David Berretta is a financial advisor with Janney Montgomery Scott, holding a Series 66 credential and bringing 25 years of industry experience. He has been with Janney Montgomery Scott and its predecessor firm since 2016. Outside of his advisory role, he is the owner of David Berretta LLC in Venice, FL. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

David Hoover is a Series 66-licensed financial advisor with Principal Financial Services, based in Nokomis, FL. He has one year of industry experience, including roles at Principal Life Insurance Company and Principal Securities, Inc. Prior to his advisory career, he held various positions in security services, distribution, and transportation. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

David Glickman is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and bringing nine years of industry experience. He has worked with TD Bank, N.A. and TD Private Client Wealth LLC since 2015. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm uses a combination of strategic and tactical asset allocation with investments from affiliated and third-party managers, offering portfolio management, financial planning support, and custody services through third-party custodians.

Rochelle Cairo is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. She has been with Truist Advisory Services since 2016 and with Truist Investment Services since 2014. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager-selection program that utilizes both discretionary and non-discretionary approaches supported by third-party platform arrangements.

Daniel Hughes is a financial advisor with NewEdge Advisors in Sarasota, FL. He holds the Series 66 designation and has nine years of industry experience. His prior work includes six years at Edward Jones and current roles with NewEdge Advisors and LPL Financial. Outside of finance, he has brief experience with Oregon Commercial Painters and Starry Night Christmas Lights. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, retirement plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Angela Peterson is a financial advisor at Raymond James Financial with 22 years of industry experience. She holds Series 63 and Series 65 designations and has been with Raymond James since 2009. Peterson was previously affiliated with Greek Gates LLC for one year. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique municipal advisor affiliation.

Peter Hart is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and over 54 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he has ownership of a rental property in Zepherhills, Florida. 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 process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Cameron Angeloni is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 17 years of industry experience. His previous roles include positions at TD Ameritrade and Fidelity Investments. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, utilizing a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction.

Chrystin Brackett is a financial advisor at Fidelity with 12 years of industry experience. Her prior roles include positions at Bank of America, Merrill, and Metlife Securities. Outside of her advisory work, she is the owner and creator of Mind of a Mermaid Creations, a business selling handmade seashell crafts and producing seashell-related content on social media. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Jarrod Dehn is a financial advisor at Fisher Investments with three years of industry experience. He holds the Series 66 and Series 65 designations and has worked at Fisher Investments since 2016. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process that combines quantitative and qualitative research to construct diversified portfolios and manages risk through various tactical approaches, including derivatives and tax-aware strategies.

Anna Wustin is a financial advisor at LPL Enterprise with two years of industry experience. She holds the Series 66 designation and has prior work history at Pruco Securities LLC and The Prudential Insurance Company of America, where she also serves as a Sales Support Specialist. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach using portfolios developed by internal and third-party strategists and offers financial planning, access to third-party asset managers, and a wrap program.

Brian Young is a financial advisor with Osaic Wealth, Inc. in Venice, Florida. He holds the CFP® designation and has 29 years of industry experience, including prior roles at Woodbury Financial Services and Questar Asset Management. Additionally, he is involved with Comprehensive Financial Planning Group, LLC, where he provides financial planning and insurance services. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing firm-provided asset-allocation tools and third-party managed solutions to construct portfolios across a broad range of asset classes.

Richard Stern is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He worked at Robert W. Baird & Co. Inc. from 2009 to 2021 before joining Raymond James in 2021. Stern also produces a nightly business report as a business commentator. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, supported by a nationwide adviser network and extensive research and portfolio management resources.

Timothy Keegan is a financial advisor based in Sarasota, FL, affiliated with Morgan Stanley. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Since 2009, he has worked with Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides investment advisory and brokerage services to both individuals and institutional clients, offering financial planning and wealth management solutions supported by structured planning tools and broad market capabilities.

John Nelson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on serving the wealth management needs of successful entrepreneurs and medical professionals and their families. John works closely with this select clientele to personally understand their financial goals and assist them in making work optional while preserving their lifestyle for future generations. He also helps clients navigate various financial transitions and has a special interest in supporting veterans and those in the medical profession. John has been in the financial services industry since 1985 and joined Merrill Lynch in 2011. His experience includes nearly two decades in senior leadership roles involving branch management, supervision of billions in client assets, and coaching financial advisors to improve client service. This extensive background has enabled him to develop a defined consulting process to help clients make informed financial decisions. He holds a Bachelor’s Degree from Franklin & Marshall College and several professional certifications, including Certified Private Wealth Advisor (CPWA), Certified 401(k) Professional (CKP), Certified Plan Fiduciary Advisor (CPFA), Certified Exit Planning Advisor (CEPA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of work, John is involved in community organizations such as the Boy Scouts of America Jersey Shore Council and the Night Stalkers Foundation, and participates in philanthropic efforts supporting military families, medical research, and community aid.

Idaliz Diaz Godineaux is a CFP® and holds a Series 66 license with 13 years of experience in the financial industry. She has worked at Fidelity Investments since 2013, with prior roles at Charles Schwab, JP Morgan, PNC Investments, and Merrill. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to both retail and institutional clients. The firm uses a combination of proprietary fundamental research and quantitative analysis to construct model portfolios and serves as an advisor to multiple registered investment companies.

Anthony Riker is a financial advisor at Morgan Stanley in Sarasota, FL, holding a Series 66 designation with five years of industry experience. His work history includes roles at Morgan Stanley Private Bank, N.A. since 2022 and Morgan Stanley since 2019, as well as earlier experience outside finance. Morgan Stanley Wealth Management serves individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides financial planning services that emphasize advisory capacity without individual security recommendations.

Matthew Harrington is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and previously worked at Liberty University and The Gentleman Plumber. He is also associated with Young Living Essential Oils, a business managed solely by his wife. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Dayhan Gomez is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He previously worked at Bank of America, N.A. and has been with Merrill since 2008. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm uses internal Chief Investment Office teams and third-party managers to implement portfolio strategies and administer accounts.

James Tate Sr. is a CFP® with 38 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. He previously worked at Stifel Independent Advisors, LLC and Wells Fargo Advisors. Outside of his advisory role, he is the owner of Green Fairways Financials, LLC and serves as secretary of the Myakka River Trails Homeowners Association in Venice, FL. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary advisory services that incorporate risk profiling and modeling tools, with a notable focus on municipal and public-finance work as well as specialized retirement plan advisory programs.