Shannon Louise Barrionuevo

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 ChFC® credentialed financial advisor with 35 years of industry experience. He is currently affiliated with Ameritas Advisory Services, LLC and its related entities, where he has worked since 2021. Prior to that, he held positions at Principal Life Insurance Co. and Principal Securities Inc. Barrionuevo is also the owner of Apex Financial Services LLC, where he manages insurance sales and oversees agent recruitment and development. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm provides a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by an Investment Committee and multiple custodial platforms.

James Bauer is a financial advisor at J.W. Cole Advisors, Inc. with 26 years of industry experience. He holds the Series 66 designation and has been with J.W. Cole Advisors since 2014. Outside of his advisory work, he owns and operates a fruit farm in Lake Placid, Florida. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent advisers. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions.

James Dinapoli is a financial advisor with Independent Financial Group, LLC. He holds Series 63 and Series 66 licenses and has 38 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc., Securities America Advisors, and OSAIC. He also engages 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 institutions. The firm employs a combination of strategic asset allocation, multi-manager portfolios, and both passive and active investment exposures to tailor client strategies across various risk profiles.

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.