John Spada is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market-based return estimates.

Mark Friedman is a financial advisor with OSAIC who holds Series 65 and Series 66 credentials and has 27 years of industry experience. His prior roles include positions at Securities America Advisors and INVEST Financial Corp. In addition to his advisory work, he is a partner and CPA at Fisher & Friedman, PA, providing tax preparation and accounting services, and he serves as a board member of the Trop Rock Music Association. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm uses firm-provided asset allocation tools and supports a variety of managed account solutions across discretionary and non-discretionary platforms.

James Crites is a financial advisor with Edward Jones in Venice, FL, holding a Series 66 designation and four years of industry experience. Before joining Edward Jones in 2022, he worked at Palm Beach Quote Insurance and Northwestern Mutual, among other roles across various industries. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

James Hinck is a CFP®-credentialed financial advisor with 30 years of industry experience. He is currently with OSAIC Wealth Inc and has held prior roles at Hinck Private Wealth Management, Commonwealth Financial Network, and Wells Fargo Advisors. Hinck serves on the boards of the Englewood Community Redevelopment Agency and the Charlotte Harbor Sunset Rotary, involving community redevelopment and nonprofit literacy and leadership programs. OSAIC Wealth Inc serves a diverse client base—including individual, high-net-worth, institutional, and nonprofit clients—offering integrated brokerage, advisory services, and a broad range of portfolio management solutions through a large network of affiliated advisors.

Tyler Shambora is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2022. Prior to his advisory role, he spent five years with Sarasota County Schools and one year at the University of Virginia. Outside of his financial advisory work, Shambora coaches high school and youth baseball, focusing on athlete recruitment and player development. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charities. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated financial services through a large network of advisors and branch offices.

Gidget Rowe is a financial advisor with LPL Financial and has 19 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked at Old National Bank and LPL Financial since 2005. Rowe serves as a Vice President at Old National Bank, participating in its referral program for banking products. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a broad range of financial planning and investment management solutions through a large network of advisors.

Thomas Agostinelli is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at LPL Financial since 2009, following prior roles at Citigroup Global Markets and Legg Mason Wood Walker, Incorporated. Outside of his advisory practice, he occasionally manages financial affairs for his son, who is serving in the U.S. Navy. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment services through a large network of advisers, with access to model portfolios, third-party management, and institutional platforms.

Allan Thiessen is a financial advisor at Merrill with 43 years of industry experience. He holds Series 63 and Series 65 designations and has been with Merrill since 1983, also working at Bank of America since 2009. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutions.

Floyd Rinehart is a CFP®-certified financial advisor with LPL Financial, where he has worked since 2002. He has 34 years of industry experience and holds a Series 63 license. He is based in Venice, FL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and extensive operational resources.

Brian Dayton is a financial advisor at Ameriprise with five years of industry experience. His prior roles include positions at NYLIFE Securities LLC and New York Life Insurance Company. He has also been involved with Eagle Strategises LLC and held various roles outside the financial industry prior to 2019. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet certain asset criteria. The firm provides written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies, using a combination of research, modeling, and tax-efficiency analysis.

Michael Parker is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Target for 22 years and had brief roles at Publix Super Markets and periods of retirement. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across the wealth spectrum, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jessie Norton is a financial advisor at Raymond James Financial with 20 years of industry experience. She previously worked at Edward Jones for 11 years before joining Raymond James in 2017. Norton is the owner and CEO of The Norton Group, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through unique affiliations.

Travis Mann is a Financial Advisor at Merrill Lynch Wealth Management. After serving eight years in the United States Army, including leadership roles in the 75th Ranger Regiment, he transitioned to a career in financial services. He earned a bachelor's degree from Flagler College in 2022 and holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Travis specializes in providing comprehensive financial planning and investment management tailored to the individual needs of clients. His areas of expertise include education planning, family wealth management, legacy and philanthropic planning, liquidity management, retirement planning, portfolio management, small business strategies, and special needs planning. He focuses on uncovering client goals to create personalized strategies that address both current concerns and future aspirations, with ongoing guidance as client needs evolve. In addition to his professional activities, Travis is involved in community organizations such as the American Legion, Habitat for Humanity, and the Three Rangers Foundation. He is also a member of the Charlotte County Chamber of Commerce. Outside of work, he engages in biking, boating, bowling, camping, chess, golfing, hiking, reading, skydiving, and spending time with his family.

John Bush is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and 29 years of industry experience. He previously worked at LPL Financial for 18 years before joining Raymond James in 2026. Outside of his advisory role, he is associated with SBS Financial, a non-investment-related DBA and support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and charitable clients. The firm offers non-discretionary services tailored to client goals using analytical tools and supports a wide advisor network, including specialized municipal and public-finance consulting.

Robert Cerritelli is a financial advisor with Ameriprise, holding a Series 66 designation and bringing 31 years of industry experience. He has been with Ameriprise and its affiliated firms since 2005. Cerritelli serves as Treasurer on the Board of Directors for The Museum Society, Inc. in Punta Gorda, FL. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, with recommendations based on proprietary research and third-party data, and features enrollment criteria that include minimum investable assets.

Nicholas Mettert is a financial advisor with Morgan Stanley in Venice, FL, holding Series 63 and Series 66 licenses and having 16 years of industry experience. His prior work includes roles at JPMorgan Chase Bank and JP Morgan Securities. Morgan Stanley Wealth Management delivers a broad range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process with firm-approved tools and provides advisory services without individual security recommendations as part of standalone plans.

Gary Cook is a financial advisor at Raymond James Financial with 31 years of industry experience. He previously worked for Merrill Lynch, Pierce, Fenner & Smith Inc. for 22 years before joining Raymond James in 2017. Cook holds Series 63 and Series 65 licenses. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, corporate, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools and supporting clients through its advisory programs and affiliated firms.

Glenn Wyatt Arthurs is a financial advisor with UBS Financial Services who holds Series 63 and Series 65 credentials and has 43 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he is a co-owner of Camp Pathfinder, a boys’ summer camp, where he oversees a full-time professional staff. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Edward Mc Kinney is a Series 66 licensed advisor with 20 years of industry experience. He has worked at Edward Jones since 2021 and previously held roles at Wells Fargo Clearing, Kovack Securities, and Lincoln Financial Advisors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a broad network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

Kristin Nelson is a financial advisor at Ameriprise with 11 years of industry experience. She has previously worked at Wells Fargo Clearing, Wells Fargo Bank, and Fifth Third Securities. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic tools to deliver personalized retirement planning, primarily for clients with assets managed within Ameriprise.