Charlotte, NC 3540 Toringdon Way Office

Dustin Lisk is a financial advisor with Raymond James & Associates in Charlotte, NC, holding a Series 66 designation and 16 years of industry experience. His prior work includes positions at Bank of America and Merrill. He serves as a finance committee member for Bethany United Methodist Church and owns Maple Creek Capital, LLC, a business involved in personal real estate investment. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipalities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by proprietary research and affiliated sub-advisers.

John Burns is a CFP® with 54 years of industry experience, currently with Raymond James & Associates in Charlotte, NC. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he owns a rental property on Bald Head Island, NC, which is managed by a property manager. 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 offers financial planning and consulting services using fact-finding interviews, risk profiling, and a range of portfolio management styles supported by affiliated research and model managers.

William Stafford is a financial advisor at Raymond James & Associates with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Truist Advisory Services, Truist Investment Services, Bb&T Securities, and Scott & Stringfellow. 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 broad client base, including individuals, institutional clients, charitable organizations, and public entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

Paige Passerallo is a financial advisor with Raymond James & Associates in Charlotte, NC, holding the ChFC® designation and Series 63 and 66 licenses. She has 21 years of industry experience, with prior roles at Merrill and Bank of America. Outside of her advisory work, she volunteers with Our Little Roses Foreign Mission Society, assisting in organizing an annual fundraiser for at-risk girls in Honduras. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and various organizational clients. The firm offers financial planning and consulting services with a range of portfolio management styles, supported by research and affiliated sub-advisers.

Bryce Adams is a financial advisor at Raymond James & Associates with two years of industry experience. He holds a Series 66 designation and has previous experience at The Prudential Insurance Company of America, Pruco Securities LLC, and Agfirst. Outside of finance, he has worked in the hospitality sector, including roles at Lee's Inlet Kitchen and Liberty Taproom. 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 and non-discretionary investment consulting supported by extensive research and a wide range of portfolio management options.

Jay Hitselberger is a CFP®-designated financial advisor with Raymond James & Associates in Charlotte, NC, bringing nine years of industry experience. Prior to joining Raymond James, he held roles at Purshe Kaplan Sterling Investments, Thrivent Financial, and LPL Financial. Outside of advising, he is a partner in Jay's Maize Kettle Corn Company, assisting with event coordination for the business. 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 municipal entities, offering financial planning, investment consulting, and municipal advisory services through a range of portfolio management styles and affiliated research resources.

Scott Ellis is a financial advisor with Raymond James & Associates in Charlotte, NC, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, accumulating over a decade of experience before joining Raymond James in 2021. Outside of his advisory role, Ellis owns and operates a non-investment educational website and has co-authored a book on American cereal. 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 financial planning and non-discretionary investment consulting supported by extensive research and a range of portfolio management styles.

Anthony Burns is a CFP®-certified financial advisor with 28 years of industry experience. He is currently with Raymond James & Associates, where he has worked since 2021. Prior to that, he spent over a decade at Wells Fargo Advisors and Wells Fargo Clearing. He is based in Charlotte, NC. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing roughly $501 billion in assets. The firm serves a broad client base, including high-net-worth individuals, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.