James Friedman is a financial advisor at Advisors Capital Management, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Advisors Capital Management since 2019, following a 24-year tenure at Personal Business Management Group. Advisors Capital Management provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, corporations, insurance companies, and government entities. The firm manages custom private accounts and model strategies using a combination of top-down macro and bottom-up fundamental, quantitative, and qualitative analysis.

Ralph Nicosia II is a financial advisor at Madison Partners in Sarasota, FL, holding Series 63 and Series 66 licenses with five years of industry experience. His prior roles include positions at AE Wealth Management, CreativeOne Wealth, Candor Wealth Strategies, and T Rowe Price. Outside of advisory services, he serves as president of an insurance sales and services business. Madison Partners provides wealth management, discretionary portfolio management, and financial planning to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm uses a customized, fiduciary approach focused on long-term portfolio construction with a range of investment strategies and serves clients through a multi-advisor team managing approximately $1.3 billion.

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.

Minka Muka is a financial advisor with Capital Analysts in Sarasota, FL, holding Series 65 and Series 63 credentials and eight years of industry experience. She has worked at Western & Southern Life and other firms prior to joining Capital Analysts. Minka is also a licensed realtor, assisting buyers and sellers in the local real estate market. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, and institutions, offering portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm combines discretionary management by an in-house investment team with non-discretionary services and maintains institutional relationships that support its various investment solutions.

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 at Truist Advisory Services with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Truist Investment Services, Raymond James Financial Services, and First Command Financial Services. He is based in Palmetto, FL. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, and the AMC Advantage manager-selection program, utilizing a combination of discretionary manager relationships and third-party platform arrangements for program administration and oversight.

Christopher Jacobs is a financial advisor at Rockefeller Financial LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Merrill and Bank of America. Jacobs has been with Rockefeller Financial since 2021. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking 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.

Scott Mckay is a CFP® and Series 66 licensed advisor with 23 years of industry experience. He has been with Creative Planning since 2013, following prior roles at Charles Schwab, Chase Investment Services Corp., and Merrill. He is based in Bradenton, FL. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.

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.

Sean Koscho is an investment advisor at NewEdge Advisors with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Base Wealth Management, Intervest International, and Primerica. Additionally, he served a decade with the Sarasota County Fire Department. NewEdge Advisors is a large registered investment adviser serving a diverse client base, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers a wide range of services such as portfolio management, financial planning, and access to sponsored advisory programs, utilizing both in-house and third-party investment solutions.

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.

Emmeline Barcomb is a financial advisor at Steward Partners Investment Advisory, LLC with nine years of industry experience. She holds a Series 66 credential and has worked at several firms, including Northern Trust Securities, Bank of America, Merrill, and Berthel Fisher & Company Financial Services. Steward Partners Investment Advisory, LLC is an enterprise-scale registered investment advisor managing approximately $36.7 billion in assets. The firm serves a diverse client base, including individuals, pension plans, corporations, trusts, and charitable organizations, and offers a range of advisory and portfolio management solutions.

Kerstin Wiles is a CFP® professional with 19 years of industry experience, currently serving at Mariner Wealth Advisors since 2022. Her prior roles include positions at Homrich Berg and Creative Financial Group Ltd, among others. Outside of her advisory work, she has worked as a seasonal associate for Intuit’s TurboTax. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations through investment management, financial planning, and retirement consulting. The firm offers customized discretionary portfolios supported by an internal team and third-party managers, with integrated tax and accounting services uncommon for an enterprise of its size.

Brian Grogan is a financial advisor with NewEdge Advisors, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Ameriprise Financial Services and Mid Atlantic Financial Management. Outside of his advisory work, he is a founding partner of Crescent Franchise Solutions, which focuses on succession planning for franchise owners. NewEdge Advisors is a large registered investment adviser serving individuals, retirement plans, corporations, trusts, and charitable organizations through independent investment adviser representatives. The firm offers a range of portfolio management and consulting services and utilizes multiple program structures combining in-house and third-party strategies, supported by technology tools and rigorous due diligence.

Christopher Persandi is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked at TD Bank N.A. and its affiliate TD Private Client Wealth LLC since 2020, and previously was with Bank of America, N.A. and Merrill from 2013 to 2020. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, offering portfolio management, financial planning support, and custody through third-party providers. The firm uses a combination of proprietary and third-party investment managers and employs a discretionary trading model with a percentage-of-assets-under-management fee structure.

Stephen Griffin is a CFP® with 24 years of experience in the financial services industry. He is affiliated with Eagle Strategies (NY Life) and has held roles at Full Spectrum Financial Group and Ordonez & Griffin Financial Group. Griffin is also the owner of an insurance brokering business focused on non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.