Timothy Collins is a financial advisor with Fidelity in Sarasota, FL, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Fidelity Investments since 2000, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC, where he is associated, provides investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves a diverse client base including charitable funds and registered investment companies.

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.

Jackson Geiser is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. He previously worked at IST Management and Bar 1868 and is the owner of HammerLinq Automation, an automation business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

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.

Zachary Van De Yacht is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and having six years of industry experience. His prior work includes roles at Baird, William Blair, Russell Investments, and ZS RFI Ventures, LLC. He is also an owner of a real estate venture in Bradenton, FL. 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 thousands of financial professionals. The firm utilizes multiple platforms and proprietary model strategies while providing both discretionary and non-discretionary management services.

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.

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.

Steven Grossman is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He worked at UBS Financial Services Inc. for nine years before joining Raymond James in 2018. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional consulting services.

Alexander Lallman is a financial advisor with Charles Schwab in Sarasota, FL, holding Series 66 and Series 63 licenses and 12 years of industry experience. He has worked at Charles Schwab Bank, SSB and Charles Schwab since 2020, and previously at TD Ameritrade from 2015 to 2020. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, using multi-asset model portfolios and centralized operational support.

Levi Wiget is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Investments since 2006. Outside of his advisory role, he owns a consulting business coaching local businesses and is involved in recreational fishing through FLW Outdoors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and systematic methodologies to construct model portfolios from mutual funds, ETFs, and ETPs.

Michael Fink is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Investments, LLC. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, 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.