Jeff Maida - Raymond James

Ascential Wealth Advisors, a team within Raymond James Financial Services in Duluth, MN, has been recognized as a 2025 Forbes Best-In-State Wealth Management team, reflecting their commitment to quality wealth planning and exceptional client service. Their experienced professionals work collaboratively to provide objective advice and proactive guidance, ensuring that every aspect of clients' financial lives is addressed comprehensively. Specializing in diverse financial needs, Ascential Wealth Advisors offers tailored services in financial planning, portfolio management, and estate planning, focusing on helping clients achieve financial independence. The firm's objective investment approach and attentive personal service ensure that clients receive the support and clarity they need for their financial journey. Generated from the website

Shaun began his career in the financial services industry with Waddell & Reed and then joined A.G. Edwards & Sons, Inc in 2003. A.G. Edwards merged with Wachovia Securities in 2008, which became Wells Fargo Advisors Financial Network, LLC. Shaun began his own business as Marline & Associates Wealth Management, LLC in 2012. He is devoted to taking care of the individual needs and goals of his clients while concentrating on strategies that help manage the risk level in their portfolio and preserve capital. Using the tools available, he develops investment plans that help pursue client objectives.

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Stephen Green is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Duluth, MN make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates. For important disclosure information, visit www.thrivent.com/disclosures.