Raymond James welcomes New York advisor group managing over $800 million in assets
ST. PETERSBURG, Fla. – Raymond James recently welcomed a team of six financial advisors to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to Ted Desautels, Northeast assistant division director for RJFS.
The advisors are Mike McNaughton, Dan Schmitz, Greg Schuler, Traci Lewis, Jeff Santillo and John Woodworth. They arrive from Commonwealth Financial Network where they managed over $800 million in client assets. Operating as OakWood Financial Services (OFS) in Rochester, New York, the team serves a variety of clients including high-net-worth families and individuals, business owners and retirees.
“Our clients expect thoughtful, coordinated planning – not just investment selection,” said McNaughton, co-founder of OFS. “Raymond James gives us the technology, investment platform and resources to serve clients thoughtfully, while preserving our independence and client-first mindset.”
McNaughton began his financial services career in 1990 and founded OFS in 1999. His experience is backed by the CERTIFIED FINANCIAL PLANNER®, Certified Private Wealth Advisor®, Accredited Estate Planner®, Accredited Investment Fiduciary®, Certified Life Underwriter® and Certified Long-Term Care® professional designations. He joins RJFS after 20 years at his previous firm.
“Raymond James and its technology platform supports our team’s ability to work together seamlessly,” said Schmitz, co-founder of OFS. “We look forward to continuing to provide the consistency, collaboration and clear guidance that are synonymous with our practice.”
Schmitz has worked with clients since 1996, with experience spanning both independent firms and national broker‑dealers, before building OFS alongside McNaughton. He holds the CERTIFIED FINANCIAL PLANNER®, Accredited Investment Fiduciary® and Certified Long-Term Care® designations.
Schuler brings more than 20 years of financial services industry experience and focuses on comprehensive planning with particular attention to risk, income distribution and tax planning. He holds the CERTIFIED FINANCIAL PLANNER® and Accredited Investment Fiduciary® professional designations.
Lewis is a CERTIFIED FINANCIAL PLANNER® professional who specializes in retirement and pre‑retirement planning, integrating tax considerations into financial guidance. Her experience is backed by the Accredited Investment Fiduciary® and Tax Planning Certified Professional® professional designations.
Santillo began his financial services career in 2021 and focuses on planning‑first strategies for purposeful wealth building, helping clients translate values and long‑range goals into actionable, measurable plans. He holds the CERTIFIED FINANCIAL PLANNER® and Accredited Investment Fiduciary® professional designations.
Woodworth began his career at J.P. Morgan in 2023. His background in retail banking shapes his practical, relationship-driven approach to communication and planning.
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 $1.80 trillion as of Jan. 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. OakWood Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA®” and “Certified Private Wealth Advisor®”. Use of the CPWA® or Certified Private Wealth Advisor ® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for wealth advisors.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.