Kyle Beveridge is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 licenses. He has 41 years of industry experience, including roles at Trustmont Advisory Group and E S B Investments. Beveridge also serves on the board of the Richland County Growth Corporation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers financial planning and investment management through a network of independent professionals, utilizing multiple custody platforms and both proprietary and third-party strategies.

Michael Lynch is a financial advisor with MassMutual Investors Services, holding CFP® and ChFC® designations and over 24 years of industry experience. He previously worked at Metlife Securities Inc. for 14 years before joining MassMutual and has served as a co-trustee for family trust accounts. Outside of his advisory role, he is involved in editorial consulting, public speaking on practice management, and is an author of finance books and videos. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and organizations. The firm provides ongoing financial planning, asset management, and educational seminars, focusing on collaborative, annual financial planning engagements without discretionary investment authority.

Jamie Pitura-Hutchison is Vice President, Wealth Planner at Fidelity Investments. In this role, Jamie works with families to develop and implement comprehensive financial plans tailored to their goals. Jamie has been with Fidelity Investments since 2021, initially serving as an Investment Management Consultant III before advancing to the current position in 2025. Prior to joining Fidelity, Jamie worked as a Financial Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2019 to 2021. Outside of work, Jamie enjoys spending time at the beach, caring for pets, and playing soccer.

Zachary Frazier is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and ten years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and AXA Advisors. He is based in Cape Coral, Florida. 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 provides both brokerage and advisory solutions.

Margaret Prestigiacomo is a financial advisor with Robert W. Baird & Co. in Sanibel, Florida, holding Series 63 and Series 65 credentials and with 27 years of industry experience. She has been with Robert W. Baird since 2009. Outside of her advisory role, she serves as a Board Trustee and Investment Committee Chair for the United Way of Dane County Foundation. She is part of The DDK Group at Robert W. Baird & Co., which advises individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a range of strategies including traditional and non-traditional investments, with options for discretionary and non-discretionary management.

Alexander Murphy is a financial advisor with Ameriprise in Cape Coral, FL, holding a Series 66 designation and seven years of industry experience. He previously worked at Ally Invest Advisors and U.S. Bancorp Investments. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Alexander Di Pietro is a financial advisor with Ameriprise Financial Services, holding Series 66 and Series 63 licenses and seven years of industry experience. He has been with Ameriprise since 2018, following prior roles at Wexco Financial Group, Securian Financial Services Inc, and Minnesota Life Insurance Co. Outside of his advisory work, he serves as a baseball umpire. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides tailored retirement-income planning advice based on proprietary research and collaborative support from a centralized service team.

Richard Zurbriggen is a financial advisor with Osaic Wealth, Inc., holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience, including long tenures at Securities America Advisors, Inc. and his own firm, Zurbriggen Financial & Insurance Services. Outside of his advisory work, he is involved in wildlife photography and serves as treasurer for a local homeowners association, in addition to being a silent investor in a safari company in Uganda. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a range of advisory platforms and tools to construct portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments, with services offered on both discretionary and non-discretionary bases.

Mark Anastasoff is a financial advisor at OSAIC with 41 years of industry experience. He holds the ChFC® and Series 63 designations. His career includes roles at Securities America Advisors, Securities America Inc., and Signator Investors, Inc., along with extensive experience as an independent insurance agent. Outside of advising, he serves as an executor for family estates and is involved in insurance operations and seasonal rental real estate management. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through multiple platforms, employing asset-allocation and risk-assessment tools, with portfolios that can include a broad range of securities managed on discretionary or non-discretionary bases.

Christopher Twining is a financial advisor at Edward Jones with 20 years of industry experience. He holds the Series 66 credential and has prior work history at Charles Schwab, TD Ameritrade, Merrill Lynch, and Bank of America. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and maintaining one of the largest retail advisor networks in the industry.

Carrie Woods is a Wealth Management Advisor at Merrill Lynch Wealth Management. She joined the firm in 2016 after nearly 20 years of experience as an attorney. Carrie provides clients with advice on financial strategies, estate planning services, insurance needs, and business succession planning. She offers expertise in wealth management that complements clients' complex trust and estate plans and assists clients post-divorce in reassessing and restructuring their financial lives. Carrie holds a Bachelor's degree from Harvard University and a Juris Doctorate from Suffolk University Law School. She is a Certified Financial Planner® professional and holds several professional designations including Certified Divorce Financial Analyst (CDFA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Her focus areas include college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, women and wealth, tax minimization, and retirement income. Outside of her professional work, Carrie is involved with United Way Cape Cod. Her personal interests include boating, golfing, reading, skiing, traveling, and yoga.

Jonathan Kokolakis is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 30 years of industry experience. His prior roles include positions at Bank of America and Merrill. He serves as an initiative development committee member for Fairfax County's Shape the Future of Aging program and works as an election officer for the Fairfax County Elections Office. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Julie White is a financial advisor with Primerica Advisors in Cape Coral, FL, holding Series 63 and Series 65 credentials and 14 years of industry experience. Her work history includes roles at DentaQuest and PFS Investments Inc. She is involved in the sales of investment-related products and receives compensation for referrals of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management via its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Nicholas Meginnis is a financial advisor with Raymond James & Associates, holding a Series 66 designation and two years of industry experience. Prior to joining Raymond James, he worked at Hologic and Stryker, and served six years in the US Army. 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 individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Terrance Sonnenfeld is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and over 34 years of industry experience. He has held positions at various firms including Nextep and Insperity, and he is the owner and president of Sonnenfeld Financial, Inc. dba The Sfi Group. Sonnenfeld serves as vice president and secretary of the Automotorplex Homeowners Association in Minnesota. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate, charitable, and institutional clients across a nationwide network of over 10,000 independent advisors. The firm offers diverse portfolio management, financial planning, and retirement services through a multi-manager platform with discretionary and non-discretionary program options.

Kelly O'Neill is a financial advisor with Wells Fargo Advisors in Cape Coral, FL, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. She has been with Wells Fargo Advisors since 2015. Outside of her advisory role, she owns KO Wealth Management LLC, a separate investment-related business. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored recommendations for its clients.

Sheri Delisle is a financial advisor with Mass Mutual Investors Services in Cape Coral, FL, holding Series 63 and Series 65 licenses and having 19 years of industry experience. Her career includes roles at Milford Federal Savings, Infinex Investments, and Santander Securities. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars using firm-approved analytical tools and structured annual planning engagements.

Kathleen Hobart is a financial advisor at Ameriprise with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Raymond James & Associates, Morgan Stanley Private Bank, and Morgan Stanley Smith Barney. Hobart serves on the House Corporation Board for the Beta Upsilon chapter of Delta Gamma sorority. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement, combining research, modeling, and tax-efficiency strategies to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Daniel Kuhn is a financial advisor at Ameriprise with 27 years of industry experience. He has held roles at Ameriprise and Ameriprise Financial Services, Inc. since 2005. He holds Series 63 and Series 65 licenses and is based in Cape Coral, FL. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Mandi Shiel is a financial advisor with Equitable Advisors in Cape Coral, FL, holding a Series 66 designation and 13 years of industry experience. She has been with Equitable and its predecessor entity AXA Equitable since 2013. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach involves assessing client information and risk tolerance to match them with appropriate program models or discretionary managers, utilizing both proprietary and third-party investment platforms.