Raymond James & Associates

Amanda Scheele is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Amanda is also involved with Lucky Duck, a separate business activity. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, supported by research and planning tools, and serves both retail and institutional clients with a range of advisory programs.

Elizabeth Gillis is a financial advisor at Raymond James & Associates in Richmond, VA, holding a Series 66 designation with three years of industry experience. Prior to joining Raymond James in 2020, she worked for Lakeland Tours DBA WorldStrides for five years. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, serving both retail and institutional clients with a range of advisory and fiduciary solutions.

Deborah Vincent is a financial advisor at Raymond James & Associates with 26 years of industry experience. She holds the Series 63 designation and previously worked for UBS Financial Services for 29 years before joining Raymond James in 2025. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and municipal finance services.

James Forster is a CFP® with 16 years of industry experience and has been with Raymond James & Associates in Franklin, TN since 2013. He serves on the Investment Committee of the advisory board for Saint-Andrew's Sewanee School, a nonprofit organization. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and emphasizes public finance and municipal services alongside its retail advisory offerings.

Mark Forsthoefel is a financial advisor at Raymond James & Associates with 39 years of industry experience. He has been with Raymond James & Associates since 2001 and holds Series 63 and Series 65 licenses. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and also provides institutional consulting and public finance capabilities.

Andrew Rutherford is a financial advisor at Raymond James & Associates with three years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley from 2016 to 2022. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and supports municipal clients and institutional investors through specialized divisions.

Dennis Schwartz is a financial advisor at Raymond James & Associates with 32 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Raymond James, he worked at Newman & Company CPAs for eight years. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and also delivers institutional consulting and public finance services.

Kevin Wunker is a financial advisor at Raymond James & Associates with three years of industry experience. He holds the Series 66 designation and has worked previously at PennyMac Loan Services and Founders Professional. His background also includes four years at Florida State University and four years at Pompano Beach High School. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

Stephanie Lesso is a financial advisor with Raymond James & Associates in Jacksonville, FL, holding a Series 66 designation and 12 years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Private Bank for a combined 12 years. Lesso serves as a board member for the Federation Finance Committee, providing investment and budget oversight. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm also provides institutional consulting and public finance services.

Tyler Pankey is a financial advisor at Raymond James & Associates with six years of industry experience. He holds the Series 66 designation and has previously worked at Northwestern Mutual and in academic roles at Auburn University and Jacksonville State University. Raymond James & Associates offers financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations through both non-discretionary and discretionary advisory programs, and it maintains capabilities in public finance and municipal work alongside its retail advisory services.

Abner Cordova is a financial advisor with Raymond James & Associates in Huntsville, AL, holding a Series 66 designation. He has experience in education, having worked at the University of Alabama since 2022 and previously at Bob Jones High School. He also has a background in fitness center management. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

Cory Rodrigue is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2012. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, supporting implementation through various advisory programs and institutional consulting services.

Brian Alford is a financial advisor at Raymond James & Associates with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James since 2013. Outside of his advisory role, he serves as a director and officer on the board of American Little League in Columbus, GA, assisting with fundraising efforts. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, supporting both non-discretionary and discretionary advisory relationships.

Antonio Barbosa is a financial advisor with Raymond James & Associates in Fort Lauderdale, FL, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Deutsche Bank Securities Inc. and HSBC Securities (USA) Inc. Outside of his advisory work, he co-owns real estate investment properties with his wife. Raymond James & Associates provides financial planning and investment consulting to a diverse client base that includes individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, supporting both non-discretionary and discretionary advisory relationships.

Peter Persons is a financial advisor with Raymond James & Associates in Macon, GA, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, he is a partner in two local businesses, Murphey Taylor & Ellis and Persons Family Holdings LLC, though he has no active management responsibilities in these ventures. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and sponsors wrap fee advisory programs.