Raymond James welcomes Ohio advisor team managing $450 million in assets
ST. PETERSBURG, Fla. – Raymond James recently welcomed eight financial advisors to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to David Sisemore, Midwest division director for RJFS.
The team, comprised of advisors Tom Klim, Zel E. Bush, Steve Raseta, Rich Sacui, Adam Bernard, Ryan Miller, Derik Ronci and Parker Sherry, arrives from Cambridge Investment Research where they previously managed more than $450 million in client assets.
Operating as WRS Wealth Advisors in Boardman, Ohio, they provide sophisticated wealth management services to clients including business owners, executives, retirees, families and foundations. They are joined by six branch professionals.
“Raymond James stood out to our team for its robust, integrated technology platform that meaningfully enhances both the advisor and client experience,” said Bernard. “The firm’s tools allow us to operate more efficiently, elevate our service and bring greater clarity and transparency to our clients. Partnering with a firm that puts thoughtful innovation at the forefront, backed by proven strength and stability, enables us to better serve our clients today and adapt as their needs evolve.”
“We are delighted to welcome WRS Wealth Advisors to Raymond James. The team’s commitment to delivering exceptional client service makes them a tremendous addition to our Midwest region,” said Sisemore. “We look forward to supporting them with the full breadth of the firm’s resources and technology as they continue to help clients pursue their financial goals.”
About Raymond James Financial Services
Raymond James Financial Services, Inc. (RJFS), member FINRA/SIPC, is a financial services firm supporting independent financial advisors nationwide. Since 1974, RJFS provides a wide range of investment and wealth planning-related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both firms are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), one of the nation’s premier diversified financial services companies with financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.76 trillion as of March 31, 2026. Additional information is available at raymondjames.com.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. WRS Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.