Kevin Hittinger is a financial advisor with OnePoint BFG Wealth Partners in Bradenton, FL. He holds the ChFC® designation and Series 63 and 65 licenses, and has 36 years of industry experience. His prior firms include LPL Financial and Private Advisor Group, LLC. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to individual investors, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a diverse set of portfolio strategies, combining third-party managers, custodian platforms, and proprietary models, supported by technology and operational outsourcing.

Minka Muka is a financial advisor with Capital Analysts in Sarasota, FL, holding Series 65 and Series 63 credentials and eight years of industry experience. She has worked at Western & Southern Life and other firms prior to joining Capital Analysts. Minka is also a licensed realtor, assisting buyers and sellers in the local real estate market. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, and institutions, offering portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm combines discretionary management by an in-house investment team with non-discretionary services and maintains institutional relationships that support its various investment solutions.

Tucker Horsley is a CFP® and Series 65-registered advisor with three years of industry experience. He currently works at Mariner in Sarasota, FL, where he has been since 2021. Horsley previously served as an advisor at Allegiant Private Advisors and was involved with Lucky-U Cycles for five years. He is a board member of the nonprofit Take Stock in Children of Sarasota County. Mariner serves a diverse client base with services including investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm offers customized, discretionary portfolios supported by an internal team and third-party managers, along with specialized tax, accounting, and family office services.

Amy Orcutt is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has worked with PNC Investments, LLC since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation only to employees with existing PNC Bank online credentials. The firm uses algorithm-driven risk assessments and approved model strategies managed internally or by third parties, with investments primarily in mutual funds and ETFs.

Bryan Potacco is a financial advisor at Truist Advisory Services with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Truist Investment Services, Raymond James Financial Services, and First Command Financial Services. He is based in Palmetto, FL. 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, and the AMC Advantage manager-selection program, utilizing a combination of discretionary manager relationships and third-party platform arrangements for program administration and oversight.

Christopher Jacobs is a financial advisor at Rockefeller Financial LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Merrill and Bank of America. Jacobs has been with Rockefeller Financial since 2021. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

Michael Palmer is a financial advisor with Fifth Third Securities, Inc. He holds the Series 63 and Series 65 designations and has one year of industry experience. His prior work includes roles at Fifth Third Bank, GTE Credit Union, Regions Bank, PNC Bank, and Bank of America. Fifth Third Securities serves a diverse client base, including individual and institutional clients, offering investment advisory and brokerage services through multiple program types and third-party portfolio managers. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides access to the Passageway Managed Account Program via Fidelity’s Managed Account Xchange.

Scott Mckay is a CFP® and Series 66 licensed advisor with 23 years of industry experience. He has been with Creative Planning since 2013, following prior roles at Charles Schwab, Chase Investment Services Corp., and Merrill. He is based in Bradenton, FL. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Bonnie Raney is a financial advisor with Truist Advisory Services in Bradenton, FL, holding Series 63 and Series 65 designations and 37 years of industry experience. She has worked with SunTrust Advisory Services LLC since 2016 and has over two decades of experience with SunTrust Bank and Suntrust Investment Services. 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 with non-discretionary consulting and uses third-party platform arrangements, supplemented by AI-enabled tools and supervisory oversight, to manage client portfolios and fiduciary responsibilities.

Joseph Lewis is a CFP®-credentialed financial advisor at Mariner with two years of industry experience. Prior to his career in financial advising, he served ten years in the United States Navy. Mariner Wealth Advisors serves a diverse client base including individuals, high-net-worth households, pension plans, trusts, and charitable organizations. The firm offers customized investment management, financial planning, tax services, and employer financial-wellness solutions, supported by in-house research and third-party managers.

Jay Labarre is a financial advisor at Mariner with 16 years of industry experience and holds a Series 66 designation. His prior roles include positions at Lincoln Financial Advisors, Cetera Advisor Networks, Retirement Money Management, and Girard Securities. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, charitable organizations, and corporations, providing investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by an internal investment committee and a combination of in-house research and third-party managers, offering a broad range of strategies and integrated tax and accounting services uncommon for firms of its size.

Emmeline Barcomb is a financial advisor at Steward Partners Investment Advisory, LLC with nine years of industry experience. She holds a Series 66 credential and has worked at several firms, including Northern Trust Securities, Bank of America, Merrill, and Berthel Fisher & Company Financial Services. Steward Partners Investment Advisory, LLC is an enterprise-scale registered investment advisor managing approximately $36.7 billion in assets. The firm serves a diverse client base, including individuals, pension plans, corporations, trusts, and charitable organizations, and offers a range of advisory and portfolio management solutions.

Kerstin Wiles is a CFP® professional with 19 years of industry experience, currently serving at Mariner Wealth Advisors since 2022. Her prior roles include positions at Homrich Berg and Creative Financial Group Ltd, among others. Outside of her advisory work, she has worked as a seasonal associate for Intuit’s TurboTax. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations through investment management, financial planning, and retirement consulting. The firm offers customized discretionary portfolios supported by an internal team and third-party managers, with integrated tax and accounting services uncommon for an enterprise of its size.

Stephen Griffin is a CFP® with 24 years of experience in the financial services industry. He is affiliated with Eagle Strategies (NY Life) and has held roles at Full Spectrum Financial Group and Ordonez & Griffin Financial Group. Griffin is also the owner of an insurance brokering business focused on non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Kevin Thompson is a financial advisor with Kestra Advisory in Sarasota, FL, holding Series 63, 65, and 66 licenses and 26 years of industry experience. He has been with Kestra Advisory since 2016 and also owns FINANCIAL PARTNERS, a consulting and investment advisory business operating under Kestra Investment Services. In addition, Thompson serves as a loan officer with American Financial Network Inc and acts as trustee for the David C. Thompson Revocable Trust. Kestra Advisory Services provides investment advisory and retirement plan consulting to institutional and individual clients, offering a range of services including fiduciary consulting, plan design, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and distributes multiple management platforms and third-party managed solutions.

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.

Joshua Lowe is a financial advisor with NewEdge Advisors and holds Series 63 and Series 65 licenses. He has 28 years of industry experience, including prior roles at Cornerstone Capital Wealth, where he served as CEO and President, as well as Raymond James Financial. NewEdge Advisors is a large registered investment adviser serving individuals, retirement plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management and consulting services, utilizing multiple program structures and technology tools to support advisors and clients.

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 with Benjamin F. Edwards & Company, Inc., holding a Series 63 designation and over 41 years of industry experience. His prior roles include positions at Morgan Stanley, Citigroup Global Markets, and A. G. Edwards & Sons, Inc. He also serves as a trustee for a family trust. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of advisory programs and consulting services, combining proprietary strategies with third-party model providers and operating an internal trading desk alongside custody and clearance services.