Staci Rector is a financial advisor at Fidelity with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab Bank and Charles Schwab. Outside of her advisory role, she is the owner and director of WAVE Coaching LLC, where she provides personal life coaching. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and implements oversight and advisory roles with an emphasis on systematic, long-term asset allocation.

Brian Young is a CFP® with 29 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. His prior roles include positions at Woodbury Financial Services, Questar Asset Management, Questar Capital Corporation, and Mass Mutual Investors Services. OSAIC Wealth serves a diverse client base including individual investors, retirement plan participants, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization.

Brian Montalbano is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior roles include positions at Pinnacle Bank, Synovus Securities, Synovus Bank, and SunTrust Advisory Services. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and various non-securities products and services through affiliated entities.

Idaliz Diaz Godineaux is a CFP® and holds a Series 66 license with 13 years of experience in the financial industry. She has worked at Fidelity Investments since 2013, with prior roles at Charles Schwab, JP Morgan, PNC Investments, and Merrill. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to both retail and institutional clients. The firm uses a combination of proprietary fundamental research and quantitative analysis to construct model portfolios and serves as an advisor to multiple registered investment companies.

Jennifer Zeits Gasko is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 18 years of industry experience. Her prior roles include positions at Genisys Credit Union and Cetera Advisor Networks. She is also involved with Lithops Juntos, an investment-related activity outside her primary advisory work. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisors implementing strategies using both proprietary research and third-party resources.

Matthew Harrington is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and previously worked at Liberty University and The Gentleman Plumber. He is also associated with Young Living Essential Oils, a business managed solely by his wife. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Dayhan Gomez is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He previously worked at Bank of America, N.A. and has been with Merrill since 2008. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm uses internal Chief Investment Office teams and third-party managers to implement portfolio strategies and administer accounts.

James Tate Sr. is a CFP® with 38 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. He previously worked at Stifel Independent Advisors, LLC and Wells Fargo Advisors. Outside of his advisory role, he is the owner of Green Fairways Financials, LLC and serves as secretary of the Myakka River Trails Homeowners Association in Venice, FL. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary advisory services that incorporate risk profiling and modeling tools, with a notable focus on municipal and public-finance work as well as specialized retirement plan advisory programs.

Stephen Horiuchi is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in assisting executives with managing concentrated stock positions and navigating significant transition events such as retirement, inheritance, or the sale of a business. Stephen also provides clients with access to Bank of America Private Bank services, including trust and estate planning, credit, lending, and banking solutions. He collaborates with clients' external attorneys, accountants, and other professional advisors to coordinate comprehensive financial and legacy plans. Stephen holds the designations of Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his bachelor's degree from Marist College. In addition to his professional work, Stephen is engaged in community service through volunteer activities, reflecting the Merrill tradition of participating in the communities served.

James Preston is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 34 years of industry experience. He previously worked at LPL Financial for eight years before joining Cambridge in 2014. Outside of his advisory role, he is also an independent insurance agent and operates Preston Financial Management Inc. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutions such as pension and charitable organizations, by providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and offers multiple account platforms and proprietary model strategies.

Ryan Doran is a financial advisor with Wells Fargo Clearing based in Venice, FL. He holds a Series 66 designation and has 10 years of industry experience. His prior roles include positions at First Financial Bank, Equitable Advisors, U.S. Bancorp Investments, U.S. Bank, and PNC Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, including a broader set of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Julia Stalnaker is a CFP® professional with 25 years of experience in the financial industry, currently serving at Raymond James & Associates since 2001. She is based in Venice, FL, and is involved in several nonprofit organizations, including founding roles with the Gulf Coast Community Foundation of Venice and the Venice Nokomis Rotary Club, as well as serving on the advisory board of the Boys and Girls Club in Venice. 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 public entities, and offers financial planning and consulting with a range of portfolio management styles, supported by extensive research and affiliated resources.

Bret Preston is a financial advisor with Cambridge Investment Research Advisors who holds a Series 66 designation and has 16 years of industry experience. He has worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2014 and operates Preston Financial Management. Outside of his advisory role, he is president and owner of Putting for Eagle Inc., a business based in Loveland, Colorado. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, 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.

David Feldstein is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. His prior roles include positions at Mass Mutual Investors Services and The Prudential Insurance Company of America. Feldstein is active as a volunteer committee member on a school governance council and serves as president of a consulting and coaching firm, Boomer Concierge. Cambridge Investment Research Advisors serves a diverse client base, including individual, institutional, 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.

Nick Wilson is a financial advisor with J.P. Morgan Securities in Venice, FL, holding a Series 66 designation and 14 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has nine years of prior experience with JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, incorporating forward-looking capital market assumptions and ESG frameworks where applicable.

Kathryn Anderson is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following four years at A. G. Edwards & Sons, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and combines both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Blake Waldron is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and eight years of industry experience. He has worked at Morgan Stanley since 2017 and has been with Morgan Stanley Private Bank, N.A. since 2018. Prior to his career in finance, he spent seven years at West Marine. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenarios developed by its Global Investment Committee.

Jeimy Rodriguez is a financial advisor at J.P. Morgan Securities with four years of industry experience and a Series 66 designation. Their prior work experience includes roles at JPMORGAN Chase Bank, Bank of America, Merrill, Amazon.com, and Banco Davivienda. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Michael Harding is a financial advisor with Ameriprise in King of Prussia, PA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at Ameriprise and its affiliated entities since 1996. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team.

Heidi Kesner is a financial advisor with Edward Jones in North Port, FL, holding a Series 66 designation and 13 years of industry experience. She has worked at Edward Jones since 2012, with brief periods at LPL Financial and Northwestern Mutual Investment Management. Outside of her advisory role, she creates epoxy crafts and tumblers, participating in craft fairs and selling her designs online. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a comprehensive range of advisory programs and investment solutions. The firm is distinguished by its extensive national network of advisors and branch offices, as well as affiliated capabilities including a trust company and proprietary investment products.