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.

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.

Keith Wolff is a financial advisor with Mass Mutual Investors Services in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and was previously with MetLife Securities Inc. from 2015 to 2017. Wolff serves on the board of trustees for Hartford Youth Scholars and acts as a sounding board advisor to a corporate client’s leadership team. Mass Mutual Investors Services, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers by providing financial planning, asset management, and educational seminars. The firm’s advisory approach involves collaborative, annual planning engagements using advanced analytical tools, with implementation of recommendations handled through separate brokerage or insurance arrangements.

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.

David Yaegers is a financial advisor with LPL Financial in Sarasota, FL, holding Series 63 and Series 65 credentials and bringing 55 years of industry experience. He has been with LPL Financial since 2002. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice and account management provided through a large network of investment adviser representatives.

Meredith Woods is a financial advisor at Robert W. Baird & Co. with 14 years of industry experience. She holds the Series 66 designation and has been with Baird since 2012. Outside of her advisory role, she is involved in managing residential rental properties in Durango, Colorado. She is part of the DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlays to meet diverse client goals and risk tolerances.

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.

Steven Martinucci is a financial advisor with Primerica Advisors in Sarasota, FL, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 1999. Outside of his advisory role, he is also a musician. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

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.

Michael Cudlipp is a financial advisor at OSAIC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Sagepoint Financial, Inc. and United Planners' Financial Services. Outside of advisory roles, he is president of MC Charters, Inc., a fishing charter business. OSAIC Wealth serves a broad range of clients, including retail investors, retirement plan sponsors, charities, and corporate clients, offering comprehensive financial planning and a variety of managed portfolio programs. The firm utilizes a model-based investment approach with tools for portfolio optimization and risk management, supported by a complex affiliate network and significant scale.

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.

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.

Michael Reich is a financial advisor with OSAIC, holding a Series 66 designation and 24 years of industry experience. He previously worked at Signator Investors, Inc. for 17 years before joining OSAIC in 2018. Outside of his advisory role, he is president of CMC Wealth Management, a non-investment-related S Corporation. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools. The firm is notable for its large scale, complex affiliate network, and private-equity ownership.

David Yaegers Jr. is a financial advisor with LPL Financial in Sarasota, FL, holding Series 63 and Series 65 designations and 29 years of industry experience. He has been with LPL Financial since 2002. Outside of his advisory role, he operates a non-variable insurance business under the name Yaegers Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, supported by extensive operational tools and oversight of substantial discretionary assets.

Joseph Mancini is a financial advisor with Morgan Stanley in Venice, FL, holding Series 63 and Series 65 licenses and possessing 35 years of industry experience. He has worked at Morgan Stanley since 2009 and also at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Their financial planning process uses firm-approved tools and modeling techniques, offering both direct and corporate financial planning solutions.

Daniel Connelly is a financial advisor with Primerica Advisors in Sarasota, FL, holding Series 63 and Series 65 licenses and over 33 years of industry experience. He has been with Primerica Advisors since 1992 and with Primerica Financial Services since 1988. Outside of his advisory role, Connelly is the founder of South Sarasota Social, a local networking group. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Michael Armour is a CFP® professional with 27 years of industry experience. He has been with Cetera since 2004 and also serves as a bank director at the First National Bank of Raymond. Additionally, Armour holds board positions with a homeowners association and a Lutheran church in Florida. Cetera Investment Advisers LLC is a large nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with diverse program structures and supervisory arrangements.

Karin Rettger is a financial advisor at Cambridge Investment Research Advisors with 43 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Cambridge since 2014. Rettger is also president of Principal Resource Group, where she has co-authored two books on employee benefits and corporate strategies. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through its extensive network of Financial Professionals.

Randi Sanders is a financial advisor at Osaic with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Securities America Advisors, Inc. and Morgan Stanley. Outside of her advisory role, Sanders is a published fiction and poetry writer and serves as the president of the Florida Gulf Coast chapter of Sisters in Crime, a nonprofit organization focused on mystery writing. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and portfolio management. The firm emphasizes model-based asset allocation and portfolio optimization supported by various analytical tools and offers a range of investment programs delivered through its complex affiliate network.