Odot Hodges is a financial advisor at Edward Jones with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Morgan Stanley, TIAA-CREF, Securities America, and Fidelity Brokerage Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated investment products, supporting its services with a large network of financial advisors and branch offices nationwide.

Rachel Kelly is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and previously worked at CDW from 2011 to 2023. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors.

Daniel Gilmore is a financial advisor with Raymond James Financial in Bradenton, FL, holding a Series 63 designation and bringing 33 years of industry experience. He has been with Raymond James Financial and its affiliate since 1999. Outside of advising, he is the CEO of Gilmore Family Investments, LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients, utilizing analytical tools and risk profiling to tailor non-discretionary planning and investment recommendations. The firm supports a large network of advisors and maintains specialized programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Terrence Duncan is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 designations and worked previously at Every Dollar Counts Lawn and Tree Service for six years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and incorporating ESG eligibility frameworks.

Stephen Jerome is a Wealth Management Advisor and partner in the Polis Jerome Group at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2004 and holds the CERTIFIED FINANCIAL PLANNER™ (CFP) certification, which he earned in 2006. Mr. Jerome’s expertise includes college education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and retirement income. Before joining Merrill Lynch, he owned a marketing business in the Atlanta, Georgia area for six years. Stephen earned a Bachelor of Science degree in Business Administration with a concentration in Finance from Samford University. He resides in Bradenton with his wife, Jennifer, and their three daughters. Outside of work, he enjoys golfing, traveling, and spending time with his family.

Dorothy Sperry is a financial advisor with Charles Schwab in Sarasota, FL, holding Series 63 and Series 65 licenses and 22 years of industry experience. Her prior roles include multiple positions at TD Ameritrade, Scottrade, and Edelman Financial Engines. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a centralized platform for advisory, brokerage, custody, and cash-sweep services.

Michael Gray is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Merrill since 2008 and Bank of America, N.A. since 2009. Outside of his advisory role, he serves as a trustee for a nonprofit trust, monitoring its investments. 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 various institutional investors.

Jamie Shapiro is a Series 66-licensed financial advisor with Morgan Stanley in Bradenton, FL, having 24 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is a co-owner of JMS of Sarasota, LLC, which operates Animal Crackers Pets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools.

Jeffrey Alexander is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 63 registration, and has 53 years of industry experience. His career includes roles at LPL Financial, The Investment Center, Inc., Royal Alliance Associates, Inc., and he has operated Alexander Financial for over 25 years. He is involved in community service as a board member of the Washington Community Foundation and serves as president of the Washington Township United Fund. Cambridge Investment Research Advisors serves a diverse client base, including individual, pension, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platform options.

Tara Meyer is a Planning Consultant at Fidelity Investments. She has held multiple roles within the company, including Relationship Manager and Financial Representative, spanning from 2023 to 2026. Her work focuses on collaborating with clients to develop financial plans that prioritize their unique goals, values, and priorities. Tara emphasizes an approach to financial planning that empowers clients by providing the insight, tools, and strategies necessary to align their financial decisions with their long-term objectives. She is committed to supporting clients in managing their assets intentionally to achieve their financial goals. In her personal time, Tara enjoys activities such as beach outings, boating, fitness, outdoor adventures, and traveling.

Alexander Garner is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 10 years of industry experience. He has worked with several firms, including First Command Advisory Services and Cetera Advisor Networks, prior to joining Cambridge Investment Research Advisors in 2020. Outside of his advisory work, Garner is involved as a part-time teacher in Manatee County and serves as a board member of the Florida Institute for Saltwater Heritage, an environmental organization. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm employs multiple platforms and proprietary model strategies, supporting both discretionary and non-discretionary management.

Robert Evans is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 66 and Series 63 licenses and has been with J.P. Morgan in various capacities since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Michael Conway is a CFP® professional with 43 years of industry experience, currently affiliated with Cetera. His career includes roles at Commonwealth Financial Network, Black Diamond Custom Wealth Management, and Lincoln Financial Securities Corporation. He has also operated Conway Financial Services since 1978. Outside of advisory work, he is involved in fixed insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various investment strategies and third-party managers.

Rani Jeffries is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2012. She began her role at Fidelity at The Park Avenue office in Manhattan. Prior to joining Fidelity, she worked as a Financial Consultant at AXA Advisors from 2008 to 2012. Rani has over 15 years of experience in the financial services industry. She partners with clients to develop and implement financial plans aimed at increasing confidence and reducing uncertainty. Building trusting relationships with clients is a fundamental part of her approach. Outside of her professional role, Rani and her husband enjoy boating, traveling, and exploring food. She also has personal interests in biking and Pilates.

Marina Hernandez is a financial advisor at Charles Schwab with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2014, including a two-year period at Charles Schwab Bank. Prior to that, she spent 10 years with Heritage Group Partners, Inc. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Jonathan Schaechter is a CFP®-certified financial advisor with 35 years of industry experience, currently affiliated with Morgan Stanley in Bradenton, FL. He has been with Morgan Stanley and its Private Bank since 2017, following over two decades at Mercer Allied Company, L.P., and a long tenure at The Ayco Corporation. He serves on the selection committee for the University of Maryland Incentive Awards Program, helping determine scholarship recipients. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, combining tailored financial planning with various investment strategies and extensive resources. The firm manages approximately $2.74 trillion in client assets and offers comprehensive planning supported by proprietary tools and analyses.

Michael Haas is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been working in financial services since 1991, bringing over 30 years of experience to his role. Michael’s expertise includes asset diversification, liability management, and cash flow analysis to address clients’ personal, business, and wealth transfer needs. He develops investing approaches that align with each client's unique objectives and risk tolerance. Michael holds a Bachelor's Degree in Business from Indiana University at Bloomington and has earned the Chartered Retirement Planning Counselor™ designation as well as the Personal Investment Advisor (PIA) designation. Outside of his professional responsibilities, Michael is involved with the Cystic Fibrosis Foundation. He resides in Indianapolis with his wife, Lisa.

Adam Barclay is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2023. He specializes in working with families to develop tailored financial strategies, focusing on investment management, retirement planning, and risk mitigation. Adam emphasizes a client-first approach and is dedicated to maintaining high ethical standards in his practice. Adam's career in financial consulting began in 2015, with roles at M Barc Investment Group, Scottrade, TD Ameritrade, and Fidelity Investments. Throughout his professional journey, he has built a strong foundation in financial planning principles and continuously seeks to expand his knowledge to address the evolving needs of his clients. Outside of his professional work, Adam enjoys baseball, fitness, football, golf, and outdoor adventures.

Alexandra Hatfield is a financial advisor with Raymond James & Associates in Lakewood Ranch, FL, holding a Series 66 designation and two years of industry experience. Prior to joining Raymond James, she worked at Chen Med and Heartland Dental. Hatfield serves as a finance and investment committee member for Meals on Wheels of Sarasota, where she supports budgeting and financial reporting for the nonprofit. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and charitable organizations—and offers a range of financial planning and advisory services supported by extensive research and portfolio management options.

Reese Vita is a financial advisor at Morgan Stanley in Bradenton, FL, holding a Series 66 designation with seven years of industry experience. Prior to joining Morgan Stanley, he worked at SkyBridge Capital and Furman University. He has been with Morgan Stanley since 2019, including a role at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm-approved tools to model outcomes, serving a broad range of clients with both retail and institutional offerings.