Mentor, OH Center Street Office

Hunter Schmeltzer is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at Carver Financial Services, Northcoast Research Partners, Charles Schwab & Co., and Kent State University. He is currently associated with Carver Financial Services LLC as a registered associate. 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, pension plans, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and models to support client goals and offers a range of advisory programs and institutional consulting services.

Alexander Waldron is a financial advisor with Raymond James Financial in Mentor, Ohio, holding a Series 66 credential and two years of industry experience. His background includes roles at Raymond James Financial Services, Carver Financial Services, and prior work outside finance at Auntie Anne's and Westwood Country Club. He also serves as an administrative paraplanner with Carver Financial Services LLC. 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, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Nikolaus Wearsch is a financial advisor with Raymond James Financial, holding a Series 66 designation and 23 years of industry experience. He has worked at Raymond James since 2009 and previously held roles at Morgan Stanley, Citigroup Global Markets, and Wells Fargo Clearing. Outside of his advisory work, he is involved as a partner in Carver Financial Services LLC and holds management roles in several related business entities. 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, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with specialized services in municipal and public finance and a range of advisory programs.

Mitchell Seelinger is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity since 2019, progressing through roles including Financial Consultant, Investment Consultant, and Financial Representative. Mitchell partners with clients to develop holistic financial plans that align with their goals and preferences, utilizing Fidelity's tools and resources to implement prudent long-term investment strategies. He focuses on simplifying and organizing the retirement planning process for his clients. Outside of his professional work, Mitchell enjoys cooking and baking, family activities, golf, outdoor adventures, traveling, and practicing yoga.

Roseann Divincenzo is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and 26 years of industry experience. She has been with Raymond James since 2012 and was previously affiliated with Carver Financial Services, Inc. since 2014. Outside of advising, she serves as a Registered Compliance Administrator and provides client service support at Carver Financial Services, LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains a unique affiliation with a municipal advisor to enhance its public finance services.

James Lamar is a financial advisor with Raymond James Financial in Mentor, Ohio, holding a Series 63 credential and six years of industry experience. He has worked at several firms, including PNC Investments and Embrescia Wealth Management Company. Outside of advisory roles, Lamar serves as an administrative assistant and paraplanner at Carver Financial Services LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm utilizes non-discretionary planning and analytical tools tailored to client goals and supports a broad advisor network with specialized services such as municipal advisory and SIMPLE IRA consulting.

Daniel Mc Ginnis is a financial advisor with Raymond James Financial, holding a Series 66 designation and 14 years of industry experience. He has been with Raymond James since 2018 and previously worked at Wells Fargo Clearing from 2016 to 2018. Mc Ginnis is a partner in Carver Financial Services LLC, a support company based in Mentor, Ohio. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports advisory programs alongside a municipal advisor affiliation uncommon among large institutional advisors.

Nancy Williams is a financial advisor with Raymond James Financial, holding CFP® and Series 63 designations and bringing 28 years of industry experience. She has worked extensively with Raymond James Financial Services since 1997 and is currently associated with Carver Financial Services LLC, where she assists clients with financial planning needs. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and consulting, employing analytical tools to illustrate potential outcomes and supports clients in implementing recommendations through various advisory programs.

Bobbi Bruner is a CFP®-designated financial advisor with over 21 years of industry experience. She is currently affiliated with Raymond James Financial Services Advisors, Inc. and holds leadership roles as COO and partner at Carver Financial Services LLC, as well as president of BB4 LLC, which holds her equity in Carver Financial Services. 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 corporations. The firm emphasizes tailored, non-discretionary planning and uses analytical tools to support client goals.

Polly Small is a financial advisor with Raymond James Financial, holding ChFC® and Series 63 designations and bringing nine years of industry experience. Her work history includes roles at Carver Financial and Raymond James Financial Services Inc. She is also employed as a sales assistant with CFS, LLC, a support company outside investment-related activities. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports its clients through various advisory programs and institutional consulting.

Joseph Lowe is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 12 years of industry experience. His work history includes positions at Merrill, PNC Investments, and Carver Financial Services. He is also associated with Carver Financial Services LLC in a non-owner employee capacity. 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, pension and profit-sharing plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

Joshua Croyle is a CFP®-certified financial advisor at Raymond James Financial with seven years of industry experience. He has previously worked at PNC Investments, PNC Bank, and Steris. Croyle is also associated with Carver Financial Services, where he engages in financial planning. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm employs tailored, non-discretionary planning using risk profiling and modeling tools and supports municipal and public finance work through a unique affiliation.

Nicole Remesik is a financial advisor at Raymond James Financial Services Advisors, Inc. with six years of industry experience. She holds a Series 63 designation and has previously worked at Liberty Home Mortgage, Howard Hanna Realty, and Porsche of Beachwood. In addition to her advisory role, she is also employed as a paraplanner and client service associate at Carver Financial Services, LLC. 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 offers tailored, non-discretionary planning and utilizes analytical tools to support client goals while maintaining specialized programs for municipal finance and employer-sponsored retirement plans.

Charles Schulz is a financial advisor with Raymond James Financial in Mentor, Ohio, holding a Series 63 designation and 22 years of industry experience. He has worked at Raymond James Financial Services since 2004 and was associated with Carver Financial Services Inc from 2017 to 2024. Schulz is also involved as a limited partner in Carver Financial Services LLC. 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, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning using analytical tools and supports clients through advisory programs and institutional consulting.

Tamika Thomas is a financial advisor at Raymond James Financial with 16 years of industry experience. She holds a Series 66 designation and has previously worked at PNC Capital Advisors and Carver Financial Services. Thomas also works as a paraplanner for Carver Financial Services LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, corporations, and institutional investors, using tailored, non-discretionary strategies supported by advanced analytical tools.