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.

Alina Gray is a financial advisor at Raymond James Financial Services Advisors, Inc. with 15 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at several notable firms including Truist Advisory Services and SunTrust Investment Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm delivers tailored, non-discretionary planning and investment consulting using risk profiling and analytical modeling, supporting clients through a broad network of advisors and specialized programs.

Michael Mcnamee is a financial advisor with Raymond James & Associates who holds Series 63 and Series 65 licenses and has 43 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Morgan Stanley. Raymond James & Associates 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 high-net-worth individuals, institutions, and municipalities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Daniel Motyl is a financial advisor at Cambridge Investment Research Advisors with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Dempsey Lord Smith, LLC and H.D. Vest Advisory Services. Outside of his advisory role, he is president of Daniel H. Motyl, CPA, PA, providing tax services, and president of Parpari Asset Management Inc. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through a broad network of financial professionals.

Ruth Doepel is a CFP® with 30 years of industry experience and has been with Raymond James & Associates since 2008. She is based in Sarasota, FL, and holds a Series 63 license. Outside of her advisory role, she owns The DW Group LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and charitable organizations. The firm offers financial planning and consulting services with a non-discretionary approach and provides access to a range of portfolio management styles and affiliated research resources.

Thomas Mcdavitt is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He worked at Commonwealth Financial Network for 26 years before joining LPL Financial in 2023. Mcdavitt is also involved in providing various insurance products including term life, whole life, and long-term care insurance through affiliated business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services with access to model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools for advisors.

Michele Custer is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Comerica Securities and Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs supported by structured planning tools and a Global Investment Committee, managing approximately $2.74 trillion in client assets.

Cassandra Costa is a Planning Consultant at Fidelity Investments, a position she has held since 2025. In this role, she partners closely with clients and their Financial Consultant to provide planning support, simplify financial complexity, and help connect current decisions with long-term goals. Before becoming a Planning Consultant, Cassandra served as a Relationship Manager at Fidelity Investments from 2024 to 2025 and as a Financial Representative from 2023 to 2024. Through these roles, she has developed experience in client relationship management and financial representation. Outside of her professional work, Cassandra enjoys art, barre, beach activities, painting, yoga, and spending time with her family.

Lindsey McCarthy is a Financial Consultant at Fidelity Investments, a role she has held since 2024. She has been with Fidelity Investments in various capacities since 2008, including positions as Investment Solutions Consultant - Insurance, Financial Consultant, Central Relationship Manager, Prime Services Manager, Prime Services Senior Associate, and Prime Services Associate. Prior to her tenure at Fidelity, Lindsey worked as an Equity Trader at Timucuan Asset Management from 2016 to 2019. Lindsey's professional focus is on empowering individuals and families to achieve financial security and independence through personalized financial planning. She employs a holistic approach that supports families at various life stages, encompassing education planning, retirement, and legacy building. She holds insurance licenses in Arkansas and California. Outside her professional career, Lindsey's personal interests include fitness, golf, horseback riding, Pilates, and yoga.

Christopher Garcia is a financial advisor with Morgan Stanley in Sarasota, FL, holding a Series 66 designation and 12 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and tailored financial planning services supported by structured discovery processes and advanced modeling tools.

Michael Kruse is a financial advisor with Thrivent Investment Management in Bradenton, FL, holding Series 63 and Series 65 licenses and two years of industry experience. His background includes positions at Thrivent Financial and People Incorporated Mental Health Services. Outside of advising, he performs clerical administrative work for a structural steel design company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors, offering comprehensive, goal-based planning across various financial topics without discretionary trading authority.

Jay Boswell is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has worked at J.P. Morgan Securities since 2018 and previously held roles at Wells Fargo Bank and Wells Fargo Clearing Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that focuses on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a manager solutions team and includes an ESG eligibility framework in its recommendations.

Taylor Alt is a financial advisor at Cambridge Investment Research Advisors with a Series 65 designation and three years of industry experience. Prior to joining Cambridge in 2023, Taylor worked at SmartPro Financial and MoneyShow/Investment Seminars, Inc., and has experience in entrepreneurial ventures through Double Stag, LLC. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and offers both discretionary and non-discretionary management across multiple platforms.