Chicago, IL S. Riverside Plz Fl6 Office

William Connelly IV is a financial advisor with Raymond James & Associates in Chicago, IL, holding a Series 66 designation and five years of industry experience. Prior to joining Raymond James in 2021, he worked at Kaufman Hall from 2019 to 2021. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that serves a broad client base including individuals, institutions, pension plans, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles and firm research.

Keith Jensen is a financial advisor with Raymond James & Associates in Chicago, IL, holding a Series 66 designation and 10 years of industry experience. He previously worked at Morgan Stanley for six years before joining Raymond James in 2020. Outside of his advisory role, Jensen is an officer and business owner at Dynamic Dimensions Studios Inc., where he is involved in business strategy and financial analysis. 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 municipal entities, offering financial planning and consulting with a range of portfolio management styles and municipal advisory services.

Brian Lampsa is a financial advisor with Raymond James & Associates in Chicago, IL, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Raymond James & Associates since 2007. Outside of his advisory work, he owns Pleasant Land LLC, an agricultural property consisting of 160 acres of woods. 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 a range of portfolio management styles and affiliated research.

Michael Schodrof is a financial advisor with Raymond James & Associates in Chicago, holding Series 63 and Series 66 credentials and 26 years of industry experience. His prior roles include positions at UBS Financial Services, Bank of America, Merrill, JPMorgan Chase, and Guggenheim Securities. He serves on the advisory board of the Exit Planning Institute Chicago Chapter. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension and profit-sharing plans, and municipal entities, providing tailored financial planning and consulting with a range of portfolio management styles and municipal advisory services.

Sean Moran is a financial advisor with Raymond James & Associates in Chicago, holding a Series 66 credential and one year of industry experience. Prior to his current role, he worked at Sidley Austin LLP and has volunteer experience as the financial secretary for the Knights of Columbus, where he manages financial and membership records. Raymond James & Associates is a large, nationally registered broker-dealer and investment adviser serving a diverse client base including individuals, institutions, and municipalities. The firm offers non-discretionary financial planning and investment consulting supported by extensive research, multiple portfolio management styles, and specialized municipal advisory services.

Sherrill Kullander is a financial advisor with Raymond James & Associates in Chicago, IL, holding a Series 66 designation and bringing 20 years of industry experience. She has been with Raymond James & Associates since 2016. 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 a range of financial planning and consulting services with a primarily non-discretionary approach tailored through risk profiling and analytic tools.

Conor Bayer is a financial advisor at Raymond James & Associates with six years of industry experience. He holds a Series 66 designation and previously worked for five years at Echo Global Logistics before joining Raymond James in 2020. Based in Chicago, IL, he provides advisory services as part of a large national firm. 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 public entities, offering financial planning, investment consulting, and institutional fiduciary solutions supported by a broad range of portfolio management styles and affiliated research.

Oliver Whybrow is a financial advisor with Raymond James & Associates in Chicago, IL, holding a Series 66 designation and 16 years of industry experience. He previously worked at Stifel for 14 years before joining Raymond James & Associates in 2024. 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 institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

Christopher Fils is a financial advisor with Raymond James & Associates in Chicago, IL, holding Series 63 and Series 66 designations and 14 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. Fils serves as a committee member for ACG Chicago’s Next Gen Committee, which focuses on connecting emerging leaders in finance. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base that includes individuals, institutions, and municipal entities, offering financial planning and consulting services primarily on a non-discretionary basis, supported by a range of investment strategies and affiliated research.

Daniel Boszhardt is a financial advisor with Raymond James & Associates in Chicago, IL, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, he serves as Board President and Trustee on the executive committee of Lawrence Hall Youth Services, a nonprofit focused on youth, where he participates in strategic and financial decision-making. 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 specialized municipal advisory services.

Penny Tipsword is a financial advisor with Raymond James & Associates in Chicago, IL, holding Series 63 and Series 66 registrations and possessing 24 years of industry experience. She has been with Raymond James & Associates since 2014. 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 investment consulting primarily through non-discretionary relationships.

Margaret Comer is a financial advisor at Raymond James & Associates with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Raymond James since 2016. 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, non-discretionary investment consulting, and institutional fiduciary solutions.

Zachary Norton is a financial advisor at Raymond James & Associates in Chicago, IL, with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JPMorgan securities LLC, JPMorgan Chase Bank NA, and Wells Fargo Clearing Services. 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, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research resources.

Katelyn Fanelli is a financial advisor with Raymond James & Associates based in Chicago, IL, holding a Series 66 designation with four years of industry experience. She has been with Raymond James since 2018 and previously worked at The Larko Group and Paul Mitchell the School Chicago. Raymond James & Associates, Inc. is a large firm serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, investment consulting, and municipal advisory services supported by extensive research and a broad range of portfolio management styles.

Zachary Zugan is a financial advisor at Raymond James & Associates with two years of industry experience. He previously worked at Janney Montgomery Scott and has held roles outside finance, including at Landscapes by Terra and Condados. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and investment consulting through a variety of portfolio management styles and affiliated research resources.