Rosa Pachon is a Series 66-licensed financial advisor with TD Private Client Wealth LLC, based in Sarasota, FL. She has 21 years of industry experience, including 14 years with TD Bank, N.A. and TD Private Client Wealth LLC. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm employs a combination of strategic and tactical asset allocation across both affiliated and third-party investment managers.

Elizabeth Rabbitt Stephen is a financial advisor with Truist Advisory Services, holding a Series 63 designation and 19 years of industry experience. She has worked at SunTrust Advisory Services, Inc., SUNTRUST INVESTMENT SERVICES, INC., and SunTrust Bank since 2019, following three years at Commonwealth Financial Network. 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, participant advice, and a manager-selection program that utilizes both discretionary and non-discretionary approaches supported by third-party platform and manager arrangements.

Jennifer Pearson is a financial advisor at Rockefeller Financial LLC with 17 years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services Inc and Claybrook Capital, LLC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services and operates as a registered broker-dealer with capabilities that include securities transactions, variable insurance products, and placement and investment banking services.

John Verfurth is a financial advisor with Hightower Advisors in Sarasota, FL, holding Series 63 and Series 65 designations and 30 years of industry experience. He has worked with Hightower Securities, LLC and Hightower Advisors since 2011. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm’s approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

Francisco Avalle is a financial advisor at TD Private Client Wealth LLC with 14 years of industry experience. He holds Series 63 and Series 66 registrations and has previously worked at Wells Fargo Bank. Avalle is based in Sarasota, FL. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients and high-net-worth private clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering financial planning support and custody through third-party custodians.

Justin Leins is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 15 years of industry experience. He previously worked at UBS Financial Services for 14 years before joining Steward Partners in 2026. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets and serving a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of investment advisory and financial planning services with both discretionary and non-discretionary portfolio management, utilizing proprietary Steward Partners solutions and third-party money managers.

Michael Richard is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and 12 years of industry experience. He has been with Bankers Life Advisory Services since 2017 and has also worked with Bankers Life Securities, Inc. and Bankers Life & Casualty since 2010. Outside of his advisory role, he serves as president of The Hillside Foundation, a nonprofit that provides scholarships and classroom support to his local community through fundraising events. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals, offering discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manage portfolios aligned with clients’ goals and risk tolerances.

Gillian Cassidy is a CFP® professional at Mariner Wealth Advisors with five years of experience in the financial industry. Prior to joining Mariner, she worked at Allegiant Private Advisors and the College for Financial Planning. She also spent four years at Florida Atlantic University. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, with capabilities spanning traditional and alternative investment strategies, as well as integrated tax and accounting services.

David Jarrell is a financial advisor with Oppenheimer, holding Series 65 and Series 63 licenses and bringing 17 years of industry experience. He has worked with Oppenheimer since 2019, following prior roles at Wells Fargo Advisors and Lakewood Ranch Family Counseling. Outside of finance, Jarrell is involved in life coaching and hypnotherapy, and he teaches yoga classes in the Sarasota area. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations with a range of advisory programs including discretionary and non-discretionary portfolio management, financial planning, and retirement consulting. The firm operates both advisory and broker-dealer businesses and reports a significant portion of assets under non-discretionary management.

Rita Hollingsworth is a financial advisor with Bankers Life Advisory Services, Inc. in Sarasota, FL. She holds Series 65 and Series 63 licenses and has six years of industry experience. Prior to her current role, she worked with RPH Consulting for three years. She is also appointed as an insurance agent with Bankers Life & Casualty, where she writes Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with portfolio management and retirement plan consulting. The firm uses fundamental, technical, and cyclical analysis methods to tailor asset allocations and manages portfolios across various securities on both discretionary and non-discretionary bases.

Christopher Tenaglia is a financial advisor with Truist Advisory Services in Sarasota, FL, holding Series 63 and 65 designations and bringing 26 years of industry experience. His career includes roles at Truist Investment Services and SunTrust Advisory Services dating back to 2006. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver asset allocation, fiduciary support, and manager selection through its AMC Advantage program.

Adham Makki is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he partners with clients to develop personalized financial strategies that support their short-, mid-, and long-term goals. He provides comprehensive services including general investing, retirement planning, and saving for unexpected events. Adham also connects clients with specialists at Bank of America for banking, credit, home financing, and small business solutions. He brings expertise in areas such as employee benefits planning, family wealth management, services for endowments and non-profits, managing new wealth, socially responsible and ESG investing, sports and entertainment, individual and corporate investment strategy, and retirement income. Adham holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Adham earned a Bachelor's Degree from the University of South Florida. Outside of his professional work, he enjoys boating, cooking, football, golfing, music, pickleball, reading, spending time with his family, traveling, and woodworking.

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.

Cynthia Danker Merritt is a financial advisor with PNC Wealth Management in Venice, Florida. She holds Series 63 and Series 65 credentials and has 21 years of industry experience, including 14 years at PNC. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only Portfolio Solutions Strategist Digital Offering that uses algorithm-driven model strategies managed by PNC or third-party strategists.

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.

John Akin is a financial advisor at Truist Advisory Services with 17 years of industry experience. He has been with Truist Investment Services since 2009 and with Truist Advisory Services since 2016. He holds a Series 66 designation. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager-selection program implemented through a combination of discretionary and non-discretionary strategies, supported by third-party platforms and AI-enabled research tools.

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.