Joseph Schulte is a Series 66-licensed financial advisor with Raymond James Financial Services Advisors, Inc., bringing seven years of industry experience. Prior to joining Raymond James in 2022, he worked at Edward Jones and held roles in banking and local government. He is also the CEO and President of JPSchulte Wealth Advisors, his own financial advisory firm. 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, corporations, and institutional investors. The firm provides tailored, non-discretionary consulting using analytical tools and supports a large network of advisors with specialized municipal and public finance capabilities.

Braeden Tersteeg is a financial advisor at Raymond James Financial with a Series 66 designation and recent industry experience beginning in 2025. His background includes roles at JPSchulte Wealth Advisors and Raymond James Financial Services, Inc., as well as prior work experience spanning education and small business sectors. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice supported by analytical tools and is noted for its municipal advisory affiliation and specialized employer consulting programs.