Derek Shaver is a financial advisor at Raymond James Financial with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial and SII Investments, Inc. He is also an insurance agent with Bank Midwest and is involved with Midwest Wealth Group as an associate. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, and institutional clients. The firm offers tailored, non-discretionary advisory services supported by risk profiling and analytical tools and maintains specialized programs for municipal and public finance as well as employer retirement plans.

Jeremy Penkert is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Raymond James Financial in New Ulm, MN. His prior work includes eight years at LPL Financial and multiple roles at Bank Midwest. Outside of his advisory duties, he umpires youth baseball games. Raymond James Financial Services Advisors, Inc. provides tailored financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutional clients, and charitable organizations. The firm utilizes risk profiling and analytical tools for non-discretionary planning and offers specialized programs such as municipal advisory services and a SIMPLE IRA Employer Advisory program.