Dale Banwart is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63, 65, and 66 credentials and bringing 18 years of industry experience. He has been with Raymond James in various capacities since 2011 and previously worked with Sand Ridge. Outside of advising, Banwart is involved in agricultural businesses, including ownership and management roles in family farming operations and related agricultural entities. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs tailored, non-discretionary advisory services supported by analytical tools and maintains specialized offerings such as municipal advisory and SIMPLE IRA employer consulting.

Todd Sauder is a financial advisor at Raymond James Financial with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has served at Raymond James since 2009. In addition to his advisory role, he co-owns Good News Financial, Inc. and a tax preparation service, Good News Tax Preparation Service. He also assists with bookkeeping for a family dog breeding business. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm utilizes tailored, non-discretionary planning and analytical tools to support client goals and has unique affiliations that enhance its municipal and public finance services.