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Timothy Chen is a financial advisor with Raymond James & Associates in San Diego, CA, holding a Series 66 designation and 24 years of industry experience. He has worked at Raymond James & Associates since 2019, preceded by roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 charitable organizations, offering tailored, non-discretionary financial planning and investment consulting supported by a broad range of portfolio management styles and affiliated research.

Philip Bradshaw is a financial advisor with Raymond James & Associates in San Diego, CA, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated. 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, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a variety of portfolio management styles and affiliated research resources.

Anne Gotingco is a financial advisor with Raymond James & Associates in San Diego, CA, holding a Series 66 designation and 19 years of industry experience. She has worked at Raymond James & Associates since 2018 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors 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 diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting with an emphasis on tailored, non-discretionary advice supported by extensive research and multiple portfolio management styles.

Michael Bradshaw is a financial advisor at Raymond James & Associates with 52 years of industry experience. He previously worked at Merrill for 45 years and Bank of America for 12 years. Bradshaw holds Series 63 and Series 65 licenses and is based in San Diego, CA. 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, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

Alexander Voils is a financial advisor with Raymond James & Associates in San Diego, CA, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior roles include nine years with Wells Fargo Clearing and one year with Wells Fargo Advisors, LLC. 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, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Suzanne Latour is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She worked at Merrill from 2009 to 2017 before joining Raymond James, where she has been since 2017. Outside of her advisory role, she is the CEO and sole owner of GolfTEC San Diego. 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 municipal entities with a range of financial planning and consulting services, offering both discretionary and non-discretionary solutions supported by extensive research and a broad network of affiliated managers.

Kennedee Bennett is a financial advisor with Raymond James & Associates holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, Bennett worked in various roles including positions at Azusa Pacific University and Poway Gymnastics. 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, institutional and pension plans, and charitable organizations, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Alin Frentzen is a financial advisor at Raymond James & Associates with 10 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services for five years before joining Raymond James in 2020. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Erin Bethge is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2019. Prior to this, she worked at Bank of America and Merrill from 2015 to 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 diverse client base including individuals, institutional investors, and municipal entities, offering financial planning and consulting services with a range of investment management options.

Zachary Cohodes is a financial advisor at Raymond James & Associates with a Series 66 designation. He has a background in technology and consulting, having worked at Five9, Hexagon SIG, and Accenture prior to joining Raymond James. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Kenneth Judd is a CFP® professional with 33 years of industry experience, currently serving at Raymond James & Associates since 2018. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is based in San Diego, CA. 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 consulting with a non-discretionary approach, supported by a broad range of portfolio management styles and affiliated research.

Cody Cabot is a financial advisor with Raymond James & Associates in San Diego, CA, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked at Cabot Financial Advisors and held roles at Twilio, Wisetack, Winning Windows Inc., and Kiavi. He is also a licensed insurance agent. 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, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research resources.

Joseph Ortega is a financial advisor with Raymond James & Associates in San Diego, CA, holding a Series 66 designation and 15 years of industry experience. Before joining Raymond James in 2024, he spent over a decade at Morgan Stanley and its affiliated entities, including Morgan Stanley Private Bank, N.A. 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 consulting through a range of portfolio management styles and a broad affiliate network.

Jose Cuevas is a financial advisor at Raymond James & Associates with seven years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Charles Schwab, TD Ameritrade, and Wells Fargo. 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 and investment consulting through a range of portfolio management styles and affiliated research.

Danielle Ferrer is a financial advisor with Raymond James & Associates in San Diego, CA. She holds a Series 66 designation and has 12 years of industry experience, including 11 years with Raymond James. 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, charities, and governmental entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.