Retirement Plan Sponsor & Institutional Investment Advisor Support

A wealth of knowledge to help navigate your fiduciary duties

The Raymond James Retirement Plan & Institutional Advisory Council (RIAC) is a group of financial advisors who uphold the highest level of fiduciary care for serving retirement plans and retirement plan sponsors.

We understand the challenges that plan sponsors face as well as the importance of attracting and retaining quality employees through value-added programs like retirement plans.

These advisors are eminently qualified to help plan sponsors manage the decision-making process, supervise the results of those decisions and document the steps along the way, all while acting in your plan’s best interests.

Find an advisor near you


  • Institutional Advisors

    Advisor Information Contact Information

    Gary Garstecki
    Garstecki Consulting Group
    Mobile, AL

    Email Gary | Visit Website raymondjames.com/garsteckiconsultinggroup


    Retirement Plan Advisors

    Advisor Information Contact Information

    Davis Brown
    KI Brown & Associates
    Birmingham, AL

    Email Davis | Visit Website klbrownandassociates.com

    Trip Phillips
    Meridiem Advisory Group
    Montgomery, AL

    Email Trip | Visit Website raymondjames.com/montgomery


  • Institutional Advisors

    Advisor Information Contact Information

    Robert Burghart
    Cornerstone Financial Consulting
    Scottsdale, AZ

    Email Robert | Visit Website raymondjames.com/cfcinvesting

    Mark Asher
    Southwest Wealth Strategies
    Scottsdale, AZ

    Mark Robert | Visit Website https://www.planwithsws.com/


  • Retirement Plan Advisors

    Advisor Information Contact Information

    Lisa Detanna
    Global Wealth Solutions Group
    Beverly Hills, CA

    Email Lisa | Visit Website raymondjames.com/globalwealthsolutionsgroup

    Gary Handler
    DH Consulting Group
    Beverly Hills, CA

    Email Gary | Visit Website raymondjames.com/dhconsulting

    Jessie Norton
    TNG
    Costa Mesa, CA

    Email Jessie | Visit Website raymondjames.com/tng

    Holly Bare
    Fresno, CA

    Email Holly | Visit Website raymondjames.com/hollybare

    Jennifer McDougal
    Cornerstone Financial Group
    Fresno, CA

    Email Jennifer | Visit Website raymondjames.com/cornerstonefinancialgroup

    Dan Ketchum
    Irvine, CA

    Email Dan | Visit Website raymondjames.com/danketchum

    Ashley Warne
    Financial Formwork
    Pailsades, CA

    Email Ashley | Visit Website raymondjames.com/advisorashley

    John O'Dea
    Summit Financial Group, LLC
    San Ramon, CA

    Email John | Visit Website https://summitadvisors.com/

    Joseph Cappuccino
    Cappuccino Financial
    Westlake Village, CA

    Email Joseph | Visit Website https://www.cappuccinofinancial.com/

  • Retirement Plan Advisors

    Advisor Information Contact Information

    Ariel Stein
    Argentum Financial Partners
    Avon, CT

    Email Ariel | Visit Website raymondjames.com/argentumfinancialpartners


  • Retirement Plan Advisors

    Advisor Information Contact Information

    Jason Claycomb
    Altamonte Springs, FL

    Email Jason | Visit Website raymondjames.com/jasonclaycomb

    Christine Quinones-Spurling
    Manny Alonso
    Miami, FL

    Email Christine | Visit Website raymondjames.com/alonso

    Michael Clark
    Orlando, FL

    Email Michael | Visit Website letstalkfuture.com

    Tyson Smith
    The Tyson Smith Group
    Orlando, FL

    Email Tyson | Visit Website raymondjames.com/tysonsmithgroup

    Manny Alonso
    South Miami, FL

    Email Manny | Visit Website raymondjames.com/alonso

    Dwight Edwards
    Turning Point
    Tampa, FL

    Email Dwight | Visit Website raymondjames.com/dwightedwards

    Bijan Mohseni
    Investpro Wealth Strategies
    Tampa, FL

    Email Bijan | Visit Website raymondjames.com/investpro

    Richard Weisberg
    Weisberg Wealth Management
    Naples, FL

    Email Rich | Visit Website http://www.weisbergwealth.com/

    Mike Kanner
    The Kanner Group
    Vero Beach, FL

    Email Mike | Visit Website http://www.kannergroup.com//


  • Retirement Plan Advisors

    Advisor Information Contact Information

    Rick Sauerman
    Atlanta, GA

    Email Rick


  • Institutional Advisors

    Advisor Information Contact Information

    Jason Miyashita
    Asia Pacific Group
    Maite, Guam

    Email Jason | Visit Website raymondjames.com/asiapacificgroup

    Daniel A Roland
    Asia Pacific Group
    Maite, Guam

    Email Daniel | Visit Website raymondjames.com/asiapacificgroup


  • Institutional Advisors

    Advisor Information Contact Information

    Larry Goeas
    Goeas Group
    Honolulu, HI

    Email Larry | Visit Website raymondjames.com/goeasgroup

    Leo Goeas
    Goeas Group
    Honolulu, HI

    Email Leo | Visit Website raymondjames.com/goeasgroup

    Ronald Kikawa
    The Kikawa Group
    Honolulu, HI

    Email Ronald | Visit Website raymondjames.com/thekikawagroup

    Suzie Millard
    The Kikawa Group
    Honolulu, HI

    Email Suzie | Visit Website raymondjames.com/thekikawagroup

    Alex Wong
    Goeas Group
    Honolulu, HI

    Email Alex | Visit Website raymondjames.com/goeasgroup

    Karen Yasukawa
    The Kikawa Group
    Honolulu, HI

    Email Karen | Visit Website raymondjames.com/thekikawagroup

    Paul Yamashita
    The Kikawa Group
    Honolulu, HI

    Email Paul | Visit Website raymondjames.com/thekikawagroup

    Gregg Matsuura
    The Kikawa Group
    Honolulu, HI

    Email Paul | Visit Website raymondjames.com/thekikawagroup/


  • Retirement Plan Advisors

    Advisor Information Contact Information

    Patrick Courtright
    Campbell Courtright
    Boise, ID

    Email Patrick | Visit Website campbellcourtrightgroup.com

    Joe Peterson
    Campbell Courtright
    Boise, ID

    Email Joe | Visit Website campbellcourtrightgroup.com


  • Retirement Plan Advisors

          
    Advisor Information Contact Information

    John Dulay
    True North
    Chicago, IL

    Email John | Visit Website raymondjames.com/brianlampsa

    Brian Lampsa
    True North
    Chicago, IL

    Email Brian | Visit Website raymondjames.com/brianlampsa

       

    Institutional Advisors

    Advisor Information Contact Information

    Greg Huck
    Brechnitz
    Decatur, IL

    Email Greg | Visit Website raymondjames.com/thebrechnitzgroup

    Bret Mason
    Brechnitz
    Decatur, IL

    Email Bret | Visit Website raymondjames.com/thebrechnitzgroup

    Jim Neff
    Brechnitz
    Decatur, IL

    Email Jim | Visit Website raymondjames.com/thebrechnitzgroup

    Rich Kaczynski
    Brechnitz
    Decatur, IL

    Email Rich | Visit Website raymondjames.com/thebrechnitzgroup

    Beth Nolan
    Brechnitz
    Decatur, IL

    Email Beth | Visit Website raymondjames.com/thebrechnitzgroup

    Wally Sparks
    Brechnitz
    Decatur, IL

    Email Wally | Visit Website raymondjames.com/thebrechnitzgroup

    Jo Ann Favia
    Favia Group
    Villa Park, IL

    Email Jo Ann | Visit Website https://www.raymondjames.com/faviagroup/

    Mike Pizzello
    Favia Group
    Villa Park, IL

    Email Mike | Visit Website https://www.raymondjames.com/faviagroup/


  • Retirement Plan Advisors

    Advisor Information Contact Information

    Greg Reynolds
    Reynolds Wealth Management
    Fort Wayne, IN

    Email Greg | Visit Website reynoldswealthmanagement.com

    John Reuter
    WR2 Advisors
    Indianapolis, IN

    Email John | Visit Website raymondjames.com/wrsquared


  • Retirement Plan Advisors

    Advisor Information Contact Information

    Jeffery Dinkel
    Werth Wealth Management
    Hays, KS

    Email Jeffrey | Visit Website werthfinancial.com

    Brandon Converse
    Converse Team
    Wichita, KS

    Email Brandon | Visit Website theconverseteam.com

    Mike Converse
    Converse Team
    Wichita, KS

    Email Mike | Visit Website theconverseteam.com

  • Retirement Plan Advisors

    Advisor Information Contact Information

    Russell Cotton
    C. Cotton
    Louisville, KY

    Email Russell | Visit Website raymondjames.com/russellcotton


  • Retirement Plan Advisors

    Advisor Information Contact Information

    Frank Domino
    Lafayette, LA

    Email Frank | Visit Website raymondjames.com/lafayetteriverranch

    Charles Genois
    Impera Wealth
    Metairie, LA

    Email Charles | Visit Website imperawealth.com

  • Institutional Advisors

    Advisor Information Contact Information

    Mark McHugh
    The Mchugh Group
    Boston, MA

    Email Mark | Visit Website alexbrown.com/mchughgroup


  • Institutional Advisors

    Advisor Information Contact Information

    Paul Grambsch
    SPG Fiduciary Partners
    Bethesda, MD

    Email Paul | Visit Website raymondjames.com/spgfiduciarypartners

    Adam Proger
    SPG Fiduciary Partners
    Bethesda, MD

    Email Adam | Visit Website raymondjames.com/spgfiduciarypartners



  • Retirement Plan Advisors

    Advisor Information Contact Information

    Jeff VanderWeele
    Blueway Financial Partners
    Grand Rapids, MI

    Email Jeff | Visit Website bluewayfinancial.com

  • Retirement Plan Advisors

    Advisor Information Contact Information

    Brian Lumley
    Springfield, MO

    Email Brian

    Neil Adams
    Adams Wealth Management
    St. Louis, MO

    Email Neil | Visit Website raymondjames.com/adamsjoneswealth


  • Institutional Advisors

    Advisor Information Contact Information

    Kerry Withrow
    The ESOP Group
    Las Vegas, NV

    Email Kerry | Visit Website https://www.raymondjames.com/theesopgroup


  • Retirement Plan Advisors

    Advisor Information Contact Information

    Brad Mehl
    1792 Wealth Advisors
    Morristown, NJ

    Email Brad | Visit Website raymondjames.com/1792wealthadvisors

    Robert Milligan
    1792 Wealth Advisors
    Morristown, NJ

    Email Robert | Visit Website raymondjames.com/1792wealthadvisors

    Ryan Pergola
    Greenberg & Rapp Financial Group, Inc.
    Morristown, NJ

    Email Ryan | Visit Website https://greenbergandrapp.com/


  • Retirement Plan Advisors

    Advisor Information Contact Information

    Mark Levy
    Adler, Levy, Jee & Lubin
    New York, NY

    Email Mark | Visit Website raymondjames.com/aljlwealthmanagement

    Steve Orzo
    Adler, Levy, Jee & Lubin
    New York, NY

    Email Steve | Visit Website raymondjames.com/aljlwealthmanagement

    Kristen Koluch
    The Mahoney Group
    West Nyack, NY

    Email Kristen | Visit Website raymondjames.com/mahoneygroupadvisors

    Kevin Mahoney
    The Mahoney Group
    West Nyack, NY

    Email Kevin | Visit Website raymondjames.com/mahoneygroupadvisors

    Tom Small
    The Mahoney Group
    West Nyack, NY

    Email Tom | Visit Website raymondjames.com/mahoneygroupadvisors


  • Institutional Advisors

    Advisor Information Contact Information

    Lee Bryan III
    The Bryan Zaks Team
    Winston-Salem, NC

    Email Lee | Visit Website alexbrown.com/bryanzaksteam

    Lee Bryan IV
    The Bryan Zaks Team
    Winston-Salem, NC

    Email Lee | Visit Website alexbrown.com/bryanzaksteam

    Jack Sheffield
    The Sheffield Thomas Henshaw Group
    Winston-Salem, NC

    Email Jack | Visit Website alexbrown.com/sheffieldthomashenshawgroup

    Bill Spry
    The Spry Bing Group
    Winston-Salem, NC

    Email Bill | Visit Website alexbrown.com/thesprybinggroup

    Phil Thomas
    The Sheffield Thomas Henshaw Group
    Winston-Salem, NC

    Email Phil | Visit Website alexbrown.com/sheffieldthomashenshawgroup

    Jason Zaks
    The Bryan Zaks Team
    Winston-Salem, NC

    Email Jason | Visit Website alexbrown.com/bryanzaksteam



  • Retirement Plan Advisors

    Advisor Information Contact Information

    Amy Adelman
    Wright Lahaie Jarvis
    North Canton, OH

    		Email Amy | Visit Website wrightlahaiejarvis.com

    Tim Eyerman
    CKE Financial Services
    Westlake, OH

    		Email Tim | Visit Website raymondjames.com/emcke

    Scott Jones
    CKE Financial Services
    Westlake, OH

    		Email Scott | Visit Website raymondjames.com/emcke

  • Retirement Plan Advisors

    Advisor Information Contact Information

    Cole Chase
    The Commerce Company
    Portland, OR

    Email Cole | Visit Website thecommco.com

    Bob Ehlen
    The Commerce Company
    Portland, OR

    Email Bob | Visit Website thecommco.com

    Jed Schlanger
    The Commerce Company
    Portland, OR

    Email Jed | Visit Website thecommco.com

  • Retirement Plan Advisors

    Advisor Information Contact Information

    Rusty Seyle
    Seyle Hickey
    Center Valley, PA

    Email Rusty | Visit Website seylehickey.com

    John Phillips
    Dual Insights. Singular Focus.
    Elizabethtown, PA

    Email John | Visit Website ddmpadvisors.com

    Tom Bean
    FLAGSHIP Investment Group
    Erie, PA

    Email Tom | Visit Website raymondjames.com/fig

    Joe Allen
    Workplace Retirement Group
    Newtown, PA

    Email Joe | Visit Website raymondjames.com/workplaceretirement

    Josh Anderson
    Workplace Retirement Group
    Newtown, PA

    Email Josh | Visit Website raymondjames.com/workplaceretirement


  • Retirement Plan Advisors

    Advisor Information Contact Information

    Spencer Lynch
    Lynch Cracraft
    Charleston, SC

    Email Spencer | Visit Website raymondjames.com/lynchcracraft

  • Retirement Plan Advisors

    Advisor Information Contact Information

    Austin Cone
    Round Table Advisors
    Chattanooga, TN

    Email Austin | Visit Website raymondjames.com/roundtableadvisors

    Chris Boyd
    The Fowler Group
    Nashville, TN

    Email Chris | Visit Website raymondjames.com/thefowlergroup/index.htm

    Barry Moody
    Pinnacle Financial Partners
    Nashville, TN

    Email Barry | Visit Website pnfp.com/wealth-management/asset-management/asset-management-team

    Spencer Provow
    Adams Wealth Partners
    Nashville, TN

    Email Spencer | Visit Website davidadamsfinancialplanning.com


  • Retirement Plan Advisors

    Advisor Information Contact Information

    Ross Dowling
    Sage Creek Wealth Management
    Austin, TX

    Email Ross | Visit Website raymondjames.com/sagecreekwealth

    John Martin
    Sage Creek Wealth Management
    Austin, TX

    Email John | Visit Website raymondjames.com/sagecreekwealth

    Kim Pruitt
    Trinity Retirement Solutions
    Fort Worth, TX

    Email Kim | Visit Website trinityretirementsolutions.com

    Claudia Ferguson
    Trinity Retirement Solutions
    Fort Worth, TX

    Email Claudia | Visit Website http://www.trinityretirementsolutions.com

    Van Pearcy
    Midland, TX

    Email Van | Visit Website raymondjames.com/vanpearcy

    Karl Rundgren
    Van Pearcy
    Midland, TX

    Email Karl | Visit Website raymondjames.com/vanpearcy


  • Retirement Plan Advisors

    Advisor Information Contact Information

    Lee Johnson
    Draper, UT

    Email Lee | Visit Website raymondjames.com/draper

    Stephen Johnson
    Draper, UT

    Email Stephen | Visit Website raymondjames.com/draper

    Allyn Shaw
    Draper, UT

    Email Allyn | Visit Website raymondjames.com/draper

  • Retirement Plan Advisors

    Advisor Information Contact Information

    Patricia Campbell
    Towne Wealth Management
    Richmond, VA

    Email Patricia | Visit Website towneinvestmentgroup.com

    Drew Bolling
    Towne Wealth Management
    Suffolk, VA

    Email Drew | Visit Website towneinvestmentgroup.com

    Andy Rivenbark
    Towne Wealth Management
    Suffolk, VA

    Email Andy | Visit Website towneinvestmentgroup.com

    Matthew Callan
    First Landing Financial
    Virginia Beach, VA

    Email Matthew | Visit Website firstlandingfinancial.net

    Anthony Jernigan
    Pinnacle Group
    Virginia Beach, VA

    Email Anthony | Visit Website raymondjames.com/thepinnaclegroup

    Jordan Ramirez
    Towne Wealth Management
    Virginia Beach, VA

    Email Jordan | Visit Website townewealthmanagement.com/

    Sean Driscoll
    Towne Wealth Management
    Williamsburg, VA

    Email Sean | Visit Website towneinvestmentgroup.com


  • Retirement Plan Advisors

    Advisor Information Contact Information

    Tim Pauley
    The River Group
    Osceola, WI

    Email Tim | Visit Website therivergroup.com

    Nate Fair
    Hawksview Wealth Partners of Raymond James
    Waukesha, WI

    Email Nate | Visit Website raymondjames.com/amicuswealthadvisors

    Stephanie Friemoth
    Hawksview Wealth Partners of Raymond James
    Waukesha, WI

    Email Stephanie | Visit Website raymondjames.com/hawksviewwealth/


  • Retirement Plan Advisors

    Advisor Information Contact Information

    Chris Hall
    Hall Financial Advisors
    Parkersburg, WV

    Email Chris | Visit Website hallfa.com/

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