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.

Toufik Bouhamid is a financial advisor with Equitable Advisors in Osprey, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior work includes nearly a decade at Valic Financial Advisors and eight years at Axa Advisors, LLC. He is also owner of Accredited Wealth Consultants, LLC. Equitable Advisors serves individuals, pension plans, corporations, and charitable organizations with financial planning, retirement plan consulting, and asset management programs. The firm’s approach involves assessing client risk tolerance and matching them to model portfolios or discretionary managers, utilizing both proprietary and third-party investment solutions.

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.

Ronald Kuperman is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and with 43 years of industry experience. He previously worked at Janney Montgomery Scott LLC and Janney Montgomery Scott Inc., where he spent over four decades. His other business activities include outside insurance appointments. Equitable Advisors serves individual and institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm offers a range of advisory models through both proprietary and third-party managers, focusing on matching clients to appropriate investment solutions without sponsoring its own wrap fee program.

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.

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.

Patrick Compston is a financial advisor at Merrill with Series 63 and Series 65 licenses and two years of industry experience. He has been with Merrill since 2015 and also has prior experience at Western Governors University. Merrill provides managed account services through its Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Amanda Tabachnick is a financial advisor with Ameriprise, holding a Series 66 designation and 21 years of industry experience. She has worked with Ameriprise Financial Service, LLC since 2018 and previously with PRUCO Securities, LLC and The Prudential Insurance Company of America from 2004 to 2018. Outside of her advisory role, she manages her own financial planning business and is involved in commercial real estate ownership. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a largely automated process overseen by specialized teams, while also providing a broad range of advisory, brokerage, and insurance solutions.

Nicholas Irving is a financial advisor with LPL Financial in Bradenton, FL, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial and Irving Financial Group, he worked in the automotive and service industries. Outside of advising, he is involved with Pressure Kingdom, LLC, an outdoor services business. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Mark Campbell is a financial advisor with Morgan Stanley in Bradenton, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Bank of America, and Merrill. Outside his advisory work, he is the sole proprietor of Girard & Fedora LTD, a real estate investment business based in Miami. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, focusing on financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers comprehensive planning services through its Financial Advisors and Estate Planning Strategies Group.

Ryan Fruth is a financial advisor with Wells Fargo Advisors in Sarasota, FL, holding Series 63 and Series 66 licenses and having 12 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Bank NA. He is also involved in insurance consulting and owns a financial consulting firm. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services and develops tailored recommendations using proprietary research and tools.

John Hance is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. He has been with Cambridge Investment Research Advisors since 2009, and previously worked at The Capital Advisory Group Advisory Services, LLC and Investors Capital Corp. In addition to his advisory role, he operates Hance Financial LLC as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individual investors, pension funds, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm provides both discretionary and non-discretionary management and maintains proprietary investment strategies under the Founders Gate Capital brand.

Karissa Favazza is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and beginning her industry experience in 2022. Her prior roles include positions at SmartPro Financial and LeadCoverage. Cambridge Investment Research Advisors serves both individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platform options.