Anthony Pressimone is a financial advisor at Creative Planning with 19 years of industry experience. He holds a Series 66 designation and has worked at Creative Planning since 2017, following four years at Churchill Management Group. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management techniques and integrated retirement plan services.

John Laskey is a financial advisor with SPC in Sarasota, FL, holding the ChFC® and Series 63 designations and bringing 32 years of industry experience. He has worked at Sigma Financial Corporation since 1998. In addition to his advisory role, he is a licensed life and health insurance agent writing non-variable life, term life, and long-term care insurance policies. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering discretionary and nondiscretionary management tailored to client needs.

Scott Zelniker is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at UBS Financial Services Inc., Bank of America, N.A., and Merrill. He serves as an officer and member of the finance committee at Congregation L'dor V'dor, a Jewish cultural center. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise RIA managing approximately $36.7 billion in assets, serving individuals, pension plans, corporations, and charitable organizations. The firm offers a range of investment advisory and financial planning services, including discretionary and non-discretionary portfolio management through proprietary and third-party solutions.

Joshua Ladwig is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked at Truist Advisory Services and its predecessor firms since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Richard Pond is a financial advisor with Private Advisor Group, LLC in Sarasota, FL, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His career includes roles at LPL Financial, Morgan Stanley, and Citigroup Global Markets. He operates Pond Wealth Management, LLC, providing investment advisory services through Private Advisor Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm employs a fiduciary-based advisory model, leveraging technology platforms and a range of investment strategies, often implementing advice through third-party managers and TAMPs.

Alexander Gault is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and 11 years of industry experience. He previously worked at HighTower Securities, LLC and CNL Securities Corp. Gault serves on an investment advisory oversight board that helps set strategic direction for county fund investments. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and uses diversified, risk-class based investment strategies that combine passive and active management with quantitative, momentum, and fundamental analysis.

Michelle Reynolds is a financial advisor with Truist Advisory Services in Sarasota, FL, holding Series 63 and Series 66 licenses and having eight years of industry experience. Her career includes roles at Truist Bank and SunTrust Bank prior to her current position, where she has worked since 2019. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and an integrated inter-affiliate service model.

Gregory Gionfriddo is a financial advisor with Beacon Pointe Advisors, LLC, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior work includes positions at Purshe Kaplan Sterling Investment, Southern Trust Financial Planning, and Securities America Inc. He is also an insurance agent with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors provides investment advisory and consulting services to individual and institutional clients, utilizing a proprietary Focus List of third-party independent managers and employing asset-allocation modeling across active and passive strategies. The firm offers a range of services including discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Nicholas Fiegoli is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has worked with firms including UBS Financial Services and Raymond James Financial Services. Outside of his advisory role, he has a personal investment in the Grand Hyatt at Pagent Beach. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering a range of portfolio management and financial planning services.

James Cooper is a financial advisor with Beacon Pointe Advisors, LLC in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Southern Trust Financial Planning. In addition to his advisory work, Cooper is an insurance agent with Beacon Pointe Insurance Services. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-of-managers approach, utilizing third-party independent managers selected through a formal due-diligence process and supported by quantitative and qualitative analysis.

Morgan Furey is a financial advisor at Empower Advisory Group with two years of industry experience. He holds the Series 66 designation and previously worked at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. Outside of his advisory work, Furey has experience in the hospitality sector and has held positions at several educational institutions. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing, delivered through platforms closely tied to Empower’s recordkeeping and administrative services.

Damien Jackson Jr. is a financial advisor at Mariner with one year of industry experience. He holds a Series 66 designation and began his career at Ameriprise before joining Mariner. His background includes roles in education and retail prior to entering the financial services industry. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm provides discretionary, customized portfolios supported by an internal team and third-party managers, along with integrated tax and accounting services and specialized employer financial wellness tools.

William Geisdorf is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2021. His prior experience includes roles at Allegiant Private Advisors, Commonwealth Financial Network, and Ned Davis Research. He serves on the boards of First Tee Sarasota/Manatee and the Riverview High School Foundation, where he helps coordinate events and fundraising. Mariner Wealth Advisors serves a broad client base including individuals, pensions, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by an investment committee and integrates tax and accounting services alongside its portfolio management.

John Keenan is a CFP® and ChFC® with 32 years of industry experience. He is currently with Equity Services, Inc. and has previously worked with Prudential Insurance Company of America and its affiliated entities. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, combines long-term strategies with options for shorter-term trading, and utilizes third-party asset managers and model portfolios.

William Hahn is a financial advisor with TLG Advisors, Inc. based in Sarasota, FL, holding a Series 63 designation and 32 years of industry experience. His prior roles include positions at Interact Wealth Management and HN Wealth Management LLC. Outside of advisory work, he is an independent insurance agent specializing in life insurance, annuities, and long-term care products. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Ronald Bock is a financial advisor with Eagle Strategies (NY Life) based in Sarasota, FL, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked with NYLIFE Securities LLC and New York Life Insurance Company since 1996 and has operated Bock Financial Services since 2007. Eagle Strategies serves a diverse clientele, including individual investors, institutional sponsors, and retirement plans, providing financial planning, investment management, and advisory services mainly on a non-discretionary basis. The firm integrates insurance and annuity products into its offerings and emphasizes tailored recommendations for client and plan sponsor objectives.

Gardner Sherrill is a CFP® professional with 25 years of experience in the financial services industry. He is currently with Commonwealth Financial Network and leads Sherrill Wealth Management. His prior experience includes nine years at LPL Financial. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support including operations, trading, technology, and compliance. The firm offers multiple investment program structures and discretionary model portfolios managed by its Investment Management and Research team.

Marc Wolff is a financial advisor with Beacon Pointe Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Southern Trust Financial Planning. Outside of his advisory work, he is involved in managing a financial firm operation and owns businesses related to fixed insurance sales. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-driven investment approach utilizing both active and passive strategies, proprietary due diligence processes, and sponsors multiple private funds as well as advising a registered interval fund.

Martin Kossoff is a financial advisor with Mariner, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include 15 years at Commonwealth Financial Network and a year at Allegiant Private Advisors before joining Mariner in 2021. Outside of his advisory work, he serves as treasurer of a nonprofit organization, Dear Ocean, and is president of a homeowners association in Kailua-Kona, Hawaii. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios with a mix of in-house research and third-party managers, and is notable for its integrated tax and accounting capabilities alongside traditional asset management.

Anthony Swart is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. His prior roles include positions at SunTrust Advisory Services, Suntrust Securities, Inc., and UBS Financial Services. Benjamin F. Edwards & Company, Inc. is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and investment management consulting, utilizing a range of strategies monitored by an Investment Strategy Committee.