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.

Andrea Stephenson is a financial advisor with Charles Schwab in Sarasota, FL, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has worked with Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc. since 2005 and spent time at Amsouth Investment Management Company LLC earlier in her career. She serves as a director for Serenity Creek HOA, a nonprofit charitable organization. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment services with a multi-asset, model-driven approach and centralized operational infrastructure.

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.

Timothy Collins is a financial advisor with Fidelity in Sarasota, FL, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Fidelity Investments since 2000, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC, where he is associated, provides investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves a diverse client base including charitable funds and registered investment companies.

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.

Matthew Schmidt is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2010. His prior roles include positions at Merrill and Wells Fargo Clearing. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved tools to model financial outcomes.

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 bringing 33 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliate since 2014. Outside of his advisory role, he is an independent insurance agent and president of Preston Financial Management Inc. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a large network of independent professionals. The firm provides a variety of investment implementation options and maintains proprietary models alongside access to unaffiliated strategists, with formal policies addressing conflicts of interest and support for advisor business relationships.

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.