Joseph Rowe is a financial advisor with Ameriprise in Ellenton, FL, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2002. Outside of his advisory role, he is involved in a consulting business, JNA Solutions, LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides written retirement income plans and annual planning advice focused on income stability and tax-aware withdrawal strategies.

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 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 J. Herr serves as a Wealth Management Advisor and Senior Portfolio Manager at Merrill Lynch Wealth Management. He has been in the financial services industry since 1988, focusing on assisting clients in managing their individual wealth through various market cycles. In his role as Senior Portfolio Manager, Jeffrey manages personalized or defined investment strategies on a discretionary basis, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Jeffrey's expertise encompasses a wide range of client focus areas such as college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He is a frequent speaker on wealth management for retirement, reflecting his long-standing commitment to this area. He holds a Bachelor's degree from Knox College and earned the Certified Investment Management Analyst designation from the Yale School of Management. Additionally, he maintains the Personal Investment Advisor designation. Outside of his professional activities, Jeffrey's interests include cooking, fishing, golfing, ice hockey, music, and reading.

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 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.

Linda Parisi is a financial advisor with Cambridge Investment Research Advisors in Palmetto, FL, holding Series 63 and Series 66 credentials and 32 years of industry experience. Her prior firms include The Huntington Investment Company and H. Beck, Inc. She also operates Modern-Wealth, LLC as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad range of clients, including individuals, pension plans, and charitable organizations, through financial planning, investment management, and retirement advisory services delivered via a network of independent Financial Professionals.

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.

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.

John Hamilton is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings to tailor plans based on proprietary research and asset allocation models.

Anthony Meyer is a financial advisor with Wells Fargo Clearing in Bradenton, FL, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Outside of his advisory work, he is a 33.3% owner of University Club Group, LLC, a real estate business. 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 combines brokerage and advisory solutions supported by research from the 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.

Henry Debski Jr. is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 credential and over 44 years of industry experience. He has been with Cambridge since 2005. Outside of his advisory role, he operates a small business selling books, magazines, and comic books on eBay. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory, using both proprietary and third-party strategies tailored to client objectives.