Susan Mckenna is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. She has been with Raymond James & Associates since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions.

Steven Bayardelle is a financial advisor at Raymond James & Associates with 28 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Deutsche Bank Securities Inc. from 2016 to 2018. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and municipal entities, offering financial planning and consulting services characterized by tailored, non-discretionary advice supported by extensive research and multiple portfolio management styles.

Claudia Wang is a financial advisor with Raymond James & Associates, holding a Series 66 designation. She has recently begun her career in the industry, having joined the firm in 2025. Prior to her current role, she held positions at Pennsylvania State University, Fiddler's Elbow Golf & Country Club, and other organizations. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning and consulting services supported by a broad range of portfolio management styles and affiliated research.