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.

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.

Erin Hajdu is a financial advisor with Robert W. Baird & Co. Incorporated, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. She has worked at Cetera, Regions Bank, and SunTrust Advisory Services prior to her current role. Outside of her advisory work, she serves as a brand representative for Melaleuca. She is part of The DDK Group within Baird’s Private Wealth Management department, which provides financial planning, portfolio management, and consulting services to individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm employs a range of investment strategies including separately managed account programs and emphasizes manager selection, internal research, and use of technology in client advice.

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.

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.

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.

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.

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.

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.

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.

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.