Naples, FL Office

Gordon Schnitzler is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He previously worked at Stifel Nicolaus for nine years and has been affiliated with Raymond James since 2018, including leadership roles at Schnitzler Wealth Partners. He serves as Treasurer of Compass Bible Church Naples, a nonprofit organization, where he handles accounting and financial statement preparation. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, institutional, and nonprofit clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and investment consulting to client goals and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Eugene Hunziker is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Raymond James since 1991 across different entities and operated Hunziker and Associates, Inc. for a brief period in 2023. He serves on the Finance and Investment Committee of Saints Cyril & Methodius Catholic Church, advising on the parish’s financial affairs. 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 provides tailored, non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Alexander Bolshem is a financial advisor at Raymond James Financial with 35 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Ameriprise Financial Services for 11 years. 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 and profit-sharing plans, corporations, charitable organizations, and institutions. The firm emphasizes tailored, non-discretionary planning and investment consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Brian Fanning is a financial advisor at Raymond James Financial with 43 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Raymond James since 2005. Fanning is also the owner of Fanning Investment Partners Inc., a support company based in Lake Geneva, Wisconsin. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique municipal advisor affiliation.

Frank Palulis is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. In addition to his advisory role, he owns Merriweather Money Management. 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, and institutions. The firm provides tailored, non-discretionary planning and employs analytical tools to model potential outcomes, supporting implementation through advisory programs or other providers.

Kimberlee Clark is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and nine years of industry experience. Her prior work includes roles at Ameriprise Financial Services, Inc., Royal Alliance Associates, Inc., and NWF Advisory. She is also the owner of a support company for her Raymond James practice. 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 institutions, employing a non-discretionary approach tailored to client goals through analytical modeling and risk profiling.

Andrew Torto is a financial advisor with Raymond James Financial Services Advisors, Inc., holding the Series 63 and Series 65 designations and bringing 39 years of industry experience. Prior to joining Raymond James in 2020, he worked at Stifel Nicolaus & Company, Inc. for 11 years. He is also the managing partner of Waypoint Wealth Management Group and owner of both TWL Wealth Advisory Group and Ten55 WMG. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical modeling, and supports municipal and public finance work through unique affiliations.

Lori Siegel is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Raymond James Financial. She previously worked at UBS for 10 years and is a founding partner and majority owner of Centrix Wealth Partners. Siegel is also a member of an LLC associated with her husband's diamond business, although she is not actively involved in its operations. 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 clients. The firm offers tailored non-discretionary planning and supports various advisory programs, combining traditional and technological tools in its approach.

George Orefici is a CFP®-designated financial advisor with 36 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. and has previously worked at Commonwealth Financial Network, Mass Mutual Investors Services, MassMutual Life Insurance Company, and Metlife Securities Inc. Orefici also owns Four Tier Financial Group, Inc., a private entity involved in securities, advisory, and insurance business. 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 non-discretionary planning and consulting tailored to client goals and supports various advisory programs, with specialized capabilities in municipal and public-finance work.

John Farrell is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 12 years of industry experience. His career includes roles at Bank of America and Merrill Lynch from 2014 to 2022 before joining Raymond James in 2022. Outside of his advisory work, he is involved as an associate at Topinka Financial LLC, where he provides financial planning and investing support. 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 supported by analytical modeling and offers specialized programs such as municipal advising and SIMPLE IRA employer consulting.

Charles Massimi is a financial advisor at Raymond James Financial with 42 years of industry experience. He holds Series 63 and Series 65 designations and has been affiliated with Raymond James Financial Services Advisors, Inc. and related firms since 2013. He is also the owner of two support companies, C & B Wealth Management and The Silverman Group, where he serves as branch manager and financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and consultative services supported by advanced analytical tools and maintains specialized programs in municipal finance and SIMPLE IRA employer advisory services.

Ross Peay is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 designations and 33 years of industry experience. He has been with Raymond James since 2012. Peay serves as a board member or committee member for several nonprofit organizations, including the Austin Peay State University Foundation, the Clarksville Montgomery County Health Foundation, and Greenwood Cemetery, Inc., where he is involved in overseeing investment performance and finance committees. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and uses analytical tools to support client goals while maintaining specialized services in municipal and public finance.

Philip Winn is a financial advisor at Raymond James Financial with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James Financial Services Advisors Inc. since 2015. Outside of his advisory role, he serves as an independent contractor and branch manager for North Road Wealth Partners. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including 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 specialized programs in municipal finance and SIMPLE IRA employer advisory services.

Jo Ann Favia is a financial advisor with Raymond James Financial, holding the ChFC® designation and Series 63 and 65 licenses, with 39 years of industry experience. She previously worked at Kestra Financial Services, Inc. and Crux Wealth Advisors, LLC. Outside of her advisory role, she is the owner and CEO of multiple consulting and support companies under the Favia Financial Group and Favia Group brands. 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, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique advisory affiliation.