Jonathan Eskridge is a financial advisor at Wells Fargo Advisors with 43 years of industry experience. He previously worked at UBS Financial Services Inc. for 18 years before joining Wells Fargo Advisors in 2026. He holds Series 63 and Series 65 licenses. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, with tailored recommendations developed using proprietary research and tools.

Joseph Pallet is a CFP® with 18 years of industry experience, currently associated with LPL Financial in Bradenton, FL. His career includes roles at Transamerica Retirement Solutions, Raymond James Financial, UBS Financial Services, and Chase Investment Services Corp. In addition to his advisory work, he holds a financial institution role at Lake Michigan Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

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 at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity, Shinde held 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, including charitable gift funds and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.

Tyler Brumfield is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 registrations and two years of industry experience. His prior roles include positions at Fifth Third Securities, Fifth Third Bank, and various other companies across financial and operational sectors. He spent 11 years as an independent contractor for USA Hockey. 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 supported by research from Wells Fargo Investment Institute and third-party databases.

Nan Cohen is a CFP®-certified financial advisor with 32 years of industry experience. She currently works with LPL Financial and has held prior roles at Securities America Advisors Inc., Creekside Financial Advisors LLC, and Osaic FA, Inc. Cohen is co-owner of Creekside Financial Holdings, LLC, which serves non-investment business purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

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.

Cameron Barsoum is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan in various capacities since 2018. Prior to joining J.P. Morgan, he worked briefly at Koss Olinger Financial Group and attended the University of Florida. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a process that combines quantitative asset allocation and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and offers a range of investment strategies approved through internal review.

Jennifer Lee is a financial advisor with Cambridge Investment Research Advisors in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked with multiple firms including Grove Point Advisors and Modern-Wealth, LLC. Outside of her advisory role, she owns a business called I Just Ate A Bug LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts, offering financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm operates through a network of independent Financial Professionals and utilizes a range of portfolio management strategies and platform arrangements tailored to client objectives.

Saylor Evans is a financial advisor at LPL Enterprise with a Series 66 designation and three years of industry experience. Prior to joining LPL Enterprise, Evans held positions at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm’s services include financial planning, access to third-party asset managers and TAMPs, and model-driven investment implementation.

Vincent Rehfeldt is a Series 66-licensed financial advisor with Cetera based in Bradenton, FL, and has four years of industry experience. Prior to his current role, he worked at The Ranch Assisted Living Facility and Purdue University. Outside of advising, he manages social media content for The Ranch Assisted Living Facility. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

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, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. His career includes roles at Cadaret, Grant & Co., Inc., United Financial Services, and Nathan & Lewis Securities, Inc. He also operates Wall Street on Court Street, a business related to his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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.