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 designations. Her prior work includes six years with Caliber Home Loans and roles at Regus and Barre 3. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies and offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

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 designations and bringing 13 years of industry experience. Prior to joining Baird in 2021, she worked at Cetera and Regions Bank, among other financial firms. Outside of her advisory role, she serves as a brand representative for Melaleuca. The DDK Group at Robert W. Baird & Co., where Erin is based, serves individual clients, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, employing both manager-traded and model-traded strategies alongside tax management and direct-indexing capabilities.

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 financial advisor with Ameriprise in Sarasota, FL, holding a Series 66 designation and bringing 20 years of industry experience. She previously worked at Axa Advisors, LLC for 15 years before joining Ameriprise in 2020. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports. The firm serves a large client base through a broad range of advisory, brokerage, and insurance solutions.

Michael Kutch is a financial advisor with LPL Financial in Sarasota, FL, holding a Series 66 designation and having 12 years of industry experience. He previously worked at FSC Securities Corporation for eight years before joining LPL Financial in 2021. Outside of his advisory role, he is involved with Seasons Financial Advisors, LLC, a business entity established for tax and investment purposes. 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 financial planning and advisory programs, combining discretionary and non-discretionary management with research and model portfolios from multiple sources.

Jackson Geiser is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. He previously worked at IST Management and Bar 1868 and is the owner of HammerLinq Automation, an automation business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Paul Dietrich is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 44 years of industry experience. He has worked with Wells Fargo entities since 2009. His outside activities include serving as power of attorney for his children and as a trustee for family trusts. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Zachary Van De Yacht is a Series 66-credentialed financial advisor with six years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior roles include positions at Baird, William Blair, and Russell Investments. 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 advisory services through a network of independent Financial Professionals, utilizing a range of proprietary and third-party model strategies across multiple custody platforms.

Bruce Bittles is a financial advisor at Robert W. Baird & Co. with 47 years of industry experience. He has been with Robert W. Baird since 2002. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides tailored consulting and portfolio services, utilizing a range of investment strategies from traditional to complex, including discretionary management and overlay services.

Vincent Dotterweich is a financial advisor with Ameriprise in Sarasota, FL, holding a Series 63 designation and 33 years of industry experience. He has been with Ameriprise and its affiliates since 2010. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide personalized recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Gabriel Alba is a financial advisor with Fidelity in Sarasota, FL, holding a Series 66 designation and 27 years of industry experience. He previously worked at Icma Retirement Corporation from 2005 to 2021 before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and is noted for its roles as a commodity pool operator and advisor to multiple registered investment companies.

Keith Wolff is a financial advisor with Mass Mutual Investors Services in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and was previously with MetLife Securities Inc. from 2015 to 2017. Wolff serves on the board of trustees for Hartford Youth Scholars and acts as a sounding board advisor to a corporate client’s leadership team. Mass Mutual Investors Services, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers by providing financial planning, asset management, and educational seminars. The firm’s advisory approach involves collaborative, annual planning engagements using advanced analytical tools, with implementation of recommendations handled through separate brokerage or insurance arrangements.

John Letourneau is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior work includes roles at CITY NATIONAL BANK and RBC Capital Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and emphasizes structured planning processes supported by firm-approved tools.

Kelsey Brink is a Certified Financial Planner® with four years of experience currently with RBC Capital Markets. She has worked previously at CWM, SRQ Wealth, and The Dickerson Group. Outside of her advisory role, she owns Sunshine and Spaghetti LLC, a handmade gift business. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities, offering advisory programs with tailored portfolio management and financial planning services. The firm integrates in-house and third-party investment managers with options for tax management and responsible investing.

Steven Grossman is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He worked at UBS Financial Services Inc. for nine years before joining Raymond James in 2018. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional consulting services.

Gary Gray is a financial advisor with Edward Jones in Sarasota, FL, holding the Series 63 and Series 66 designations and over 32 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, Gray serves as a board member of the Herrin Education Foundation in Herrin, Illinois. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates through a broad network of financial advisors and branch offices nationwide.