Justin Salom is a Financial Consultant at Fidelity Investments, where he has been serving since 2026. In this role, he works closely with clients to develop tailored financial plans that align with their individual needs. Prior to this, he held the position of Investment Consultant at Fidelity Investments from 2024 to 2026. Justin's professional background includes experience as an Assistant Vice President - Private Client Banker at JPMorgan Chase from 2023 to 2024, and as an Investment Specialist at Merrill Lynch from 2022 to 2023. Throughout his career, he has focused on fostering long-term client relationships and maintaining open communication channels to continuously improve financial plans over time.

Timothy Parker is a financial advisor at Fidelity with 19 years of industry experience. He has previously worked at J.P. Morgan Securities, Merrill, and Bank of America. Outside of his advisory role, he is a sole proprietor of Parker Media Group LLC, focusing on content creation, and serves on the corporate board of Big Brothers Big Sisters of The Sun Coast. Fidelity, through its Strategic Advisers LLC division, provides investment management and advisory services to a broad client base including retail and institutional investors, offering discretionary and non-discretionary portfolio management with an investment process that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

David Theriault is a financial advisor with Wells Fargo Clearing in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Wells Fargo Clearing since 2018 and previously held positions at Morgan Stanley Private Bank and Morgan Stanley from 2009 to 2018. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources to guide investment decisions.

Nate Bennett is a Financial Consultant at Fidelity Investments, where he focuses on delivering a high-quality planning experience. He works closely with clients to understand their goals, evaluate options, and create clear, actionable strategies. Through personalized guidance, Fidelity's resources, and consistent communication, he helps clients make confident financial decisions and build long-term trust. Nate has held several roles at Fidelity Investments, including Planning Consultant (2025-2026), Relationship Manager (2024-2025), Client Services Help Desk Tier 1 (2023-2024), High Net Worth Associate (2022-2023), and Customer Relationship Advocate (2021-2022). Prior to joining Fidelity, he was an Intern at Ryan Insurance Strategy Consultants from 2020 to 2021. Outside of his professional career, Nate enjoys attending concerts, fitness activities, football, social events with friends, music, and parenthood.

Heather Forte is a financial advisor at LPL Financial with 23 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. for 23 years. Heather holds the Series 66 designation and is also a public notary. 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 broad range of financial planning and investment solutions, including advisory and brokerage services supported by technology and a large network of advisors.

Ryan Bloom is a Financial Consultant currently working at Fidelity Investments. He has held several roles within Fidelity, including Planning Consultant, Fixed Income Specialist, and Investment Solutions Representative. Prior to joining Fidelity, he worked as a Financial Professional at Equitable Advisors. Throughout his career, Ryan has developed expertise in financial planning and investment solutions. He focuses on understanding and prioritizing his clients' goals to co-create financial roadmaps that align with their objectives. Outside of his professional work, Ryan has personal interests that include spending time at the beach, enjoying food, watching football, playing golf, and caring for pets.

Kristina Scapin is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at The Vanguard Group from 2016 to 2022 before joining Fidelity. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs, and it oversees delegated management and addresses potential conflicts of interest.

James Crites is a financial advisor with Edward Jones in Venice, FL, holding a Series 66 designation and four years of industry experience. Before joining Edward Jones in 2022, he worked at Palm Beach Quote Insurance and Northwestern Mutual, among other roles across various industries. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Nicklaus Van Vleet is a financial advisor at Morgan Stanley in Sarasota, FL, holding a Series 66 designation with one year of industry experience. His prior roles include positions at IDS Real Estate Group and The Spirit Network, as well as entrepreneurial experience with Van Vleet Meat Company. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process.

Jesse Shaw is a CFP® and CFA® with 11 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors, where he has worked since 2017. Prior to this, he was self-employed and held a position at David Vaughan Investments, LLC. Outside of his advisory role, Shaw is also an independent insurance agent. Cambridge Investment Research Advisors, Inc. serves a wide range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Lori Van Zandt is a financial advisor at Ameriprise with six years at the firm and a total of 12 years in the industry. She holds Series 63 and Series 65 licenses and is based in Sarasota, FL. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, emphasizing dependable income sources and tax-aware withdrawal strategies.

Gianni Valenti is a financial advisor with LPL Financial in Sarasota, FL, holding a Series 66 credential and seven years of industry experience. He previously worked at Edward Jones and Eagle Wealth Advisors. Outside of finance, Valenti is the general manager of Valentis Ristorante, a family restaurant he has been involved with since 2005. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Cynthia Robertson is a financial advisor at Cambridge Investment Research Advisors with eight years of industry experience. She holds Series 63 and Series 65 licenses and previously worked with Travel Team USA and the Manatee County School Board. Cambridge Investment Research Advisors serves a diverse client base, including individual, institutional, pension, and charitable clients, providing financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.

Laura Sanchez is a financial advisor with Merrill in Sarasota, FL, holding a Series 66 designation and five years of industry experience. Her work history includes roles at Bank of America, Merrill, Equitable Advisors, Primerica, and involvement in the hospitality sector with Columbia Restaurant and Geckos Grill & Pub. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Tyler Shambora is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2022. Prior to his advisory role, he spent five years with Sarasota County Schools and one year at the University of Virginia. Outside of his financial advisory work, Shambora coaches high school and youth baseball, focusing on athlete recruitment and player development. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charities. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated financial services through a large network of advisors and branch offices.

Graham Cox is a Series 66-licensed financial advisor with UBS Financial Services in Sarasota, FL, where he has worked since 2009. He has 15 years of experience in the financial industry. Outside of his advisory role, he is involved in local music as a bass player in a cover band and records music as a hobby for online streaming. He is also a 50% member of a salon and spa business. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

John Hegener is a financial advisor with Ameriprise in Bradenton, FL, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Bank of America, Merrill, MML Investors Services, Massachusetts Mutual Life Insurance Company, and as an independent insurance broker. Outside of his advisory work, he is involved in tennis coaching through his business, Winstons Tennis Coaching. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Anthony Venetta is a financial advisor with UBS Financial Services in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with UBS Financial Securities, Inc. since 2005. Outside of his advisory role, he is a co-general partner of Delco Properties LLC, a real estate business. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing model-based asset allocations and proprietary research to tailor financial plans. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets and advisory services.

Amanda De La Hunt is a CFP® professional with 12 years of industry experience, currently serving at Edward Jones since 2013. She holds a Series 66 license and is based in Sarasota, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Jack Matuszewski is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles including at Fidelity Investments since 2023. Prior to his advisory career, he held positions at Lakeland Valet, Whole Foods, and Balch Lake Marina. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, delegated portfolio management, and its advisory role to multiple registered investment companies.