Dublin, OH Longshore St Office

Team
Updated today

Client AUM

$404,793,404,954

Clients

513,125

Advisors

23

Of 5,810 advisors across 937 offices

Location

6745 Longshore St, Suite 220

Dublin OH 43017

Advisors at this office

23

Advisors at this office

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Robert B

Series 63, Series 65

Dublin, OH

Raymond James & Associates

Robert Bishop is a financial advisor with Raymond James & Associates in Dublin, OH, holding Series 63 and Series 65 credentials and possessing 42 years of industry experience. His prior work includes more than three decades at Merrill Lynch Pierce Fenner & Smith Inc and Bank of America. Outside of his advisory role, he is an author involved with Mason Alley Publishing. 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 and non-discretionary consulting supported by a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Caleb S

Series 66

Dublin, OH

Raymond James & Associates

Caleb Sayre is a financial advisor with Raymond James & Associates who holds a Series 66 designation and has four years of industry experience. Prior to joining Raymond James in 2022, he worked at Hamilton Capital and was involved with the Mount Vernon Nazarene Athletic Department. He also has a background as a student at Mount Vernon Nazarene University and Olentangy Liberty High School. 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, institutional clients, and municipal entities, offering financial planning and investment consulting primarily through non-discretionary relationships supported by a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Jason H

CFP®, ChFC®, Series 63, Series 65

Dublin, OH

Raymond James & Associates

Jason Hull is a financial advisor with Raymond James & Associates in Dublin, OH, holding the CFP® and ChFC® designations and bringing 31 years of industry experience. He previously worked at UBS Financial Services for 12 years before joining Raymond James in 2026. Outside of his advisory role, he serves on the marketing and development committee of Stratford Ecological Center, contributes to kidney cancer awareness and research through KC Cure, participates in the Worthington Estate Planning Council with ongoing continuing education presentations, and sits on the board of the Fremont Area Foundation, which supports college scholarships. Raymond James & Associates, Inc. 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, investment consulting, and municipal advisory services through a range of portfolio management styles and affiliated research resources.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Cynthia D

Series 63, Series 66

Dublin, OH

Raymond James & Associates

Cynthia Davis is a financial advisor at Raymond James & Associates with 27 years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Raymond James in 2023, she worked at Merrill for 21 years. 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 charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Jeffrey G

Series 63, Series 65

Dublin, OH

Raymond James & Associates

Jeffrey Gouhin is a financial advisor with Raymond James & Associates in Dublin, Ohio, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior experience includes roles at Bank of America and Merrill. He serves as an advisory board member for Easter Seals of Central & Southeast Ohio, a nonprofit supporting children, adults, and veterans with physical or mental disabilities. 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 charitable organizations, offering financial planning and non-discretionary investment consulting grounded in risk profiling and research-supported portfolio management.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Maura H

CFP®, Series 66

Dublin, OH

Raymond James & Associates

Maura Holowchak is a CFP® with 16 years of industry experience, currently with Raymond James & Associates. She previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing, totaling 10 years prior to joining Raymond James. 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, institutional and pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting through a variety of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Eric W

Series 66

Dublin, OH

Raymond James & Associates

Eric Wrightsel is a financial advisor with Raymond James & Associates in Dublin, OH, holding a Series 66 designation and 12 years of industry experience. His prior work includes roles at Bank of America and Merrill. 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 and pension plans, and charitable organizations, offering financial planning and consulting with a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Andrew G

Series 66

Dublin, OH

Raymond James & Associates

Andrew Gouhin is a financial advisor with Raymond James & Associates in Dublin, OH, holding a Series 66 credential and five years of industry experience. His prior work includes roles at Bank of America, Merrill, and Installed Building Products. 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, and public entities, offering financial planning, investment consulting, and municipal advisory services supported by a nationwide adviser network and a range of portfolio management strategies.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Beth S

Series 63, Series 65

Dublin, OH

Raymond James & Associates

Beth Sparks is a financial advisor with Raymond James & Associates in Dublin, OH, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has been with Raymond James & Associates since 2003. Outside of her advisory role, she is a 50% owner of the real estate for two Buffalo Wild Wing restaurants and holds a minority, non-active partnership in a surface maintenance business. 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 specialized municipal advisory services supported by a range of portfolio management strategies and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Ethan K

Series 66

Dublin, OH

Raymond James & Associates

Ethan Kelly is a financial advisor at Raymond James & Associates with a Series 66 designation and one year of industry experience. His prior work includes positions at UBS Financial Services Inc. and Heartland Bank, as well as roles outside finance such as at Urban Meyer’s Pint House and Leo’s Ristorante. 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 supported by comprehensive research and multiple portfolio management styles.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Nancy K

Series 63, Series 65

Dublin, OH

Raymond James & Associates

Nancy Knapp is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and 35 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Raymond James in 2018. 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 and profit-sharing plans, and charitable and governmental entities, offering financial planning, investment consulting, and institutional fiduciary services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Leif M

Series 66

Dublin, OH

Raymond James & Associates

Leif Mahler is a financial advisor with Raymond James & Associates in Dublin, OH, holding a Series 66 credential and 12 years of industry experience. He worked previously with Wells Fargo Clearing and WELLS FARGO Advisors, LLC before joining Raymond James in 2019. 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, institutions, pension and profit-sharing plans, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Stacey M

Series 63, Series 65

Dublin, OH

Raymond James & Associates

Stacey Maham is a financial advisor at Raymond James & Associates with 13 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Raymond James since 2014. Maham serves as Treasurer and board member of the Columbus Medical Research Foundation, a nonprofit organization. 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, non-discretionary investment consulting, and institutional fiduciary solutions.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
user avatar

Stacy M

Series 66

Dublin, OH

Raymond James & Associates

Stacy Mc Van is a financial advisor with Raymond James & Associates in Dublin, OH, holding a Series 66 designation and 12 years of industry experience. Prior to joining Raymond James in 2024, Stacy worked for Edward Jones for 10 years. Outside of advising, Stacy is the owner of CJ Transit, a business involving a single bus held in an LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients including individuals, institutions, and municipal entities. The firm emphasizes tailored, non-discretionary financial planning and consulting, supported by diverse portfolio management options and municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Gregory R

Series 63

Dublin, OH

Raymond James & Associates

Gregory Rustemeyer is a financial advisor with Raymond James & Associates in Dublin, Ohio, with 38 years of industry experience. He previously worked at Bank of America and Merrill for 13 years each before joining Raymond James in 2022. Outside of his advisory role, he serves as a committee member for SCI International, a charitable organization focused on conservation fundraising. 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 tailored financial planning and consulting with a range of portfolio management styles supported by in-house research and affiliated sub-advisers.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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