Kirkland, WA Carillon Pt. Office

Thomas Conway is a financial advisor at Raymond James & Associates with 36 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at D.A. Davidson & Co. and Commonwealth Financial Network. 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, and municipal entities, offering financial planning, advisory programs, and institutional consulting with a wide range of portfolio management styles and affiliated research.

Rebecca Hellman is a financial advisor with Raymond James & Associates in Kirkland, WA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Her prior roles include positions at Stifel Nicolaus & Co Inc and Robert Baird & Co. Raymond James & Associates is a large SEC-registered investment adviser and broker-dealer 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.

Heidi Buck is a financial advisor at Raymond James & Associates with 24 years of industry experience. She previously worked at D.A. Davidson & Co. for nine years and took a 15-year career break as a homemaker. Outside of her advisory role, she is an independent distributor of personal care, nutrition, and wellness products through Airborne International LLC. 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 and non-discretionary investment consulting with diverse portfolio management options and municipal advisory services.

Jeffery Mallula is a financial advisor with Raymond James & Associates in Kirkland, WA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Raymond James since 2016. Outside of his advisory role, he owns and rents a single-family home. 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 offers financial planning and consulting services, drawing on various portfolio management styles and providing municipal advisory services alongside market-making functions in municipal bonds.

Alan Leung is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 66 designation and previously worked at Zillow Group for five years. 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 and non-discretionary investment consulting supported by a nationwide adviser network.

Samantha Lutz is a financial advisor at Raymond James & Associates with a Series 66 designation and one year of industry experience. She has held various roles within Raymond James and has experience in client service and associate financial advising. Prior to her advisory career, she worked in diverse positions across the hospitality and service industries. 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 municipalities, offering financial planning, investment consulting, and municipal advisory services with a non-discretionary approach to client relationships.

Julia Cosse is a financial advisor with Raymond James & Associates in Kirkland, WA, holding Series 63 and Series 65 licenses and nine years of industry experience. She has worked with Raymond James since 2018 and previously at Cosse International Securities Inc. from 2016 to 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, and nonprofit entities using tailored, non-discretionary financial planning and investment consulting supported by diverse portfolio management strategies and affiliated research.

Jeanine Gaston is a financial advisor with Raymond James & Associates in Kirkland, WA, holding Series 63 and Series 66 credentials and 25 years of industry experience. Her prior roles include positions at Stifel Nicolaus & Co Inc and Robert Baird & Co. 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 municipal entities, offering financial planning and consulting services that emphasize tailored, non-discretionary strategies supported by extensive research and model manager options.

Liam Settle is a financial advisor with Raymond James & Associates in Kirkland, WA. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Raymond James, he worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. from 2024 to 2026. 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 charitable organizations, offering financial planning and investment consulting primarily through non-discretionary advisory programs.

Tyler Mc Cullough is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He previously worked at Wedbush Securities for nine years before joining Raymond James in 2023. Outside of his advisory role, he has engaged in rental real estate by managing a former personal residence as a rental property. 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, providing financial planning and non-discretionary investment consulting through various advisory programs.

Scott Settle is a financial advisor with Raymond James & Associates in Kirkland, WA, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Woodbury Financial Services, Penn Mutual Life Insurance Company, and Hornor Townsend & Kent. 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—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jon Garberg is a financial advisor with Raymond James & Associates in Kirkland, WA. He holds Series 63 and Series 65 licenses and has 38 years of industry experience. Prior to joining Raymond James in 2026, he worked at Stifel Nicolaus & Co Inc for nine years and Robert Baird & Co. for three years. Outside of finance, he is a drummer in the classic rock band Red Herring and serves as a high school football referee with the Pacific Northwest Football Officials Association. 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 and non-discretionary investment consulting, with a focus on tailored advice supported by firm research and a range of portfolio management styles.

Daniel Goldman is a CFA® charterholder with 16 years of industry experience. He is currently with Raymond James & Associates, having joined in 2025. His prior roles include positions at Cetera Advisors LLC, Olson Investment Advisors, LLC, and First Allied Securities, Inc. 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.

Barrett Henry is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Raymond James & Associates. His prior roles include positions at Woodbury Financial Services, Penn Mutual Life Insurance Company, and Hornor Townsend & Kent. In addition to his advisory work, Henry operates independent practices focused on financial planning and insurance, including fixed life, disability, and long-term care coverage. 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, pension plans, and municipal entities, offering comprehensive financial planning and consulting with a range of portfolio management styles and affiliated research resources.

Scott Hitchcock is a financial advisor with Raymond James & Associates in Kirkland, WA, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with Raymond James & Associates since 2014. 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—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by in-house research and affiliated sub-advisers.