James Andrew 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® and Series 63 designations and bringing 35 years of industry experience. He has been with Ameritas and its affiliated entities since 2021, following five years at Principal Life Insurance Co. Outside of his advisory role, he owns and manages Apex Financial Services LLC, focusing on insurance sales and recruiting, and also owns a vacation cabin rental managed by a third party. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a range of investment strategies and platforms, combining model portfolios, mutual funds, ETFs, and individual securities, supported by third-party technology and sub-advisers.

Shannon Barrionuevo is a financial advisor at Principal Financial Services with 26 years of industry experience. She holds a Series 66 designation and has been with Princor Financial Services and Principal Life Insurance Co. for 23 years. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

James Dinapoli is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 registrations and 39 years of industry experience. His prior roles include positions at Securities America, Cadaret, Grant & Co., Inc., and OSAIC. He is also involved in insurance sales based on client needs. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, and institutional plans. The firm employs a combination of strategic asset allocation, multi-manager portfolios, and ongoing due diligence to develop tailored investment strategies using both active and passive approaches.

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.