Fort Wayne, IN Auburn Road Office

Steven Kucharski is a financial advisor at Raymond James Financial in Fort Wayne, IN, holding Series 63 and Series 65 licenses with 34 years of industry experience. He has been with Raymond James Financial and its affiliate Raymond James Financial Services since 2014. Outside of his advisory role, he serves as a volunteer committee member of the Fort Wayne Sister Cities International finance committee. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains unique municipal advisory affiliations and specialized retirement plan consulting programs.

Connor Gunkel is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has five years of industry experience. Prior to joining Raymond James, he worked at Franciscan University of Steubenville from 2016 to 2020. He is also involved as an independent contractor with Gunkel Financial Services, LLC, a business he owns for managing compensation and expenses. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and employs tools such as risk profiling and probability modeling to support client goals, while also offering specialized services like municipal advising and SIMPLE IRA Employer Advisory & Consulting Services.

Maximilian Simcox is a financial advisor at Raymond James Financial Services Advisors, Inc. with two years of industry experience. He holds the Series 66 designation and previously worked at Lutheran Life Villages Nursing Home and Bishop Dwenger High School. He is also involved with Simcox Financial Services as an associate. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting, incorporating risk profiling and modeling tools to support client goals.

Benjamin Simcox is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and has previously operated under Simcox Financial Services. His background includes work outside the financial sector, including roles in traffic operations and concrete services in Fort Wayne, IN. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services using risk profiling and analytical modeling, and it supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Theresa Patron is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and 18 years of industry experience. She has worked at Raymond James since 2008 and previously spent four years at SAGE Private Wealth Group, LLC. In addition to her advisory role, she is a self-published author of five books and serves as an operations manager at Simcox Financial Services, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and utilizes advanced analytical tools, supporting its clients through a broad network of advisors and specialized advisory programs.

Dana Simcox is a financial advisor with Raymond James Financial in Fort Wayne, IN, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked with Raymond James Financial since 2009 and has owned Simcox Financial Services since 2003. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and charitable clients, offering tailored non-discretionary planning supported by advanced analytical tools and a broad network of affiliated advisory firms.

David Reed is a financial advisor with Raymond James Financial in Fort Wayne, IN, holding a Series 63 designation and 37 years of industry experience. He has been with Raymond James Financial or its affiliates since 1991. Outside of his advisory role, he works as an independent contractor providing financial advisory services for Simcox Financial Services, Inc. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports its clients through a broad network of advisors and advisory firms.