Chicago, IL Office

Michele Herzberg is a financial advisor at Raymond James & Associates with 29 years of industry experience. She holds the Series 63 and Series 66 credentials and has held previous positions at firms including BWM Advisory, Bedrock Financial Services, Apex, USAA Investment Management Company, and Lucia Capital Group. Raymond James & Associates, Inc. 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, institutional entities, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and firm research.

Nancy Olzack is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Her prior roles include positions at Merrill and Bank of America, where she worked for over a decade each. She serves as president on the advisory board of the River Bank Loft Condo Association in Chicago. 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 tailored financial planning and consulting services supported by a broad range of portfolio management styles and affiliated research.

Mary Nolan is a financial advisor with Raymond James & Associates in Chicago, IL, holding a Series 66 designation and 25 years of industry experience. She has been with Raymond James & Associates since 2006. Nolan is the owner of Brechnitz Group LLC, a business unrelated to investment activities. 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 through various specialized programs.

Douglas Gates is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 27 years of industry experience. He has been with Raymond James & Associates since 1998. Outside of his advisory work, Gates serves on the board of the Pinellas Association of Retarded Children, where he has held leadership roles including Board Chair. 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, non-discretionary investment consulting, and specialized municipal advisory services.

Gary Handler is a financial advisor with Raymond James & Associates in Chicago, IL, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. He has been with Raymond James & Associates since 2014. Outside of his advisory role, he serves as Treasurer and Board Member of the Astor Tower Condominium Association, a nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipalities. 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.

Corey Wagner is a financial advisor with Raymond James & Associates in Chicago, IL, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has worked at several firms, including Cetera Advisor Networks, Summit Financial Group, and Questar Asset Management. Outside of his advisory work, he is a rideshare driver for Uber and Lyft. 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 with financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, offering a broad range of portfolio management styles and municipal advisory services.

Byungdo Yae is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 20 years of industry experience. He previously worked at Morgan Stanley from 2009 to 2020 before joining Raymond James & Associates in 2020. 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 diverse client base including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Tyson Lersch is a financial advisor at Raymond James & Associates with eight years of industry experience. He has previously worked at Robinhood Financial, LLC and PNC Investments. Tyson holds Series 63 and Series 65 licenses. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting through various programs and a range of portfolio management styles.