Westlake, OH Crocker Park Blvd. Office

Teodore Krawec is a financial advisor at Raymond James & Associates with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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, institutional investors, and municipal entities, offering financial planning and non-discretionary investment consulting through a range of portfolio management styles.

John Johnson is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. His prior work includes 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 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 supported by a range of portfolio management styles and affiliated research.

Karrie Simm is a financial advisor with Raymond James & Associates, holding a Series 66 license and having 12 years of industry experience. Her prior roles include positions at Bank of America and Merrill Lynch. 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 government entities, offering financial planning and consulting with a range of portfolio management styles and municipal advisory services.

Nathan Davis is a Series 66 licensed financial advisor with nine years of industry experience. He has worked at Merrill and Bank of America before joining Raymond James & Associates, where he has been since 2025. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, including high-net-worth clients, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Richard Sofka is a Series 66 licensed financial advisor with 17 years of industry experience. He is currently with Raymond James & Associates and previously worked at Bank of America and Merrill for 14 years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting with a range of portfolio management styles and affiliated research.

William Hornung is a CFP® professional with 38 years of industry experience currently with Raymond James & Associates. He has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Hornung is based in Westlake, Ohio. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, charitable organizations, and government 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.

Natalie Sutcliffe is a financial advisor with Raymond James & Associates, holding Series 65 and Series 63 credentials and 17 years of industry experience. Her career includes roles at Victory Capital Advisers, CIVISTA Bank, KEY BANK, UBS Financial Services, and Wells Fargo Clearing. Raymond James & Associates manages approximately $501 billion in assets and serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers a range of financial planning and advisory services, combining quantitative analyses with various portfolio management styles, and also provides municipal advisory services alongside market-making in government bonds.

William Theis Jr. is a financial advisor at Raymond James & Associates with 36 years of industry experience. He has been with Raymond James & Associates since 1999 and holds Series 63 and Series 65 designations. 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, charitable organizations, and public entities, offering financial planning, investment consulting, and municipal advisory services through a nationwide network of advisers.

Frank Dilalla is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Raymond James & Associates since 2017 and previously was with Morgan Stanley and Morgan Stanley Private Bank from 2009 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 wide range of clients including individuals, institutions, and municipalities, offering financial planning, investment consulting, and institutional fiduciary solutions, with a variety of portfolio management styles and affiliated research resources.

Michael Bentley is a financial advisor at Raymond James & Associates with 21 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2016. Bentley serves on the Audit Committee for the City of Lakewood. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, charitable organizations, and municipal entities, providing financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

Carole Burns is a financial advisor at Raymond James & Associates with 23 years of industry experience. She holds Series 63 and Series 65 designations. Her prior experience includes roles at Merrill, Citizens Securities Inc., and PNC Capital Advisors, among others. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, employing a range of portfolio management styles supported by affiliated research and model managers.

Jordan Krawec is a financial advisor at Raymond James & Associates with nine years of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC and Fidelity Brokerage Services, LLC. 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, municipal advisory services, and institutional consulting.

Kathleen Berne is a CFP®-certified financial advisor with 12 years of industry experience, currently with Raymond James & Associates. Her prior experience includes roles at Fidelity Investments and multiple periods as a homemaker. Raymond James & Associates is a large, dual-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, non-discretionary investment consulting, and institutional fiduciary services.

Makis Beach is a financial advisor with Raymond James & Associates, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Bank of America, Merrill, and Miami University. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser providing services to individuals, institutional clients, and municipal entities. The firm offers financial planning and investment consulting with a focus on non-discretionary client-driven implementation and draws on a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Michael Sofka is a financial advisor with Raymond James & Associates in Westlake, OH, holding a Series 66 credential and 13 years of industry experience. He previously worked at Bank of America and Merrill for ten years each. Outside of his advisory role, he is involved as a lender in a personal loan arrangement providing working capital to a business involved in GolfTec Franchise golf simulator upgrades. 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, pension and profit-sharing plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.