Travis Booth is a financial advisor at Wealth Enhancement Advisory Services, LLC with a Series 65 credential. He has been with the firm since 2025 and has prior work experience in the hospitality industry, including positions at Bloomin' Brands and Outback Steakhouse. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and specialized retirement consulting with an investment approach that combines strategic allocation, active and passive management, and research-driven factor premiums.

Alfredo Ordonez is a financial advisor with Eagle Strategies (New York Life) in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has operated the Ordonez Financial Group since 2017 and previously worked with Ordonez & Griffin Financial Group. Outside of advisory services, he is involved in insurance brokering and is a passive investor in apartment communities. Eagle Strategies serves a diverse client base including individual investors and institutional retirement plans, providing financial planning, investment management, and advisory services with an emphasis on tailoring recommendations to client objectives. The firm manages the majority of its assets on a non-discretionary basis and operates within the integrated New York Life affiliate structure.

Thomas Knight is a CFP®, CFA®, and Series 66-licensed financial advisor based in Sarasota, FL, with eight years of industry experience. He has worked at firms including Pattern Advisors LLC, Intuit, and Cetera Advisor Networks. Outside of finance, he has experience with High Powered Pizza LLC. He is currently with Mariner, an enterprise firm serving a diverse client base including individuals, pension plans, trusts, and charitable organizations. Mariner offers customized portfolio management supported by an internal team and third-party managers, along with integrated tax services, family office capabilities, and employer financial wellness tools.

Beverly Arias is a financial advisor with Transamerica Retirement Advisors, LLC in Sarasota, FL. She holds Series 63 and Series 66 licenses and has 39 years of industry experience. Beverly previously worked at PNC Bank and PNC Investments from 2014 to 2017 before joining Transamerica in 2017. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing investment education and advice programs that emphasize asset allocation, contribution rates, and retirement age guidance. The firm utilizes proprietary portfolio construction and oversight tools from Morningstar Investment Management and manages a large client base primarily through non-discretionary assets.

Regina Ohlman is a financial advisor at Janney Montgomery Scott with 26 years of industry experience. She holds a Series 66 designation and has previously worked with firms including Merrill, Raymond James, and Adonis LLC. Regina is also a co-owner of G&M Baron Aviation LLC, an aviation-related business. 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 with brokerage, financial planning, and advisory services, offering both in-house and third-party managed investment solutions.

Joseph Levine is a financial advisor at Hightower Advisors in Sarasota, FL, holding Series 65 and Series 66 licenses with three years of industry experience. Prior to joining Hightower in 2025, he was involved in the wine industry through ownership roles at Suncoast Wine Cellars LLC and VinoVino LLC. Levine also owns a custom wine cellar business, Bespoke Wine Cellars FL, which is in the process of transitioning to a new owner. Hightower Advisors provides investment advisory and planning services to a diverse group of individual and institutional clients, offering portfolio management, financial planning, and retirement consulting through a multi-manager approach that includes both affiliated and third-party managers.

Alison Hall is a CFP® and holds a Series 65 license with 13 years of experience in financial advising. She is currently with Wealth Enhancement Advisory Services, LLC and previously worked at Atlas Fiduciary Financial, LLC and Stonegate Wealth Management, LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, utilizing a strategic investment approach that combines passive and active management overseen by an internal Investment Committee.

Michael Oshaughnessey is a financial advisor at Oppenheimer with 55 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oppenheimer since 2009. Outside of his advisory role, he serves as a trustee and co-trustee for personal and family trusts involving the management and distribution of estate assets. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of investment programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Elizabeth Rabbitt Stephen is a financial advisor with Truist Advisory Services, holding a Series 63 designation and 19 years of industry experience. She has worked at SunTrust Advisory Services, Inc., SUNTRUST INVESTMENT SERVICES, INC., and SunTrust Bank since 2019, following three years at Commonwealth Financial Network. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager-selection program that utilizes both discretionary and non-discretionary approaches supported by third-party platform and manager arrangements.

Eric Krumm is a financial advisor at Principal Financial Services with nine years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Northwestern Mutual and MassMutual. Outside of advising, he is involved in home renovation and resale through Oliver Reid Investments LLC, where he manages property purchase, renovation, and sale activities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Jennifer Pearson is a financial advisor at Rockefeller Financial LLC with 17 years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services Inc and Claybrook Capital, LLC. 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 with capabilities that include securities transactions, variable insurance products, and placement and investment banking services.

John Verfurth is a financial advisor with Hightower Advisors in Sarasota, FL, holding Series 63 and Series 65 designations and 30 years of industry experience. He has worked with Hightower Securities, LLC and Hightower Advisors since 2011. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm’s approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

Justin Leins is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 15 years of industry experience. He previously worked at UBS Financial Services for 14 years before joining Steward Partners in 2026. 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 a range of investment advisory and financial planning services with both discretionary and non-discretionary portfolio management, utilizing proprietary Steward Partners solutions and third-party money managers.

Michael Richard is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and 12 years of industry experience. He has been with Bankers Life Advisory Services since 2017 and has also worked with Bankers Life Securities, Inc. and Bankers Life & Casualty since 2010. Outside of his advisory role, he serves as president of The Hillside Foundation, a nonprofit that provides scholarships and classroom support to his local community through fundraising events. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals, offering discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manage portfolios aligned with clients’ goals and risk tolerances.

Gillian Cassidy is a CFP® professional at Mariner Wealth Advisors with five years of experience in the financial industry. Prior to joining Mariner, she worked at Allegiant Private Advisors and the College for Financial Planning. She also spent four years at Florida Atlantic University. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, with capabilities spanning traditional and alternative investment strategies, as well as integrated tax and accounting services.

Lance Morrison is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Money Concepts Capital Corp since 2015. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and account structures, using model portfolios, adviser-designed portfolios, and third-party sub-advisers guided by fundamental and technical analysis and modern portfolio theory.

Brooks Vanderzee is a financial advisor with United Planners Financial Services of America and holds Series 63, 65, and 66 licenses. He has 27 years of industry experience, with prior roles at Royal Alliance, Transamerica Investors Securities Corporation, Transamerica Retirement Solutions, and Scottrade. Vanderzee serves on the boards of Braden River Little League, Vision for the Americas, a charitable organization supporting an eye clinic in Honduras, and the Barrington Ridge Homeowners Association. United Planners Financial Services is a national wealth-management firm serving a diverse client base including individual investors, retirement plans, corporations, trusts, and institutional clients. The firm offers advisory and brokerage services through independent representatives and employs a mix of custodians and third-party managers, primarily managing assets on a non-discretionary basis.

David Jarrell is a financial advisor with Oppenheimer, holding Series 65 and Series 63 licenses and bringing 17 years of industry experience. He has worked with Oppenheimer since 2019, following prior roles at Wells Fargo Advisors and Lakewood Ranch Family Counseling. Outside of finance, Jarrell is involved in life coaching and hypnotherapy, and he teaches yoga classes in the Sarasota area. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations with a range of advisory programs including discretionary and non-discretionary portfolio management, financial planning, and retirement consulting. The firm operates both advisory and broker-dealer businesses and reports a significant portion of assets under non-discretionary management.

Rita Hollingsworth is a financial advisor with Bankers Life Advisory Services, Inc. in Sarasota, FL. She holds Series 65 and Series 63 licenses and has six years of industry experience. Prior to her current role, she worked with RPH Consulting for three years. She is also appointed as an insurance agent with Bankers Life & Casualty, where she writes Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with portfolio management and retirement plan consulting. The firm uses fundamental, technical, and cyclical analysis methods to tailor asset allocations and manages portfolios across various securities on both discretionary and non-discretionary bases.

Christopher Tenaglia is a financial advisor with Truist Advisory Services in Sarasota, FL, holding Series 63 and 65 designations and bringing 26 years of industry experience. His career includes roles at Truist Investment Services and SunTrust Advisory Services dating back to 2006. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver asset allocation, fiduciary support, and manager selection through its AMC Advantage program.