Robert Evans is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 66 and Series 63 licenses and has been with J.P. Morgan in various capacities since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

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.

Marina Hernandez is a financial advisor at Charles Schwab with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2014, including a two-year period at Charles Schwab Bank. Prior to that, she spent 10 years with Heritage Group Partners, Inc. 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 separate managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

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 with Stifel, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Stifel since 2014 and previously worked at Advisors Management Group Inc., M&I Investment Management Corp., M&I Financial Advisors, Inc., and RBC Capital Markets. Outside of his advisory role, he is a co-owner of Sunflowco, a landholding entity involved in crop rental activities. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that supports asset allocation and financial planning analyses, with client discretion over implementation.

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.

Kenneth Andrews is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Fidelity Investments since 2022, following prior roles at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, the Town of West Hartford Public Works, and the University of Rhode Island. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base, including registered investment companies and charitable funds, and is known for its use of systematic methodologies and oversight in managing model portfolios.

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 financial advisor with Edward Jones in Bradenton, FL, with eight years of industry experience. He worked at The Scion Group: The Woodlands of W. Tennessee and Florida State University Reservation before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Michael Trosset is a financial advisor at Fidelity with Series 66 and Series 63 credentials and three years of industry experience. Prior to joining Fidelity, he worked for six years at Otsego County Public Defender and sixteen years at Trosset Group Attorneys. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm employs a systematic investment process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction across various fund structures.

Kelsey Lebeda is the Vice President and Branch Leader at the Sarasota Fidelity Investor Centers. In this role, Kelsey leads a team of financial professionals dedicated to assisting clients in creating and working toward their financial goals. Kelsey focuses on delivering a positive experience for every client. Kelsey's experience at Fidelity Investments spans over a decade, beginning in 2012. Prior to becoming Vice President and Branch Leader in 2022, Kelsey held positions as Assistant Branch Manager from 2017 to 2018, Financial Consultant from 2014 to 2017, Investments Representative from 2013 to 2014, and Financial Representative from 2012 to 2013.

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.

Kathleen Scholz is a financial advisor with LPL Financial in Bradenton, FL, holding a Series 66 credential and seven years of industry experience. Her prior roles include positions at Edward Jones and Fisher Investments. She is co-owner of a handyman services business in Palmetto, FL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, institutions, and retirement plan participants, offering advisory and brokerage services through a large network of investment adviser representatives. The firm provides various investment solutions, including financial planning and third-party asset management, supported by extensive operational and research tools.

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.

Donna Gora is a Senior Financial Advisor at Merrill Lynch Wealth Management. She works alongside a team of firm specialists to provide goals-based wealth management services tailored to individuals, families, businesses, and nonprofit organizations. Her professional role involves developing strategies, offering investment guidance, and focusing on succession planning and exit strategies. Donna's expertise encompasses family wealth management strategies, services for endowments, foundations, and nonprofits, personal retirement planning, philanthropic planning, small business strategies, socially responsible investing including ESG, women and wealth, sports and entertainment, and retirement income. She holds the Personal Investment Advisor (PIA) designation. Her educational background includes a High School Diploma from Oldsmar Christian School, an Associate's Degree from Edward Williams College, and both a Bachelor's and a Master's Degree from Fairleigh Dickinson University. Outside of her professional work, Donna has interests in biking, gardening, and music, and she is involved in community activities related to early childhood development and education as well as theater and the arts.

David Huffman is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 63 license. He has 48 years of industry experience, including 22 years at H. Beck, Inc. and over 19 years operating Huffman Financial Group. He is also an independent insurance agent representing various independent insurance companies. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions, including pension and charitable organizations, by offering financial planning, investment management, and retirement-plan advisory services. The firm supports both discretionary and non-discretionary management through multiple platforms and proprietary model strategies, operating with thousands of financial professionals and managing a multi-billion dollar asset base.

Braeden Eubanks is a Series 66 licensed financial advisor at J.P. Morgan Securities with two years of industry experience. He has worked at several firms including Cetera and Minnesota Life Insurance Company. Outside of financial services, he has experience working with University of Iowa Catering. 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 approach combines quantitative and qualitative research with forward-looking capital market assumptions and includes capabilities in derivatives and commodities through affiliated entities.

Raymond Parker Jr. is a financial advisor with Edward Jones in Lakewood Ranch, FL, holding Series 63 and Series 65 licenses and 27 years of industry experience. He previously worked for Franklin Templeton Distributors, Inc. for 16 years before joining Edward Jones in 2021. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.