Scott Huffman is a financial advisor with Raymond James Financial in Sarasota, FL, holding Series 63 and Series 66 designations and 40 years of industry experience. He has been with Raymond James Financial since 2009 and is also president and owner of Gulfstream Advisors, Inc., a support company he has operated since 2007. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individual and high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through its affiliated municipal advisor.

Annette Celentano is a financial advisor at Stifel with 24 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for 15 years. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Angela Noble is a financial advisor at Morgan Stanley with 37 years of industry experience. She holds Series 63 and Series 66 designations and has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses firm-approved planning tools and structured processes to support financial planning.

Marina Shinsky is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Bank of America, Merrill, and J.P. Morgan Securities. Outside of finance, she has been involved with Brewhouse Fishville LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Eric Walther is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he worked for Franklin Templeton Distributors Inc for ten years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Jesse Horton is a financial advisor with Wells Fargo Clearing in Sarasota, FL, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Consumers Credit Union, Cuso Financial Services, State Farm, Bank of America, and Merrill. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Laura Russell Grigore is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 32 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and concurrently at Wachovia Bank, N.A. since 2009. Wells Fargo Advisors is a national securities firm providing investment advisory, 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 a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Dawne Polsinelli is a financial advisor with Primerica Advisors in Port Charlotte, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Primerica Advisors since 2000 and has worked with Primerica Financial Services since 1989. In addition to her advisory role, she is involved in referral activities for home security and automation products and manages crypto investing within a personal Roth IRA. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure, providing custody and trade execution services through Pershing and Primerica Brokerage Services.

Lawrence Hurst is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management. With over 32 years of experience at Merrill Lynch and a team combining 90 years of expertise, he focuses on delivering goal-based wealth management services tailored to individual, family, business, and not-for-profit clients. His approach includes investment planning, retirement income planning, educational expenses, estate planning, and philanthropy, emphasizing a consultative and personalized process. Lawrence holds the Chartered Retirement Planning Counselor™ (CRPC™), Certified Plan Fiduciary Advisor® (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. He is a graduate of Franklin Pierce University with a bachelor's degree in Marketing. As a qualified Portfolio Manager, he manages personalized and defined investment strategies, including individual securities, Merrill Lynch model portfolios, and third-party investment options. In addition to his professional roles, Lawrence serves on the Board of Governors and Brotherhood of Temple Emanuel and has participated in the Headmaster's Council Parent Committee at St. John's Prep. He is also involved in several local charities and civic organizations. His personal interests include golfing, music, skiing, spending time with family, and traveling.

Lisa Simms is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Edward Jones since 2024. She previously worked at Morgan Stanley Smith Barney from 2002 to 2024. Outside of her advisory role, she owns and manages a rental property in Sarasota, FL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and affiliated financial services supported by a large national network of advisors and branches.

James Conahan is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Raymond James, he served in the U.S. Army from 2017 to 2020 and has experience with various business activities including roles at Jambo Protected LLC and a contractor position with F45 Fitness. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a wide range of clients including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory solutions using analytical tools to support client goals and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Jonna Keller is a financial advisor with OSAIC who holds Series 63, Series 65, and Series 66 designations and has 27 years of industry experience. Her prior roles include positions at SagePoint Financial, SPC, and Sigma Financial Corporation. She is also the managing partner of First Security Investments of SWF, LLC, an insurance sales business. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through multiple programs such as financial planning, managed portfolios, and retirement plan consulting. The firm uses model-based asset allocation and portfolio optimization supported by various risk assessment tools and offers a broad range of investment strategies and third-party platforms.

Ellen Bush is a financial advisor at Morgan Stanley with 46 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank. Outside of her advisory work, she serves on the board of directors for the Hospital and Healthcare Association of Pennsylvania and the Scranton Chamber of Commerce. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and research.

Dustin Hays is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has worked at Bank of America N.A., Merrill, and Oppenheimer & Co. Inc. Prior to his financial services career, he spent eight years at Extra Space Storage. 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 plans, corporations, and charitable organizations.

Robert Domke is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously owned and operated Defining Realty Co, a real estate brokerage, which he is in the process of closing. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals and institutions. The firm provides a range of advisory programs and investment strategies, supported by a nationwide network of over 23,000 financial advisors.

Lynn Crapo is a financial advisor at Robert W. Baird & Co. with 16 years of industry experience. She holds a Series 66 designation and has been with Robert W. Baird & Co. since 2012. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including financial planning and discretionary portfolio management, utilizing a range of strategies and overlays to meet client goals and risk tolerances.

Donald Johnson is a financial advisor with Primerica Advisors in Sarasota, FL, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been associated with Primerica Advisors since 1986 and Primerica Financial Services since 1991. Outside of advisory services, he is involved in selling home security and automation products through affiliated companies and owns a legal entity formed for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, offering model-based investment strategies managed by unaffiliated asset managers with discretionary and separately managed account options.

Sergiu Pletosu is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones Financial and several real estate and country club positions. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program supported by centralized due diligence and a combination of quantitative and qualitative research.

Christopher Enger is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Robert Baird & Co., The Q Consulting Group, ThinkBetter, LLC, and Aviance Capital Management. Enger serves as a board member for the Lighthouse Vision Loss Education Center, a nonprofit providing rehabilitation training to the blind and visually impaired in the Sarasota region. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary program focuses on written asset allocation advice, investment manager research, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative analysis.

Andrew Barclay is a financial advisor at Osaic Wealth with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Woodbury Financial Services and Thrivent Financial. Barclay is also president of Barclay Investments, a sole proprietorship through which he performs financial planning and wealth management services. Osaic Wealth serves a broad mix of retail and institutional clients, offering brokerage and advisory services across comprehensive financial planning, managed portfolios, retirement plan consulting, and alternative investments. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization supported by various tools and multiple custodial and program arrangements.