James Bauer

James Colley is a CFP® professional with 27 years of experience in the financial advisory industry. He has operated his independent firm, James A. Colley, Inc., since 2013 in Lake Placid, Florida. James A. Colley, Inc. offers fee-only investment advisory and financial planning services to individual clients, utilizing mutual funds, individual equities, fixed-income instruments, and ETFs. The firm combines fundamental and technical analysis with asset-allocation tools such as modern portfolio theory and tactical allocation to manage portfolios aligned with clients’ time horizons and risk tolerances.

Luis Barrionuevo is a financial advisor with Ameritas Advisory Services, LLC, holding the ChFC® designation and Series 63 license, and has 34 years of industry experience. He has worked at Ameritas Advisory Services and related Ameritas entities since 2021, and previously was with Principal Life Insurance Co. and Principal Securities Inc. from 2016 to 2021. Outside of advisory work, he owns and manages Apex Financial Services LLC, where he oversees recruiting and development of new agents in addition to personal sales. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies, with a focus on both discretionary and non-discretionary advice.

Kevin Welborn is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2024, he worked in education for several years, including roles at Florida Virtual School and school districts in Highlands and Hillsborough counties. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Brittany Higgins is a CFP® with four years of industry experience, currently serving as a financial advisor at Edward Jones. She previously worked with the firm during multiple periods starting in 2019 and has also served on the School Board of Highlands County. Higgins is a board member of the Children's Museum of Highlands, where she participates in board meetings and volunteers. Edward Jones is a full-service wealth management firm with over 23,700 advisors serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large retail advisor network and affiliated financial services.

Heather Harshman is a CFP®-certified financial advisor with Edward Jones, based in Lake Placid, FL. She has seven years of industry experience, including two years at Heacock Payroll, LLC prior to joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

John Mcdonell is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Merrill since 1991. Outside of his advisory role, he is involved as a managing member of Bucksters, LLC, an entity formed to manage personal horse ownership. Merrill serves a broad client base, including individuals, retirement plans, and institutions, offering managed account programs, discretionary portfolio management, and brokerage services supported by integrated banking and capital-markets resources.