Edward Semmerling IV is a CFP® professional with 15 years of industry experience, currently serving at Edward Jones in Bradenton, FL since 2013. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a broad range of financial needs. The firm offers discretionary and non-discretionary investment strategies, including access to separately managed accounts and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Andrew Mantack is a financial advisor with Wells Fargo Clearing in Bradenton, FL, holding Series 63 and Series 66 licenses and seven years of industry experience. He has been with Wells Fargo Clearing since 2018 and has worked at Wells Fargo Bank, N.A. since 2016. Outside of his advisory role, Mantack co-owns two businesses with his spouse, SYNCENTRICITY LLC and Trinity Care Management Solutions, LLC, overseeing finances for the latter. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven process is based on modern portfolio theory and includes a broader range of financial product offerings than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Brittany Stewart is a CFP® professional with 14 years of industry experience, currently serving at Edward Jones since 2012 in Bradenton, FL. She holds the Series 66 designation and has spent her entire advisory career with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of advisors and offers a variety of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

Paul Harris is a financial advisor with Cambridge Investment Research Advisors, Inc. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. His prior roles include positions at Southern Trust Financial Planning, Securities America, and Summit Financial Group. He is also involved as an independent insurance agent through multiple insurance agencies he owns. Cambridge Investment Research Advisors, Inc. serves a diverse client base, including individual investors and institutional clients such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals and manages a multi-billion dollar asset base.

Pamela Klug is a Series 66-licensed financial advisor at Ameriprise with 18 years of industry experience. She has been with Ameriprise and its affiliates since 2007. Outside of her advisory role, she is involved in fiduciary activities and serves as an executor. Ameriprise offers specialized retirement-income planning services aimed at clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Jacob Williams is an investment advisor representative with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has seven years of industry experience and has been with Cambridge since 2018. Outside of his advisory work, he is employed at Costco Wholesale and has experience in insurance-related activities. Cambridge Investment Research Advisors, Inc. serves a diverse range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, and retirement-plan advisory services. The firm operates through thousands of financial professionals and provides access to multiple platforms, proprietary model strategies, and both discretionary and non-discretionary management options.

Peter Hofstra is a financial advisor at Edward Jones with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2021. Prior to that, he was employed at Franklin Templeton Financial Services Corp. and Franklin Templeton Distributors Inc. from 2011 to 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separate managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Joseph Westendorf is a financial advisor with Cetera in Bradenton, FL, holding Series 63, 65, and 66 licenses and 28 years of industry experience. His prior work includes roles at Hancock Whitney Bank, U.S. Bancorp Advisors, Fifth Third Bank, Touchstone Securities, and Morgan Stanley. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers within a multi-manager platform.

Cornelius Vaughan IV is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 credentials and six years of industry experience. Prior to his current advisory role, he served for 26 years with the City of Pembroke Pines Police Department. He is also the owner of CJV4 Solutions, where he works as an executive coach and consultant trainer. Cambridge Investment Research Advisors serves a diverse client base that includes individual and institutional clients such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and custodians.

Kevin Warner is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial since 2023. Outside of his advisory role, Warner serves as supply clergy for the Dioceses of Southwest Florida and is a board member of La Cruz School, a bilingual pre-school forming as a 501(c)(3) organization. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm focuses on comprehensive, goal-based planning with written recommendations across various areas, including retirement and estate planning, and offers clients the option to combine planning with managed-account services under a consolidated billing program called WealthPlan.

Joshiwa Graham is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has seven years of industry experience, including roles at Cambridge Investment Research, Inc. Prior to entering the financial sector, he worked in the automotive repair industry. Graham also works as an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a network of thousands of financial professionals.

Bradley Sublett is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of advising, Sublett serves as chairman of a local business network organization in Louisville, Kentucky, volunteers with the Leukemia & Lymphoma Society, and sits on the board of a charitable foundation for the Kentucky School for the Blind. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a variety of advisory models, including third-party managers and proprietary programs, and offers ERISA fiduciary services through credentialed representatives.

Mandisa Trader is a financial advisor with Ameriprise in Ruskin, FL, holding Series 63 and Series 66 licenses and 21 years of industry experience. Her prior roles include positions at Citigroup and American Enterprise Investment Services Inc. She has been with Ameriprise in various capacities since 2015. Ameriprise offers a retirement-income planning service focused on individuals with substantial investable assets, providing customized Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with algorithmic tools to deliver tailored retirement income advice, primarily serving clients with Ameriprise-managed accounts.

David Thomas Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 24 years of industry experience. His background includes roles at Ameritas Advisory Services, Summit Financial Group, and Merrill, among others. He is also involved with Vaughn Asset Advisory Agency LLC, serving as president and managing member of an insurance agency. 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, utilizing various investment strategies and supporting over 22,800 advisors.

Michael Stone is a financial advisor with Cambridge Investment Research Advisors in Bradenton, FL. He holds Series 65 and Series 63 licenses and has six years of industry experience, all with Cambridge since 2020. Outside of his advisory role, he has worked in retail sales at Best Buy since 2015. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management through various platforms and proprietary model strategies.

Chris Altman is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His previous roles include positions at Voya Financial Advisors and Cetera Wealth Services. Outside of financial advising, he is a co-owner of Rare Bird Records, LLC, a communal Christian music venture involving writing, playing, arranging, recording, and marketing. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and employs multiple program platforms and discretionary authorities.

Joanne Hale is a financial advisor with Cambridge Investment Research Advisors in Bradenton, FL, holding Series 63 and Series 65 credentials and six years of industry experience. She served in the United States Air Force for 21 years before beginning her financial services career. Outside of advising, she is an independent insurance agent representing various companies. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, and retirement-plan advisory services. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Dana Manley is a financial advisor with Edward Jones in Bradenton, FL, holding Series 63 and Series 66 designations and 26 years of industry experience. Prior to joining Edward Jones in 2018, he worked at USAA Investment Management and USAA Financial Planning Services from 2011 to 2018. He is involved with the FL West Coast High School Soccer Officials Association as a soccer referee in Tampa, FL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment strategies supported by a nationwide network of approximately 23,701 financial advisors.

John Destefano Jr. is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Fidelity and its affiliates since 2013. Fidelity, through its Strategic Advisers LLC subsidiary, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services as well as fund management.

Rhyanna Broomfield Gilman is a Series 65-licensed financial advisor with Cambridge Investment Research Advisors, bringing two years of industry experience. Prior to joining Cambridge, she worked with SmartPro Financial and has a varied background including roles outside finance. Cambridge Investment Research Advisors serves individual and institutional clients with services such as financial planning, investment management, and retirement-plan advisory. The firm offers a range of platforms and proprietary model strategies to support discretionary and non-discretionary management.