David Huffman is a financial advisor with Cambridge Investment Research Advisors in Lakewood Ranch, FL. He holds the ChFC® designation and Series 63 license and has 26 years of industry experience. His prior roles include positions at H. Beck, Inc. and Transamerica Capital Inc. Outside of advisory work, he is also an independent insurance agent with Huffman Financial Group. Cambridge Investment Research Advisors serves a diverse client base, including individual, pension, and charitable clients, offering financial planning, investment management, and retirement-plan advisory services. The firm utilizes multiple platforms and proprietary model strategies while supporting both discretionary and non-discretionary management.

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 at Cetera with 11 years of industry experience. He holds a Series 63 designation and has worked at Avantax Advisory Services and Avantax Investment Services, INC. prior to joining Cetera. He is also a partner at Mercadante & Company, PC, providing tax preparation, accounting, payroll, and bookkeeping services. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with access to both affiliated and third-party money managers.

Joshua Potts is a financial advisor with Cambridge Investment Research Advisors holding Series 63 and Series 65 credentials and has eight years of industry experience. He has been with Cambridge Investment Research Advisors since 2018 and has also worked as an independent insurance agent and consultant. Outside of finance, he has experience in the hospitality industry, having worked at Ruth's Chris Steakhouse since 2015. 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 offers both discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Caden Fletcher is a Series 66-registered financial advisor with LPL Financial, based in Sun City Center, FL. He has been with LPL Financial and Good Life Financial Advisor of Tampa Bay since 2023. Prior to his advisory roles, he worked at The Bog Golf Course and Heritage Isles Golf Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of over 22,800 advisors and advisory assets exceeding $819 billion.

Geir Fjugstad is a financial advisor with UBS Financial Services, holding a Series 63 designation and 33 years of industry experience. His prior roles include positions at Credit Suisse Securities, Harrisdirect, and Wells Fargo Clearing. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans according to clients' goals and risk tolerances. The firm combines wealth management services with institutional trading capabilities and provides a broad range of financial products and capital markets services.

Robert Caesar is a financial advisor at Equitable Advisors with 19 years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 2007. Outside his advisory role, he serves as controlling shareholder and president of RPC Capital Corp. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers a range of advisory programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party asset management solutions.

Joshua Jones is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Morgan Stanley, Wells Fargo, and Suncoast Credit Union. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a model portfolio approach that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction.

Austin Bain is a financial advisor at Cambridge Investment Research Advisors with Series 63 and Series 65 licenses and five years of industry experience. He has been with Cambridge since 2018 in various capacities and has worked concurrently at the University of West Florida since 2017. Bain is also an independent insurance agent affiliated with several agencies. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates a multi-billion dollar asset base through thousands of financial professionals and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Juan Limon is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked with firms including Capital Choice Financial Services and Ameritas Investment Corp. Outside of his advisory role, he is also a musician. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm provides access to multiple platforms and custodians, supporting both discretionary and non-discretionary management with proprietary model strategies under the Founders Gate Capital brand.

Karissa Campbell is a CFP®-designated financial advisor with six years of industry experience, currently serving clients at Cambridge Investment Research Advisors. Prior to her advisory role, she worked for seven years at the Sarasota Herald Tribune. Outside of her financial advisory work, she is involved in yoga instruction through her business, Karissa Karma Yoga, LLC. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutions such as pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides services through multiple platforms and custodians.

Brian Best is a financial advisor at J.P. Morgan Securities with 31 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at PNC Wealth Management, Trustmont Advisory Group, Best & Company Investment Management, and Raymond James & Associates. Outside of his advisory work, he is an owner and partner of Blue Horseshoe Ranch LLC, a family-run cattle ranch and wedding barn. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates systematic quantitative screening with qualitative research and includes a broader range of derivatives and commodities capabilities than many institutional programs.

Donald Paxton is a Series 65-licensed financial advisor with Cambridge Investment Research Advisors in Bradenton, FL, and has two years of industry experience. His prior work includes positions at Citrin Cooperman and Company LLP, Hard Rock Digital, Kreischer Miller, and Marcum LLP. He is also involved with Smart Pro Financial in Bradenton, where he engages in trading activities. Cambridge Investment Research Advisors, Inc. 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 supports both discretionary and non-discretionary management through various platforms and offers access to third-party advisers and proprietary model strategies under the Founders Gate Capital brand.

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 22 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has worked at Merrill, Chase Investment Services Corp., and Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction that combines fundamental research with quantitative analysis and algorithmic methods.

Joshua Fitzmorris is a financial advisor with Cambridge Investment Research Advisors in Bradenton, FL. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to his current role, 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 and institutions, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and provides access to proprietary model strategies and various account platforms.

Lea Smith Johnson is a CFP® with 27 years of industry experience, currently serving at OSAIC since 2023. Her prior roles include positions at FSC Securities Corporation, Csenge Advisory Group, LLC, and Thrivent Investment Management. She is a founder of Triple Crown Wealth Finance, LLC, and serves as President of LSJ Equities LLC. Johnson is also a trustee board member of the International Association of Registered Financial Consultants. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, supporting diverse investment programs and maintaining multiple custodial and legacy arrangements.

Isaac Treesh is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 15 years of industry experience. He has worked at J.P. Morgan Securities since 2014, following prior roles at Fifth Third Securities and Edward Jones. Outside of his advisory work, he has been involved with IT Property Holdings, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a centralized due diligence team and includes access to derivatives and commodities capabilities.

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.