Adam Anderson is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He previously worked at Prudential Equity Group, LLC from 2001 to 2003. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, utilizing research from Wells Fargo Investment Institute and third-party databases to support its investment approach.

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 34 years of industry experience. He previously worked at LPL Financial for eight years before joining Cambridge in 2014. Outside of his advisory role, he is also an independent insurance agent and operates Preston Financial Management Inc. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutions such as pension and charitable organizations, by providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and offers multiple account platforms and proprietary model strategies.

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 who holds a Series 66 designation and has 16 years of industry experience. He has worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2014 and operates Preston Financial Management. Outside of his advisory role, he is president and owner of Putting for Eagle Inc., a business based in Loveland, Colorado. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

David Feldstein is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. His prior roles include positions at Mass Mutual Investors Services and The Prudential Insurance Company of America. Feldstein is active as a volunteer committee member on a school governance council and serves as president of a consulting and coaching firm, Boomer Concierge. Cambridge Investment Research Advisors serves a diverse client base, including individual, institutional, pension, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Nick Wilson is a financial advisor with J.P. Morgan Securities in Venice, FL, holding a Series 66 designation and 14 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has nine years of prior experience with JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, incorporating forward-looking capital market assumptions and ESG frameworks where applicable.

Kathryn Anderson is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following four years at A. G. Edwards & Sons, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and combines both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

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.