Waukesha, WI Swenson Drive Office

Tiana Henika is a financial advisor with Raymond James & Associates in Waukesha, WI, holding a Series 66 designation and 20 years of industry experience. She has been with Raymond James since 2015 and is also involved with Slinger Speedway. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities, providing financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

Zackary Zambo is a financial advisor with Raymond James & Associates in Waukesha, WI, holding a Series 66 designation and one year of industry experience. Before joining Raymond James in 2025, he worked at Penske Truck Leasing for four years and served in the United States Marine Corps from 2016 to 2020. 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 financial planning and consulting services through a range of portfolio management styles and affiliated research.

Charles Albrecht is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Raymond James in 2022. Raymond James & Associates is a large registered broker-dealer and 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 advisory services.

Matthew Verdico is a financial advisor with Raymond James & Associates in Waukesha, WI, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked at Marquette University and Tropical Smoothie Cafe. 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.

Nathan Fair is a financial advisor at Raymond James & Associates with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Edward Jones and Hartford Funds Management Company. He is based in Waukesha, WI. 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 tailored financial planning and advisory services supported by extensive research and a broad range of portfolio management strategies.

Kevin Cahill is a financial advisor with Raymond James & Associates in Waukesha, WI, holding Series 63 and Series 65 designations and 39 years of industry experience. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and National Life of UT. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles supported by affiliated research and sub-advisers.

Gary Sievewright is a financial advisor at Raymond James & Associates with 38 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James & Associates since 2015. The firm is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. Raymond James & Associates serves a diverse client base including individuals, institutions, pension and profit-sharing plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services.

Gregory Branson is a financial advisor with Raymond James & Associates in Waukesha, WI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior work includes seven years at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of finance, he serves as a member of the Elm Grove Fire Department. 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, providing tailored financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Gabrielle Conforti is a financial advisor at Raymond James & Associates with five years of industry experience. She holds the Series 66 designation and has previously worked at Advantage Plus Financing and Management Research Service. 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 charitable organizations, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Melissa Wahlen is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 11 years of industry experience. She previously worked at Edward Jones for 10 years before joining Raymond James in 2025. 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 and investment consulting through non-discretionary advisory programs and institutional fiduciary solutions.

Mary Williams is a financial advisor with Raymond James & Associates in Waukesha, WI, holding a Series 63 designation and 22 years of industry experience. She previously worked at Ameriprise Financial Services and UBS Financial Services. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutional investors, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and municipal advisory services supported by a wide range of portfolio management styles and affiliated research.

Michael Ollmann is a financial advisor with Raymond James & Associates in Waukesha, WI, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Raymond James & Associates since 2015. 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, non-discretionary investment consulting, and institutional fiduciary solutions.

Stephanie Friemoth is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 17 years of industry experience. She previously worked at Edward Jones before joining Raymond James in 2023. Outside of her advisory work, she is a co-owner of a brunch restaurant franchise in Delafield, Wisconsin. 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, institutional clients, and public entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Deidra Catus is a financial advisor with Raymond James & Associates in Waukesha, WI, holding Series 63 and Series 66 credentials and six years of industry experience. Her career includes roles at Morgan Stanley, J.P. Morgan Securities LLC, and Fidelity Investments. Outside of advisory work, she is the sole proprietor of The DMW Collection LLC, an art and culture business based in Texas. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with a nationwide adviser force. The firm serves a diverse client base, offering financial planning and consulting services with a non-discretionary approach, leveraging a range of portfolio management styles and affiliated research.

Henry Hessel is a financial advisor with Raymond James & Associates in Waukesha, WI, holding Series 63 and Series 65 licenses and having 11 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Reinhart Partners, 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, institutional clients, and public entities, offering tailored financial planning and consulting services through a range of portfolio management styles.