Kristopher Hissam is a CFP® certificant with five years of industry experience, currently affiliated with Bankers Life Advisory Services, Inc. He has held roles at several related entities within the Bankers Life group since 2020. Outside of his advisory work, he assists with client document processing and customer service as a 1099 agent for Bankers Life and Casualty. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analyses to tailor asset allocations and manages portfolios across various securities to align with clients’ goals and risk tolerances.

Benjamin Jones is a CFP® professional with 19 years of industry experience, currently serving at Mariner Wealth Advisors since 2021. He previously worked at Allegiant Private Advisors, LLC and Commonwealth Financial Network. Jones is involved with nonprofit organizations, including serving as Chairman of the finance committee at Forty Carrots Family Center and as an Investment Committee member for the William G. & Marie Selby Foundation. Mariner serves a diverse client base ranging from high-net-worth individuals to charitable organizations, offering investment management, financial planning, and retirement consulting. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and integrates tax and accounting services alongside specialized financial wellness and family office solutions.

Douglas Timmerman is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2018. His prior experience includes roles at Msec, LLC, Park Avenue Securities, and Guardian Life Insurance Company. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and access to various pooled investments and third-party managers. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party allocations, with integrated tax, accounting, and family office services uncommon for a firm of its size.

Kelly Goldstein is a financial advisor with Eagle Strategies (NY Life) based in Sarasota, FL, holding a Series 66 designation and eight years of industry experience. She has worked with Eagle Strategies since 2021 and previously spent three years at Steve Griffin CPA. Outside of advising, she is an investor in Zulu Pods, an aerospace company focused on lubrication delivery solutions. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis.

Kristen Garcia is a financial advisor at First Command Advisory Services with five years of industry experience. She holds the Series 66 designation and has worked with First Command entities since 2021. Outside of her advisory role, she is an independent distributor for AdvoCare, a health and wellness network marketing company, a position she has held since 2011. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through centralized teams that select model portfolios and third-party managers from approved universes.

Bradley Yates is a CFA® charterholder with 18 years of industry experience. He has worked at T. Rowe Price Advisory Services, Inc. since 2017 and previously spent five years at Raymond James & Associates. He is based in Sarasota, FL. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory service for individual investors and households, combining nondiscretionary financial planning with discretionary investment management primarily using T. Rowe Price mutual funds and ETFs. The firm employs tax-aware strategies and Monte Carlo simulations for retirement income planning, serving clients generally with at least $250,000 in investable assets.

John Kushman is a financial advisor with Truist Advisory Services, holding Series 65, Series 63, and Series 66 licenses and 22 years of industry experience. His prior roles include positions at U.S. Bancorp Investments, U.S. Bank, Synovus Bank, and SunTrust Advisory Services. He serves on the investment advisory committee of The Community Foundation and holds board roles with a semi-professional soccer club and a local condominium association in Sarasota, FL. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and manager arrangements.

David Haertel is a financial advisor at Empower Advisory Group with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Charles Schwab, Fisher Investments, and Fidelity. Outside of his advisory role, he serves as president of the Miss Manatee Softball League, where he oversees operations and fundraising efforts. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage clients, using an integrated model tied to Empower’s administrative platforms.

John Raleigh Jr. is a CFP®-certified financial advisor with 33 years of industry experience. He is currently with CWM, LLC and has held roles at Shilanski & Associates and Summit Financial Group Inc., among others. Outside of his advisory work, he volunteers as a track coach for pole vaulting and is an Auxiliarist with the United States Coast Guard Auxiliary, in addition to organizing tours as a conductor. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients. The firm employs a discretionary portfolio management approach using model portfolios and third-party sub-advisors, with a focus on retirement plan services and comprehensive fiduciary oversight.

Alina Gray is a financial advisor with Truist Advisory Services in Sarasota, FL, holding Series 63, 65, and 66 designations and 15 years of industry experience. She has been with Truist Advisory Services and its predecessor firms since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary manager relationships and employs AI-enabled research tools to support its investment oversight and manager selection.

Brian Dixon II is a financial advisor at Mariner with one year of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services LLC, Wells Fargo Advisors, Merrill, Amazon.com, Bank of America, and other companies. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and tax and accounting integration, with customized, discretionary portfolios supported by in-house research and third-party managers.

Chad Fratto is a financial advisor at Commonwealth Financial Network with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial LLC, Royal Alliance Associates, Inc., Signator Investors, Inc., and Waddell & Reed. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing around $212.7 billion in client assets. The firm offers a broad adviser-support platform with managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Dominick Bennese is a financial advisor at SPC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Royal Alliance Associates, Inc. and Signator Investors Inc. Bennese is also licensed as an independent insurance agent, selling life, disability, health, and Medicare insurance products. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans with a range of portfolio management, financial planning, and ERISA-related retirement services. The firm manages approximately $5.66 billion in assets and offers discretionary and nondiscretionary investment strategies tailored to client suitability.

Kimberly March is a financial advisor at TIAA-CREF with five years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Societe Generale for 18 years before joining TIAA-CREF. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected through employer retirement plans, as well as to trusts, estates, and other entities. The firm differentiates its services by separating one-time financial planning from ongoing portfolio management, offering both model-based and customized investment solutions.

Thomas Breiter is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He previously led Breiter Capital Management for 30 years before joining Wealth Enhancement Advisory Services and Wealth Enhancement Group in 2022. He serves as a board member of the Trillium Links Condominium Association, a residential homeowners association. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, discretionary and non-discretionary asset management, and specialized retirement plan consulting, utilizing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Darin Pierce is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and over 32 years of industry experience. He has been associated with Commonwealth Equity Services, Inc. since 1997 and is president and part owner of Financial Services of Bradenton, Inc. and Insurance Services of Bradenton, through which he is involved in both securities and insurance businesses. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $213 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, third-party asset manager access, and custody services.

Ryan Lynch is a financial advisor at Steward Partners Investment Advisory, LLC with 10 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services Inc., Bank of America, N.A., and Merrill. Lynch is based in Sarasota, FL. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, pension consulting, and managed account programs.

Brett Jacobs is a financial advisor with Kestra Advisory, holding Series 63 and 65 credentials and bringing 18 years of industry experience. He has been with Kestra Advisory since 2016 and also operates Cormac Benefits Group, where he serves as owner and registered representative. Jacobs serves on the Dean’s Advisory Board for the Indiana University Northwest School of Business. Kestra Advisory provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services including fiduciary consulting, plan design, and vendor benchmarking. The firm supports complex investment solutions and serves large institutional investors, including sovereign wealth funds.

Jakob Hart is a financial advisor with Eagle Strategies (New York Life) based in Sarasota, FL, holding a Series 66 designation and bringing 12 years of industry experience. He is the principal of Hart and Hart Financial Services and has been associated with New York Life Insurance Company and NYLife Securities LLC since 2013. Hart serves as a board member on the endowment fund committee for the Sahib Shriners. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, defined contribution and defined benefit plans, and charitable and corporate entities. The firm emphasizes tailored advice and delivers solutions through multiple program types, with most assets managed on a non-discretionary basis.

Kelly Sever is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Bradenton, Florida. She holds Series 63 and Series 65 credentials and has one year of industry experience. Her prior roles include positions at Fifth Third Bank and Covenant Metabolic Specialists. FIFTH THIRD SECURITIES, Inc. serves a diverse clientele including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers multiple program types and third-party portfolio managers on its Passageway Managed Account platform, combining mutual fund and ETF models, SMA strategies, and tax overlay options.