Matthew Harrington is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation. Prior to joining Edward Jones, he worked in various roles including at Liberty University and The Gentleman Plumber. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a nationwide network of financial advisors and branch offices.

Dayhan Gomez is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He previously worked at Bank of America, N.A. and has been with Merrill since 2008. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm uses internal Chief Investment Office teams and third-party managers to implement portfolio strategies and administer accounts.

James Tate Sr. is a CFP® with 38 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. He previously worked at Stifel Independent Advisors, LLC and Wells Fargo Advisors. Outside of his advisory role, he is the owner of Green Fairways Financials, LLC and serves as secretary of the Myakka River Trails Homeowners Association in Venice, FL. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary advisory services that incorporate risk profiling and modeling tools, with a notable focus on municipal and public-finance work as well as specialized retirement plan advisory programs.

Adam Anderson is a CFP®-certified financial advisor with 27 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he has ownership in a rental property business based in Portage, Michigan. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Stephen Horiuchi is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in assisting executives with managing concentrated stock positions and navigating significant transition events such as retirement, inheritance, or the sale of a business. Stephen also provides clients with access to Bank of America Private Bank services, including trust and estate planning, credit, lending, and banking solutions. He collaborates with clients' external attorneys, accountants, and other professional advisors to coordinate comprehensive financial and legacy plans. Stephen holds the designations of Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his bachelor's degree from Marist College. In addition to his professional work, Stephen is engaged in community service through volunteer activities, reflecting the Merrill tradition of participating in the communities served.

James Preston is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliate since 2014. Outside of his advisory role, he is an independent insurance agent and president of Preston Financial Management Inc. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a large network of independent professionals. The firm provides a variety of investment implementation options and maintains proprietary models alongside access to unaffiliated strategists, with formal policies addressing conflicts of interest and support for advisor business relationships.

Donna Gruber is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. Her work history includes roles at Arthur Gallagher, Waddell & Reed, and Providence Financial Group. She is also involved in a family business, Wieshofer & Co LLC, a chandelier company based in Punta Gorda. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, utilizing both proprietary and third-party strategies.

Ryan Doran is a financial advisor with Wells Fargo Clearing based in Venice, FL. He holds a Series 66 designation and has 10 years of industry experience. His prior roles include positions at First Financial Bank, Equitable Advisors, U.S. Bancorp Investments, U.S. Bank, and PNC Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, including a broader set of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Julia Stalnaker is a CFP® professional with 25 years of experience in the financial industry, currently serving at Raymond James & Associates since 2001. She is based in Venice, FL, and is involved in several nonprofit organizations, including founding roles with the Gulf Coast Community Foundation of Venice and the Venice Nokomis Rotary Club, as well as serving on the advisory board of the Boys and Girls Club in Venice. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and public entities, and offers financial planning and consulting with a range of portfolio management styles, supported by extensive research and affiliated resources.

Bret Preston is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and 16 years of industry experience. He has been with Cambridge Investment Research Advisors since 2014 and also operates Preston Financial Management. Outside of advisory work, he is the president and owner of Putting for Eagle Inc., a business entity established in 2022. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm offers a range of investment solutions across multiple custody platforms, including proprietary model strategies and access to third-party managers, with options for discretionary and non-discretionary management tailored to client objectives.

David Feldstein is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 credentials. He has 21 years of industry experience, including prior roles at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and The Prudential Insurance Company of America. Outside of his advisory work, he serves as a volunteer committee member on a school governance council and is president of a consulting and coaching business. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, employing a range of strategies including proprietary and third-party model solutions.

Nick Wilson is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Venice, FL. He has 13 years of industry experience, including roles at JPMorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Kathryn Anderson is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo in various capacities since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Blake Waldron is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and eight years of industry experience. He has worked at Morgan Stanley since 2017 and has been with Morgan Stanley Private Bank, N.A. since 2018. Prior to his career in finance, he spent seven years at West Marine. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenarios developed by its Global Investment Committee.

Scott Clark is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 25 years of industry experience. His career includes multiple roles within Wells Fargo and its affiliates dating back to 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers comprehensive financial planning and investment services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Michael Sheppard Jr. is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he assists families, retirees, and busy professionals in addressing both short and long-term financial objectives. He offers guidance on investing, retirement planning, education planning, small business strategies, individual and corporate investment strategies, as well as tax minimization. He holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Michael earned a Bachelor's Degree from Florida Gulf Coast University and a Master's Degree from the University of Florida. His approach involves working closely with clients to understand their priorities and develop strategies tailored to their financial goals. Outside of his professional responsibilities, Michael has interests in boxing, camping, football, hiking, pickleball, reading, skiing, spending time with his family, and traveling.

Robert James is a financial advisor at Cambridge Investment Research Advisors with 16 years of industry experience. His background includes roles at THE O.N. Equity Sales Company and Ohio National Financial Services, each spanning 11 years. In addition to his advisory work, he operates Marathon Risk Solutions, an independent insurance agency, and provides business development coaching. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning and investment management through a network of independent professionals. The firm employs a variety of investment strategies and platform arrangements, including proprietary models and unaffiliated strategists, with options for discretionary and non-discretionary management tailored to client needs.

Paul Farthing is a CFP®-certified financial advisor with Cambridge Investment Research Advisors, where he has worked for 16 years. He has 33 years of industry experience and holds Series 63 and Series 65 licenses. Farthing is also associated with The Financial Group Resource as an investment advisor representative. Cambridge Investment Research Advisors is a large SEC-registered firm that serves individuals, retirement plans, charitable organizations, trusts, and estates through financial planning, investment management, and retirement plan advisory services. The firm provides a range of portfolio management options, including proprietary and third-party model strategies, with services tailored to client objectives and delivered via a network of independent financial professionals.

Owen Thiessen serves as a Resident Director and Wealth Management Advisor leading the Thiessen Group since joining Merrill Lynch Wealth Management in 2006. He provides advice and guidance to individuals and families focusing on portfolio management, retirement planning, corporate retirement planning, and wealth transfer and preservation strategies. Owen adopts a long-term outlook, emphasizing minimizing risk to investment portfolios and developing tax-minimizing cash flow strategies. He earned a bachelor's degree in Aeronautical Science from Embry-Riddle Aeronautical University in Daytona Beach, Florida. Owen holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP®) awarded in 2006, Certified Investment Management Analyst® (CIMA®), and Certified Private Wealth Advisor® (CPWA®), credentials administered by the Investments & Wealth Institute and taught in conjunction with the Yale School of Management. Residing in Osprey, Florida, Owen has lived in the Sarasota area for over 30 years and is a member of The Oaks Club. His personal interests include boating, football, golfing, music, spending time with family, and traveling.

Jeimy Rodriguez is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Merrill, Amazon.com, and Banco Davivienda. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities.