Thomas Redden III is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 13 years of industry experience. He has worked with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2011. Outside of his advisory role, he operates a small online business selling art and various household items on platforms such as eBay and Etsy. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm delivers its program on a non-discretionary basis, combining institutional advisory operations with brokerage, distribution, and investment management capabilities.

Brandon Kuban is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Bank of America/Merrill Lynch and several other financial institutions. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Steven Victor is a financial advisor with Raymond James & Associates who holds Series 63 and Series 65 licenses and has 43 years of industry experience. He previously worked at Janney Montgomery Scott for seven years and RBC Capital Markets Corporation for nine years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including high-net-worth individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, drawing on a range of portfolio management styles and emphasizing tailored advice supported by firm research and model manager options.

Andrew Minor is the Senior Resident Director and Wealth Management Advisor at Merrill Lynch, where he leads the office in Bradenton, Florida. Since joining Merrill Lynch Wealth Management in 2004, he has held leadership roles and developed expertise in guiding clients toward their financial goals. Andy holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and has earned several professional designations including Chartered Life Underwriter (CLU), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment specialist. Andy graduated from the University of Alabama with a Bachelor of Science degree in Chemical Engineering. He has been involved in training programs within Merrill Lynch and was appointed Resident Director in 2015. His professional approach emphasizes a disciplined, client-focused financial strategy tailored to individual needs, including areas like college education planning, retirement income, tax minimization, and socially responsible investing. In addition to his professional responsibilities, Andrew Minor is active in his community. He serves on the boards of the Manatee County Fair Association and the Early Learning Coalition of Manatee County and is the 2024 President of the Bradenton Kiwanis Club. He is also a member of the Manatee County Chamber of Commerce. Andy resides in Bradenton with his wife, Kirstin, and their three children, and enjoys football, golfing, running, and family activities.

Janice French is a financial advisor at Edward Jones with four years of industry experience. She holds a Series 66 designation and previously worked at Jabil for 17 years before joining Edward Jones in 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

Darren Janakis is a financial advisor with LPL Financial in Bradenton, FL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with LPL Financial since 2004. In addition to his advisory role, he is involved with United Underwriters as a non-variable insurance agent and maintains an accounting entity, Janakis Financial. 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 discretionary and non-discretionary management, model portfolios, and consulting services.

Joseph Maldonado is a financial advisor with Equitable Advisors, holding a Series 66 designation and 15 years of industry experience. He has been with Equitable Advisors since 2010 and previously worked at Axa Advisors for 10 years. Outside of his advisory work, Maldonado is also a referral sales agent in real estate and a licensed accountant/CPA. 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 various third-party programs. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage services tailored to client goals, risk tolerance, and time horizon.

Jonathan Eskridge is a financial advisor at Wells Fargo Advisors with 43 years of industry experience. He previously worked at UBS Financial Services Inc. for 18 years before joining Wells Fargo Advisors in 2026. He holds Series 63 and Series 65 licenses. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, with tailored recommendations developed using proprietary research and tools.

Joseph Pallet is a CFP® professional affiliated with LPL Financial with 18 years of industry experience. His prior roles include positions at Transamerica Retirement Solutions and Principal Financial Services. He is also involved with Lake Michigan Credit Union in a financial institution capacity. LPL Financial is an SEC‑registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with investment management supported by in-house and third-party research and strategies.

Tyler Brumfield is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Fifth Third Securities and Fifth Third Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Wendy Kester is a financial advisor at UBS Financial Services with 25 years of industry experience. She holds Series 63 and Series 65 credentials and has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Arthur Gettinger is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 29 years of industry experience. Prior to joining OSAIC in 2023, he spent 14 years at Sagepoint Financial, Inc. He owns Gettinger Financial LLC, which provides investment planning, tax planning, estate planning, insurance planning, and retirement/cash flow planning services, including fixed insurance sales. He has also served as a trustee for family trusts. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm integrates brokerage and advisory services with a range of investment options and uses proprietary tools and third-party platforms to construct and manage portfolios.

Richard Morris is a financial advisor with Morgan Stanley in Bradenton, FL, holding a Series 66 designation and 14 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and has been affiliated with Morgan Stanley Smith Barney LLC since 2010. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and model-based outcome simulations as part of its planning process.

Vincent Rehfeldt is a financial advisor with Cetera and holds a Series 66 designation. He has four years of industry experience and has also worked as a social media manager for The Ranch Assisted Living Facility. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors, utilizing multiple program structures and investment approaches.

James Nunciato is a financial advisor with LPL Financial in Bradenton, FL, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc., and United Financial Services. He has maintained an ongoing involvement with Wall Street on Court Street for over 30 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Brianna Izzo is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. She previously worked at Bank of America and Merrill. Outside of her advisory role, she owns a small business selling handmade crochet items on Etsy. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment management grounded in modern portfolio theory. The firm serves institutional clients with a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Jeffrey Welsh is a financial advisor at OSAIC with 34 years of industry experience. He has held positions at SagePoint Financial, Inc. and Bard Financial Services, Inc., where he serves as vice president. Welsh also owns a sole proprietorship offering term and fixed life insurance products along with accident and health insurance. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a range of portfolio management tools and access to third-party investment platforms.

Amanda Tabachnick is a financial advisor with Ameriprise, holding a Series 66 designation and 21 years of industry experience. She has worked with Ameriprise Financial Service, LLC since 2018 and previously with PRUCO Securities, LLC and The Prudential Insurance Company of America from 2004 to 2018. Outside of her advisory role, she manages her own financial planning business and is involved in commercial real estate ownership. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a largely automated process overseen by specialized teams, while also providing a broad range of advisory, brokerage, and insurance solutions.

Nicholas Irving is a financial advisor with LPL Financial in Bradenton, FL, holding a Series 66 credential and two years of industry experience. Prior to his current role, he worked in the automotive and retail sectors, including positions at Volvo Cars Sarasota and Acura of Chattanooga. Outside of financial advising, he is involved with Pressure Kingdom, LLC, an outdoor services business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers various advisory programs and financial planning services, using both discretionary and non-discretionary management supported by proprietary and third-party research.

Mark Campbell is a financial advisor with Morgan Stanley in Bradenton, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Bank of America, and Merrill. Outside his advisory work, he is the sole proprietor of Girard & Fedora LTD, a real estate investment business based in Miami. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, focusing on financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers comprehensive planning services through its Financial Advisors and Estate Planning Strategies Group.