Cincinnati, OH E Business Way Office

Geoffrey Ziegler is a financial advisor at Raymond James & Associates with 10 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones from 2016 to 2019. Outside of his financial advisory role, he serves as a finance committee member for St. John the Baptist Parish in Cincinnati, focusing on budgeting and parish growth. 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 municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Minseok Kwon is a financial advisor with Raymond James & Associates, holding a Series 66 designation and beginning his career in 2025. Prior to joining Raymond James, he served in the Republic of Korea Marine Corps and held roles at The Ohio State University and Grandview Peak Capital. Kwon has experience working with student athlete support services and engineering departments at Ohio State. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Zachary Hiler is a Series 66-licensed financial advisor at Raymond James & Associates with four years of industry experience. His career includes roles at Raymond James & Associates and Janney Montgomery Scott LLC, as well as experience at the University of Cincinnati and Hiler Company Ltd. Outside of his advisory work, he is a partner at Hiler Marot Investment Group LLP, involved in property acquisition and management. 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.

David Rodrigo is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2013. He holds the Series 66 designation and is based in Cincinnati, OH. Outside of advising, Rodrigo is a partner in a real estate entity established to facilitate a lease agreement for a new branch office. 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—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide network of advisers.

Samuel Mathews is a financial advisor at Raymond James & Associates in Cincinnati, OH, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Touchstone Securities Inc., UWM, EW Scripps, and Marietta. Raymond James & Associates is a 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, pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a broad network of advisors.

Cameron Porczak is a financial advisor with Raymond James & Associates in Cincinnati, OH, holding a Series 66 designation and three years of industry experience. His prior work includes positions at Transamerica Agency Network and several roles outside finance, including education and service at College Hunks Hauling Junk and Moving. 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 municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a broad range of portfolio management styles and affiliated research.

Mire Jonovski is a financial advisor with Raymond James & Associates in Cincinnati, OH. He holds Series 63 and Series 65 licenses and has 45 years of industry experience. Jonovski has been with Raymond James & Associates since 2005. Outside of his advisory role, he serves as president of Acquest Inc and MKMS, companies involved in managing and overseeing rental real estate investments. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Mollie Marot is a financial advisor at Raymond James & Associates with four years of industry experience. She holds the Series 66 designation and has been with Raymond James since 2019. Prior to her current role, she worked for three years at the Children's Home of Cincinnati. 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, and charitable organizations, offering financial planning, investment consulting, and institutional advisory services through a variety of portfolio management styles and affiliated research.

Jason Goldberg is a financial advisor at Raymond James & Associates in Cincinnati, OH, holding a Series 63 designation with 29 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he is a partner in a business entity created to facilitate lease agreements for the firm’s new branch locations. 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 broad range of portfolio management styles and affiliated research.

Daniel Snow is a financial advisor with Raymond James & Associates in Cincinnati, OH, holding a Series 66 designation and bringing 26 years of industry experience. He has been with Raymond James & Associates since 2005. 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 municipal advisory services.

Dustin Martin is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and with 12 years of industry experience. He has worked at Raymond James & Associates since 2019, following prior roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. 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, institutional clients, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.