Kenneth Crowley is a CFP® professional with 26 years of experience in the financial services industry. He is currently with Rockefeller Financial LLC and has previously worked at Bank of America and Merrill Lynch. He is also a licensed insurance agent with RCM Insurance Services LLC, an affiliate of his firm. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations, offering a range of portfolio management, financial planning, and consulting services. The firm operates both as an investment adviser and a registered broker-dealer, providing clients with access to multiple investment solutions including discretionary and non-discretionary management, alternative investments, and integrated trust and insurance services.

Mark Zapotosky is a financial advisor at Voya Financial Advisors, Inc. with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Raymond James and Associates, Charles Schwab & Co., and Ganley Lincoln of Middleburgh Heights. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate that serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement-plan advisory services, managing many accounts on a non-discretionary basis while using a combination of in-house and outside strategists, technology tools, and model portfolios.

Trent Nelson is a financial advisor at RBC Capital Markets with 24 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Merrill and Bank of America. Outside of advising, he is involved in managing a real estate holding company, overseeing maintenance activities. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple wrap fee advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Brian Messick is a financial advisor with LPL Financial in St. Petersburg, FL, holding CFP® and Series 66 designations and over 25 years of industry experience. His career includes roles at Kestra Financial Services and Kestra Investment Services, as well as running Weber & Messick, P.A. outside his work at LPL. He is also active as a musician. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of financial planning and investment management solutions supported by research and technology tools, serving over 22,800 advisors and overseeing more than $819 billion in discretionary assets.

Michael Mccormick is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Ameriprise and Guggenheim Funds Distributors. He is also the owner of Southshore Wealth Management. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Robin Price is a financial advisor with Mass Mutual Investors Services in Bradenton, FL, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and previously spent 23 years at Metlife Securities Inc. Price is also licensed as an agent in life insurance, property/casualty, and health insurance. Mass Mutual 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, structuring client relationships as ongoing, collaborative engagements using firm-approved analytical tools.

Matthew Schmidt is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2010. His prior roles include positions at Merrill and Wells Fargo Clearing. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved tools to model financial outcomes.

Dennis Williams is a financial advisor with Morgan Stanley in Bradenton, FL, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with various advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. Its planning process involves structured discovery and firm-approved tools, while clients are responsible for implementing and updating their plans.

Joseph Rowe is a financial advisor with Ameriprise in Ellenton, FL, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2002. Outside of his advisory role, he is involved in a consulting business, JNA Solutions, LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides written retirement income plans and annual planning advice focused on income stability and tax-aware withdrawal strategies.

Linda Parisi is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 designations. She has 32 years of industry experience, including prior roles at H. Beck, Inc., The Huntington Investment Company, and LPL Financial. Parisi is also an independent insurance agent through Modern-Wealth, LLC. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports multiple management platforms and provides access to third-party advisers and proprietary model strategies.

Daniel Hatfield is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Citigroup Global Markets and Edward Jones, along with ownership of Ranney & Hatfield, LLC, a securities practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning and advisory services through a large network of investment adviser representatives, utilizing various investment strategies and technology tools.

John Hamilton is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings to tailor plans based on proprietary research and asset allocation models.

Anthony Meyer is a financial advisor with Wells Fargo Clearing in Bradenton, FL, holding Series 63 and Series 65 licenses and 24 years of industry experience. He worked at Merrill from 1998 to 2007 before joining Wells Fargo Clearing in 2016. Meyer is a partial owner of University Club Group, LLC, a real estate business based in Carol Stream, IL. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Henry Debski Jr. is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 44 years of industry experience. He has worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2005 and was previously with Cetera Wealth Services, LLC from 1998 to 2005. Outside of his advisory work, he is self-employed selling books, magazines, and comic books on eBay. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm provides access to multiple platforms and third-party advisers, manages proprietary model strategies, and supports both discretionary and non-discretionary management.

Stefano Aleppo is a financial advisor with J.P. Morgan Securities in St. Petersburg, FL, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His career includes roles at various JPMorgan entities since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The program integrates due diligence from a centralized manager solutions team and offers a range of investment strategies, including considerations for ESG criteria.

Glenn Krcmaric is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at multiple firms, including Payant Financial Services and SagePoint Financial. In addition to his advisory role, he is a licensed insurance agent, assisting with proposals, illustrations, and policy evaluations. OSAIC serves a diverse range of clients, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm employs model-based asset allocation and portfolio optimization tools, supporting various investment strategies across its complex affiliate network.

Megan Boston Wood is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and one year of industry experience. Her previous roles include positions at Fifth Third Bank and The Roots Health Centers. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process includes centralized due diligence and incorporates quantitative and qualitative research alongside ESG considerations.

Carilyn Eanes is a financial advisor at Morgan Stanley with 24 years of industry experience. She has been with Morgan Stanley since 2013 and holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate planning services, managing approximately $2.74 trillion in client assets.

Frederic Golden is a financial advisor with Merrill in Bradenton, Florida, holding a Series 66 credential and 20 years of industry experience. He has worked at Merrill since 2006 and concurrently with Bank of America since 2015. Outside of his advisory role, he serves as a general partner and managing member of Golden Dynasty, LLC, an entity formed to manage family-related business matters, and acts as a fiduciary in a guardianship capacity. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Stuart Haw is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been associated with Cetera Advisors LLC since 2016 and self-employed since 1996. Outside of his advisory role, he is involved in fixed insurance services, including life, health, disability, annuities, long-term care, and travel insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supporting a range of program structures and investment approaches.