Michael Brooks

Darcy Wadsworth is a CFP® professional with 22 years of industry experience, currently serving at Intelligence Driven Advisers, LLC since 2018. His prior experience includes roles at Ocean Equity Partners, LLC, Labrum Wealth Management, LLC, and as president and owner of EZ DZ IT, Inc. He is also involved in community activities as a board member of the Lower Keys Chamber of Commerce and secretary and board member of the Rotary Club of Big Pine & Lower Keys. Intelligence Driven Advisers, LLC is an SEC-registered multi-team advisory firm managing approximately $882 million for a diverse client base, including individual and institutional investors. The firm employs an investment process overseen by an Investment Committee, focusing on low-cost institutional funds, risk management, and fundamental analysis, and offers a range of services including financial planning, discretionary investment management, retirement plan solutions, and consulting.

John Gingas is a financial advisor at Commonwealth Financial Network with 35 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Commonwealth Equity Services, Inc. since 1997. Gingas is also president and co-owner of Financial Technology, Inc., a company involved in securities business and TPA services since 1990. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operational, technology, compliance, and investment management support to affiliated advisors while maintaining discretionary model portfolios through its Investment Management and Research team.

James Stewart is a CFP® professional with 31 years of industry experience, currently serving as a financial advisor at Edward Jones since 1996. He also works as an instructor at Parkdale Community College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a variety of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Jeffrey Stewart is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Morgan Stanley in various capacities since 2014. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, including tailored financial planning supported by firm-approved tools and investment modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through financial advisors and estate planning specialists.

Todd German is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, he is involved in a small political consulting business focused on local politics and serves as a member of the Circuit Unlicensed Practice of Law Committee for The Florida Bar. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

William Respess is a Series 66 licensed financial advisor with 17 years of industry experience. He currently works at LPL Financial and previously spent 14 years at Next Financial Group Inc. Outside of finance, he owns two skydiving businesses in Florida. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with various non-advisory financial products.