Nathaniel Walsh

Lindsay Maglione is a financial advisor at Edward Jones with two years of industry experience and holds a Series 66 designation. Prior to returning to Edward Jones in 2023, Lindsay worked at Epic Custom Glass and Salt, gaining experience in both financial and entrepreneurial roles. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a comprehensive range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is noted for its extensive retail advisor and branch network along with affiliated financial services.

Zachary Meissner is a financial advisor at OSAIC with 17 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining OSAIC in 2020, he worked at Pacific Capital Resource Group since 2008 and held roles at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc. Meissner serves as treasurer for the Mariner's Cove Beach Club Board of Trustees. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process combining risk tolerance assessments with portfolio optimization tools and offers a range of investment programs and access to multiple custodial platforms.

James Finkle is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He has been with Cambridge since 2013. Outside of his advisory role, he is also an independent insurance agent for various insurance companies. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and a combination of model and individualized investment approaches.

Daniel Snow is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked for eight years at Bloedorn Lumber. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Blaine Franklin is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He worked at Edward D. Jones & Co., L.P. for 24 years before joining Raymond James in 2022. Outside of his advisory role, he is involved in agricultural activities through his family's Franklin Cattle Company. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored recommendations and a broad range of implementation options supported by firm research and an extensive affiliate network.

Molly Mc Mahon is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and eight years of industry experience. She has worked at Cambridge Investment Research Advisors since 2017 and has held roles at Cambridge Investment Research Inc. and Strategic Wealth Design. Outside of her advisory work, she is a notary public. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services using various account platforms and both discretionary and non-discretionary management approaches.