David Larson is a financial advisor with Raymond James Financial in Wausau, WI, holding a Series 63 designation and 26 years of industry experience. He has worked with Raymond James since 2002 and led Larson Financial Group, LLC for 11 years. Currently, Larson also serves as Vice President at Peoples Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Scott Wildman is a CFP® professional with 25 years of experience in the financial services industry. He is currently with Raymond James Financial Services Advisors, Inc. and Peoples State Bank in Wausau, WI, where he is involved in wealth management. Prior to this, he spent 10 years at Wells Fargo Clearing. 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 plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports both individual and institutional clients through a large advisor network.

Dana Kolbe is a financial advisor at Raymond James Financial with 12 years of industry experience. He holds the Series 63 and Series 65 credentials and previously worked at Wells Fargo Clearing for nine years. Outside of advisory work, he is a partner in a family estate business organized as a limited liability partnership. 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, pension plans, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals.