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®-certified financial advisor with 25 years of experience at Raymond James & Associates in Venice, FL. She has served at the firm since 2001. Outside of her advisory role, she is involved in several nonprofit organizations, including the Gulf Coast Community Foundation of Venice, the Venice Nokomis Rotary Club—where she is a past president—and the Boys and Girls Club of Venice, where she serves on the advisory board. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, supporting both discretionary and non-discretionary advisory relationships.

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 the Series 66 designation and two years of industry experience. Prior to joining Fidelity, he was involved with several businesses including HammerLinq Automation, where he serves as owner and independent contractor. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and it also serves as a registered commodity pool operator and advisor to multiple registered investment companies.

Bret Preston is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 15 years of industry experience. He has been with Cambridge Investment Research Advisors since 2014 and is also the owner and president of Putting for Eagle Inc., a business entity established in 2022. Additionally, he operates Preston Financial Management, a financial management firm active since 2010. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services. The firm uses a range of investment approaches, including proprietary models and third-party strategies, and supports advisors with institutional features such as equity participation and formal compliance processes.

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.

Blake Waldron is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and eight years of industry experience. He has worked at Morgan Stanley since 2017 and has been with Morgan Stanley Private Bank, N.A. since 2018. Prior to his career in finance, he spent seven years at West Marine. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenarios developed by its Global Investment Committee.

Steven Grossman is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Raymond James since 2018 and previously spent nine years at UBS Financial Services Inc. Raymond James & Associates offers financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and asset-allocation analyses, supporting both non-discretionary and discretionary advisory relationships, and maintains capabilities in public finance and municipal 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.

David Barcomb is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he leads The Barcomb Group, a customized wealth management team. He has been managing this team for over 28 years and was named Managing Director in 2013, which is Merrill's highest recognition title for advisors. David and his eleven-person team focus on goals-based wealth planning strategies and asset management, serving families, non-profits, and emerging businesses. David holds a Bachelor's Degree from Trinity College, where he studied economics and political science. He is a Personal Investment Advisor and holds Series 7 and 66 FINRA registrations. He also serves as an Investment Advisory Program Portfolio Manager. His areas of expertise include college education planning, corporate executive services, services for endowments, foundations, and non-profits, legacy planning, managing new wealth, tax minimization, and retirement income. Outside of his professional role, David is involved in his community as a trustee of the South Shore Hospital Charitable Foundation. He is a member of several clubs including Cohasset Golf Club, Laurel Oak Tennis Club, Sarasota Sports Club, and Sarasota Yacht Club. He enjoys biking, boating, cooking, football, golfing, music, tennis, and traveling. David resides with his wife Mindy in Sarasota, Florida, and Hingham, Massachusetts, and they have three adult children.

Alexander Lallman is a financial advisor with Charles Schwab in Sarasota, FL, holding Series 66 and Series 63 licenses and 12 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2020 and previously at TD Ameritrade from 2015 to 2020. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and provides centralized supervisory, custody, and order-routing services across a large client base.

Adrienne Lambers is a financial advisor with Morgan Stanley in Sarasota, FL, holding a Series 66 designation and eight years of industry experience. She previously worked at AXA Advisors, New York Life Insurance, and has been affiliated with Calvin College in various capacities since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning approach includes structured discovery conversations and proprietary planning tools, serving clients directly and through corporate financial planning agreements.