Clive, IA University Ave Office

Kevin Bannister is a financial advisor at Raymond James & Associates with 30 years of industry experience. He previously worked at RBC Capital Markets for 10 years before joining Raymond James in 2019. Bannister serves on the board of directors for the Orchard Place Foundation, a nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal clients. The firm offers a range of financial planning and consulting services with an emphasis on tailored, non-discretionary advice supported by in-house research and a diverse set of portfolio management options.

Nevin Cavanaugh is a financial advisor with Raymond James & Associates in Clive, Iowa, holding Series 65 and Series 66 credentials and bringing 26 years of industry experience. He previously worked at RBC Capital Markets for 10 years before joining Raymond James in 2019. Outside of his advisory role, he serves on the finance council for St. Francis of Assisi Church, where he reviews the budget and assists with investment policy and asset allocation recommendations. 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, non-discretionary investment consulting, and institutional fiduciary solutions, supported by a nationwide adviser network and a range of portfolio management styles and affiliated research.

Luke De Venney is a financial advisor with Raymond James & Associates in Clive, Iowa. He holds the Series 66 designation and has experience in previous roles at Cintas Corporation, AssuredPartners, Cetera Financial Group, and Holmes Murphy & Associates. 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

David Lorbiecki is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. He worked at DM Kelly & Company for 31 years before joining Raymond James in 2026. Outside of his advisory role, he is involved with the Lorbiecki Group, a financial advisory DBA. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles supported by affiliated research and model managers.

Nathan Schwanke is a financial advisor with Raymond James & Associates, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Raymond James, he gained experience at Hansen Company and worked in various roles including insurance and business services. 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, institutional investors, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Michael Rowedder is a financial advisor with Raymond James & Associates in Clive, IA, holding Series 63 and Series 65 credentials and 35 years of industry experience. He previously worked at RBC Capital Markets Corporation for 12 years before joining Raymond James in 2020. 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 municipalities, offering financial planning, investment consulting, and municipal advisory services.

Daniel Herron is a CFP® professional with 26 years of industry experience, currently serving at Raymond James & Associates since 2015. He is based in Clive, IA, and holds a Series 66 license. 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 clientele including individuals, institutional investors, and municipal entities, providing financial planning, investment consulting, and specialized services such as municipal advisory.

James Miller is a financial advisor with Raymond James & Associates in Clive, Iowa, holding Series 63 and Series 66 licenses with 35 years of industry experience. He 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 wide range of clients, including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

David Gray is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He previously worked for RBC Capital Markets from 2008 to 2020 before joining Raymond James in 2020. 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 specialized municipal advisory services.

Kirk Abrahamson is a financial advisor with Raymond James & Associates who holds Series 63 and Series 65 licenses and has 40 years of industry experience. His career includes roles at RBC Capital Markets Corporation, City National Bank, and Piper Sandler & Co. He serves as a director on the board of UnityPoint Health Des Moines, participating in multiple committees including Finance and Investment, and is also a board member of the Wakonda Club. 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 a range of advisory services and leveraging various portfolio management styles supported by affiliated research and sub-advisers.

Gerald Boesen is a CFP® professional with 40 years of industry experience, currently serving with Raymond James & Associates since 2017. Prior to that, he worked at RBC Capital Markets from 2010 to 2017. 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 high-net-worth individuals, institutions, and municipal entities, providing financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research.

Aaron Cavazos is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2017. Prior to his career in finance, he worked at Solar Transport for six years. Outside of his advisory role, he serves as a Board of Adjustment member for the City of Urbandale, Iowa, where he votes on zoning exception appeals. 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 investors, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Dan Mcphail Jr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and possessing 18 years of industry experience. Prior to joining Raymond James in 2026, he operated DMKC Advisory Services, LLC and worked at D.M. Kelly & Company from 2007 to 2026. 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 clients, pension and profit-sharing plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Aimee Holmes is a financial advisor at Raymond James & Associates with 22 years of industry experience. She holds a Series 66 designation and previously worked for RBC Capital Markets for 10 years before joining Raymond James in 2019. 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, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through various portfolio management styles and affiliated research.

Roger Grefe is a financial advisor at Raymond James & Associates with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2007. Grefe serves on the Greater Des Moines Community Foundation Investment Committee. 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, institutional clients, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.