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.

Stephen Horiuchi is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in assisting executives with managing concentrated stock positions and navigating significant transition events such as retirement, inheritance, or the sale of a business. Stephen also provides clients with access to Bank of America Private Bank services, including trust and estate planning, credit, lending, and banking solutions. He collaborates with clients' external attorneys, accountants, and other professional advisors to coordinate comprehensive financial and legacy plans. Stephen holds the designations of Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his bachelor's degree from Marist College. In addition to his professional work, Stephen is engaged in community service through volunteer activities, reflecting the Merrill tradition of participating in the communities served.

Ashlee Sargent is a financial advisor at Stifel with one year of industry experience. She previously worked at Morgan Stanley and ProVise Management Group. Prior to entering the financial industry, she was employed at Bearss Tavern & Tap. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

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.

James Braun is a financial advisor with Stifel who holds a Series 66 designation and has 19 years of industry experience. He has been with Stifel, Nicolaus & Company since 2006. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Jeffrey Herr is a financial advisor at Merrill with 38 years of industry experience. He holds Series 63 and Series 65 credentials. His career includes roles at Merrill from 1994 to 2003 and again from 2016 to the present, as well as 13 years at UBS Financial Services between 2003 and 2016. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using a combination of model-based and discretionary investment strategies.

Nicholas Urrutia is a financial advisor at Morgan Stanley with nine years of industry experience. He holds the ChFC® and Series 66 designations and has previously worked at Bank of America, Merrill Lynch, and BMO Harris Bank. Outside of his advisory role, he is involved with Firedancer Coffee Consultants in a consulting capacity. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a range of investment and planning services.

Jonathan Guerrero is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. Prior to joining Fidelity, he held roles at Enterprise Holdings and Northwestern Mutual. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a systematic investment process combining fundamental research and quantitative analysis, and it manages model portfolios using a broad universe of mutual funds, ETFs, and ETPs.

Rachel Cooper is a financial advisor at RBC Capital Markets with one year of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining RBC, she worked at Caliber Home Loans for six years and Regus for one year. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients' risk profiles.

Adam Friedman is a financial advisor with Merrill in Sarasota, FL, holding a Series 66 designation and 11 years of industry experience. His career includes roles at Bank of America, N.A., Merrill, Valic Financial Advisors, and Edward Jones. Merrill, along with Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brian Valach is a financial advisor with Ameriprise in Sarasota, FL, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 1997. Outside of his advisory role, he is a co-owner of Marley Management, a real estate business. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm employs a centralized consulting team to deliver non-discretionary, research-driven recommendations and combines algorithmic tools with expert oversight in its approach.

Bradley Washio is a financial advisor with Cetera in Sarasota, FL, holding a Series 66 designation and bringing nine years of industry experience. He has been with Cetera Investment Services since 2016 and has also worked at Regions Bank since 2010. Outside of his advisory role, he serves as a community board member of the YMCA of Southwest Florida, Lakewood Ranch branch. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios, with assets under management exceeding $256 billion.

Elizabeth Knighton is a financial advisor with RBC Capital Markets in Sarasota, FL, holding a Series 63 designation and 30 years of industry experience. She has been with RBC Capital Markets since 2015. Outside of her advisory work, she owns a seasonal vacation home in Maine that is used as a rental property. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored investment strategies and a range of advisory programs that incorporate both in-house and third-party investment management.

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.

Lynda Martinsen is a Series 66-licensed financial advisor with Ameriprise Financial Services LLC, based in Sarasota, FL. She has 21 years of industry experience, including 15 years at Axa Advisors, LLC prior to joining Ameriprise in 2020. Martinsen receives periodic trail commissions from policies sold before joining her current firm. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice, utilizing proprietary research and third-party data.