Raymond James Financial

Letitia Wold is a CFP® professional with 25 years of industry experience, currently serving at Raymond James Financial since 2009. She is the founder and president of Belleair Wealth Strategies and is involved in Rosier Times LLC, a business established to hold and utilize a motor yacht as an event space. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored advice supported by extensive research and a broad affiliate network.

Robert Hrnicek is a CFP® professional with 24 years of experience in the financial services industry. He is currently affiliated with Raymond James Financial and has previously worked at Wells Fargo Advisors, Morgan Stanley and Merrill Lynch. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, supporting clients through tailored strategies and a broad affiliate network.

Jordan Biery is a CFP® professional with nine years of industry experience, currently affiliated with Raymond James Financial in Lexington, KY. His prior experience includes roles at Robert W. Baird & Co. Inc. (Hilliard Lyons) and JP Morgan Chase Bank. He is also involved with Vine Street Private Wealth & Family Office, where he supports business development activities. Raymond James Financial Services Advisors, Inc. serves a diverse clientele ranging from individual investors to institutional and municipal entities, offering financial planning and non-discretionary investment consulting. The firm emphasizes tailored financial plans and a primarily non-discretionary advisory approach supported by extensive firm research and an affiliate network.

Mary Gilbert is a Wealth Manager with Anchor Financial/ Raymond James Financial Services Advisors, Inc. in Linwood, NJ, holding a Series 7, Series 63 and Series 66 licenses and bringing 31 years of industry experience. She previously worked at UBS Financial Services for 10 years, Merrill Lynch for 17 years and is a partner in Beacon Holdings LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, supporting clients with tailored strategies and access to various managed account options and institutional resources.

Michael Ipp is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with Raymond James Financial Services Advisors since 2010 and serves as an independent contractor for 1792 Wealth Advisors. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client decision-making, while also maintaining specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Sandra Young is a CFP® professional with 38 years of industry experience, currently serving at Raymond James Financial. Her career includes roles at First Street Financial and Fidelity and Guarantee Life Insurance. She owns and operates SJ Young Financial Services LLC, managing branch operations and support staff. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm provides tailored, non-discretionary planning and analytical tools to align with client goals and supports a broad advisor network with specialized programs including municipal advisory and SIMPLE IRA employer consulting.

Jens Fonnesbeck is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Raymond James Financial in Denver, CO. His prior experience includes roles at First National Bank of Omaha, U.S. Bancorp Investments, and Fidelity Brokerage Services. Outside of advisory work, he manages family-held rental properties in the Denver metropolitan area. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to individuals, high-net-worth clients, and institutional clients, using tailored, non-discretionary strategies supported by analytical tools and risk profiling. The firm offers advisory programs and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Angela Peterson is a financial advisor at Raymond James Financial with 22 years of industry experience. She holds Series 63 and Series 65 designations and has been with Raymond James since 2009. Peterson was previously affiliated with Greek Gates LLC for one year. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique municipal advisor affiliation.

Stephen Wright is a financial advisor with Raymond James Financial in Nacogdoches, TX, holding Series 63 and Series 66 licenses and 22 years of industry experience. He is a partner in the Erwin - Wright Wealth Management Group, a support company he co-owns. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm offers tailored, non-discretionary planning and supports institutional consulting and portfolio management through a large network of advisors.

Linda Oeth is a financial advisor at Raymond James Financial with 28 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior work includes roles at Weinzapfel Wealth Advisors, Economy Securities, and CWM, LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients, utilizing tailored non-discretionary planning and analytical tools to support client goals.

William Smith is a financial advisor at Raymond James Financial with 39 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Raymond James since 2005. Outside of his advisory role, he owns and operates several financial services support companies under the Life Compass brand. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal and public-finance work through a unique municipal advisor affiliation.

Evan Mayer is a CFP® professional with 20 years of industry experience, currently affiliated with Raymond James Financial. He has held roles at several firms, including Suntrust Advisory Services and Nave Capital LLC. Mayer hosts a podcast aimed at financial advisors, discussing practice management and industry concepts at a high level. He is also the owner of Fortuna Wealth, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a wide network of advisors through various advisory programs.

Anthony Beal is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 28 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1999 and with Raymond James Financial since 2009. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and utilizes analytical tools for goal-based strategies, supporting clients through various advisory programs and specialized services such as municipal and public-finance advisory work.

Augustus Bo Davis is a financial advisor with Raymond James Financial in Cookeville, TN, holding a Series 66 designation and nine years of industry experience. His career includes roles at FirstBank, LPL Financial LLC, and Edward Jones. Outside of his advisory work, he is an agent with FirstBank Insurance Inc., where he offers non-variable insurance products. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports municipal and public finance through its affiliation with a municipal advisor.

Randall Vaughan Jr. is a financial advisor with Raymond James Financial in Henrico, VA, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked with Atlantic Union Bank, Union Bank & Trust, and Union Investment Services in addition to his long tenure at Raymond James. Vaughan also serves as a trustee of his living trust. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, supports a broad advisor network, and has notable capabilities in municipal and public finance advisory services.