Suzanne Bordeaux is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. She has previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

John Burns is a CFP® with 25 years of industry experience, currently serving at Robert W. Baird & Co. since 2013. He holds Series 63 registration and is based in Mexico Beach, FL. Outside of his advisory role, he participates on the finance committee of the Couse-Sharp Foundation and serves on the boards of HeartGift Foundation in Texas, contributing to community involvement and finance oversight. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, institutions, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and manager options, including discretionary and non-discretionary approaches.