A highly capable financial team

We have carefully assembled a select network of highly experienced financial professionals who work in conjunction to share their cumulative knowledge, best practices and investment platforms. The result is an extraordinary breadth and depth of experience and capabilities from coast to coast.

Each team is dedicated to serving your every need to the fullest – through a high degree of personal attention and financial planning services tailored to your individual needs, but also with access to a powerful network of professionals and services to thoroughly address even the most complex financial needs.

Chicago – NEXT Retirement Solutions

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Chicago – BMR Retirement Group, LLC

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Modesto - Grover Financial Group

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Modesto - Rooted Wealth Management

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Fairbanks – Bell Wealth Advisors

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Fairbanks – Stamper Wealth & Retirement Group

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Fairbanks – Head Retirement & Wealth Strategies

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Detroit / Grosse Pointe

Greenwood Village

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Fredericksburg

Palm Desert

Durham

KEVIN McFARLAND
NEXT Retirement Solutions CFO; NRS Founding Partner; CA Branch Owner, Financial Advisor; RJFS
MICHAEL HLAVEK
Winter Park Wealth Group COO; WPWG Founding Partner; CA Financial Advisor; RJFS
COURTNEY HADDAD
Chief Operating Officer, Concurrent
KEVIN BLAKE
Chief People Officer, Concurrent Branch Professional, RJFS
PAUL NEUNER
NEXT Retirement Solutions Managing Director; NRS Founding Partner; CA Branch Owner, Financial Advisor; RJFS
DOMINIC REPETTI
NEXT Retirement Solutions SVP, Relationship Mgmt., Partner; NRS Branch Owner, Financial Advisor; RJFS
NEELAB NAIBKHYL
Director of Strategy, Concurrent Financial Advisor, RJFS
BEN WEINER
Winter Park Wealth Group Director; WPWG Financial Advisor; RJFS
DAMON DeLILLO
NEXT Retirement Solutions Sr. Relationship Manager; NRS Financial Advisor; RJFS
MICHAEL ROZOVICS
NEXT Retirement Solutions Sr. Relationship Manager; NRS Financial Advisor; RJFS
ROBERT ORTBALS
NEXT Retirement Solutions Relationship Manager; NRS Registered Client Associate; RJFS
TIMOTHY CRONIN
NEXT Retirement Solutions SVP, Wealth Management; NRS Branch Manager; RJFS
CHRISTOPHER MELTON
Concurrent Advisors Financial Advisor, RJFS First Vice President, Investments
DEAN ZACK
Concurrent Advisors Financial Advisor, RJFS First Vice President, Investments
SCOTT BENSON
Concurrent Advisors Branch Manager, RJFS
ART BARNO
Concurrent Advisors Advisor Liaison, Concurrent Advisors Registered Associate, RJFS
ANDREW MANNA
Para Planner; Concurrent Advisors RJFS
DENISE RUIZ
NEXT Retirement Solutions Operations Manager; NRS Registered Client Associate; RJFS
THAIS DOSAL
NEXT Retirement Solutions Client Service Associate
LILLIAN LOPEZ
Concurrent Advisors Client Service Associate
BRIAN GRAY
NEXT Retirement Solutions Financial Advisor; RJFS
WILLIAM REAP
NEXT Retirement Solutions Financial Advisor; RJFS
MARK HOFSTETTER
NEXT Retirement Solutions Financial Advisor, RJFS
MARK RODGERS
Senior Vice President, NRS Private Wealth Manager, RJFS
MATTHEW SORISHO
Relationship Manager, NRS Account Executive, RJFS
WENDY COLON
Registered Client Service Associate, RJFS
RYAN GORDON
Vice President; Pier Avenue Wealth Management Financial Advisor; RJFS
M.E. CASTILLO-HANSEN (MARI)
Pier Avenue Wealth Management Client Service Associate; RJFS
Eddy Augsten, CIMA®, CAIA®, MSF
Managing Director, Concurrent Advisors Branch Manager, Raymond James Financial Services
Krystian Moreno
Concurrent Advisors Financial Advisor; RJFS
JARROD MARTINEZ
Capital Waypoint Financial Advisor; RJFS
DUKE MARSH
Winter Park Wealth Group Director; WPWG Financial Advisor; RJFS
N. BRADFORD BREUER
Winter Park Wealth Group Financial Advisor; RJFS
ALBERT RAY, III
Winter Park Wealth Group Financial Advisor; RJFS
KIMBERLY KING
Winter Park Wealth Group Registered Associate; RJFS
MARGIE RHODES
Winter Park Wealth Group Registered Associate; RJFS
JANICE RAY
Winter Park Wealth Group Registered Client Service Associate; RJFS
BRENDA D’ARVILLE
Winter Park Wealth Group Vice President; WPWG Financial Advisor; RJFS
JOE GODBOUT
Para Planner, Concurrent Advisors RJFS
IAN ROSENFIELD
Elevon Wealth Management CEO; EWM Financial Advisor; RJFS
MICHAEL ROSSI
Elevon Wealth Management COO; EWM Financial Advisor; RJFS
CHRIS VETRANO
Elevon Wealth Management VP, Operations; EWM Registered Client Associate; RJFS
SYLVIE LEON
Elevon Wealth Management VP, Relationship Management; EWM Sr. Client Associate; RJFS
BRANDON VAN GOETHEN
Elevon Wealth Management Client Relationship Associate; EWM Registered Client Associate; RJFS
JEFF MARVIN
Citrus Wealth Management President; CWM Wealth Manager; RJFS
BLAINE SHIRA
Citrus Wealth Management Wealth Manager; RJFS
MICHELE HUCKFELDT
Citrus Wealth Management Client Services Coordinator
MICHAEL BAUER
Managing Director, NRS
Senior Institutional Consultant, RJFS
ELIZABETH (BETSY) MEAGHER
Senior Vice President, NRS
Senior Institutional Consultant, RJFS
KATRINA WILSON
National Compliance Manager, Concurrent
Branch Manager, RJFS
JOHN RAJT
Relationship Manager, NRS
Account Executive, RJFS
JOHN REEBER
Financial Advisor, RJFS
RILEY BREITBACH
Client Service Associate, RJFS
LORRAINE WOJTAS
Branch Manager, RJFS
TODD SCHWARTZ
Schwartz Mabry Private Wealth Advisory Managing Partner; SMPWA Branch Owner; RJFS
GARNER MABRY IV
Schwartz Mabry Private Wealth Advisory Managing Partner; SMPWA Branch Owner; RJFS
TONY WITTROCK
Financial Advisor, RJFS Partner, Legacy Private Wealth Partners
JAMIE ALEXANDER
Schwartz Mabry Private Wealth Advisory Sr. Registered Client Associate
MARILYN SMITH
Regional Supervision Officer, Concurrent Advisors Branch Manager, RJFS
KEVIN GRAEFE
Director, Head of Para Planner Services, Concurrent Advisors RJFS
GRANT MCGINTY
Senior Para Planner, Concurrent Advisors RJFS
NICHOLAS HAMILTON
The Hamilton Group Managing Director; THG Financial Advisor; RJFS
ANTHONY PAUL
The Hamilton Group Managing Director; THG Financial Advisor; RJFS
JESSICA DEHN
The Hamilton Group Director of Marketing and Events; THG
MARK JOHNSON
Heartland Wealth Management Financial Advisor
KAY CARTER
Heartland Wealth Management Client Service Manager
NICOLE PEARCE
Heartland Wealth Management Client Service Associate
MAURIE "MOE" JACOBSON
Financial Partners Wealth Strategies Principal; FPWS Branch Manager; RJFS
BRENDA TOMPKINS
Client Services Manager
SEAN GOODRICH, CFP®
Goodrich Wealth Planning Managing Partner Director; GWP Financial Advisor; RJFS
PETER PASTMAN, CFP®
Goodrich Wealth Planning VP Wealth Management; GWP Financial Advisor; RJFS
KRYSTAL CASTILLO
Goodrich Wealth Planning Registered Client Services Manager; GWP Registered Associate; RJFS
DON OPPERMAN
Goodrich Wealth Planning Senior Vice President, GWP Financial Advisor; RJFS
SANDY OPPERMAN
Goodrich Wealth Planning Client Service Associate; RJFS
ZACHARY HOLTZMAN
Holtzman Wealth Strategies Financial Advisor; RJFS
RHONDA HODGES
Holtzman Wealth Strategies Client Service Associate; RJFS
RICHARD HENDRICKSON
Hendrickson Wealth and Retirement President, Hendrickson Wealth and Retirement
Financial Advisor, RJFS
KAYLA J. TECKENBROCK
Hendrickson Wealth and Retirement Financial Advisor, RJFS
CAYCE HENDRICKSON
Hendrickson Wealth and Retirement Financial Advisor, RJFS
LORI MCGREGOR
Hendrickson Wealth and Retirement Client Service Associate
JODI WESTERFIELD
Hendrickson Wealth and Retirement Client Service Associate
JACKIE RAINEY
Hendrickson Wealth and Retirement Client Service Associate, RJFS
DAN ROESKE
President & CEO, TailorMade Financial Advisor; RJFS
KEITH HUBERMAN
Managing Director, TailorMade Financial Advisor; RJFS
JONATHAN WIELAND
Wieland Wealth Management Financial Advisor; RJFS
BOBBY FOSTER
Partner, LPWP Financial Advisor; RJFS
OLIVIA SEBASTIAN
Partner, LPWP Financial Advisor; RJFS
BRANDY LANCASTER
Senior Client Service Associate; RJFS
JACQUELINE LeVOIR, CFP ®
President, LeVoir Wealth Management Financial Advisor; RJFS
JOHN SAALFIELD
Founding Partner - Wealth Partners Alliance Wealth Advisor; RJFS
RICK LIMA
Founding Partner - Wealth Partners Alliance Wealth Advisor; RJFS
LINDSAY HEYMAN
Vice President - Wealth Partners Alliance Financial Advisor; RJFS
DAVID WOLFEY
Managing Partner - Wolfley Wealth Management Financial Advisor; RJFS
DEREK KOKUBUN
Vice President - Wolfley Wealth Management Financial Advisor; RJFS
JUSTIN G. DAVIS
Founder/CEO and Managing Director - Impact Financial Strategies Financial Advisor; RJFS
TIM MURRAY, AAMS®
Financial Advisor, RJFS Vice President, Impact Financial Strategies
STEPHANIE DAVIS
Director of WOW - Impact Financial Strategies Marketing Director; RJFS
WILLIAM Y. RICE III
Founding Partner, Managing Director & CEO, Eagle Capital Advisors Wealth Advisor; RJFS
WILLIAM Y. RICE II
Founding Partner & First Vice President, Eagle Capital Advisors Wealth Advisor; RJFS
WILLIAM Y. RICE IV
Founding Partner & COO, Eagle Capital Advisors Wealth Advisor; RJFS
JOE KNOX
Eagle Capital Advisors Financial Advisor; RJFS
KIMBERLY PENDARVIS
Eagle Capital Advisors Administrative Assistant; RJFS
SHANNON DODSON
Eagle Capital Advisors Client Service Associate; RJFS
ERIN HOUGHTON
Eagle Capital Advisors Client Service Associate; RJFS
Bill Kumm
BILL KUMM
Financial Independence, LLC President Investment Consultant
Don Genord
DON GENORD
Financial Independence, LLC Financial Consultant
Steven Kus
STEVEN J. KUS
Financial Advisor
Steven Zink
STEPHEN ZINK
Financial Advisor, RJFS
Virginia Kus
VIRGINIA KUS
Branch Professional
Derrick Glencer
DERRICK GLENCER
Financial Independence, LLC Financial Consultant
William Kumm
WILLIAM KUMM V
Financial Independence, LLC Advisor Assistant
Connor Sturgess
CONNOR STURGESS
Financial Independence, LLC Registered Advisor Assistant
JASON BORMAN
Borman Wealth Management Financial Advisor, Registered Principal, Financial Consultant
MICHAEL M. MIKESKA
Founding Partner - Wealth Partners Alliance Wealth Advisor; RJFS
MICHAEL J. PESCHEL
Founding Partner - Wealth Partners Alliance Wealth Advisor; RJFS
DAVID A. MCBEE JR.
Founding Partner - Wealth Partners Alliance Wealth Advisor; RJFS
BRITTANY D. SMITH
Partner - Wealth Partners Alliance Wealth Advisor; RJFS
JENNIFER GASKIN
Director, Operations - Wealth Partners Alliance
COURTNEY ANDRING
Client Service Manager - Wealth Partners Alliance
ROBERT N. BELL II
Managing Director - Bell Wealth Advisors Financial Advisor; RJFS
KEEGAN W. BELL
Associate Vice President - Bell Wealth Advisors Financial Advisor; RJFS
CARLEY BELL
Registered Client Service Associate; RJFS
KRISTA STAMPER
Founder & Managing Director, SWRG Financial Advisor; RJFS
ROARK "ALAN" HEAD
Founder & Managing Director, HRWS Financial Advisor; RJFS
DEBORAH DREW
Client Service Associate; RJFS
AUSTIN HEAD
Registered Client Service Associate; RJFS
DAN MARONEY
Family Wealth Solutions Managing Director; FWS Financial Advisor; RJFS
SONIA PATEL, MBA
Family Wealth Solutions Senior Registered Client Service Associate; RJFS
KELLY MCCLOY
Family Wealth Solutions Client Services Manager; RJFS
DARREN SPEIZER
Senior Vice President Financial Advisor; RJFS
PATTY CAPSEY
Senior Registered Client Associate; RJFS
DENNIS CASEY
Financial Advisor
BETH POISSON
Sr. Client Services Manager
TIM SMITH
Columbia Associates Wealth Management Group Founding Partner; CAWMG Wealth Advisor; RJFS
ROB MUSANTE
Columbia Associates Wealth Management Group Founding Partner; CAWMG Wealth Advisor; RJFS
BRIAN CAMPAGNA
Columbia Associates Wealth Management Group Wealth Advisor; RJFS
MARYALICE MUSANTE
Columbia Associates Wealth Management Group Office Manager; CAWMG Client Services Manager; RJFS
DAWN FEDERICI
Columbia Associates Wealth Management Group Registered Client Services Manager; RJFS
CHERYL HELTNESS
Columbia Associates Wealth Management Group Administrative Assistant; CAWMG
DOUGLAS MACLARDY, CPFA, CLU
President and Founder, CAFG Financial Advisor, RJFS
JEFF MACLARDY, CPFA, APMA
Financial Advisor
ELIZABETH LOVELL
Columbia Associates Wealth Management Group Client Services Manager; RJFS
R. HAYS ENGLEHART
Managing Partner Laurus Financial Group, LLC
CRAIG WEINSTEIN
Managing Partner Laurus Financial Group, LLC
AMIR BARAR
Managing Partner Laurus Financial Group, LLC
JILES KIRKLAND
Vice President, FWS Financial Advisor; RJFS
RICHARD CROWNE
Managing Director, FWS Financial Advisor; RJFS
STEVEN G. ALBRITTON, MBA, CFP®
Senior Vice President, FWS Financial Advisor, RJFS
LEE HOUSE
Financial Advisor; RJFS
TONYA PATTERSON
Senior Client Service Associate; RJFS
SHERI LAWLOR
Senior Client Service Associate; RJFS
SCOTT GARCIA
Legacy Private Wealth Partners Financial Advisor; RJFS
MICHAEL KANNER
The Kanner Group Financial Advisor
JOHN JENNINGS
The Kanner Group Financial Advisor
EMILY SMITH
The Kanner Group Director of Client Services
ANNIE VLIEGENTHART
The Kanner Group Financial Advisor
NORMAN WELLS
The Kanner Group Financial Advisor
KRYSTA WRIGHT
The Kanner Group Client Services Manager
GARRICK CASHATT
The Kanner Group Registered Client Service Associate
ROD L. SMITH
Managing Director, The AP Group Financial Advisor, RJFS
JANICE LICEA
Client Services Manager, The AP Group
ADAM K. SMITH
Retirement Benefits Consultant, The AP Group Branch Associate, RJFS
JENNIFER MIZUTANI
Client Services Specialist
WYATT WARDALL
Front Desk Administrative Specialist
JEFFREY MCDONALD
Founder, Greenbridge Wealth Management
LISA POSTOSKIE-SODARO
Senior Client Services Advisor
JACK MANGIAFICO
Branch Associate
MICHAEL JENSEN, CRPS®
Institutional Consultant, NRS Wealth Advisor, RJFS
JEREMY MASSULLO
Director of Transitions, Concurrent Advisors Financial Representative, RJFS
JAVI OTERO PEREZ
Transitions Consultant, Concurrent Advisors Client Associate, RJFS
NICHOLAS KLEIN
Financial Advisor, RJFS Vice President, Business Development, Concurrent Advisors
TRACIE BAILEY
Senior Registered Client Associate, RJFS
LORI POTTHOFF
Administrator
TRACY THACKER
Owner, Thacker Wealth & Retirement Financial Advisor, RJFS
TAMMY DUNCAN
Senior Client Service Associate, RJFS
PENNEY BROOKS
Senior Client Service Associate, RJFS
MATT LINDAMOOD
President, Lindamood Financial Group Financial Planner, RJFS
JAY PALMER
Founding Partner, Lantern Wealth Management Financial Advisor; RJFS
DIANNA BURKHOLDER
Branch Owner, Wayfinder Wealth Management Group Financial Advisor, RJFS
MICHAEL GROVER, CFP®
Financial Advisor Managing Partner, Grover Financial Group LLC
ROB POWELL, MBA, CFP®
Financial Advisor
THAD ORTEZ, AWMA®, CFP®
Financial Advisor
LORI RIVERA
Client Service Associate
JUSTIN GROVER, AAMS®
Financial Advisor
ERIC TAYLOR, AAMS®
Financial Advisor
JAN CONSTABLE
Client Associate Manager
LINDA CARRANZA
Office Manager Client Service Associate
JASON P. HUFFMAN
Founder and President, MSSFP Financial Advisor, RJFS
DAVID G. BALAND
President, Old Town Advisors Investment Consultant, RJFS
LIATRIZ LEVY
President, Old Town Advisors Investment Consultant, RJFS
AMANDA BURROWS
Client Relationship Manager
E. STEELMAN KETCHUM III
Managing Partner, Vision Wealth Advisors Financial Advisor, RJFS
SHAWN ROBERTS
Senior Vice President, Vision Wealth Advisors Financial Advisor, RJFS
MARK SULLIVAN
Partner, Vision Wealth Advisors Financial Advisor, RJFS
MICHAEL L. SCHULZ
Partner, Vision Wealth Advisors Financial Advisor, RJFS
LYONEL JEAN-FELIX
Transitions Consultant, Concurrent Advisors Branch Professional, RJFS
ANDREW FAGER
Relationship Manager – Technology Engagement, Concurrent Branch Professional, RJFS
REBECCA ADAMSON
Client Service Associate
ALICIA BAUGHER
Relationship Manager
JESSICA BAUGHER
Transitions Consultant, Concurrent Branch Professional, RJFS
Joshua Don
Executive Coordinator, Concurrent Branch Professional, RJFS
JACK STANISLOW
Branch Professional
HUNTER STEWART
Financial Analyst, Concurrent Branch Professional, RJFS
ASHLEY CHAFFIN
Business Development Associate, Concurrent Branch Professional, RJFS
AMANDA STETSON, CRPC®
Financial Advisor
ROD HENDRY, CFP®
Financial Advisor
BETH SCUPIN, CFP®
Wealth Manager, RJFS
BETH REA
Client Service Manager
Donna Collins
Founder, CFA Financial Advisor, RJFS
Laqueta Hooks
Director of Client Service, CFA Branch Professional, RJFS
Marie Baker, CFP®, AAMS®
President, Baker Wealth Advisors
Wealth Manager
Miriam Lewis
Client Service Associate
Eddie Williamson, AAMS®
Founder, Williamson Private Wealth Management
Financial Advisor, RJFS
Kurt Sutton
Financial Advisor
Rhett Sutton
Client Service Specialist
Mickey Ellis
Client Service Coordinator
Lisa Mead
Client Support Manager
Julie Brannon
Client Service Associate
Donovan Mufdi, CFP®
Financial Advisor