David Huffman is a ChFC®-designated financial advisor with 26 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2019 and previously was employed with H. Beck, Inc. and Transamerica Capital Inc. He is also an independent insurance agent with Huffman Financial Group in Lakewood Ranch, FL. Cambridge Investment Research Advisors serves a broad mix of clients, including individuals, pension plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals. The firm offers multiple investment implementation platforms with both discretionary and non-discretionary options, incorporating proprietary and third-party strategies.

Nathan Wyman is a financial advisor with Merrill, holding a Series 66 designation and based in Sun City Center, FL. He has one year of industry experience and previously worked at Wells Fargo and Bank of America. 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 institutions.

John Oddo is a financial advisor with Cetera, holding a Series 63 designation and 10 years of industry experience. He previously worked at Avantax Advisory Services and Avantax Investment Services, Inc. He is also a partner at Mercadante & Company, PC, providing tax preparation, accounting, payroll, and bookkeeping services. Cetera Investment Advisers LLC is an SEC-registered firm with over 10,000 advisors managing more than $256 billion in assets. The firm offers a range of portfolio management and financial planning services to individuals, retirement plans, corporate, charitable, and institutional clients, utilizing a multi-manager platform with various program structures and affiliations.

Joshua Potts is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has been with Cambridge Investment Research Advisors since 2018 and has also worked as an independent insurance agent. Outside of his advisory role, he has experience in the insurance industry and has held consulting roles. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and other retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services delivered through a network of independent Financial Professionals using a variety of portfolio management and advisory strategies.

Caden Fletcher is a Series 66-licensed advisor with LPL Financial in Sun City Center, FL. He has worked in financial advisory roles since 2023, including positions at LPL Financial and Good Life Financial Advisor of Tampa Bay. Prior to his financial career, Fletcher was involved in the golf industry, working at The Bog Golf Course and Heritage Isles Golf Club. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios from LPL Research and third-party subadvisors.

Robert Caesar is a financial advisor with Equitable Advisors in Lakewood Ranch, FL, holding a Series 66 designation and 18 years of industry experience. He has worked with Equitable Advisors since 2007 and was previously affiliated with Axa Advisors, LLC. Caesar is also the controlling shareholder and president of RPC Capital Corp. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and a range of third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on clients’ goals, risk tolerance, and time horizon.

Joshua Jones is a financial advisor with Fidelity Investments in Lakewood Ranch, FL, holding Series 63 and Series 66 licenses and bringing six years of industry experience. He has worked at several firms including Morgan Stanley, Wells Fargo, and CUNA Brokerage Services. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base ranging from retail to institutional investors. The firm employs a proprietary investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Austin Bain is a financial advisor at Cambridge Investment Research Advisors with Series 65 and Series 63 licenses and five years of industry experience. His work history includes various roles at Cambridge Investment Research and positions in education and retail. Bain is also an independent insurance agent for multiple agencies. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a broad network of independent Financial Professionals.

Juan Limon is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior work includes roles at Capital Choice Financial Services and Ameritas Investment Corp. Outside of advising, he is also a musician. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using various portfolio management and model-based solutions.

Karissa Campbell is a CFP® and holds a Series 66 license with Cambridge Investment Research Advisors, where she has worked since 2020. She has six years of industry experience, including seven years at the Sarasota Herald Tribune prior to her current role. Outside of financial advising, she is involved in yoga instruction through Karissa Karma Yoga, LLC. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Brian Best is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with J.P. Morgan Securities since 2013. Outside of his advisory role, he is a co-owner of Blue Horseshoe Ranch LLC, a family-operated cattle ranch and wedding barn. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory capabilities with broker-dealer, investment adviser, and commodity-related registrations.

Donald Paxton is a Series 65-licensed financial advisor with two years of industry experience. He is currently with Cambridge Investment Research Advisors and has prior experience at Citrin Cooperman and Company LLP, Hard Rock Digital, Kreischer Miller, and Marcum LLP. Paxton is also involved in Smart Pro Financial, a trading-related business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing multiple custody platforms and both proprietary and third-party investment strategies.

Brian Smith is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 31 years of industry experience. Prior to joining Cetera in 2022, he worked at Fidelity Personal and Workplace Advisors and Hancock Whitney Bank, where he also served as a wealth advisor providing financial planning and referrals to specialists. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supporting over 10,000 advisors and managing assets totaling more than $256 billion.

Tammy Kaplan is a financial advisor at Fidelity with 21 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Prior to joining Fidelity, she worked at Merrill for nine years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory support to registered investment companies and charitable funds. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across various asset classes.

Joshua Fitzmorris is a financial advisor with Cambridge Investment Research Advisors in Bradenton, FL, holding the Series 63 and Series 65 designations and five years of industry experience. Prior to joining Cambridge in 2021, he worked at Ramsey Solutions for seven years and briefly operated a catering business. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers multiple portfolio management options, including proprietary and third-party strategies, with implementation across various custody platforms and both discretionary and non-discretionary approaches.

Lea Smith Johnson is a CFP® with 26 years of industry experience. She currently works at OSAIC and has previous experience at Csenge Advisory Group, LLC, and FSC Securities Corporation. She is a founder of Triple Crown Wealth Finance, LLC and serves as president of LSJ Equities LLC. Additionally, Johnson holds a trustee board member position with the International Association of Registered Financial Consultants. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and portfolio management using multiple platforms and third-party solutions.

Isaac Treesh is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2014. Outside of his advisory role, he has been involved with IT Property Holdings, LLC from 2023 to 2025. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside brokerage, distribution, and investment management capabilities as a subsidiary of J.P. Morgan.

Richard Schimek is a CFP®-certified financial advisor with Edward Jones, based in Lakewood Ranch, FL, and has four years of industry experience. He has prior work experience with 7-Eleven and serves as an officer in the United States Navy Reserves. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Peter Risch is a financial advisor with Morgan Stanley in Lakewood Ranch, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Morgan Stanley since 2014 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and market modeling techniques in its services.

Bonnie Pattison is a financial advisor at Fidelity with eight years of industry experience. She holds the Series 66 designation and has worked with Fidelity Brokerage Services LLC since 2017, including roles at Fidelity Personal and Workplace Advisors. Prior to Fidelity, she spent a year at SunTrust Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a range of clients, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also engages in advisory roles for multiple registered investment companies and employs systematic methodologies supported by AI-driven research.