Jonathan Kosmata is a financial advisor at Truist Advisory Services with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked in various roles within Truist Investment Services and SunTrust entities 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 within the Truist enterprise.

Nicole Penland is a financial advisor with Truist Advisory Services in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has worked with SunTrust Advisory Services since 2016 and SunTrust Investment Services, Inc. since 2011. 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, utilizing third-party platforms and AI-enabled research tools to support its investment processes.

Jennifer Labenz is a financial advisor with Mariner Wealth Advisors, holding a Series 66 designation and 25 years of industry experience. She previously worked at Morgan Stanley and Ameriprise Financial Services, Inc. before joining Mariner in 2022. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting services. The firm offers customized portfolio solutions supported by in-house research and external managers, along with integrated tax, accounting, and financial wellness services.

Jonathon Leise Sr. is a CFP® with 45 years of industry experience and has been with Janney Montgomery Scott since 1992. He is based in Sarasota, FL, and holds Series 63 and Series 65 licenses. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and various advisory programs.

Robert Kahne is a financial advisor at Benjamin F. Edwards & Company, Inc. with 41 years of industry experience. He holds a Series 63 designation and has been with Benjamin F. Edwards since 2015. Outside of his advisory role, he serves as a trustee for a family trust. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, pension plans, charitable organizations, corporations, and institutions. The firm offers a variety of fee-based wrap programs and investment strategies, supported by an internal trading desk and oversight from an Investment Strategy Committee.

Wolf Louis is a financial advisor with Steward Partners Investment Advisory, LLC in Sarasota, FL, holding a Series 66 credential and two years of industry experience. His prior roles include positions at UBS Financial Services Inc. and Morgan Stanley. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets and serving a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management along with financial planning and consulting services through both proprietary and third-party investment solutions.

Michael Wood is a CFA® charterholder with four years of industry experience. He currently serves as an advisor at The Otto Group within Hightower Advisors and has prior experience at Kennedy Investments, Westchase Golf Club, and Swordfish Grill. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes both affiliated and third-party managers, along with proprietary research and portfolio construction strategies.

Anthony Bosco is a Series 66-licensed financial advisor with 21 years of experience. He currently works at PNC Wealth Management and has previously held roles at Fifth Third Securities, Fifth Third Bank, HighTower Advisors LLC, and Wells Fargo Advisors LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that uses algorithm-driven risk assessment and third-party-managed investment strategies.

Lidia Granger is a financial advisor with Fifth Third Securities, Inc. in Venice, FL, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. She previously worked at Charles Schwab and Charles Schwab Bank from 2015 to 2019 before joining Fifth Third Securities and Fifth Third Bank in 2019. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Jackson King is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 credentials and 16 years of industry experience. His career includes positions at First Citizens Investor Services, Wells Fargo, Capital Research Advisors, and Hammond Iles Wealth Advisors. He is based in Sarasota, FL. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients, utilizing a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Robert Rosenbaum is a financial advisor with Lincoln Investment in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining Lincoln Investment in 2017, he worked for 21 years at Legend Equities Corporation. He is the owner of Suncoast Wealth Solutions, Inc., a business focused on insurance, financial services, and retirement counseling. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse client base, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers comprehensive financial planning and portfolio management, supported by an in-house Investment Management & Research team and a layered delivery model that combines advisor-led consulting with model portfolios and third-party managers.

Michael Ohlman is a financial advisor at Janney Montgomery Scott with 39 years of experience in the industry. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates for 34 years. Ohlman serves on the board of The First Tee of Sarasota-Manatee, a charitable organization focused on youth development through golf, and is co-owner of Baron Flyers, Inc., an aviation company. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base and provides investment advice through a combination of in-house portfolio management and third-party managers across multiple advisory programs.

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.

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.

Marilyn Vazquez is a financial advisor at TD Private Client Wealth LLC with nine years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Wells Fargo and Citigroup. Vazquez is based in Sarasota, FL. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients. The firm offers ongoing portfolio management, financial planning support, and custody services, utilizing a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

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.