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 at Cetera with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Cetera and affiliated firms since 2014. Prior to that, he worked at Raymond James & Associates and Morgan Keegan & Company, LLC. He serves as a successor co-trustee on an in-laws trust. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

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 at Cetera with 11 years of industry experience. He holds a Series 63 designation and has worked at Avantax Advisory Services and Avantax Investment Services, INC. prior to joining Cetera. He is also a partner at Mercadante & Company, PC, providing tax preparation, accounting, payroll, and bookkeeping services. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with access to both affiliated and third-party money managers.

Joshua Potts is a financial advisor with Cambridge Investment Research Advisors holding Series 63 and Series 65 credentials and has eight years of industry experience. He has been with Cambridge Investment Research Advisors since 2018 and has also worked as an independent insurance agent and consultant. Outside of finance, he has experience in the hospitality industry, having worked at Ruth's Chris Steakhouse since 2015. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Jeffry Olson is a financial advisor at Wells Fargo Advisors in Bradenton, FL, holding a Series 66 designation with 28 years of industry experience. His prior firms include Merrill, UBS Financial Services, and Wells Fargo Clearing. He has partial ownership interests in two investment-related businesses. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutions, providing a broad range of planning options supported by Wells Fargo’s research and tools.

Scott Geric is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at LPL Financial since 2007 and previously spent eight years at Merrill. Geric is also involved with Geric/Hemp Investment Group, an entrepreneurial venture. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Robert Clifton is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 2003 and joined Merrill Lynch in 2012. Robert focuses on developing strategies and recommendations tailored to individuals, families, and businesses aiming to meet their short- and long-term financial goals. His approach to wealth management is consultative and objective, emphasizing a comprehensive understanding of each client’s financial situation, preferences, and goals. Robert offers recommendations for asset allocation based on income, growth expectations, time horizon, risk tolerance, and liquidity needs. He collaborates closely with clients, their families, Merrill specialists, and outside professionals to address specialized planning needs, including investments, credit and lending, retirement, and estate planning services. Robert’s client focus areas include employee benefits planning, family wealth management strategies, services for endowments, foundations, and non-profits, personal retirement planning, portfolio management services, sports and entertainment, and retirement income. Robert earned a High School Diploma from Denbigh High School and holds the Personal Investment Advisor (PIA) designation. Originally from southeastern Virginia, he has lived in the Sarasota/Bradenton area for ten years with his wife, Robin. They participate actively in community projects and volunteer work. Outside of work, Robert enjoys chess, cooking, golfing, tennis, traveling, yoga, and spending time with his family.

Caden Fletcher is a Series 66-registered financial advisor with LPL Financial, based in Sun City Center, FL. He has been with LPL Financial and Good Life Financial Advisor of Tampa Bay since 2023. Prior to his advisory roles, he worked at The Bog Golf Course and Heritage Isles Golf Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of over 22,800 advisors and advisory assets exceeding $819 billion.

Charles Falor is a financial advisor with Raymond James Financial in St. Petersburg, FL, holding Series 63 and Series 66 designations and bringing 41 years of industry experience. He has been with Raymond James Financial since 2009 and also has entrepreneurial involvement as a partner owning 12% of a business outside the investment sector. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and advanced analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Mark Heinemann is a financial advisor with Edward Jones in Bradenton, FL, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Geir Fjugstad is a financial advisor with UBS Financial Services, holding a Series 63 designation and 33 years of industry experience. His prior roles include positions at Credit Suisse Securities, Harrisdirect, and Wells Fargo Clearing. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans according to clients' goals and risk tolerances. The firm combines wealth management services with institutional trading capabilities and provides a broad range of financial products and capital markets services.

Robert Caesar is a financial advisor at Equitable Advisors with 19 years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 2007. Outside his advisory role, he serves as controlling shareholder and president of RPC Capital Corp. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers a range of advisory programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party asset management solutions.

Kenneth Kubik is a financial advisor with Merrill in Bradenton, FL, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has worked at Merrill and Bank of America since 2009, with prior experience at Morgan Stanley from 1991 to 2008. Outside of his advisory role, he is a limited partner in JKLM Powerpartners, a holding company for minor league baseball teams. 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.

Nicholas Geric is a Series 66-licensed financial advisor at LPL Financial with six years of industry experience. He has worked at LPL Financial since 2019 and previously was employed at the University of North Florida from 2016 to 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Joshua Jones is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Morgan Stanley, Wells Fargo, and Suncoast Credit Union. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a model portfolio approach that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction.