David Ambre is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Kenneth Andrews is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Fidelity Investments since 2022, following prior roles at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, the Town of West Hartford Public Works, and the University of Rhode Island. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base, including registered investment companies and charitable funds, and is known for its use of systematic methodologies and oversight in managing model portfolios.

Todd Hogan is a financial advisor with Edward Jones in Bradenton, FL, holding a Series 63 designation and 24 years of industry experience. He has been with Edward Jones since 2002. Hogan serves on the board of directors for Meridian Healthcare in Youngstown, OH. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Isaac Valley is a CFP® and Series 66-registered advisor with Edward Jones in Bradenton, FL, bringing seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at The Scion Group: The Woodlands of W. Tennessee. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

Michael Trosset is a financial advisor at Fidelity with Series 66 and Series 63 licenses and three years of industry experience. Prior to joining Fidelity, he worked for six years as a public defender in Otsego County and operated Trosset Group Attorneys for sixteen years. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Kelli Morrison is a financial advisor with Morgan Stanley in Bradenton, FL, holding a Series 66 credential and seven years of industry experience. She has worked with Morgan Stanley and its Private Bank since 2018 and had prior experience at Crowder Brothers Ace Hardware. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services that combine broad retail and institutional offerings with specialized investment and planning strategies.

Kathleen Scholz is a Series 66-registered financial advisor with LPL Financial in Bradenton, FL, and has seven years of industry experience. Her prior roles include positions at Edward Jones and Fisher Investments. She is co-owner of Abacus Handyman Services LLC, a handyman business based in Palmetto, FL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing discretionary and non-discretionary management supported by in-house and third-party research.

Fernando Colon Hernandez is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. He has worked at Merrill since 2022 and held positions at several other firms, including Bank of America, N.A., H&R Block, and Mutual of Omaha. Outside of his advisory role, he is the owner of Sahel Consulting LLC, a marketing consulting business. 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, pension and profit-sharing plans, corporations, and charitable organizations.

David Huffman is a financial advisor with Cambridge Investment Research Advisors in Lakewood Ranch, FL, holding the ChFC® and Series 63 designations. He has 48 years of industry experience, including 22 years at H. Beck, Inc., and he has operated Huffman Financial Group since 2007, where he is also an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management strategies across multiple platforms.

Braeden Eubanks is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at several firms including Cetera and Minnesota Life Insurance Company. Outside of finance, he has experience in the catering industry through his work with University of Iowa Catering. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Raymond Parker Jr. is a financial advisor with Edward Jones in Lakewood Ranch, FL, holding Series 63 and Series 65 licenses and 27 years of industry experience. He previously worked for Franklin Templeton Distributors, Inc. for 16 years before joining Edward Jones in 2021. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Mark Lacey is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at firms including Fidelity Investments, Raymond James & Associates, The Prudential Insurance Company of America, and PRUCO Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, advisory, and brokerage services through an integrated platform that combines investment advisory programs with access to brokerage and insurance products.

John Tucker III is a CFP®-certified financial advisor with Edward Jones in Bradenton, FL, where he has worked since 2011. He has 14 years of industry experience and holds a Series 66 designation. Outside of his advisory role, he is involved in healthcare property leasing through Health Care for All LLP. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors and manages approximately $1.01 trillion in assets.

Sharone Pierre is a financial advisor with Raymond James Financial in St. Petersburg, FL. He holds Series 63, 65, and 66 designations and has 29 years of industry experience. Pierre has been with Raymond James Financial Services since 2002 and with Raymond James Financial since 2010. 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, pension plans, corporations, charitable organizations, and institutional clients. The firm uses analytical tools and risk profiling to deliver tailored, non-discretionary planning and encourages implementation through its advisory programs or other providers.

Tod Lebeda is a CFP®-credentialed financial advisor with eight years of industry experience. He is currently with J.P. Morgan Securities in Bradenton, FL, and has held prior roles with JPMorgan Chase Bank, Charles Schwab, and One Sycamore Capital. Outside of finance, he worked for three years at Complete Outdoor Equipment. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized manager due diligence and applies an ESG eligibility framework in its recommendations.

Gino Colangelo is a financial advisor with Robert W. Baird & Co. in St. Petersburg Beach, FL, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Robert W. Baird & Co. since 2002. Colangelo serves as a board member for St. Francis Seraph Ministries, where he oversees assets. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group provides tailored consulting and portfolio services, including discretionary and non-discretionary management, with a range of traditional and non-traditional investment strategies.

Jason Hulst is a financial advisor with LPL Financial in Bradenton, FL, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His previous work includes roles at World Equity Group and the ongoing operation of CWA Accounting, Inc., where he is involved in tax preparation and accounting services. Outside of his advisory work, he has longstanding involvement in real estate as owner of Prairieland Homes, LLC, and as a real estate broker with Charles Rutenberg Realty of Illinois. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios, including discretionary and non-discretionary management options.

Robin Robey is a financial advisor with Fisher Investments, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Fisher Investments since 2007. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative screening and qualitative research to construct globally diversified portfolios, and it manages risk through various tactics including derivatives and targeted tax-loss harvesting.

Trent Cowieson is a Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Trent earned his Bachelor's Degree from Florida Gulf Coast University.

Lisa Turner is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at WELLS FARGO Advisors from 2013 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment offerings.