John Marshall is a financial advisor at Advisor Share Wealth Management, LLC with two years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Advisor Share Wealth Management, he worked with Risk & Tax Mitigation Solutions, Inc. and Allied Elite Financial, and he was an Independent Life and Annuity Agent for 14 years. Advisor Share Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and pension and profit-sharing plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform, typically implementing client strategies through third-party sub-advisers and model portfolios on both a discretionary and non-discretionary basis.

James Davenport is a CFP® with 16 years of industry experience. He is currently with Compass Financial Management LLC and has previously worked at Halo Securities LLC and Sentinus LLC. In addition to his advisory role, he is licensed to sell life and health insurance products. Compass Financial Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates, providing discretionary portfolio management and retirement plan consulting. The firm employs a multi-disciplinary investment approach and supports a broad client base through ongoing portfolio monitoring and implementation.

Michael Murray is a financial advisor at Bison Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Truadvice Wealth Management and Lyons Tool & Manufacturing. In addition to his advisory role, he is licensed as an independent agent for the sale of insurance products. Bison Wealth serves a diverse client base including individuals, high net worth clients, family offices, and corporations, offering financial planning, portfolio management, and ERISA retirement plan services. The firm emphasizes outcome-focused, multi-manager model portfolios that integrate tactical and strategic allocations across various asset types and also provides services to other advisers through its Turnkey Asset Management Platform.

Minka Muka is a financial advisor with Capital Analysts in Sarasota, FL, holding Series 65 and Series 63 licenses and seven years of industry experience. She previously worked at Western & Southern Life and Peoples Bank, among other firms. Outside of her advisory role, Muka is a licensed realtor assisting buyers and sellers in the residential real estate market. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, and retirement plans. The firm offers a range of portfolio management services supported by an in-house investment management team and access to third-party managers, delivering solutions both on a discretionary and non-discretionary basis.

Kenneth Bolton is a financial advisor with Advisory Solutions Group, holding Series 63 and Series 66 designations and 37 years of industry experience. His prior roles include positions at Milestone Private Wealth Management, CS Planning Corp., and Wells Fargo Advisors Financial Network. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other registered investment advisory firms. The firm uses a mix of quantitative, momentum, and fundamental analysis to construct diversified portfolios and supports RIAs with model implementation, reporting, and held-away asset management.

Tucker Horsley is a CFP® and Series 65-registered advisor with three years of industry experience. He currently works at Mariner in Sarasota, FL, where he has been since 2021. Horsley previously served as an advisor at Allegiant Private Advisors and was involved with Lucky-U Cycles for five years. He is a board member of the nonprofit Take Stock in Children of Sarasota County. Mariner serves a diverse client base with services including investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm offers customized, discretionary portfolios supported by an internal team and third-party managers, along with specialized tax, accounting, and family office services.

Amy Orcutt is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has worked with PNC Investments, LLC since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation only to employees with existing PNC Bank online credentials. The firm uses algorithm-driven risk assessments and approved model strategies managed internally or by third parties, with investments primarily in mutual funds and ETFs.

Kathy Dyer is a financial advisor with Rockefeller Financial LLC, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. Her prior roles include positions at Morgan Stanley Private Bank and Ironview Capital Management. She and Michael Dyer have an ownership interest in a Florida-based hotel through a limited partnership. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services and operates as a registered broker-dealer, providing integrated investment, insurance, and placement capabilities.

Christopher Jacobs is a financial advisor at Rockefeller Financial LLC with 39 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Merrill and Bank of America. Jacobs has been with Rockefeller Financial since 2021. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting services, operating as a registered broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking.

Michael Palmer is a financial advisor with Fifth Third Securities, Inc. He holds the Series 63 and Series 65 designations and has one year of industry experience. His prior work includes roles at Fifth Third Bank, GTE Credit Union, Regions Bank, PNC Bank, and Bank of America. Fifth Third Securities serves a diverse client base, including individual and institutional clients, offering investment advisory and brokerage services through multiple program types and third-party portfolio managers. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides access to the Passageway Managed Account Program via Fidelity’s Managed Account Xchange.

Gregory Schmertmann is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 15 years of industry experience. He has worked with SunTrust Investment Services and SunTrust Advisory Services since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration across Truist’s financial services.

Joseph Lewis is a CFP®-credentialed financial advisor at Mariner with two years of industry experience. Prior to his career in financial advising, he served ten years in the United States Navy. Mariner Wealth Advisors serves a diverse client base including individuals, high-net-worth households, pension plans, trusts, and charitable organizations. The firm offers customized investment management, financial planning, tax services, and employer financial-wellness solutions, supported by in-house research and third-party managers.

Sean Koscho is an investment advisor at NewEdge Advisors with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Base Wealth Management, Intervest International, and Primerica. Additionally, he served a decade with the Sarasota County Fire Department. NewEdge Advisors is a large registered investment adviser serving a diverse client base, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers a wide range of services such as portfolio management, financial planning, and access to sponsored advisory programs, utilizing both in-house and third-party investment solutions.

Jay Labarre is a financial advisor at Mariner with 16 years of industry experience and holds a Series 66 designation. His prior roles include positions at Lincoln Financial Advisors, Cetera Advisor Networks, Retirement Money Management, and Girard Securities. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, charitable organizations, and corporations, providing investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by an internal investment committee and a combination of in-house research and third-party managers, offering a broad range of strategies and integrated tax and accounting services uncommon for firms of its size.

Kerstin Wiles is a CFP®-certified financial advisor with 18 years of industry experience. She is currently with Mariner Wealth Advisors, where she has worked since 2022. Her prior roles include positions at Homrich Berg and Redwood Wealth Management, as well as a seasonal associate role at Intuit (TurboTax). Mariner serves a diverse client base including individuals, institutions, and charitable organizations, providing investment management, financial planning, and retirement consulting. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, along with integrated tax and accounting services uncommon for firms of its size.

Brian Grogan is a financial advisor with NewEdge Advisors, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Ameriprise Financial Services and Mid Atlantic Financial Management. Outside of his advisory work, he is a founding partner of Crescent Franchise Solutions, which focuses on succession planning for franchise owners. NewEdge Advisors is a large registered investment adviser serving individuals, retirement plans, corporations, trusts, and charitable organizations through independent investment adviser representatives. The firm offers a range of portfolio management and consulting services and utilizes multiple program structures combining in-house and third-party strategies, supported by technology tools and rigorous due diligence.

Christopher Persandi is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked at TD Bank N.A. and its affiliate TD Private Client Wealth LLC since 2020, and previously was with Bank of America, N.A. and Merrill from 2013 to 2020. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, offering portfolio management, financial planning support, and custody through third-party providers. The firm uses a combination of proprietary and third-party investment managers and employs a discretionary trading model with a percentage-of-assets-under-management fee structure.

Daniel McDermott is a CFP® and ChFC® with 38 years of industry experience. He is currently with Mercer Global Advisors Inc., where he has worked since 2018, following prior experience at McDermott Advisory Group, LLC and Cambridge Investment Research, Inc. He is also a Notary Public of Delaware. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach with globally diversified portfolios and offers a range of investment and planning solutions.

Stephen Griffin is a CFP® with 23 years of industry experience, currently affiliated with Eagle Strategies (NY Life) in Sarasota, FL. He has held roles at Full Spectrum Financial Group and Ordonez & Griffin Financial Group, and has been associated with New York Life Insurance Company since 2002. Griffin is also the owner of a business that brokers non-registered insurance products. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis.

Kevin Thompson is a financial advisor with Kestra Advisory in Sarasota, FL, holding Series 63, 65, and 66 licenses and 26 years of industry experience. He has been with Kestra Advisory since 2016 and also owns FINANCIAL PARTNERS, a consulting and investment advisory business operating under Kestra Investment Services. In addition, Thompson serves as a loan officer with American Financial Network Inc and acts as trustee for the David C. Thompson Revocable Trust. Kestra Advisory Services provides investment advisory and retirement plan consulting to institutional and individual clients, offering a range of services including fiduciary consulting, plan design, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and distributes multiple management platforms and third-party managed solutions.