Kristina Doncheva Aldana is a financial advisor at Raymond James & Associates with six years of industry experience. She holds the Series 66 designation and has been with Raymond James Financial since 2019. Prior to her career in finance, she worked at Holiday Inn Lido Beach for over a decade. Raymond James & Associates, Inc. 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, institutional investors, and municipal entities, offering financial planning and investment consulting with a range of portfolio management styles supported by affiliated research and sub-advisers.

Chaitanya Shinde is a financial advisor with Fidelity in Sarasota, FL, holding Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity, Shinde held various roles including positions at the University of Florida and Bowland. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, including fund advisory and multi-manager structures, and employs systematic methodologies across mutual funds, ETFs, and ETPs.

Tyler Brumfield is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Fifth Third Securities and Fifth Third Bank. 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 both brokerage and advisory solutions.

Nan Cohen is a CFP® professional with 32 years of industry experience, currently affiliated with LPL Financial since 2024. She has prior experience with Creekside Financial Advisors LLC and Securities America Advisors Inc. Cohen is also a co-owner of Creekside Financial Holdings, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, providing discretionary and non-discretionary management supported by model portfolios, research, and various specialized services.

John Schloss is a financial advisor with Raymond James & Associates in Sarasota, FL, holding a Series 66 designation and 24 years of industry experience. He has been with Raymond James & Associates since 2001. Outside of his advisory work, he owns rental real estate properties. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse clientele, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Laura Coelingh is a financial advisor with UBS Financial Services in Sarasota, FL, holding a Series 66 designation and having 11 years of industry experience. She previously worked for Northern Trust Securities Inc and Northern Trust Bank for 16 years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary capital market assumptions and research to tailor plans based on clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a broad range of financial products and capital markets solutions.

Wendy Kester is a financial advisor at UBS Financial Services with 25 years of industry experience. She holds Series 63 and Series 65 credentials and has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Arthur Gettinger is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 29 years of industry experience. Prior to joining OSAIC in 2023, he spent 14 years at Sagepoint Financial, Inc. He owns Gettinger Financial LLC, which provides investment planning, tax planning, estate planning, insurance planning, and retirement/cash flow planning services, including fixed insurance sales. He has also served as a trustee for family trusts. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm integrates brokerage and advisory services with a range of investment options and uses proprietary tools and third-party platforms to construct and manage portfolios.

Richard Morris is a financial advisor with Morgan Stanley in Bradenton, FL, holding a Series 66 designation and 14 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and has been affiliated with Morgan Stanley Smith Barney LLC since 2010. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and model-based outcome simulations as part of its planning process.

John Sartini is a Certified Financial Planner (CFP®) with 30 years of experience in the financial services industry. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, National Association. He is based in Sarasota, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

Cameron Barsoum is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 credentials and seven years of industry experience. He has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2019 and previously spent time at Koss Olinger Financial Group and the University of Florida. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Jennifer Lee is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked with Cambridge Investment Research Advisors since 2021 and previously was involved with Grove Point Advisors and Modern-Wealth, LLC. Outside of advising, she owns I Just Ate A Bug LLC, a business operating in St. Petersburg, FL, and serves on the Women’s Action Committee. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm provides tailored investment strategies through various platform arrangements, combining proprietary and third-party model strategies and offering both discretionary and non-discretionary solutions.

Saylor Evans is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, Evans worked at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise serves a broad mix of clients including individuals, retirement plans, charitable organizations, corporations, and other institutional clients through both advisory and brokerage channels. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, utilizing an integrated platform that combines adviser programs with the sale of other financial products.

Vincent Rehfeldt is a financial advisor with Cetera and holds a Series 66 designation. He has four years of industry experience and has also worked as a social media manager for The Ranch Assisted Living Facility. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors, utilizing multiple program structures and investment approaches.

Mark Laflamme is a financial advisor with Osaic Wealth, Inc. holding Series 63 and Series 65 licenses and has 33 years of industry experience. His prior work includes roles at Ameriprise, Cetera Advisor Networks, United Capital Financial Advisers, and Girard Securities. Outside of his advisory work, he is the founder and vice president of Canines for Heroes, an organization that provides and trains service dogs for veterans and first responders diagnosed with PTSD. OSAIC serves a wide range of clients including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with access to multiple investment platforms and employs a variety of asset-allocation tools and third-party solutions in portfolio construction and management.

Joseph Topolski is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 19 years of industry experience. Prior to joining Cambridge in 2018, he worked at MML Investors Services and Mass Mutual Life Insurance Company from 2012 to 2018. He is also an owner and independent insurance agent at Fraser Financial Partner. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors, offering financial planning, investment management, and retirement advisory services. The firm provides multiple investment platforms and strategies, combining proprietary models and third-party solutions tailored by independent Financial Professionals.

Thomas Bardwell is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2014. Outside of his advisory role, Bardwell serves on the board of directors for the Hello Industry Music Band, where he provides business strategy advice. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market scenario modeling as part of its financial planning process.

James Nunciato is a financial advisor with LPL Financial in Bradenton, FL, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc., and United Financial Services. He has maintained an ongoing involvement with Wall Street on Court Street for over 30 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Lisa Longo is a CFA® charterholder and holds a Series 63 license with two years of industry experience. She began her career at Rockwood Capital Advisors, where she worked for 23 years, followed by two years at PlanMember Securities Corporation before joining Charles Schwab and Co., Inc. and Charles Schwab Bank in 2026. Charles Schwab & Co., Inc. serves a broad client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by centralized custody and operational processes.

Brianna Izzo is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. She previously worked at Bank of America and Merrill. Outside of her advisory role, she owns a small business selling handmade crochet items on Etsy. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment management grounded in modern portfolio theory. The firm serves institutional clients with a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.