Mark Lacey is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 designations and 12 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, PRUCO Securities, Raymond James & Associates, and Fidelity Investments. LPL Enterprise, LLC offers investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities through a network of investment adviser representatives. The firm primarily uses model-driven investment implementation and provides access to third-party asset managers, financial planning, and affiliated insurance and trust services.

John Tucker III is a CFP®-certified financial advisor with Edward Jones in Bradenton, FL, where he has worked since 2011. He has 14 years of industry experience and holds a Series 66 designation. Outside of his advisory role, he is involved in healthcare property leasing through Health Care for All LLP. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors and manages approximately $1.01 trillion in assets.

Sharone Pierre is a financial advisor with Raymond James Financial in St. Petersburg, FL. He holds Series 63, 65, and 66 designations and has 29 years of industry experience. Pierre has been with Raymond James Financial Services since 2002 and with Raymond James Financial since 2010. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm uses analytical tools and risk profiling to deliver tailored, non-discretionary planning and encourages implementation through its advisory programs or other providers.

Tod Lebeda is a CFP® with eight years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities in Bradenton, FL. His prior experience includes roles at JPMorgan Chase Bank, Charles Schwab, and One Sycamore Capital. Before entering finance, he worked for Complete Outdoor Equipment for three years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through non-discretionary, customized asset allocation advice, investment manager searches, and performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers access to a range of eligible investment strategies, including ESG frameworks.

Gino Colangelo is a financial advisor with Robert W. Baird & Co. in St. Petersburg Beach, FL, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Robert W. Baird & Co. since 2002. Colangelo serves as a board member for St. Francis Seraph Ministries, where he oversees assets. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group provides tailored consulting and portfolio services, including discretionary and non-discretionary management, with a range of traditional and non-traditional investment strategies.

Jason Hulst is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at LPL Financial since 2021 and concurrently operates CWA Accounting, Inc., where he provides tax preparation and accounting services. Hulst has held advisory roles at Capital World Advisors, Inc. and World Equity Group, and has maintained involvement in real estate through Prairieland Homes, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual clients, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology tools and a broad non-advisory financial services network.

Robin Robey is a financial advisor with Fisher Investments, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Fisher Investments since 2007. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative screening and qualitative research to construct globally diversified portfolios, and it manages risk through various tactics including derivatives and targeted tax-loss harvesting.

Trent Cowieson is a Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Trent earned his Bachelor's Degree from Florida Gulf Coast University.

Lisa Turner is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley and Citigroup Global Markets. She is based in Bradenton, Florida. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics to guide investment selection within a large-scale platform.

Ryan Brems is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has worked at Northwestern Mutual and Merrill, among other firms. Brems is involved in community service as Vice-President of the Rotary Club of Lakewood Ranch and is set to serve as its President from 2025 to 2026. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and various asset management programs through a network of Investment Adviser Representatives.

Sarah Jackson is a Series 66 licensed advisor with Merrill in Bradenton, Florida, where she has worked since 2006. She has 13 years of industry experience. Merrill, alongside 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 individuals, high-net-worth clients, and institutional investors.

Robert Hartland is a financial advisor at Cetera with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. Hartland is also the owner of PEACE Wealth Management, where he provides financial services. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors.

David Crew is a financial advisor at LPL Financial with 30 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. Prior to joining LPL Financial in 2011, he worked at Securities America Advisors, Inc. for eight years and at Veravest Investment Advisors, Inc. for one year. He serves as a trustee for a family trust and is a minor owner of a family LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a broad range of financial planning and investment management services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers customizable strategies through a large network of advisors, supported by research tools and a variety of advisory platforms.

Todd Sherman is a financial advisor at Raymond James & Associates with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several major firms, including Morgan Stanley, Citigroup Global Markets, UBS Financial Services, and Merrill. Outside of his advisory role, he serves as CEO of The Patriot Fund, a nonprofit organization based in Tierra Verde, FL. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering a range of financial planning and consulting services with an emphasis on non-discretionary investment advice.

Kellie Russell is a financial advisor at Edward Jones with four years of industry experience. She holds the Series 66 designation and previously worked at Bank of America, N.A. / Merrill Lynch, Medaille College, and South Buffalo Charter School. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of financial advisors and branch offices.

Halle Macerelli is a financial advisor with Cetera, holding a Series 66 designation and bringing eight years of industry experience. Her prior roles include positions at Bank of America, Merrill, Wells Fargo Clearing, Fragasso Financial Advisors, LPL Financial, and BNY Mellon. She is based in Parrish, FL. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that supports discretionary and non-discretionary strategies with significant scale and a broad advisor network.

Jessica Campos is a financial advisor at Merrill with eight years of industry experience and holds the Series 66 designation. She has worked at Merrill and Bank of America since 2017 and previously held roles at All in one Solutions and One Cell. Outside of advising, she is the sole owner of two private rental businesses in Bradenton, Florida. 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 individuals, high-net-worth clients, and institutional investors.

Matthew Bucher is a financial advisor at UBS Financial Services with 43 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Bank of America, NA, and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to customize client plans.

Walter Stern IV is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He holds the Series 66 designation and is based in Bradenton, Florida. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors.

Jim Germer is a financial advisor at Cetera with 28 years of industry experience and holds the Series 63 designation. He has been associated with Cetera since 2004 and operates his own CPA firm providing tax, accounting, and financial services. In addition to his financial work, he engages in media content creation, journalism, and serves as a corresponding secretary for a local nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with access to various portfolio management options, financial planning, and consulting services, supported by a nationwide network of over 10,000 advisors.