Pride Financial Advisors Network Council

PFAN Council

The members of the Pride Financial Advisors Network Council are dedicated to improving outcomes for LGBTQ+ advisors and their clients by building a community of professionals to advocate education, access and inclusion in the financial services industry.

Each member of the council is a high-performing, highly recognized professional within the firm whose own communities have benefited from their diligence and experience. In addition to their duties setting the direction of the Pride Financial Advisors Network and recruiting inclusion-minded advisors to the cause, they are generous mentors and practice builders who offer their years of experience and perspectives to help others succeed.

Council members are focused on making the financial services industry more representative and thoughtful about issues relevant to LGBTQ+ professionals and clients. This includes helping Raymond James maintain its culture of inclusivity, diversity and opportunity by acting as advocates and professionals.

Council members are eager to hear from LGBTQ+ advisors and allies to help build opportunity throughout the greater community. Contact a member of the council to start the conversation.

Meet the council

Susie Bewell
Chartered Wealth Manager and Branch Principal, Raymond James Investment Services Ltd.
Hitchin, United Kingdom
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Joshua Charles Image
Joshua T.H. Charles, CFP®, CHFC®, CLU®, ADPA®, CEP®, CLTC®, WMS, AIF®
Branch Manager, Financial Advisor, CEO F-360
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Jon Cohen, AWMA™
Managing Director, Investments, Branch Manager
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Fred Elledge Image
Fred Elledge, CFP®*
Financial Advisor, RJFS | President, Blue Spectrum Wealth Management
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Tom Hake Image
Thomas J. Hake, M.Fin.
Investment Management Consultant, Branch Manager | National Co-Chair, Raymond James Pride Financial Advisors Network
Missouri, Florida
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Marta Shen
Marta Shen, JD, CPA, CFP®
Financial Planner, RJFS, Mainspring Wealth Advisors
Georgia, Washington
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Amy Smart
Amy Smart
Regional Director, Mid-American
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Business of Pride Symposium

Born from our firm’s commitment to thoughtfully serve and support the LGBT+ community, the annual Business of Pride Symposium is held each June.

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Ready to learn more?

We invite like-minded advisors, advocates and allies to thrive as your most authentic selves. Let’s move forward together.