Garett Perdue is a financial advisor with Raymond James Financial in Wayzata, MN, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Equitable Advisors, Korn Ferry, and Volkart May. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored non-discretionary planning using risk profiling and analytical tools, and it supports municipal and public finance work through a unique affiliation with a municipal advisor.

Michael Soshnik is a financial advisor with Raymond James Financial in Wayzata, MN, holding a Series 63 designation and 42 years of industry experience. He has been with Raymond James Financial and its affiliated entities since 2003 and has served as a trustee since 1991. Outside of his advisor role, he owns two support companies, GPS Capital Management, LLC, and North Shore Capital Management. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports various advisory programs, including municipal and public finance work through a unique affiliation with a municipal advisor.

Steven Plant is a financial advisor with Raymond James Financial Services Advisors, Inc. in Wayzata, MN, holding Series 63 and 65 licenses and bringing 26 years of industry experience. His prior affiliations include GPS Capital Management and his own firms, Plant Investment Services, Inc. and North Shore Capital Management, LLC. Outside of his advisory work, he serves as the President of the Rotary Club of Maple Grove Foundation, where he contributes to the foundation’s long-term investment planning. 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 offers tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client goals.

Brian Schwartz is a financial advisor with Raymond James Financial Services Advisors, Inc. in Wayzata, MN, holding a Series 63 designation and 18 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 13 years before joining Raymond James in 2021. Outside of advising, he is the CEO of BKEM Consulting, a business entity established to manage his financial advisory practice. 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 employs analytical tools for tailored, non-discretionary consulting and supports municipal finance work through a municipal advisor affiliation, offering specialized advisory programs and targeted client services.

Mark Gottlieb is a financial advisor with Raymond James Financial, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. He has been associated with North Shore Capital Management since 2007 and also owns and develops software at Command Software Systems. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, as well as institutional and nonprofit clients, using personalized planning and analytical tools. The firm supports a broad network of advisors and maintains specialized offerings including municipal advisory services and SIMPLE IRA consulting programs.