Matthew Bower is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 11 years of industry experience. Prior to joining Raymond James in 2024, he spent nine years with Edward Jones. He is president of Bower Wealth Management and is involved in a partnership marketing venture under Gilmore, Bower & Fernandez. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, institutional, and charitable clients. The firm offers tailored non-discretionary planning and investment consulting through a large advisor network and supports municipal and public finance work with a distinctive affiliate municipal advisor arrangement.

Warren Strauss is a financial advisor with LPL Financial, holding Series 63, 65, and 66 credentials and 44 years of industry experience. He previously worked at Ameriprise Financial Services and Oppenheimer. Outside of his advisory role, he is a firearms instructor and business owner of Assertive Firearms Team Training in Bradenton, Florida. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Ricardo Rivera is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has been associated with both Bank of America, N.A. and Merrill since 2015. 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. The firm offers model-based and discretionary investment strategies for individual and institutional clients and supports account administration and custody for a range of client types including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daniel Gilmore is a financial advisor with Raymond James Financial in Bradenton, FL, holding a Series 63 designation and bringing 33 years of industry experience. He has been with Raymond James Financial and its affiliate since 1999. Outside of advising, he is the CEO of Gilmore Family Investments, LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients, utilizing analytical tools and risk profiling to tailor non-discretionary planning and investment recommendations. The firm supports a large network of advisors and maintains specialized programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Stephen Jerome is a Wealth Management Advisor and partner in the Polis Jerome Group at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2004 and holds the CERTIFIED FINANCIAL PLANNER™ (CFP) certification, which he earned in 2006. Mr. Jerome’s expertise includes college education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and retirement income. Before joining Merrill Lynch, he owned a marketing business in the Atlanta, Georgia area for six years. Stephen earned a Bachelor of Science degree in Business Administration with a concentration in Finance from Samford University. He resides in Bradenton with his wife, Jennifer, and their three daughters. Outside of work, he enjoys golfing, traveling, and spending time with his family.

Michael Gray is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Merrill since 2008 and Bank of America, N.A. since 2009. Outside of his advisory role, he serves as a trustee for a nonprofit trust, monitoring its investments. 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 various institutional investors.

Jamie Shapiro is a Series 66-licensed financial advisor with Morgan Stanley in Bradenton, FL, having 24 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is a co-owner of JMS of Sarasota, LLC, which operates Animal Crackers Pets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools.

Jeffrey Alexander is a ChFC® credentialed financial advisor with 53 years of industry experience. He is currently with Cambridge Investment Research Advisors and has held positions at firms including Royal Alliance Associates and LPL Financial. Alexander serves as a volunteer president for the Washington Township United Fund and is a board member of the Washington Community Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a range of portfolio management options and proprietary as well as third-party strategies.

Alexander Garner is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 10 years of industry experience, including prior roles at CETERA Advisor Networks LLC and First Command Advisory Services. Outside of his advisory work, he teaches part-time for Manatee County and serves as a board member for the Florida Institute for Saltwater Heritage. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, offering financial planning and investment management through a network of independent professionals. The firm provides a range of portfolio solutions with both proprietary and third-party strategies, delivering services tailored to client objectives across multiple custody platforms.

Michael Conway is a CFP® professional with 43 years of industry experience, currently affiliated with Cetera. His career includes roles at Commonwealth Financial Network, Black Diamond Custom Wealth Management, and Lincoln Financial Securities Corporation. He has also operated Conway Financial Services since 1978. Outside of advisory work, he is involved in fixed insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various investment strategies and third-party managers.

Jonathan Schaechter is a CFP®-certified financial advisor with 35 years of industry experience, currently affiliated with Morgan Stanley in Bradenton, FL. He has been with Morgan Stanley and its Private Bank since 2017, following over two decades at Mercer Allied Company, L.P., and a long tenure at The Ayco Corporation. He serves on the selection committee for the University of Maryland Incentive Awards Program, helping determine scholarship recipients. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, combining tailored financial planning with various investment strategies and extensive resources. The firm manages approximately $2.74 trillion in client assets and offers comprehensive planning supported by proprietary tools and analyses.

Michael Haas is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been working in financial services since 1991, bringing over 30 years of experience to his role. Michael’s expertise includes asset diversification, liability management, and cash flow analysis to address clients’ personal, business, and wealth transfer needs. He develops investing approaches that align with each client's unique objectives and risk tolerance. Michael holds a Bachelor's Degree in Business from Indiana University at Bloomington and has earned the Chartered Retirement Planning Counselor™ designation as well as the Personal Investment Advisor (PIA) designation. Outside of his professional responsibilities, Michael is involved with the Cystic Fibrosis Foundation. He resides in Indianapolis with his wife, Lisa.

Reese Vita is a financial advisor at Morgan Stanley in Bradenton, FL, holding a Series 66 designation with seven years of industry experience. Prior to joining Morgan Stanley, he worked at SkyBridge Capital and Furman University. He has been with Morgan Stanley since 2019, including a role at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm-approved tools to model outcomes, serving a broad range of clients with both retail and institutional offerings.

Jon David Bowe is a financial advisor at Stifel with 23 years of industry experience. He holds Series 66 and Series 63 designations and has been with Stifel Nicolaus since 2014. Outside of his advisory role, he is a co-owner of Sunflowco, a land ownership venture involving crop rental revenue. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group, providing guidance intended to support client decision-making.

David Ambre is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Stephen Schweigart is a financial advisor with Edward Jones in Sarasota, FL, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Waste Connections from 2010 to 2018. Outside of advising, he is a co-owner of a short-term vacation rental. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Todd Hogan is a financial advisor with Edward Jones in Bradenton, FL, holding a Series 63 designation and 24 years of industry experience. He has been with Edward Jones since 2002. Hogan serves on the board of directors for Meridian Healthcare in Youngstown, OH. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Isaac Valley is a CFP® and Series 66-registered advisor with Edward Jones in Bradenton, FL, bringing seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at The Scion Group: The Woodlands of W. Tennessee. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

Kelli Morrison is a financial advisor with Morgan Stanley in Bradenton, FL, holding a Series 66 credential and seven years of industry experience. She has worked with Morgan Stanley and its Private Bank since 2018 and had prior experience at Crowder Brothers Ace Hardware. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services that combine broad retail and institutional offerings with specialized investment and planning strategies.

Fernando Colon Hernandez is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. He has worked at Merrill since 2022 and held positions at several other firms, including Bank of America, N.A., H&R Block, and Mutual of Omaha. Outside of his advisory role, he is the owner of Sahel Consulting LLC, a marketing consulting business. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.