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 at Wells Fargo Advisors with 26 years of industry experience. He holds a Series 66 designation and has worked with Wells Fargo Clearing and A. G. Edwards & Sons, Inc. in prior roles. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting a net-worth threshold, utilizing proprietary research and planning tools to develop customized recommendations.

Michael Sheppard Jr. is a Financial Advisor with Merrill Lynch Wealth Management, specializing in helping families, retirees, and busy professionals address both their short-term and long-term financial goals. He provides tailored strategies that encompass general investing, retirement planning, education planning, small business strategies, individual and corporate investment strategies, and tax minimization. Michael utilizes a one-on-one approach to understand client priorities and develop portfolio strategies aligned with their objectives. He offers ongoing advice and adapts portfolios as circumstances change, supporting clients through complex financial decisions such as buying a home, saving for college, and preparing for healthcare needs. In addition to his advisory role, he coordinates with Bank of America specialists on banking, credit, home financing, and small business solutions. He holds a Bachelor's degree from Florida Gulf Coast University and a Master's degree from the University of Florida. Michael has earned professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of work, he enjoys activities such as boxing, camping, football, hiking, pickleball, reading, skiing, spending time with his family, and traveling.

Robert James is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 designations. He has 16 years of industry experience, including roles at THE O.N. Equity Sales Company and Ohio National Financial Services. Outside of advising, he is involved in business development coaching and operates an independent insurance agency through Marathon Risk Solutions. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and provides access to proprietary model strategies and unaffiliated third-party advisers.

Paul Farthing is a CFP® professional with 33 years of industry experience. He has been with Cambridge Investment Research Advisors since 2010, following prior roles at Gunnallen Financial, Inc. and Mass Mutual Investors Services. Cambridge Investment Research Advisors, Inc. serves a diverse range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and offers access to multiple platforms, discretionary and non-discretionary management, as well as proprietary model strategies.

Jeimy Rodriguez is a financial advisor at J.P. Morgan Securities with four years of industry experience and a Series 66 designation. Their prior work experience includes roles at JPMORGAN Chase Bank, Bank of America, Merrill, Amazon.com, and Banco Davivienda. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Michael Harding is a financial advisor with Ameriprise in King of Prussia, PA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at Ameriprise and its affiliated entities since 1996. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team.

Heidi Kesner is a financial advisor with Edward Jones in North Port, FL, holding a Series 66 designation and 13 years of industry experience. She has worked at Edward Jones since 2012, with brief periods at LPL Financial and Northwestern Mutual Investment Management. Outside of her advisory role, she creates epoxy crafts and tumblers, participating in craft fairs and selling her designs online. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a comprehensive range of advisory programs and investment solutions. The firm is distinguished by its extensive national network of advisors and branch offices, as well as affiliated capabilities including a trust company and proprietary investment products.

Mark Uebelacker is a financial advisor with Edward Jones in Punta Gorda, FL, holding Series 66 and Series 63 licenses. He has two years of industry experience and has worked at various firms including Forthright Capital Partners and Merrill Lynch/Bank of America. Prior to his financial services career, he had roles in marketing, university positions, and service industries. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branch offices.

James Levell is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He has been with Wells Fargo Advisors since 2014 and holds Series 63 and Series 65 licenses. Levell is also the owner of Levell Wealth Management, LLC, an investment-related business based in Punta Gorda, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including retirement, education, risk, and wealth-transfer planning, utilizing proprietary research and tools to develop tailored recommendations for clients.

Eric Loche is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Morgan Stanley and its affiliated private bank since 2014 and 2015, respectively. Outside of his advisory role, he is involved in managing rental property. Morgan Stanley Wealth Management serves individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by structured discovery and firm‑approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Jamie Hatfield is a financial advisor with Cetera in Venice, FL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Commonwealth Financial Network for 13 years and operates multiple businesses, including financial services firms and a livestock operation. Hatfield also oversees a courier service and owns a real estate company. Cetera Investment Advisers LLC serves a nationwide clientele including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

Stephen Serati is a financial advisor at OSAIC with 37 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at several firms, including Securities America Advisors, SSN Advisory, and MSI Financial Services. He is a partner in Millenia Investments, a company involved in investment advisory and insurance-related business. OSAIC Wealth serves a diverse client base ranging from individual investors to institutional clients, offering a range of brokerage and advisory services through a multi-advisor platform. The firm utilizes a model-based investment process with portfolio optimization and supports various investment strategies and third-party managers.

Amber Weaver is a Series 66 licensed financial advisor at Merrill with eight years of industry experience. She previously practiced law at Amber L. Weaver, Esquire P.A. for sixteen years before transitioning to finance. Weaver serves as an advisory board member for Meals on Wheels of Charlotte County. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, corporations, pension and profit-sharing plans, and charitable organizations.

Perry Korszen is a financial advisor with Raymond James & Associates in Venice, FL, holding a Series 66 designation and 13 years of industry experience. He has been with Raymond James & Associates since 2013 and has served with the Military Officers Association of America since 2016. 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 wide range of clients including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by diverse portfolio management styles and affiliated research.

Jean Paul Ceballo is a financial advisor with Primerica Advisors, holding a Series 66 designation and three years of industry experience. His background includes roles at Merrill Lynch, Charles Schwab, LPL Financial, and Wells Fargo Bank, among others. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages a wrap-fee asset management program that utilizes model-delivery strategies created by unaffiliated asset managers and offers a range of strategic, tactical, tax-managed, and income-distribution investment models.

Stacy Hart is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Cetera Wealth Services since 2013 and Cetera Investment Advisers since 2023. Outside of her advisory role, she is co-owner of a home inspection business with her spouse. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Brittany Ingman is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2017. Prior to that, she was employed at Arcadia Amoco (Marathon) for three years. Outside of her advisory role, she serves as an event coordinator for a local boating club that organizes boating events and social gatherings. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Thaddeus Obecny is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 27 years of industry experience. His career includes long tenures at Avantax Insurance Agency, LLC and Avantax Investment Services, Inc. He is also a partner in a notary public service and serves as an executor of an estate, overseeing its operations. Additionally, he assists with financial management for his son's professional golf business. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets.

Mark Hotchkiss is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Ameriprise in Venice, FL. His prior experience includes over a decade at First Command Financial Services and its affiliated entities. Ameriprise offers a retirement-income planning service targeting individuals near or in retirement with significant investable assets, delivering written recommendations that integrate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support clients, primarily focusing on assets managed within Ameriprise accounts.