William Bowman is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at AEGIS Financial, Raymond James Financial Services, and Bowman & Company S.C. He is also an insurance agent specializing in fixed insurance sales. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers a range of services such as financial planning, asset management, and specialized retirement consulting, employing a strategic investment process that combines passive and active management with quantitative and fundamental research.

Nicholas Nemec is a Series 66-licensed financial advisor with seven years of industry experience. He has worked at &PARTNERS since 2026 and previously spent seven years at Edward Jones. Prior to his advisory career, he was involved in event management and distribution businesses. &PARTNERS serves a diverse client base including high-net-worth individuals, institutions, and charitable organizations, offering investment management and financial planning services. The firm employs a combination of fundamental, technical, and quantitative analysis through both proprietary and third-party strategies, with client accounts managed on discretionary or non-discretionary bases.

Russell Woodward is a financial advisor with Steward Partners Investment Advisory, LLC in Port Charlotte, FL, holding Series 63 and Series 66 credentials with 18 years of industry experience. His prior roles include positions at Raymond James Financial Services, Inc. and INVEST Financial Corp. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets and serves a broad client base including individuals, high-net-worth clients, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of investment advisory and financial planning services with discretionary and non-discretionary portfolio management options.

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.

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.

Kerrolyn Noonan is a financial advisor with Merrill in Punta Gorda, FL, holding a Series 66 designation and five years of industry experience. She has previously worked at NYLife Securities and Santander Bank. Outside of her advisory role, she is involved with LKN Properties LLC, a limited liability company. Merrill, along 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 various institutional investors.

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.

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.

Adam Anderson is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He previously worked at Prudential Equity Group, LLC from 2001 to 2003. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, utilizing research from Wells Fargo Investment Institute and third-party databases to support its investment approach.

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.

Donna Gruber is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. Her work history includes roles at Arthur Gallagher, Waddell & Reed, and Providence Financial Group. She is also involved in a family business, Wieshofer & Co LLC, a chandelier company based in Punta Gorda. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving 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, and institutional platforms, utilizing both proprietary and third-party 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.