Paul Harris is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior roles include positions at Southern Trust Financial Planning, Inc. and Securities America Inc. He is also involved in independent insurance services through multiple agencies he owns. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and other retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals employing both proprietary and third-party strategies across various custodial platforms.

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, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Cambridge Investment Research in various capacities since 2018 and also works as a W2 employee at Costco Wholesale. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services through a network of independent financial professionals. The firm offers a range of portfolio management options and employs both proprietary and third-party investment strategies tailored to client objectives.

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.

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 roles beginning in 2020, he served for 26 years with the City of Pembroke Pines Police Department. Outside of his financial advising work, he owns and operates CJV4 Solutions, an executive coaching and consultant training business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals across wealth levels, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing multiple custody and platform arrangements and a mix of proprietary and third-party investment strategies.

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 in Bradenton, FL, holding Series 63 and Series 65 credentials and seven years of industry experience. Prior to joining Cambridge, Graham worked in the automotive industry at several firms including Xpertech Auto Repair and Suncoast Auto Parts. Graham is also an independent insurance agent for various companies through SmartPro Financial. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services delivered through independent financial professionals, with a range of portfolio management options and both proprietary and third-party investment strategies.

Bradley Sublett is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and over 39 years of industry experience. He has been with Equitable Advisors since 1999, previously associated with Axa Advisors. Outside of his advisory work, he serves as chairman of the Business Network Organization in Louisville, Kentucky, and volunteers with The Leukemia & Lymphoma Society and the Kentucky School for the Blind Charitable Foundation. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

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 23 years of industry experience. He has worked at multiple firms including Ameritas Advisory Services and Summit Financial Group, and maintains business activities related to insurance through Vaughn Asset Advisory Agency LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations, offering a range of advisory programs, retirement consulting, and brokerage services.

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 Investment Research. Prior to his advisory role, he worked at Best Buy for over a decade and was involved with Agape Christian School for five years. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing a variety of portfolio management options with both discretionary and non-discretionary strategies.

Michael Hernandez is a Series 65-licensed advisor with Cambridge Investment Research Advisors in Bradenton, FL. He has one year of industry experience and has held roles at several related entities, including Hernandez Ventures LLC (DBA TALORA Products), SCI Innovations LLC, and I Can We Can LLC (DBA MSCI Academy). His prior work includes positions in education and delivery services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, offering financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm supports a range of investment approaches and platform arrangements, including proprietary and unaffiliated model strategies, tailored to client objectives.

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 licenses and six years of industry experience. Prior to her advisory career, she served 21 years in the United States Air Force. In addition to her advisory role, she is an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm utilizes a broad range of portfolio management approaches and proprietary model strategies, supported by institutional features designed to address advisor and client needs.

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 licenses and has worked with Fidelity Investments and Fidelity Personal and Workplace Advisors since 2013. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Rhyanna Broomfield Gilman is a financial advisor with Cambridge Investment Research Advisors holding a Series 65 credential and two years of industry experience. She has worked at Cambridge since 2024 and concurrently at SmartPro Financial since 2022. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing both proprietary models and unaffiliated strategists across multiple platform arrangements.

Alejandro Bolivar is a financial advisor at J.P. Morgan Securities with four years of industry experience and holds a Series 66 designation. His prior experience includes roles at Bank of America/Merrill Lynch and positions managing small businesses such as a charcuterie services company and a real estate holding company. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Wendy Splan is a financial advisor at UBS Financial Services with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, delivering tailored advice supported by proprietary research and capital market analysis.

Robert Rieck is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Thrivent Investment Management Inc and Thrivent Financial for Lutherans from 2008 to 2018. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, delivering written recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic automation to support its advisory process, emphasizing products from affiliated firms.