financial advisor with Raymond James & Associates in Centerville, OH, holding a Series 63 designation and 37 years of industry experience. She has worked with Raymond James since 2019 and previously spent ten years with Wells Fargo Advisors LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing risk profiling and software-driven analyses to develop tailored plans.

Lee Schierloh is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and bringing 40 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 overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, charitable organizations, and governmental entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Emilie Theriot is a financial advisor at Raymond James & Associates with 19 years of industry experience. She holds a Series 66 credential and has been with Raymond James since 2013. Outside of financial advising, Emilie owns Golden Ratio Quilting, a longarm quilting business. 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, institutions, and municipal entities, offering financial planning, investment consulting, and institutional services with a range of portfolio management styles.

Richard Pecce is a financial advisor with Raymond James & Associates in Centerville, OH. He holds Series 63 and Series 65 licenses and has 38 years of industry experience. His prior roles include positions at Wells Fargo Clearing 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 wide range of clients, including individuals, institutions, and municipal entities, offering financial planning and consulting through various advisory programs and emphasizing non-discretionary, client-directed implementation.

John Chavies is a financial advisor at Raymond James & Associates with 34 years of industry experience. He holds the Series 63 designation and has been with Raymond James & Associates since 2014. 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 clients, and municipal entities, and offers a range of financial planning and consulting services with a focus on non-discretionary advisory relationships.

Kevin Snell is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Wells Fargo Clearing and STIFEL. Outside of advising, he is a shareholder in Sander Brewery. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services with a range of portfolio management styles, supported by affiliated research and an extensive affiliate ecosystem.

Louis Vision is a financial advisor at Raymond James & Associates with 29 years of industry experience and holds the Series 63 designation. He has been with Raymond James & Associates since 2010. Outside of his advisory role, he acts as a statutory agent for a family rental real estate LLC. Raymond James & Associates is a 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 and consulting services with a range of portfolio management strategies and affiliated research.

Emily Nangle is a financial advisor with Raymond James & Associates holding a Series 66 designation and three years of industry experience. Prior to joining Raymond James, she worked at Baird and has professional experience in diverse fields including entrepreneurial ventures such as Emily Julian Photography and roles outside finance like The Woodhouse Day Spa and Shipt. Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, employing a range of portfolio management styles and firm research to support its clients.

Todd Evans is a CFP® professional with 30 years of industry experience, currently serving as an advisor at Raymond James & Associates since 2012. He holds Series 63 and Series 65 licenses and is based in Centerville, Ohio. 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.

David Criner is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Raymond James & Associates, Inc. since 2009. 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 wide range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Diane Morgan is a financial advisor with Raymond James & Associates in Centerville, OH, holding Series 63 and Series 65 credentials and having 28 years of industry experience. She has been with Raymond James & Associates since 2009. Outside of her advisory role, she is a partner in a family farm business. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities. The firm provides financial planning and investment consulting services through a range of portfolio management styles and affiliated research.

Michael Fink is a financial advisor at Raymond James & Associates with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James & Associates since 2013. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutional and pension plans, charitable organizations, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional consulting services, utilizing various portfolio management styles supported by affiliated research and model manager options.

Michael Druffner is a financial advisor with Raymond James & Associates in Centerville, OH, holding Series 63 and Series 65 registrations and bringing 33 years of industry experience. His career includes prior roles at Wells Fargo Clearing and STIFEL. Outside of advising, he is an officer and owner of BBMK Trinity LLC, a real estate business. 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 non-discretionary financial planning and investment consulting supported by a range of portfolio management styles, firm research, and affiliated sub-advisers.