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 66 and Series 63 credentials and one year of industry experience. Prior to joining Fidelity, he held various roles at the University of Florida and other organizations. 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 systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory.

Tyler Brumfield is a financial advisor with Wells Fargo Clearing in Bradenton, FL, holding Series 65 and Series 63 licenses and two years of industry experience. His prior work includes roles at Fifth Third Securities, Fifth Third Bank, and a variety of positions outside finance, such as with the Seminole Tribal Gaming Commission and USA Hockey as an independent contractor. 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, drawing on research from Wells Fargo Investment Institute and external sources.

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 at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Sagepoint Financial, Inc., OSAIC Services, Inc., Sentra Securities Corporation, and Morgan Stanley DW Inc. Outside of his advisory role, he owns Gettinger Financial LLC, where he provides investment planning, tax planning, estate planning, insurance planning, and retirement/cash flow planning services. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations, offering both brokerage and advisory services across a variety of programs. The firm utilizes a model-based investment process focused on asset allocation and portfolio optimization, supporting discretionary strategies and third-party managers through a large multi-advisor platform.

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 65 and Series 63 designations and has worked at various J.P. Morgan entities since 2018, as well as at Koss Olinger Financial Group in 2017. Barsoum is based in Sarasota, FL. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and may incorporate an ESG eligibility framework.

Jennifer Lee is a financial advisor with Cambridge Investment Research Advisors, Inc. She holds Series 63 and Series 65 designations and has 29 years of industry experience. Her prior roles include positions at Grove Point Advisors, LLC and Modern-Wealth, LLC. Outside of her advisory work, she owns and operates a business called I Just Ate A Bug LLC, known for its Paint Nail Bar in St. Petersburg, Florida, and she is also an author. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs, supporting both discretionary and non-discretionary management through multiple platforms and custodians.

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 at OSAIC Wealth, Inc with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at firms including Ameriprise Financial Services, Merrill, and Banc of America Investment Services. Outside of advising, 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 Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, and corporate clients. The firm offers a multi-advisor platform with a range of advisory and brokerage services, utilizing model-based asset allocation and portfolio optimization supported by various tools and third-party programs.

Joseph Topolski is a financial advisor with Cambridge Investment Research Advisors in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior experience includes roles at MML Investors Services and Mass Mutual Life Insurance Company. Outside of his advisory work, he owns Fraser Financial Partner, operating as an independent insurance agent. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.

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.

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.

Jeffrey Welsh is a financial advisor with OSAIC in Bradenton, FL, holding Series 63 and Series 65 credentials and 34 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years and Bard Financial Services, Inc. for over three decades, where he also served as vice president. Outside of his advisory role, he owns a sole proprietorship focused on selling term and fixed life insurance, fixed annuities, and accident & health insurance. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, providing a range of investment programs supported by affiliated broker-dealer and RIA relationships.