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.

Joshua Grubbs is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He has held positions at Four Pillars Financial Planning Group, Balentine, LCG Associates, and WoodMark Capital Advisors. Outside of his advisory work, he is involved with Four Pillars Financial Planning Group in a non-investment-related support capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and consulting using analytical tools and supports clients through various advisory programs and institutional consulting 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.

Michael Praznovsky III is a financial advisor with LPL Financial in Venice, FL, holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior roles include positions at Royal Alliance Associates and Suncoast Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of representatives. The firm provides a range of advisory programs, financial planning services, and both discretionary and non-discretionary portfolio management supported by research and model portfolios.

Sydney Schaeffer is a financial advisor with LPL Financial, holding the ChFC® designation and a Series 63 license, with 29 years of industry experience. Prior to joining LPL Financial in 2021, Schaeffer spent 24 years with Waddell & Reed, Inc. and various insurance carriers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations. The firm offers a range of financial planning and advisory programs, employing both discretionary and non-discretionary management and utilizes research and model portfolios from multiple sources.

Vonda Nicol is a financial advisor at Stifel with 28 years of industry experience. She worked at Merrill from 1998 to 2020 before joining Stifel in 2020. Nicol is also a Notary Public, providing document notarization services. Stifel serves a wide range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Maria Vargas is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Bank of America, Merrill, Edward Jones, and Northwestern Mutual. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities.

Louis Gallipoli is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 65 designations and has held positions at Cetera Wealth Services, Gallipoli Wealth Management LLC, and Gallipoli & Gallipoli, P.C. Outside of wealth management, he is an independent insurance agent and serves as Chief Financial Officer for Cavalier Logistics Management. Cetera Investment Advisers LLC is an SEC-registered adviser with a large nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, managing over $256 billion in assets.

Richard Martini is a financial advisor at Raymond James & Associates with 49 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James & Associates since 2013. Martini also serves on the finance and investment committee at St. Augustine Catholic Church. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and charitable organizations. The firm offers financial planning and consulting through various programs and is notable for its municipal advisory services and extensive affiliate ecosystem.

Kenneth Jenkins Jr. is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. His prior roles include positions at PNC Wealth Management, Fifth Third Bank and Securities, Synovus Bank, Bank of America, and United Fidelity Bank. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and utilizes research and analytics to support diversified investment strategies.

Phillip Woronick Jr. is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Davis Masella is a financial advisor with Edward Jones in Englewood, FL, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Red Rhino Leak Detection and Publix Super Markets Inc. He is also associated with Sarah Masella Photography as an authorized person. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of advisors, offering various advisory programs and investment solutions under a fiduciary standard.

Kelley Tate is a financial advisor with Raymond James Financial Services Advisors, Inc. in Venice, FL, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. Prior to joining Raymond James in 2026, Tate worked at Stifel Independent Advisors, LLC and Wells Fargo Advisors. Outside of advisory work, Tate serves on the finance council of Epiphany Cathedral Church, reviewing budgets for the church and school. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and analytical tools to support client goals and is noted for its municipal advisor affiliation and customized SIMPLE IRA advisory services.

James Tate Jr. is a CFP®-certified financial advisor with 10 years of industry experience, currently with Raymond James Financial in Venice, FL. His prior roles include positions at Stifel Independent Advisors, LLC and Wells Fargo Advisors. He serves as a board member and Sargent of Arms for the Sertoma Club of Venice and is also involved with Family Promise of South Sarasota County, a nonprofit supporting housing for children and families. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and investment consulting that incorporates analytical tools and risk profiling, supporting client implementation through its advisory programs and partnerships.

Anthony Marino is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and its Private Bank since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and advisory services without providing individual security recommendations in its standalone plans.

Cody Daniels is a CFP®-designated financial advisor with 16 years of industry experience. He has worked at Wells Fargo Clearing since 2018 and previously spent eight years at Edward Jones. Outside of his advisory role, Daniels is involved in music as a freelance musician and owns a band called Storm Warning Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics to evaluate investment options and offers a range of brokerage and advisory solutions.

Daniel Espenscheid Jr. is a financial advisor with Raymond James Financial, holding a Series 66 designation and two years of industry experience. He previously worked for Commonwealth Financial Network for 11 years. He occasionally sells life insurance policies to current clients with specific needs. 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, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance activities through a unique municipal advisor affiliation.

William Marsh is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. He holds the CFP® and ChFC® designations and has been with Wells Fargo Advisors Financial Network LLC since 2010. Marsh has ownership interests in several financial consulting and investment-related businesses based in Sarasota, Florida. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu including retirement, education, risk, and wealth-transfer planning, utilizing Wells Fargo research and tools to develop tailored recommendations for clients.

Steven Markovic Sr. is a financial advisor with Primerica Advisors in Port Charlotte, FL, holding Series 63 and Series 65 licenses and offering 39 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1987. In addition to his advisory work, he is involved in non-investment business activities related to home security and automation product referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors and emphasizes model-driven investment strategies supported by third-party asset managers and custodians.

Glen Simmonds is a CFP®-credentialed financial advisor with 21 years of industry experience, currently with Morgan Stanley. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. He also serves as power of attorney for his father, dedicating a few hours monthly to this responsibility. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm provides tailored financial planning supported by structured discovery conversations and proprietary planning tools.