Vero Beach, FL Beachland Blvd Office

Stephen Costa is a financial advisor with Raymond James Financial Services Advisors, Inc. in Vero Beach, FL, holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior roles include positions at TD Private Client Wealth, Fisher Investments, and E*TRADE. He is also an associate and relationship manager at The Kanner Group, LLC, a non-investment-related support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers non-discretionary, goal-based advice supported by analytical modeling and maintains specialized programs in municipal finance and SIMPLE IRA employer advisory services.

Keith Lambert is a financial advisor with Raymond James Financial Services Advisors, Inc. in Vero Beach, FL, holding a Series 66 designation and four years of industry experience. He is the lead manager and owner of Lambert Financial Planning LLC and also serves as an associate at The Kanner Group LLC, both based in Vero Beach. His prior work experience includes roles outside of finance, such as positions at Shipt and LA Fitness. 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 entities. The firm offers tailored non-discretionary planning and investment consulting using analytical tools to support client goals and is notable for its municipal advisor affiliation and customized SIMPLE IRA Employer Advisory services.

Garrick Cashatt is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Raymond James Financial since 2019. Prior to this, he worked at Morgan Stanley for two years and was involved with North County Aquatics for three years. He is also the owner of The Kanner Group, where he works as an independent contractor outside of his advisory role. 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 customized, non-discretionary planning and consulting supported by analytical tools and maintains unique municipal and public-finance advisory capabilities.

John Jennings is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 12 years of industry experience. Prior to joining Raymond James in 2019, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2014 to 2019. Outside of advisory services, he is involved with The Kanner Group, LLC and The Jennings Group LLC in Vero Beach, FL. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with a notable affiliation supporting municipal and public-finance work.

Alex Wolfenden is a financial advisor at Raymond James Financial with Series 65 and Series 66 licenses and three years of industry experience. Prior to joining Raymond James, he worked at Fisher Investments and held roles at Florida State University and Vero Beach High School. He is also involved as a relationship manager with The Kanner Group, a non-investment-related support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, and institutional clients. The firm offers tailored, non-discretionary advisory services using analytical tools to support client goals and maintains specialized municipal and employer advisory programs.

Dylan Flinchum is a financial advisor with Raymond James Financial Services Advisors, Inc. in Vero Beach, FL, holding a Series 66 designation and two years of industry experience. Prior to joining Raymond James, he worked at Addepar and PowerPlan. Outside of his advisory role, he owns Flinchum Financial Services LLC, providing financial planning and investment services. 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 employs non-discretionary planning tailored to client goals using analytical tools and supports municipal and public finance work through its affiliation with a municipal advisor.

David Luethje is a financial advisor with Raymond James Financial, holding a Series 66 designation and four years of industry experience. He is the owner and CEO of Luethje Wealth Management LLC and also works as an associate for The Kanner Group LLC, both based in Vero Beach, FL. His prior experience includes roles at Florida Southern and the University of Florida. 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, and institutions. The firm offers tailored, non-discretionary planning using analytical tools to model potential outcomes and supports municipal and public finance work through a unique municipal advisor affiliation.