Joseph La Bree is a Series 63 licensed financial advisor with 32 years of industry experience. He has been with Ameriprise since 2005, currently serving at their Bradenton, FL office. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet certain asset criteria, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to generate recommendations, with a focus on assets managed within Ameriprise accounts.

Kathryn Messick is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. She has worked at LPL Financial since 2019 and previously held roles at Kestra Financial and Ameriprise Financial Services. She also co-manages WeberMessick Wealth Management and serves as a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Christopher Vining is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and models, while managing approximately $2.74 trillion in client assets.

Scott O'berry is a CFP® and ChFC® credentialed financial advisor with 13 years of industry experience. He has been with Edward Jones since 2012. O'berry serves as a director for the Tampa Bay Beaches Chamber of Commerce in St. Pete Beach, FL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supported by a large network of advisors and branch offices nationwide.

Daniel Antioho is a CFP®-credentialed financial advisor with LPL Financial, based in Bradenton, FL, and has 41 years of industry experience. He has been with LPL Financial since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives, offering a range of financial planning and advisory services.

Richard Spayde Jr. is a financial advisor at Wells Fargo Clearing with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs more than 14,000 financial advisors.

David Huffman is a ChFC®-designated financial advisor with 26 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2019 and previously was employed with H. Beck, Inc. and Transamerica Capital Inc. He is also an independent insurance agent with Huffman Financial Group in Lakewood Ranch, FL. Cambridge Investment Research Advisors serves a broad mix of clients, including individuals, pension plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals. The firm offers multiple investment implementation platforms with both discretionary and non-discretionary options, incorporating proprietary and third-party strategies.

John Huffman is a financial advisor at Morgan Stanley with 14 years of industry experience. He previously worked at U.S. Bancorp Investments, INC. for seven years before joining Morgan Stanley Smith Barney LLC, where he has been since 2022. He holds Series 65 and Series 66 designations. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning services that utilize firm-approved tools and investment modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct financial planning and corporate financial planning agreements.

Brett Geric is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. His work history includes positions at LPL Financial since 2021 and prior roles in educational institutions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research to support diversified investment strategies.

Edward Luecke is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on assisting individuals and families with a range of financial services, including corporate executive services, divorce transition planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, and retirement income. Edward and his team employ a disciplined process to help clients achieve long-term financial success. This process involves creating tailored financial plans to provide clarity and confidence, building and managing diversified portfolios adaptable to various market conditions, simplifying clients' financial lives by serving as a trusted resource, and delivering direct personal service. Their work emphasizes fostering financial well-being and building multigenerational relationships anchored on trust and consistent service. Edward holds a Bachelor's Degree from the University of Rhode Island and has earned professional designations including Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). Outside of his professional role, he has personal interests that include antiquing, cooking, fishing, painting, scuba diving, and traveling.

Jacqueline Luckner is a financial advisor with Merrill in Bradenton, FL, holding Series 63, 65, and 66 designations and 21 years of industry experience. She has been with Merrill since 2018 and has prior work experience primarily in the fitness and early childhood education sectors. Outside of finance, she works as a delivery employee for Door Dash. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nathan Wyman is a financial advisor with Merrill, holding a Series 66 designation and based in Sun City Center, FL. He has one year of industry experience and previously worked at Wells Fargo and Bank of America. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Kristina Pino is a financial advisor at Morgan Stanley with 30 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers planning services both directly and through corporate agreements.

Philip Gauntlett is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has worked with Cetera Investment Services LLC and Regions Bank since 2014. He serves as a co-trustee on an in-laws' trust. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individual investors, retirement plans, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party managers, supporting a range of investment strategies and program structures.

David Piano is a financial advisor with Morgan Stanley in Bradenton, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm employs structured planning tools and investment committee insights while offering a variety of retail and institutional investment services.

Christopher Erickson is a financial advisor with RBC Capital Markets in Longboat Key, FL. He holds Series 63 and Series 66 designations and has 32 years of industry experience. Erickson has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, with tailored strategies implemented through a combination of in-house and third-party managers.

John Oddo is a financial advisor with Cetera, holding a Series 63 designation and 10 years of industry experience. He previously worked at Avantax Advisory Services and Avantax Investment Services, Inc. He is also a partner at Mercadante & Company, PC, providing tax preparation, accounting, payroll, and bookkeeping services. Cetera Investment Advisers LLC is an SEC-registered firm with over 10,000 advisors managing more than $256 billion in assets. The firm offers a range of portfolio management and financial planning services to individuals, retirement plans, corporate, charitable, and institutional clients, utilizing a multi-manager platform with various program structures and affiliations.

Joshua Potts is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has been with Cambridge Investment Research Advisors since 2018 and has also worked as an independent insurance agent. Outside of his advisory role, he has experience in the insurance industry and has held consulting roles. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and other retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services delivered through a network of independent Financial Professionals using a variety of portfolio management and advisory strategies.

Jeffry Olson is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 28 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2013. Olson also holds ownership interests in investment-related businesses based in Fargo, North Dakota. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of specialized planning options and tailored recommendations supported by Wells Fargo’s research and tools.

Scott Geric is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 34 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he is involved with Geric/Hemp Investment Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and technology-driven strategies.