Adam Kazalski is a ChFC® with 27 years of experience in the financial services industry. He is currently with The AmeriFlex Group and has held prior roles at Cambridge Investment Research, OSAIC, SagePoint Financial, Equitable Advisors, and AXA Advisors. Kazalski serves as the Sarasota Chapter President of the Exit Planning Institute and is involved in several other financial and consulting ventures, including leadership and ownership positions in various affiliated firms. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management and financial planning solutions utilizing model asset allocations, discretionary and non-discretionary manager relationships, and multiple custodians for client accounts.

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.

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 with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Raymond James Financial Services and First Command Financial Services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary manager relationships, supported by third-party platforms, and offers services such as asset allocation, fiduciary support, and manager selection through its AMC Advantage program.

Christopher Jacobs is a financial advisor at Rockefeller Financial LLC in Sarasota, FL, with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, providing wealth management, financial planning, portfolio management, and retirement plan consulting through an integrated platform that includes trust and insurance 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.

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.

Kerstin Wiles is a CFP®-certified financial advisor with 18 years of industry experience. She is currently with Mariner Wealth Advisors, where she has worked since 2022. Her prior roles include positions at Homrich Berg and Redwood Wealth Management, as well as a seasonal associate role at Intuit (TurboTax). Mariner serves a diverse client base including individuals, institutions, and charitable organizations, providing investment management, financial planning, and retirement consulting. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, along with integrated tax and accounting services uncommon for firms of its size.

Stephen Griffin is a CFP® with 23 years of industry experience, currently affiliated with Eagle Strategies (NY Life) in Sarasota, FL. He has held roles at Full Spectrum Financial Group and Ordonez & Griffin Financial Group, and has been associated with New York Life Insurance Company since 2002. Griffin is also the owner of a business that brokers non-registered insurance products. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis.

Daniel West is a CFP® and PFS™ credentialed financial advisor with 23 years of industry experience. He has been with Moneta Group Investment Advisors, LLC since 2005. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a range of institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm operates with Partner-led Teams supported by a centralized Investment Department and provides diversified, multi-asset allocation strategies along with specialized services for unique client segments such as professional athletes.

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 at NewEdge Advisors with 27 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining NewEdge Advisors in 2025, he worked at Cornerstone Capital Wealth, where he served as President and CEO, and has extensive experience with Raymond James Financial. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

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 bringing 40 years of industry experience. He has been with Benjamin F. Edwards since 2015. Outside of his advisory role, he serves as a trustee for a family-related trust. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs and investment management solutions that include firm-developed and third-party strategies with ongoing oversight.

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.