Your Team

Our goal is to help you find not only the financial path that’s best for you, but also to help you travel it with confidence. That’s why at our firm, you’ll find a team of seasoned financial advisors whose strengths, specialties, experience and expertise complement each other. We’ve worked together for years, helping clients, just like you, pursue their goals with personalized financial plans based on sound financial principles and intelligent, conservative investment strategies. We’re proud to say that our commitment to the long-term success of our clients has led to long-term relationships with them.

Meet The Team

Spanos team photo

Samuel Spanos
Samuel W. Spanos, CRPC®, ARPC
Senior Vice President, Investments Managing Director
Todd Todorich
Todd C. Todorich, CRPC®
Senior Vice President, Investments
Robert Lewis
Robert M. Lewis, CRPC®
Senior Vice President, Investments
Gennaro Marsico
Gennaro A. "Jerry" Marsico, J.D., CFP®, CIMA®
Senior Vice President, Investments
Mark OLeary
Mark OLeary, CFP®, AIF®
Senior Vice President, Investments
Kathleen Manickas Bio Image
Kathleen M. Manickas, CRPC®, CDFA®
Financial Advisor
Victoria Bobchak
Vickie Bobchak, CRPC®
Senior Registered Service Associate
Tracy Starkweather
Tracy Starkweather, CRPC®, AAMS®
Practice Business Coordinator
Stephen Kimmel
Stephen A. Kimmel
Senior Registered Service Associate
Russell Werme
Russell Werme III
Senior Registered Service Associate
“Along with assembling comprehensive financial plans, our team is really good at building client relationships, too.”

Latest News

Smart moves at the beginning of tax season can help get your financial house in order.
Tax Planning
The power of quantum computing lies in its capacity – and its potential is not just a game-changer, but a world-changer.
Technology & Innovation
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Setting expectations and redefining roles can ease a leadership transition.
Business Ownership
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Whether you get a refund or end up owing, you have options.
Tax Planning
Non-eligible designated beneficiaries have 10 years to draw down inherited qualified retirement accounts; here, we explore ways to extend the life of that wealth.
Retirement & Longevity
As with all of life’s transitions, adjusting to retirement takes time. Here are five ways to get started.
Retirement & Longevity

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.


Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

© 2025 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use