John Booth is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Manatee High School for three years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a large network of advisors and branch offices.

Michael Palen is a financial advisor with LPL Financial in Bradenton, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior experience includes over a decade at Cetera Advisor Networks LLC and self-employment in financial services since 1975. Outside of advisory work, he is involved in tax preparation and accounting through Palco Financial Services, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management across a variety of investment strategies.

Lawrence Passaretti is a financial advisor at OSAIC with 42 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior experience includes roles at American Portfolios Financial Services, Inc. and Cigna Securities Inc, as well as Connecticut General Life Insurance Company. Outside of his advisory work, he is involved in business management and consulting through ownership and leadership positions in several entities. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisers and platforms. The firm offers integrated brokerage and advisory services, employing a range of investment tools and third-party solutions to manage portfolios across multiple asset classes on both discretionary and non-discretionary bases.

Mark Tobias is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets beginning in 1993. He is based in Long Boat Key, Florida. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market outlook models.

Jeffrey Layhew is a financial advisor with LPL Financial in Palmetto, FL, holding Series 63, 65, and 66 credentials and 34 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory work, he has acted as a film extra and sells motocross bikes and parts online. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and diversified investment strategies.

Randle Mc Swain is a CFP® and holds a Series 66 license with 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products supported by a large network of financial advisors and branch offices.

Jon Waggoner is a financial advisor with Equitable Advisors in Lakewood Ranch, FL, holding a Series 66 designation and 26 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors LLC, since 1999. Outside of his advisory role, he is the owner of Waggoner Holdings LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm utilizes a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels tailored to client goals and risk tolerance.

Robert Brameister is a Senior Financial Advisor with Merrill Lynch Wealth Management. With 27 years of experience as a financial advisor on the west coast of Florida, he focuses on helping clients prepare for their financial futures through goal-based planning. He works closely with clients to define essential, important, and aspirational goals, then formulates and annually reviews strategies designed to meet those goals in a prudent and responsible manner. Rob’s areas of expertise include personal retirement planning, portfolio management, legacy and family wealth management strategies, socially responsible and ESG investing, college education planning, and retirement income planning. He advises clients on a range of financial products to assist with capital growth, income production, long-term care insurance, and estate planning. As a fifth generation Floridian and 51-year resident of Manatee County, Rob is deeply connected to his community and alongside his wife Krista, actively supports local non-profit organizations. Rob earned his Personal Investment Advisor (PIA) designation and holds a High School Diploma from Southeast High School. Outside of his professional work, he enjoys spending time outdoors boating, fishing, camping, hiking, and attending local sporting events with his family.

Ronald Jones is a financial advisor with Primerica Advisors in Tierra Verde, FL, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has been with Primerica Financial Services and Primerica Advisors since 2006. Outside of his advisory role, he is involved in sales of home security and automation products through affiliated companies and operates a financial services business related to Primerica. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services primarily through model-based investment strategies managed by unaffiliated asset managers.

Paul Haskins is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. His prior roles include positions with the City of Tampa and Manatee County, as well as work at Colosseum Coaching and Consulting. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Savas Constantinou is a CFP® professional with 27 years of industry experience, currently serving at OSAIC since 2026. He previously worked at Cetera Investment Services, Hancock Whitney Bank, Modera Wealth Management, LPL Financial, and AXA Advisors. He has also held a senior wealth planning advisor role at Hancock Whitney Bank, focusing on trust and estate, retirement, investment, risk management, and business planning in collaboration with other financial professionals. OSAIC serves a broad client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, providing integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm offers portfolio construction using firm tools and third-party solutions, supporting both discretionary and non-discretionary management across diverse asset classes.

Lisa Menke is a financial advisor at LPL Financial with 14 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing, Wells Fargo Advisors, LLC, and Wells Fargo Bank, N.A. from 1987 to 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

James Berndt is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Osaic Wealth. His prior roles include positions at Corient, The Mather Group, EY/Tapfin, Kraft Heinz, Enterprise, and Finametrics. Osaic Wealth serves a wide range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across various asset classes, with discretionary and non-discretionary management options.

Jack Craig is a financial advisor with LPL Financial in Bradenton, FL, holding a Series 63 designation and 34 years of industry experience. He has been with LPL Financial and its predecessor entities since 1995. Craig serves as a successor trustee for a family trust. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

John Fletcher is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Ameriprise Financial Services, Inc. for nine years before joining LPL Financial in 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including both discretionary and non-discretionary management, supported by research from LPL Research and various third-party providers.

Robert Petzold is a financial advisor with OSAIC, holding a Series 66 designation and with 26 years of industry experience. His prior roles include positions at Securities America Advisors and Kansas City Life Insurance Company. He is also the owner of Petzold Financial Group, LLC, which provides life, health, and long-term care insurance sales and services. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and access to third-party money managers to construct diversified portfolios across various asset classes.

Michael Fay Jr. is a financial advisor with Morgan Stanley in Bradenton, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as Vice President of the Red Cedar West Homeowners Association in Leesburg, Virginia. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment programs alongside specialized estate planning services.

Melissa De La Pena is a financial advisor with J.P. Morgan Securities in Bradenton, FL, holding Series 63 and Series 66 credentials and seven years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021 and previously held roles at Wells Fargo Clearing Services and Wells Fargo Bank. Outside of finance, she has been involved with modeling and talent agencies and promotional ventures. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers non-discretionary services through a select group of Wealth Advisors.

Murray Snow III is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds the Series 63 designation and has been with Morgan Stanley Private Bank, National Association since 2015, and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that incorporates structured discovery conversations and firm-approved planning tools.

James Morrison III is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He is also a board member of the Robinson Hearts and Minds Foundation, which raises funds through charitable events for research and engineering scholarships. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and investment solutions, supported by a large network of advisors and branch offices nationwide.