Robert Kurchena Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 24 years of industry experience. He previously worked at Edward Jones for nine years before joining Wells Fargo in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Brian Thelen is a CFP® and Series 66 credentialed advisor with 27 years of industry experience. He has worked at OSAIC since 2018 and previously held positions at Signator Investors, Inc. and Transamerica Financial Advisors. Outside of his advisory role, he is president of the River City Concert Band, a nonprofit organization. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers advisory and brokerage services through a multi-advisor platform with model-based asset allocation and portfolio optimization strategies.

Brandon Kuhn is a CFP® professional with 13 years of industry experience, currently serving at Mass Mutual Investors Services since 2017. His prior experience includes roles at Metlife Securities Inc. and New England Securities. He is also the owner of Atlantic Coast Financial LLC, established to manage commissions from his investment advisory business. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual planning engagements using advanced analytical tools and offers specialized services such as divorce planning and employer-sponsored programs.

Daniel Goland is a financial advisor with LPL Financial who holds Series 63 and Series 66 licenses and has 24 years of industry experience. His prior roles include positions at The O. N. Equity Sales Company, Ohio National Financial Services, Ameriprise, Banc of America Investment Services, and Cetera Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Patrick Didomenico is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 13 years of industry experience. He has been with Raymond James since 2014. Outside of advisory work, he is involved with Century Advisors, LLC, where he handles client communications and trade processing, and he also participates in tax preparation through Century Tax and Financial Services Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and corporate entities. The firm offers non-discretionary planning tailored to client goals using analytical tools and supports institutional consulting, with notable capabilities in municipal and public finance advisory services.

Victoria Tiehen is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and 19 years of industry experience. Her prior roles include positions at BB&T Bank, BB&T Securities, SunTrust Advisory Services, and Suntust Investment Services. She serves as a board member of the Flagler County Education Foundation and is involved with Melaleuca, a wellness company. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing various portfolio management styles supported by in-house research and affiliated sub-advisers.

Christian Ramjohn is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds a Series 66 designation and has worked with J.P. Morgan entities since 2010, including roles at JPMorgan Chase Bank and Amazon Inc. in 2020. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative screening and qualitative research, incorporating ESG considerations and leveraging a broad range of regulatory registrations and derivatives capabilities.

Renae Aiple is a CFP® with eight years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. She previously worked at Edward Jones and Citibank. Outside of her advisory role, she owns a nail and cosmetics business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored non-discretionary planning using advanced analytical tools and supports institutional consulting and portfolio management through a large advisor network.

Tara Eulenfeld is a financial advisor at MassMutual Investors Services with 19 years of industry experience. She holds Series 63 and Series 66 credentials. Her prior work includes roles at The Glenn Planning Group and Princor Financial Services Corporation. She has been involved with The Glenn Planning Group beyond her advisory role, serving as an employee focused on group insurance products and as a director overseeing compensation audits and expense control. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm delivers financial planning through structured, collaborative engagements using firm-approved analytical tools and offers specialized planning services including divorce, estate-settlement, and employer-sponsored planning.

Charles Gillingham is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 registrations and 31 years of industry experience. His prior roles include positions at BB&T Securities and Wells Fargo Clearing. He is based in St. Augustine, FL. 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 broad client base, including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting through various advisory programs.

Kevin Miller is a CFP®-designated financial advisor with 29 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016 and spent 15 years at Merrill prior to that. He is based in St. Augustine, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools supported by its Global Investment Committee’s research.

Alexander Lovaglio is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation. Prior to his current role, he worked for six years at Kingfish Grill and spent seven years in full-time education. Outside of his advisory work, he has experience in the restaurant industry as a server. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management services with an integrated structure that supports a large client base.

Russell Mccary is a financial advisor at Fisher Investments with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Empower Advisory Group, Personal Capital Advisors Corporation, and VALIC Financial Advisors. Outside of his advisory role, he manages a rental property on a personal basis. Fisher Investments serves a global client base of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and employs various risk management and tax-aware strategies.

Brian Winger is a financial advisor at Raymond James Financial with 13 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America/Merrill Lynch for five years before joining Raymond James in 2017. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Dana Hooten is a financial advisor at Morgan Stanley with 28 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and provides tailored financial planning supported by firm-approved tools and research.

Andrew Laino is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has 26 years of industry experience, including long-term service at The Prudential Insurance Company of America and Pruco Securities, LLC. He is also the owner of Laino and Associates Financial Group, Inc. in Sarasota, Florida. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm utilizes a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Catherine Stone is a CFP® with 29 years of experience in the financial industry. She has been with Ameriprise since 2005, currently serving as an advisor at the firm. Outside of her advisory role, she serves on the Board of Directors for the Saint Augustine Film Society Inc. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team in partnership with clients’ advisors.

Paul Carter is a CFP® professional with 10 years of experience in the financial services industry. He is currently with Cetera and has held prior positions at First Allied Securities Inc., Richard Worrell, LLC, Northwestern Mutual Investment Services LLC, and BBT Investments. Cetera Investment Advisers LLC is an SEC-registered firm serving a nationwide network of independent advisors and a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through multiple program structures and affiliations, managing over $256 billion in assets.

Gabriel Niles is a financial advisor with Fisher Investments, holding a Series 66 designation and 15 years of industry experience. He has worked at Fisher Investments since 2014 and previously held positions at Morgan Stanley, Wells Fargo Clearing, and Edward Jones. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm centralizes investment decisions through an Investment Policy Committee that uses both quantitative and qualitative research to construct globally diversified portfolios and employs tax-aware processes and risk management tactics.

Cory Binsfield is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at Securities America Advisors and Securities America Inc., as well as owning Binsfield Capital Management. Outside of his advisory work, he is involved in real estate management and consulting, including blogging and participation in real estate forums. OSAIC serves a broad mix of retail and institutional clients with brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization and supports a variety of investment programs and strategies for diverse client types.