David Kohlhaas is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 22 years of industry experience. He has worked at Raymond James Financial Services Advisors Inc. since 2011. Kohlhaas is also associated with Ascential Wealth in a financial advisory role. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Barbara Nelson is a Series 66-licensed financial advisor with Raymond James Financial Services Advisors, Inc. in Duluth, MN, with four years of industry experience. She has held positions at Ascential Wealth Advisors and Raymond James Financial Services and has also been involved with the Spirit of the Lake Community School and the University of Minnesota Medical School - Duluth Campus. Nelson serves as Board Chair and a finance committee member for the nonprofit Healing Hearts Collective. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Barbara Perrault is a financial advisor with Raymond James Financial in Duluth, MN, holding a Series 66 designation and 18 years of industry experience. She has been with Raymond James Financial and its affiliated entities since 2009. Outside of her advisory role, she works as a Registered Client Service Manager at Ascential Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals, while also maintaining specialized programs for municipal and public finance clients.

Alison Paulseth Bautch is a financial advisor at Raymond James Financial with three years of industry experience. She previously worked for Minnesota Power for fourteen years. Outside of her advisory role, she manages raw land enrolled in the Minnesota Department of Natural Resources Forest Stewardship program. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to guide client decisions.

Kristin Rognerud is a Series 66 registered advisor with Raymond James Financial Services Advisors, where she has worked since 2011, accumulating 19 years of industry experience. She serves on the Finance and Investment Committee of the College of St. Scholastica Board of Trustees, advising on the management of the college’s endowment. Rognerud is also president of Ascential Wealth Advisors, a firm providing financial planning and investment advice. Raymond James Financial Services Advisors offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional entities. The firm provides tailored non-discretionary planning and supports municipal and public-finance work through unique affiliations.

Daniel Maki is a financial advisor at Raymond James Financial with 11 years of industry experience. He holds the CFA® designation and Series 66 license. Maki has worked with Raymond James Financial Services Advisors Inc. since 2016 and is also affiliated with Ascential Wealth Advisors in Duluth, MN, where he contributes as a financial advisor focusing on investment management and financial planning. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs in municipal and public finance as well as SIMPLE IRA employer advisory services.

James Boileau Jr. is a financial advisor with Raymond James Financial in Duluth, MN, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. He has been with Raymond James Financial and its affiliated entities since 2009. Outside of his advisory role, he serves as a board member for the Cathedral of Our Lady of The Rosary Endowment Fund and is the owner of Lake Superior Financial Services, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains unique affiliations and programs to enhance its service offerings.

Zachary Gerlach is a financial advisor at Raymond James Financial with five years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Allianz Life Financial Services LLC and other financial services firms. He is also associated with Ascential Wealth Advisors in a non-investment related capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and employer SIMPLE IRA consulting.

Michael Owens is a financial advisor at Raymond James Financial with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Raymond James and its affiliated firms since 2009. Owens is also an officer and one of three business owners of Ascential Wealth Advisors, a support company managing business operations for his Raymond James advisory practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.