Client Appreciation Events and Diaper Drive Kickoff

Please join us - and bring the kids and grandkids!

TUESDAY, JUNE 3, 2025  |  5:00 – 8:00 p.m.

GREAT SHOTS

Sioux Falls

2505 West Benson Rd, Sioux Falls, 57107
Enter the lower level

Fun, interactive, golf-based games for all ages and abilities. Invite the kids and grandkids!

5:00 PM: Check-in opens – pick up your nametag and drink ticket

5:30 – 6:30 PM: Smoked brisket and Texas smoked chicken sandwiches

Complimentary (standard) clubs or bring your own. Learn more about the games at www.greatshots.golf/play.

DIAPER DRIVE: Kicks off at the event! We are collecting diapers for the Teddy Bear Den as part of our We Invest in People initiative and invite you to participate if you wish. They are happy for any sizes, and are especially in need of size 5 and 6 diapers and 2T-3T pull-ups. Place donations in a truck with a “Diaper Drive” sign in the parking lot – no need to bring them inside. The Teddy Bear Den, whose goal is to inspire economically disadvantaged pregnant women in the Sioux Falls Community to seek early and regular prenatal care, currently has 1,745 participants. 

Diapers will also be accepted at the office through the end of June. 

RSVP required by May 27th.

REGISTER FOR Sioux Falls event 6/3/25

THURSDAY, JUNE 5, 2025  | 5:00 – 8:00 p.m.

PUTTERS & SCOOPS

Huron (Ravine Lake)

800 Easy St NE, Huron, SD 57350

Miniature golf, ice cream, inflatable, and outdoor fun for the whole family!

5 PM: Check-in opens at the picnic shelter. Your nametag is your ticket for activities

5:30 PM: Buffet

DIAPER DRIVE: Kicks off at the event! We are collecting diapers for Plus One as part of our We Invest in People initiative and invite you to participate if you wish. Diapers will also be accepted at the office through the end of June. 

RSVP required by May 29th.

REGISTER For Huron Event 6/5/25
Diaper Drive benefitting The Teddy Bear Den in Sioux Falls and Plus One in Huron

DIAPER DRIVE

As part of the #CornerstoneCommunity, you’re warmly invited to support local families by donating diapers for our Diaper Drive! Feel free to bring donations to the client appreciation event or drop them off at our office through June.

Diapers will be shared with organizations such as The Teddy Bear Den in Sioux Falls and Plus One in Huron.

Questions:

If you have any questions about the Client Appreciation Events or Diaper Drive, please contact us via email at cfsteam@mycfsgroup.com, or call 605-352-9490 in Huron or 605-357-8553 in Sioux Falls.  

If both you and your spouse/significant other are clients, please include both names here. If you plan to bring guests, you’ll have a chance to add names below.
Guests are welcome! List your guest names (and ages if children) so we can have a nametag ready for them.

Raymond James is not affiliated and does not endorse Putters and Scoops, Great Shots, Teddy Bear Den, or Plus One.

Photo / Video Disclaimer

Cornerstone Financial Solutions reserves the right to take and use photographs/video at any event sponsored by Cornerstone Financial Solutions. By attending, you understand that you may be photographed, filmed, or videotaped and you hereby give Cornerstone Financial Solutions the unqualified right to take pictures and/or recordings of you and grant the perpetual right to use your likeness, image, photo (collectively, “image”), without compensation, for broadcast or exhibition in any medium and to put the finished pictures/recordings to any legitimate use without limitation or reservation. You hereby waive, release and forever discharge Cornerstone Financial Solutions and Raymond James Financial Services from and against any and all claims or actions arising out of or resulting from any use of your image. Cornerstone Financial Solutions shall not be obligated to use, and may elect not to use, your image.

Sioux Falls Office

7408 S. Bitterroot Pl
Sioux Falls, SD 57108
Office 605.357.8553
Fax 605.357.9285

Quick Links:

Huron Office

280 Dakota Ave. S
Huron, SD 57350
Office 605.352.9490
Fax 605.352.5429

Check the background of your financial professional on FINRA’s BrokerCheck.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Cornerstone Financial Solutions, Inc. is not a registered broker/dealer and is independent of Raymond James Financial Services. Raymond James does not provide tax or legal services.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Raymond James Privacy Notice │Raymond James Legal Disclosure

Other important information
*Please note that Raymond James Bank, Raymond James Trust, N.A., and Raymond James Trust Company of New Hampshire (when serving in a fiduciary capacity) do not share information with other financial companies for purposes of joint marketing. Additionally, Raymond James Trust, N.A., and Raymond James Trust Company of New Hampshire, when serving in a fiduciary capacity, do not share information for affiliates’ marketing purposes and do not share information about your creditworthiness with our affiliates.

Financial advisors may change brokerage and/or investment advisory firms, and the nonpublic personal information collected by us and your advisor may be provided to the new firm, so your advisor can continue to service your account(s). If you do not want your financial advisor to provide this information to the new firm, please call 800.647.7378 to opt out of this sharing. Opt-in states, such as California and Vermont and others, require your affirmative consent before the advisor can provide your nonpublic information to the new firm.

You can provide or withdraw this consent at any time by contacting 800.647.7378. If your financial advisor is also affiliated with a bank, credit union or other financial institution, and that financial institution enters into a relationship with a new financial services provider, we may share your information with the new financial services provider so your advisor can continue to service your account(s).

Vermont: In accordance with Vermont law, we will not disclose information about your creditworthiness to our affiliates and will not disclose your personal information, financial information, credit report or health information to nonaffiliated third parties to market to you, other than as permitted by Vermont law, unless you authorize us to make those disclosures. Additional information concerning our privacy policies can be found at raymondjames.comor by calling 800.647.7378.

California: In accordance with California law, we will not share information we collect about you with companies outside of Raymond James, unless the law allows. For example, we may share information with your consent, to service your accounts, or to provide rewards or benefits you are entitled to. We will limit sharing among our companies to the extent required by California law. For additional information regarding your rights, please see the California Privacy Notice (raymondjames.com/ccpa).

Nevada: In accordance with Nevada law, if you would like to be placed on our Internal Do Not Call List, please call 800.647.7378. For more information, you may contact clientservice@raymondjames.com or Raymond James Client Services, 880 Carillon Parkway, St. Petersburg, FL 33716, or the Bureau of Consumer Protection, Office of the Nevada Attorney General, 555 E. Washington Street, Suite 3900, Las Vegas, NV 89101. Phone number: 702.486.3132; email: BCPINFO@ag.state.nv.us.

For insurance customers in AZ, CA, CT, GA, IL, ME, MA, MN, MT, NV, NJ, NC, OH, OR and VA only. The term “Information” in this section means customer information obtained in an insurance transaction. We may give your Information to state insurance officials, law enforcement, group policyholders about claims experience, or auditors as the law allows or requires. We may provide your Information to insurance support companies that may retain it or send it to others as needed to service your account. We may share your medical Information so we can learn if you qualify for coverage, process claims, or prevent fraud or if you provide authorization. To see your Information, write to Raymond James Insurance Group, 880 Carillon Parkway, St. Petersburg, FL 33716, Attn: Data Request. You must state your full name, address, the insurance company, policy number (if relevant), and the Information you are requesting. We will inform you of what Information we have. You may see and copy the Information (unless privileged) at our office or ask that we mail a copy to you for a fee. If you think any Information is incorrect, you may submit a written request to have the Information corrected. We will notify you of what actions are taken. If you do not agree with our actions, you may send us a statement.

If Raymond James acts as a clearing agent for your accounts opened through an unaffiliated introducing broker/dealer or provides custody and execution services to your third-party investment adviser (RIA & Custody Services Division), you should receive a separate privacy notice from your introducing broker/dealer or third-party investment adviser that governs information you share with them. Raymond James shall have no responsibility or liability with respect to such separate privacy notices.

This notice applies to consumer retail accounts opened for personal, family or household purposes and not to commercial or institutional accounts.

Raymond James U.S. legal entities
Raymond James Financial, Inc., Raymond James & Associates, Inc., Raymond James Financial Services, Inc., Raymond James Financial Services Advisors, Inc., Raymond James Bank, Raymond James Trust, N.A., Raymond James Trust Company of New Hampshire, Raymond James Insurance Group, Inc., and The Producers Choice, LLC. This notice does not apply to Carillon Tower Advisers, Inc., Carillon Family of Funds, Carillon Fund Distributors, Inc., CarillonFund Services, Inc., Eagle Asset Management, Inc., and Scout Investments, Inc., as these affiliates deliver their own privacy notices.

© 2023 Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. © 2023 Raymond James Financial Services, Inc., member FINRA/SIPC. Investment products are: not deposits, not FDIC/NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value.

© 2023 Raymond James Bank, member FDIC. © 2023 Raymond James Trust, N.A.

Other important information
*Please note that Raymond James Bank, Raymond James Trust, N.A., and Raymond James Trust Company of New Hampshire (when serving in a fiduciary capacity) do not share information with other financial companies for purposes of joint marketing. Additionally, Raymond James Trust, N.A., and Raymond James Trust Company of New Hampshire, when serving in a fiduciary capacity, do not share information for affiliates’ marketing purposes and do not share information about your creditworthiness with our affiliates.

Financial advisors may change brokerage and/or investment advisory firms, and the nonpublic personal information collected by us and your advisor may be provided to the new firm, so your advisor can continue to service your account(s). If you do not want your financial advisor to provide this information to the new firm, please call 800.647.7378 to opt out of this sharing. Opt-in states, such as California and Vermont and others, require your affirmative consent before the advisor can provide your nonpublic information to the new firm.

You can provide or withdraw this consent at any time by contacting 800.647.7378. If your financial advisor is also affiliated with a bank, credit union or other financial institution, and that financial institution enters into a relationship with a new financial services provider, we may share your information with the new financial services provider so your advisor can continue to service your account(s).

Vermont: In accordance with Vermont law, we will not disclose information about your creditworthiness to our affiliates and will not disclose your personal information, financial information, credit report or health information to nonaffiliated third parties to market to you, other than as permitted by Vermont law, unless you authorize us to make those disclosures. Additional information concerning our privacy policies can be found at raymondjames.comor by calling 800.647.7378.

California: In accordance with California law, we will not share information we collect about you with companies outside of Raymond James, unless the law allows. For example, we may share information with your consent, to service your accounts, or to provide rewards or benefits you are entitled to. We will limit sharing among our companies to the extent required by California law. For additional information regarding your rights, please see the California Privacy Notice (raymondjames.com/ccpa).

Nevada: In accordance with Nevada law, if you would like to be placed on our Internal Do Not Call List, please call 800.647.7378. For more information, you may contact clientservice@raymondjames.com or Raymond James Client Services, 880 Carillon Parkway, St. Petersburg, FL 33716, or the Bureau of Consumer Protection, Office of the Nevada Attorney General, 555 E. Washington Street, Suite 3900, Las Vegas, NV 89101. Phone number: 702.486.3132; email: BCPINFO@ag.state.nv.us.

For insurance customers in AZ, CA, CT, GA, IL, ME, MA, MN, MT, NV, NJ, NC, OH, OR and VA only. The term “Information” in this section means customer information obtained in an insurance transaction. We may give your Information to state insurance officials, law enforcement, group policyholders about claims experience, or auditors as the law allows or requires. We may provide your Information to insurance support companies that may retain it or send it to others as needed to service your account. We may share your medical Information so we can learn if you qualify for coverage, process claims, or prevent fraud or if you provide authorization. To see your Information, write to Raymond James Insurance Group, 880 Carillon Parkway, St. Petersburg, FL 33716, Attn: Data Request. You must state your full name, address, the insurance company, policy number (if relevant), and the Information you are requesting. We will inform you of what Information we have. You may see and copy the Information (unless privileged) at our office or ask that we mail a copy to you for a fee. If you think any Information is incorrect, you may submit a written request to have the Information corrected. We will notify you of what actions are taken. If you do not agree with our actions, you may send us a statement.

If Raymond James acts as a clearing agent for your accounts opened through an unaffiliated introducing broker/dealer or provides custody and execution services to your third-party investment adviser (RIA & Custody Services Division), you should receive a separate privacy notice from your introducing broker/dealer or third-party investment adviser that governs information you share with them. Raymond James shall have no responsibility or liability with respect to such separate privacy notices.

This notice applies to consumer retail accounts opened for personal, family or household purposes and not to commercial or institutional accounts.

Raymond James U.S. legal entities
Raymond James Financial, Inc., Raymond James & Associates, Inc., Raymond James Financial Services, Inc., Raymond James Financial Services Advisors, Inc., Raymond James Bank, Raymond James Trust, N.A., Raymond James Trust Company of New Hampshire, Raymond James Insurance Group, Inc., and The Producers Choice, LLC. This notice does not apply to Carillon Tower Advisers, Inc., Carillon Family of Funds, Carillon Fund Distributors, Inc., CarillonFund Services, Inc., Eagle Asset Management, Inc., and Scout Investments, Inc., as these affiliates deliver their own privacy notices.

© 2023 Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. © 2023 Raymond James Financial Services, Inc., member FINRA/SIPC. Investment products are: not deposits, not FDIC/NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value.

© 2023 Raymond James Bank, member FDIC. © 2023 Raymond James Trust, N.A.

Other important information
*Please note that Raymond James Bank, Raymond James Trust, N.A., and Raymond James Trust Company of New Hampshire (when serving in a fiduciary capacity) do not share information with other financial companies for purposes of joint marketing. Additionally, Raymond James Trust, N.A., and Raymond James Trust Company of New Hampshire, when serving in a fiduciary capacity, do not share information for affiliates’ marketing purposes and do not share information about your creditworthiness with our affiliates.

Financial advisors may change brokerage and/or investment advisory firms, and the nonpublic personal information collected by us and your advisor may be provided to the new firm, so your advisor can continue to service your account(s). If you do not want your financial advisor to provide this information to the new firm, please call 800.647.7378 to opt out of this sharing. Opt-in states, such as California and Vermont and others, require your affirmative consent before the advisor can provide your nonpublic information to the new firm.

You can provide or withdraw this consent at any time by contacting 800.647.7378. If your financial advisor is also affiliated with a bank, credit union or other financial institution, and that financial institution enters into a relationship with a new financial services provider, we may share your information with the new financial services provider so your advisor can continue to service your account(s).

Vermont: In accordance with Vermont law, we will not disclose information about your creditworthiness to our affiliates and will not disclose your personal information, financial information, credit report or health information to nonaffiliated third parties to market to you, other than as permitted by Vermont law, unless you authorize us to make those disclosures. Additional information concerning our privacy policies can be found at raymondjames.comor by calling 800.647.7378.

California: In accordance with California law, we will not share information we collect about you with companies outside of Raymond James, unless the law allows. For example, we may share information with your consent, to service your accounts, or to provide rewards or benefits you are entitled to. We will limit sharing among our companies to the extent required by California law. For additional information regarding your rights, please see the California Privacy Notice (raymondjames.com/ccpa).

Nevada: In accordance with Nevada law, if you would like to be placed on our Internal Do Not Call List, please call 800.647.7378. For more information, you may contact clientservice@raymondjames.com or Raymond James Client Services, 880 Carillon Parkway, St. Petersburg, FL 33716, or the Bureau of Consumer Protection, Office of the Nevada Attorney General, 555 E. Washington Street, Suite 3900, Las Vegas, NV 89101. Phone number: 702.486.3132; email: BCPINFO@ag.state.nv.us.

For insurance customers in AZ, CA, CT, GA, IL, ME, MA, MN, MT, NV, NJ, NC, OH, OR and VA only. The term “Information” in this section means customer information obtained in an insurance transaction. We may give your Information to state insurance officials, law enforcement, group policyholders about claims experience, or auditors as the law allows or requires. We may provide your Information to insurance support companies that may retain it or send it to others as needed to service your account. We may share your medical Information so we can learn if you qualify for coverage, process claims, or prevent fraud or if you provide authorization. To see your Information, write to Raymond James Insurance Group, 880 Carillon Parkway, St. Petersburg, FL 33716, Attn: Data Request. You must state your full name, address, the insurance company, policy number (if relevant), and the Information you are requesting. We will inform you of what Information we have. You may see and copy the Information (unless privileged) at our office or ask that we mail a copy to you for a fee. If you think any Information is incorrect, you may submit a written request to have the Information corrected. We will notify you of what actions are taken. If you do not agree with our actions, you may send us a statement.

If Raymond James acts as a clearing agent for your accounts opened through an unaffiliated introducing broker/dealer or provides custody and execution services to your third-party investment adviser (RIA & Custody Services Division), you should receive a separate privacy notice from your introducing broker/dealer or third-party investment adviser that governs information you share with them. Raymond James shall have no responsibility or liability with respect to such separate privacy notices.

This notice applies to consumer retail accounts opened for personal, family or household purposes and not to commercial or institutional accounts.

Raymond James U.S. legal entities
Raymond James Financial, Inc., Raymond James & Associates, Inc., Raymond James Financial Services, Inc., Raymond James Financial Services Advisors, Inc., Raymond James Bank, Raymond James Trust, N.A., Raymond James Trust Company of New Hampshire, Raymond James Insurance Group, Inc., and The Producers Choice, LLC. This notice does not apply to Carillon Tower Advisers, Inc., Carillon Family of Funds, Carillon Fund Distributors, Inc., CarillonFund Services, Inc., Eagle Asset Management, Inc., and Scout Investments, Inc., as these affiliates deliver their own privacy notices.

© 2023 Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. © 2023 Raymond James Financial Services, Inc., member FINRA/SIPC. Investment products are: not deposits, not FDIC/NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value.

© 2023 Raymond James Bank, member FDIC. © 2023 Raymond James Trust, N.A.

Other important information
*Please note that Raymond James Bank, Raymond James Trust, N.A., and Raymond James Trust Company of New Hampshire (when serving in a fiduciary capacity) do not share information with other financial companies for purposes of joint marketing. Additionally, Raymond James Trust, N.A., and Raymond James Trust Company of New Hampshire, when serving in a fiduciary capacity, do not share information for affiliates’ marketing purposes and do not share information about your creditworthiness with our affiliates.

Financial advisors may change brokerage and/or investment advisory firms, and the nonpublic personal information collected by us and your advisor may be provided to the new firm, so your advisor can continue to service your account(s). If you do not want your financial advisor to provide this information to the new firm, please call 800.647.7378 to opt out of this sharing. Opt-in states, such as California and Vermont and others, require your affirmative consent before the advisor can provide your nonpublic information to the new firm.

You can provide or withdraw this consent at any time by contacting 800.647.7378. If your financial advisor is also affiliated with a bank, credit union or other financial institution, and that financial institution enters into a relationship with a new financial services provider, we may share your information with the new financial services provider so your advisor can continue to service your account(s).

Vermont: In accordance with Vermont law, we will not disclose information about your creditworthiness to our affiliates and will not disclose your personal information, financial information, credit report or health information to nonaffiliated third parties to market to you, other than as permitted by Vermont law, unless you authorize us to make those disclosures. Additional information concerning our privacy policies can be found at raymondjames.comor by calling 800.647.7378.

California: In accordance with California law, we will not share information we collect about you with companies outside of Raymond James, unless the law allows. For example, we may share information with your consent, to service your accounts, or to provide rewards or benefits you are entitled to. We will limit sharing among our companies to the extent required by California law. For additional information regarding your rights, please see the California Privacy Notice (raymondjames.com/ccpa).

Nevada: In accordance with Nevada law, if you would like to be placed on our Internal Do Not Call List, please call 800.647.7378. For more information, you may contact clientservice@raymondjames.com or Raymond James Client Services, 880 Carillon Parkway, St. Petersburg, FL 33716, or the Bureau of Consumer Protection, Office of the Nevada Attorney General, 555 E. Washington Street, Suite 3900, Las Vegas, NV 89101. Phone number: 702.486.3132; email: BCPINFO@ag.state.nv.us.

For insurance customers in AZ, CA, CT, GA, IL, ME, MA, MN, MT, NV, NJ, NC, OH, OR and VA only. The term “Information” in this section means customer information obtained in an insurance transaction. We may give your Information to state insurance officials, law enforcement, group policyholders about claims experience, or auditors as the law allows or requires. We may provide your Information to insurance support companies that may retain it or send it to others as needed to service your account. We may share your medical Information so we can learn if you qualify for coverage, process claims, or prevent fraud or if you provide authorization. To see your Information, write to Raymond James Insurance Group, 880 Carillon Parkway, St. Petersburg, FL 33716, Attn: Data Request. You must state your full name, address, the insurance company, policy number (if relevant), and the Information you are requesting. We will inform you of what Information we have. You may see and copy the Information (unless privileged) at our office or ask that we mail a copy to you for a fee. If you think any Information is incorrect, you may submit a written request to have the Information corrected. We will notify you of what actions are taken. If you do not agree with our actions, you may send us a statement.

If Raymond James acts as a clearing agent for your accounts opened through an unaffiliated introducing broker/dealer or provides custody and execution services to your third-party investment adviser (RIA & Custody Services Division), you should receive a separate privacy notice from your introducing broker/dealer or third-party investment adviser that governs information you share with them. Raymond James shall have no responsibility or liability with respect to such separate privacy notices.

This notice applies to consumer retail accounts opened for personal, family or household purposes and not to commercial or institutional accounts.

Raymond James U.S. legal entities
Raymond James Financial, Inc., Raymond James & Associates, Inc., Raymond James Financial Services, Inc., Raymond James Financial Services Advisors, Inc., Raymond James Bank, Raymond James Trust, N.A., Raymond James Trust Company of New Hampshire, Raymond James Insurance Group, Inc., and The Producers Choice, LLC. This notice does not apply to Carillon Tower Advisers, Inc., Carillon Family of Funds, Carillon Fund Distributors, Inc., CarillonFund Services, Inc., Eagle Asset Management, Inc., and Scout Investments, Inc., as these affiliates deliver their own privacy notices.

© 2023 Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. © 2023 Raymond James Financial Services, Inc., member FINRA/SIPC. Investment products are: not deposits, not FDIC/NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value.

© 2023 Raymond James Bank, member FDIC. © 2023 Raymond James Trust, N.A.

Other important information
*Please note that Raymond James Bank, Raymond James Trust, N.A., and Raymond James Trust Company of New Hampshire (when serving in a fiduciary capacity) do not share information with other financial companies for purposes of joint marketing. Additionally, Raymond James Trust, N.A., and Raymond James Trust Company of New Hampshire, when serving in a fiduciary capacity, do not share information for affiliates’ marketing purposes and do not share information about your creditworthiness with our affiliates.

Financial advisors may change brokerage and/or investment advisory firms, and the nonpublic personal information collected by us and your advisor may be provided to the new firm, so your advisor can continue to service your account(s). If you do not want your financial advisor to provide this information to the new firm, please call 800.647.7378 to opt out of this sharing. Opt-in states, such as California and Vermont and others, require your affirmative consent before the advisor can provide your nonpublic information to the new firm.

You can provide or withdraw this consent at any time by contacting 800.647.7378. If your financial advisor is also affiliated with a bank, credit union or other financial institution, and that financial institution enters into a relationship with a new financial services provider, we may share your information with the new financial services provider so your advisor can continue to service your account(s).

Vermont: In accordance with Vermont law, we will not disclose information about your creditworthiness to our affiliates and will not disclose your personal information, financial information, credit report or health information to nonaffiliated third parties to market to you, other than as permitted by Vermont law, unless you authorize us to make those disclosures. Additional information concerning our privacy policies can be found at raymondjames.comor by calling 800.647.7378.

California: In accordance with California law, we will not share information we collect about you with companies outside of Raymond James, unless the law allows. For example, we may share information with your consent, to service your accounts, or to provide rewards or benefits you are entitled to. We will limit sharing among our companies to the extent required by California law. For additional information regarding your rights, please see the California Privacy Notice (raymondjames.com/ccpa).

Nevada: In accordance with Nevada law, if you would like to be placed on our Internal Do Not Call List, please call 800.647.7378. For more information, you may contact clientservice@raymondjames.com or Raymond James Client Services, 880 Carillon Parkway, St. Petersburg, FL 33716, or the Bureau of Consumer Protection, Office of the Nevada Attorney General, 555 E. Washington Street, Suite 3900, Las Vegas, NV 89101. Phone number: 702.486.3132; email: BCPINFO@ag.state.nv.us.

For insurance customers in AZ, CA, CT, GA, IL, ME, MA, MN, MT, NV, NJ, NC, OH, OR and VA only. The term “Information” in this section means customer information obtained in an insurance transaction. We may give your Information to state insurance officials, law enforcement, group policyholders about claims experience, or auditors as the law allows or requires. We may provide your Information to insurance support companies that may retain it or send it to others as needed to service your account. We may share your medical Information so we can learn if you qualify for coverage, process claims, or prevent fraud or if you provide authorization. To see your Information, write to Raymond James Insurance Group, 880 Carillon Parkway, St. Petersburg, FL 33716, Attn: Data Request. You must state your full name, address, the insurance company, policy number (if relevant), and the Information you are requesting. We will inform you of what Information we have. You may see and copy the Information (unless privileged) at our office or ask that we mail a copy to you for a fee. If you think any Information is incorrect, you may submit a written request to have the Information corrected. We will notify you of what actions are taken. If you do not agree with our actions, you may send us a statement.

If Raymond James acts as a clearing agent for your accounts opened through an unaffiliated introducing broker/dealer or provides custody and execution services to your third-party investment adviser (RIA & Custody Services Division), you should receive a separate privacy notice from your introducing broker/dealer or third-party investment adviser that governs information you share with them. Raymond James shall have no responsibility or liability with respect to such separate privacy notices.

This notice applies to consumer retail accounts opened for personal, family or household purposes and not to commercial or institutional accounts.

Raymond James U.S. legal entities
Raymond James Financial, Inc., Raymond James & Associates, Inc., Raymond James Financial Services, Inc., Raymond James Financial Services Advisors, Inc., Raymond James Bank, Raymond James Trust, N.A., Raymond James Trust Company of New Hampshire, Raymond James Insurance Group, Inc., and The Producers Choice, LLC. This notice does not apply to Carillon Tower Advisers, Inc., Carillon Family of Funds, Carillon Fund Distributors, Inc., CarillonFund Services, Inc., Eagle Asset Management, Inc., and Scout Investments, Inc., as these affiliates deliver their own privacy notices.

© 2023 Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. © 2023 Raymond James Financial Services, Inc., member FINRA/SIPC. Investment products are: not deposits, not FDIC/NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value.

© 2023 Raymond James Bank, member FDIC. © 2023 Raymond James Trust, N.A.

Other important information
*Please note that Raymond James Bank, Raymond James Trust, N.A., and Raymond James Trust Company of New Hampshire (when serving in a fiduciary capacity) do not share information with other financial companies for purposes of joint marketing. Additionally, Raymond James Trust, N.A., and Raymond James Trust Company of New Hampshire, when serving in a fiduciary capacity, do not share information for affiliates’ marketing purposes and do not share information about your creditworthiness with our affiliates.

Financial advisors may change brokerage and/or investment advisory firms, and the nonpublic personal information collected by us and your advisor may be provided to the new firm, so your advisor can continue to service your account(s). If you do not want your financial advisor to provide this information to the new firm, please call 800.647.7378 to opt out of this sharing. Opt-in states, such as California and Vermont and others, require your affirmative consent before the advisor can provide your nonpublic information to the new firm.

You can provide or withdraw this consent at any time by contacting 800.647.7378. If your financial advisor is also affiliated with a bank, credit union or other financial institution, and that financial institution enters into a relationship with a new financial services provider, we may share your information with the new financial services provider so your advisor can continue to service your account(s).

Vermont: In accordance with Vermont law, we will not disclose information about your creditworthiness to our affiliates and will not disclose your personal information, financial information, credit report or health information to nonaffiliated third parties to market to you, other than as permitted by Vermont law, unless you authorize us to make those disclosures. Additional information concerning our privacy policies can be found at raymondjames.comor by calling 800.647.7378.

California: In accordance with California law, we will not share information we collect about you with companies outside of Raymond James, unless the law allows. For example, we may share information with your consent, to service your accounts, or to provide rewards or benefits you are entitled to. We will limit sharing among our companies to the extent required by California law. For additional information regarding your rights, please see the California Privacy Notice (raymondjames.com/ccpa).

Nevada: In accordance with Nevada law, if you would like to be placed on our Internal Do Not Call List, please call 800.647.7378. For more information, you may contact clientservice@raymondjames.com or Raymond James Client Services, 880 Carillon Parkway, St. Petersburg, FL 33716, or the Bureau of Consumer Protection, Office of the Nevada Attorney General, 555 E. Washington Street, Suite 3900, Las Vegas, NV 89101. Phone number: 702.486.3132; email: BCPINFO@ag.state.nv.us.

For insurance customers in AZ, CA, CT, GA, IL, ME, MA, MN, MT, NV, NJ, NC, OH, OR and VA only. The term “Information” in this section means customer information obtained in an insurance transaction. We may give your Information to state insurance officials, law enforcement, group policyholders about claims experience, or auditors as the law allows or requires. We may provide your Information to insurance support companies that may retain it or send it to others as needed to service your account. We may share your medical Information so we can learn if you qualify for coverage, process claims, or prevent fraud or if you provide authorization. To see your Information, write to Raymond James Insurance Group, 880 Carillon Parkway, St. Petersburg, FL 33716, Attn: Data Request. You must state your full name, address, the insurance company, policy number (if relevant), and the Information you are requesting. We will inform you of what Information we have. You may see and copy the Information (unless privileged) at our office or ask that we mail a copy to you for a fee. If you think any Information is incorrect, you may submit a written request to have the Information corrected. We will notify you of what actions are taken. If you do not agree with our actions, you may send us a statement.

If Raymond James acts as a clearing agent for your accounts opened through an unaffiliated introducing broker/dealer or provides custody and execution services to your third-party investment adviser (RIA & Custody Services Division), you should receive a separate privacy notice from your introducing broker/dealer or third-party investment adviser that governs information you share with them. Raymond James shall have no responsibility or liability with respect to such separate privacy notices.

This notice applies to consumer retail accounts opened for personal, family or household purposes and not to commercial or institutional accounts.

Raymond James U.S. legal entities
Raymond James Financial, Inc., Raymond James & Associates, Inc., Raymond James Financial Services, Inc., Raymond James Financial Services Advisors, Inc., Raymond James Bank, Raymond James Trust, N.A., Raymond James Trust Company of New Hampshire, Raymond James Insurance Group, Inc., and The Producers Choice, LLC. This notice does not apply to Carillon Tower Advisers, Inc., Carillon Family of Funds, Carillon Fund Distributors, Inc., CarillonFund Services, Inc., Eagle Asset Management, Inc., and Scout Investments, Inc., as these affiliates deliver their own privacy notices.

© 2023 Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. © 2023 Raymond James Financial Services, Inc., member FINRA/SIPC. Investment products are: not deposits, not FDIC/NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value.

© 2023 Raymond James Bank, member FDIC. © 2023 Raymond James Trust, N.A.

Other important information
*Please note that Raymond James Bank, Raymond James Trust, N.A., and Raymond James Trust Company of New Hampshire (when serving in a fiduciary capacity) do not share information with other financial companies for purposes of joint marketing. Additionally, Raymond James Trust, N.A., and Raymond James Trust Company of New Hampshire, when serving in a fiduciary capacity, do not share information for affiliates’ marketing purposes and do not share information about your creditworthiness with our affiliates.

Financial advisors may change brokerage and/or investment advisory firms, and the nonpublic personal information collected by us and your advisor may be provided to the new firm, so your advisor can continue to service your account(s). If you do not want your financial advisor to provide this information to the new firm, please call 800.647.7378 to opt out of this sharing. Opt-in states, such as California and Vermont and others, require your affirmative consent before the advisor can provide your nonpublic information to the new firm.

You can provide or withdraw this consent at any time by contacting 800.647.7378. If your financial advisor is also affiliated with a bank, credit union or other financial institution, and that financial institution enters into a relationship with a new financial services provider, we may share your information with the new financial services provider so your advisor can continue to service your account(s).

Vermont: In accordance with Vermont law, we will not disclose information about your creditworthiness to our affiliates and will not disclose your personal information, financial information, credit report or health information to nonaffiliated third parties to market to you, other than as permitted by Vermont law, unless you authorize us to make those disclosures. Additional information concerning our privacy policies can be found at raymondjames.comor by calling 800.647.7378.

California: In accordance with California law, we will not share information we collect about you with companies outside of Raymond James, unless the law allows. For example, we may share information with your consent, to service your accounts, or to provide rewards or benefits you are entitled to. We will limit sharing among our companies to the extent required by California law. For additional information regarding your rights, please see the California Privacy Notice (raymondjames.com/ccpa).

Nevada: In accordance with Nevada law, if you would like to be placed on our Internal Do Not Call List, please call 800.647.7378. For more information, you may contact clientservice@raymondjames.com or Raymond James Client Services, 880 Carillon Parkway, St. Petersburg, FL 33716, or the Bureau of Consumer Protection, Office of the Nevada Attorney General, 555 E. Washington Street, Suite 3900, Las Vegas, NV 89101. Phone number: 702.486.3132; email: BCPINFO@ag.state.nv.us.

For insurance customers in AZ, CA, CT, GA, IL, ME, MA, MN, MT, NV, NJ, NC, OH, OR and VA only. The term “Information” in this section means customer information obtained in an insurance transaction. We may give your Information to state insurance officials, law enforcement, group policyholders about claims experience, or auditors as the law allows or requires. We may provide your Information to insurance support companies that may retain it or send it to others as needed to service your account. We may share your medical Information so we can learn if you qualify for coverage, process claims, or prevent fraud or if you provide authorization. To see your Information, write to Raymond James Insurance Group, 880 Carillon Parkway, St. Petersburg, FL 33716, Attn: Data Request. You must state your full name, address, the insurance company, policy number (if relevant), and the Information you are requesting. We will inform you of what Information we have. You may see and copy the Information (unless privileged) at our office or ask that we mail a copy to you for a fee. If you think any Information is incorrect, you may submit a written request to have the Information corrected. We will notify you of what actions are taken. If you do not agree with our actions, you may send us a statement.

If Raymond James acts as a clearing agent for your accounts opened through an unaffiliated introducing broker/dealer or provides custody and execution services to your third-party investment adviser (RIA & Custody Services Division), you should receive a separate privacy notice from your introducing broker/dealer or third-party investment adviser that governs information you share with them. Raymond James shall have no responsibility or liability with respect to such separate privacy notices.

This notice applies to consumer retail accounts opened for personal, family or household purposes and not to commercial or institutional accounts.

Raymond James U.S. legal entities
Raymond James Financial, Inc., Raymond James & Associates, Inc., Raymond James Financial Services, Inc., Raymond James Financial Services Advisors, Inc., Raymond James Bank, Raymond James Trust, N.A., Raymond James Trust Company of New Hampshire, Raymond James Insurance Group, Inc., and The Producers Choice, LLC. This notice does not apply to Carillon Tower Advisers, Inc., Carillon Family of Funds, Carillon Fund Distributors, Inc., CarillonFund Services, Inc., Eagle Asset Management, Inc., and Scout Investments, Inc., as these affiliates deliver their own privacy notices.

© 2023 Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. © 2023 Raymond James Financial Services, Inc., member FINRA/SIPC. Investment products are: not deposits, not FDIC/NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value.

© 2023 Raymond James Bank, member FDIC. © 2023 Raymond James Trust, N.A.

Other important information
*Please note that Raymond James Bank, Raymond James Trust, N.A., and Raymond James Trust Company of New Hampshire (when serving in a fiduciary capacity) do not share information with other financial companies for purposes of joint marketing. Additionally, Raymond James Trust, N.A., and Raymond James Trust Company of New Hampshire, when serving in a fiduciary capacity, do not share information for affiliates’ marketing purposes and do not share information about your creditworthiness with our affiliates.

Financial advisors may change brokerage and/or investment advisory firms, and the nonpublic personal information collected by us and your advisor may be provided to the new firm, so your advisor can continue to service your account(s). If you do not want your financial advisor to provide this information to the new firm, please call 800.647.7378 to opt out of this sharing. Opt-in states, such as California and Vermont and others, require your affirmative consent before the advisor can provide your nonpublic information to the new firm.

You can provide or withdraw this consent at any time by contacting 800.647.7378. If your financial advisor is also affiliated with a bank, credit union or other financial institution, and that financial institution enters into a relationship with a new financial services provider, we may share your information with the new financial services provider so your advisor can continue to service your account(s).

Vermont: In accordance with Vermont law, we will not disclose information about your creditworthiness to our affiliates and will not disclose your personal information, financial information, credit report or health information to nonaffiliated third parties to market to you, other than as permitted by Vermont law, unless you authorize us to make those disclosures. Additional information concerning our privacy policies can be found at raymondjames.comor by calling 800.647.7378.

California: In accordance with California law, we will not share information we collect about you with companies outside of Raymond James, unless the law allows. For example, we may share information with your consent, to service your accounts, or to provide rewards or benefits you are entitled to. We will limit sharing among our companies to the extent required by California law. For additional information regarding your rights, please see the California Privacy Notice (raymondjames.com/ccpa).

Nevada: In accordance with Nevada law, if you would like to be placed on our Internal Do Not Call List, please call 800.647.7378. For more information, you may contact clientservice@raymondjames.com or Raymond James Client Services, 880 Carillon Parkway, St. Petersburg, FL 33716, or the Bureau of Consumer Protection, Office of the Nevada Attorney General, 555 E. Washington Street, Suite 3900, Las Vegas, NV 89101. Phone number: 702.486.3132; email: BCPINFO@ag.state.nv.us.

For insurance customers in AZ, CA, CT, GA, IL, ME, MA, MN, MT, NV, NJ, NC, OH, OR and VA only. The term “Information” in this section means customer information obtained in an insurance transaction. We may give your Information to state insurance officials, law enforcement, group policyholders about claims experience, or auditors as the law allows or requires. We may provide your Information to insurance support companies that may retain it or send it to others as needed to service your account. We may share your medical Information so we can learn if you qualify for coverage, process claims, or prevent fraud or if you provide authorization. To see your Information, write to Raymond James Insurance Group, 880 Carillon Parkway, St. Petersburg, FL 33716, Attn: Data Request. You must state your full name, address, the insurance company, policy number (if relevant), and the Information you are requesting. We will inform you of what Information we have. You may see and copy the Information (unless privileged) at our office or ask that we mail a copy to you for a fee. If you think any Information is incorrect, you may submit a written request to have the Information corrected. We will notify you of what actions are taken. If you do not agree with our actions, you may send us a statement.

If Raymond James acts as a clearing agent for your accounts opened through an unaffiliated introducing broker/dealer or provides custody and execution services to your third-party investment adviser (RIA & Custody Services Division), you should receive a separate privacy notice from your introducing broker/dealer or third-party investment adviser that governs information you share with them. Raymond James shall have no responsibility or liability with respect to such separate privacy notices.

This notice applies to consumer retail accounts opened for personal, family or household purposes and not to commercial or institutional accounts.

Raymond James U.S. legal entities
Raymond James Financial, Inc., Raymond James & Associates, Inc., Raymond James Financial Services, Inc., Raymond James Financial Services Advisors, Inc., Raymond James Bank, Raymond James Trust, N.A., Raymond James Trust Company of New Hampshire, Raymond James Insurance Group, Inc., and The Producers Choice, LLC. This notice does not apply to Carillon Tower Advisers, Inc., Carillon Family of Funds, Carillon Fund Distributors, Inc., CarillonFund Services, Inc., Eagle Asset Management, Inc., and Scout Investments, Inc., as these affiliates deliver their own privacy notices.

© 2023 Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. © 2023 Raymond James Financial Services, Inc., member FINRA/SIPC. Investment products are: not deposits, not FDIC/NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value.

© 2023 Raymond James Bank, member FDIC. © 2023 Raymond James Trust, N.A.