Suzanne Yde is a financial advisor with Raymond James & Associates in Racine, WI, holding Series 63 and Series 66 credentials and possessing 35 years of industry experience. Her prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, she serves as Treasurer and Trustee for Saint John Nepomuk Parish and is a Finance Committee member for St. Monica's Senior Living, both nonprofit organizations in Racine. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base, including individuals, institutions, and public entities. The firm offers financial planning and investment consulting with a non-discretionary approach, utilizing a variety of portfolio management styles and affiliated research resources.

Janet Ertl is a financial advisor with Raymond James & Associates in Racine, WI, holding a Series 63 designation and 31 years of industry experience. She has worked at Raymond James since 2018, preceded by roles at Wells Fargo Clearing and Wells Fargo Advisors. 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 wide range of clients, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Paul Gwidt is a CFP®-certified financial advisor with six years of industry experience. He is currently with Raymond James & Associates, where he has worked for three years. His prior experience includes roles at Wells Fargo Clearing Services, The VanderBloemen Group, and the University of St Thomas. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and nonprofit entities. The firm provides non-discretionary financial planning and investment consulting, offering a range of portfolio management styles supported by affiliated research and sub-advisers.