Alan Richmond is a financial advisor with Ameriprise in Venice, FL, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Brian Angelillis is a CFP® professional with 10 years of industry experience, currently advising clients at Edward Jones since 2015. He holds the Series 66 designation and is based in Venice, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Melissa Cunningham is a financial advisor with Wells Fargo Advisors in Fort Myers, FL, holding Series 65 and Series 63 licenses and eight years of industry experience. Her previous roles include positions at Raymond James Financial Services and Ameriprise Financial Services. Outside of finance, she worked at 3 Fisherman Seafood Restaurant for three years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory solutions with various financial products and referral channels.

Scott Ferguson is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 23 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2019 and previously spent 14 years at FSC Securities Corporation, Inc. Ferguson is also the CEO and owner of Seaboard Capital Group LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm delivers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

James Stein is a CFP® and ChFC® certified financial advisor with 28 years of industry experience. He is currently with LPL Financial, where he has worked since 2021, and previously held positions at Waddell & Reed, Citizens Securities, and various insurance carriers. Stein is also active as a non-variable insurance agent through Edison Risk. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations, offering a wide range of advisory programs, financial planning, and brokerage services supported by comprehensive research and technology.

Samuel Stempler serves as a Financial Advisor with Merrill Lynch Wealth Management, based in Venice, Florida. He focuses on providing clients with thoughtful planning and flexible financial strategies, emphasizing clear communication, transparency, and long-term client relationships. His approach aims to help clients understand the importance of developing a financial plan and adapting it as life circumstances change. Originally from New York, Samuel relocated to Florida in 2023. He has been with Merrill since 2020 and assists clients with investment planning, risk management, and tax minimization strategies. He works alongside a team with over 70 years of collective wealth management experience. Samuel holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the State University of New York System. Samuel is an active member of the Sertoma organization in Venice, Florida. He resides in Parrish with his close family friend, Morgan, and their golden retriever, Oakley. His personal interests include chess, cooking, fishing, gardening, golfing, painting, pickleball, soccer, spending time with family, and swimming.

Blake Lynn is a financial advisor at Edward Jones with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

Robert Nelson Jr. is a financial advisor with Edward Jones in North Port, FL, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he serves as Vice President of Summit Park LLC, a property management company, where he participates in board meetings and supports governance activities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and operates under a fiduciary standard, with notable scale in retail advisory services, branch offices, and affiliated financial capabilities.

Linda Coules is a financial advisor with Edward Jones in Port Charlotte, FL, holding a Series 66 designation and 21 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branches.

Michael Long is a financial advisor at Stifel with 46 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Bank of America and Stifel Nicolaus & Co. In addition to his advisory work, Long serves on several non-investment-related boards, including a homeowners association, a country club finance committee, and a church endowment fund. Stifel serves a diverse client base, including individuals, institutions, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Terri Nelson is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill, she worked in law enforcement with the Sarasota County and Jefferson County Sheriff's Offices and held roles at LifeLock/Symantec Corporation and Ann Taylor Factory Store. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies constructed by internal and third-party managers for individuals, high-net-worth clients, and institutional investors.

Judith Furjanic is a financial advisor at Wells Fargo Advisors with 41 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors since 2015. She is a co-trustee and part owner of Jaburek/Furjanic Financial Group, a firm based in Itasca, IL. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients meeting certain net-worth thresholds, using proprietary research and planning tools.

Matthew Boehm is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 25 years of industry experience. His prior roles include positions at OSAIC, Woodbury Financial Services, and Lion Street Financial. He is the owner of Legacy Private Wealth Advisors and Seaside Key Financial, indicating engagement in entrepreneurial and business management activities alongside his advisory work. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm provides financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, offering a range of discretionary and non-discretionary portfolio management solutions and proprietary and third-party investment strategies.

Ryan Henderson is a financial advisor at Raymond James Financial with 20 years of industry experience. He holds the CFP® and ChFC® designations along with Series 66 and Series 63 licenses. His prior roles include positions at Fidelity Brokerage Services, Creative Planning, and The Estate Settlement Company. He is also associated with Four Pillars Financial Planning Group in a non-investment support capacity. 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, corporations, and institutional entities. The firm employs a non-discretionary, tailored approach to planning and consulting, utilizing risk profiling and modeling tools to support client decision-making.

Stanley Jahn is a CFP®-certified financial advisor with Ameriprise, based in Port Charlotte, FL, and has 47 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in managing several real estate holding companies. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Randall Francis is a financial advisor with Raymond James & Associates, holding a Series 63 designation and 24 years of industry experience. He has been with Raymond James & Associates since 2008. 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, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Charlotte Roper is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. She holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2018. Outside of her advisory role, she is a published author of a Christian book titled *Who Do You Serve*, available through WestBow Press. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm offers non-discretionary advisory services delivered by select Wealth Advisors and incorporates an ESG eligibility framework in its investment recommendations.

Jared Bailey is a CFP® with three years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He has previously worked at Four Pillars Financial Planning Group and held roles at Barnes & Noble College and Bentley University. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and utilizes analytical tools such as risk profiling and probability modeling to support client goals.

Riley Giauque is a CFP® with six years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Flaharty Asset Management, Legacy Wealth Management, and Play It Again Sports. He also operates a separate business entity, Riley Giauque, LLC, for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, financial planning services, and utilizes model portfolios and research from both in-house and third-party sources.

Christopher Bouley is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He previously worked at UBS Financial Services for nine years before joining Wells Fargo in 2024. Outside of his advisory role, he co-hosts a radio show on WNRI Radio Station. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.