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.

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.

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 financial advisor with PNC Wealth Management in Sarasota, FL, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Fifth Third Securities, Hightower Advisors LLC, and Wells Fargo Clearing. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account that utilizes algorithmic risk assessment and third-party managed strategies. This offering is currently an invitation-only pilot available to PNC employees with online banking credentials.

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.

Rick Schofield is a financial advisor with Money Concepts Capital Corp in Bradenton, FL, holding the ChFC® and Series 63 designations and bringing 34 years of industry experience. He has been with Money Concepts Capital Corp since 2005 and has longstanding roles with Ids Life Insurance Company and Hoosier Insurance Co. since 1991. Outside of his advisory work, he is involved in Schofield Enterprises, Inc., where he performs management duties related to investments. 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 uses a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory to manage assets and rebalance accounts.

Thomas Machuga is a financial advisor with Kestra Advisory who holds the ChFC® and PFS™ designations and has 34 years of industry experience. His prior roles include over two decades at Commonwealth Financial Network and ownership of Machuga Financial, where he serviced clients with fixed insurance products. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves large institutional investors including sovereign wealth funds and provides access to multiple management platforms and third-party solutions.

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.

Justin Skoglund is a financial advisor with Truist Advisory Services and holds Series 63 and Series 65 licenses. He has 10 years of industry experience, all with Truist, serving in various capacities since 2016. 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 combines discretionary manager relationships with non-discretionary consulting and utilizes third-party platform and manager arrangements to support its AMC Advantage manager-selection program.

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.

Kristen Garcia is a financial advisor at First Command Advisory Services with five years of industry experience. She holds the Series 66 designation and has worked with First Command entities since 2021. Outside of her advisory role, she is an independent distributor for AdvoCare, a health and wellness network marketing company, a position she has held since 2011. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through centralized teams that select model portfolios and third-party managers from approved universes.