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.

Daniel West is a CFP® and PFS™ credentialed financial advisor with 23 years of industry experience. He has been with Moneta Group Investment Advisors, LLC since 2005. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a range of institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm operates with Partner-led Teams supported by a centralized Investment Department and provides diversified, multi-asset allocation strategies along with specialized services for unique client segments such as professional athletes.

Kevin Thompson is a financial advisor with Kestra Advisory in Sarasota, FL, holding Series 63, 65, and 66 licenses and 26 years of industry experience. He has been with Kestra Advisory since 2016 and also owns FINANCIAL PARTNERS, a consulting and investment advisory business operating under Kestra Investment Services. In addition, Thompson serves as a loan officer with American Financial Network Inc and acts as trustee for the David C. Thompson Revocable Trust. Kestra Advisory Services provides investment advisory and retirement plan consulting to institutional and individual clients, offering a range of services including fiduciary consulting, plan design, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and distributes multiple management platforms and third-party managed solutions.

Nicole Penland is a financial advisor with Truist Advisory Services in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has worked with SunTrust Advisory Services since 2016 and SunTrust Investment Services, Inc. since 2011. 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 and non-discretionary consulting, utilizing third-party platforms and AI-enabled research tools to support its investment processes.

Joshua Lowe is a financial advisor with NewEdge Advisors and holds Series 63 and Series 65 licenses. He has 28 years of industry experience, including prior roles at Cornerstone Capital Wealth, where he served as CEO and President, as well as Raymond James Financial. NewEdge Advisors is a large registered investment adviser serving individuals, retirement plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management and consulting services, utilizing multiple program structures and technology tools to support advisors and clients.

Jennifer Labenz is a financial advisor with Mariner Wealth Advisors, holding a Series 66 designation and 25 years of industry experience. She previously worked at Morgan Stanley and Ameriprise Financial Services, Inc. before joining Mariner in 2022. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting services. The firm offers customized portfolio solutions supported by in-house research and external managers, along with integrated tax, accounting, and financial wellness services.

Jonathon Leise Sr. is a CFP® with 45 years of industry experience and has been with Janney Montgomery Scott since 1992. He is based in Sarasota, FL, and holds Series 63 and Series 65 licenses. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and various advisory programs.

Robert Kahne is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 63 designation and over 41 years of industry experience. His prior roles include positions at Morgan Stanley, Citigroup Global Markets, and A. G. Edwards & Sons, Inc. He also serves as a trustee for a family trust. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of advisory programs and consulting services, combining proprietary strategies with third-party model providers and operating an internal trading desk alongside custody and clearance services.

Wolf Louis is a financial advisor with Steward Partners Investment Advisory, LLC in Sarasota, FL, holding a Series 66 credential and two years of industry experience. His prior roles include positions at UBS Financial Services Inc. and Morgan Stanley. 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 discretionary and non-discretionary portfolio management along with financial planning and consulting services through both proprietary and third-party investment solutions.

Michael Wood is a CFA® charterholder with four years of industry experience. He currently serves as an advisor at The Otto Group within Hightower Advisors and has prior experience at Kennedy Investments, Westchase Golf Club, and Swordfish Grill. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes both affiliated and third-party managers, along with proprietary research and portfolio construction strategies.

Anthony Bosco is a financial advisor with PNC Wealth Management in Sarasota, FL, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Fifth Third Securities, Hightower Advisors LLC, and Wells Fargo Clearing. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account that utilizes algorithmic risk assessment and third-party managed strategies. This offering is currently an invitation-only pilot available to PNC employees with online banking credentials.

January Schmus is a CFP® with 23 years of industry experience, currently serving as an advisor at Fifth Third Securities, Inc. Since 2023, Schmus has worked at Fifth Third Securities and FIFTH THIRD BANK, following prior roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. Fifth Third Securities, Inc. serves a diverse clientele that includes individuals, high-net-worth clients, and institutional investors such as corporations, trusts, and retirement accounts. The firm offers a range of investment advisory and brokerage services through various program types on the Passageway Managed Account Platform, emphasizing customized client risk profiles and multiple portfolio management options.

Gary Keller is a CFP® professional with 31 years of industry experience. He has worked at Independent Financial Group, LLC since 2018 and previously held roles at Ameriprise Financial Services, Inc., Wells Fargo Clearing, and Prudential Equity Group, LLC. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm employs a combination of strategic asset allocation, multi-manager portfolios, and ongoing due diligence to develop tailored investment strategies using both firm- and third-party models.

Jackson King is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 credentials and 16 years of industry experience. His career includes positions at First Citizens Investor Services, Wells Fargo, Capital Research Advisors, and Hammond Iles Wealth Advisors. He is based in Sarasota, FL. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients, utilizing a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Andrew Gipson is a CFP® with eight years of industry experience, currently advising at Wealth Enhancement Advisory Services, LLC. His prior roles include positions at Integra Capital Advisors and Charles Schwab & Co., Inc. He is based in Bradenton, FL. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and managed account referrals for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that combines passive and active managers, supported by an internal Investment Committee.

Robert Rosenbaum is a financial advisor with Lincoln Investment in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining Lincoln Investment in 2017, he worked for 21 years at Legend Equities Corporation. He is the owner of Suncoast Wealth Solutions, Inc., a business focused on insurance, financial services, and retirement counseling. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse client base, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers comprehensive financial planning and portfolio management, supported by an in-house Investment Management & Research team and a layered delivery model that combines advisor-led consulting with model portfolios and third-party managers.

Michael Ohlman is a financial advisor at Janney Montgomery Scott with 39 years of experience in the industry. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates for 34 years. Ohlman serves on the board of The First Tee of Sarasota-Manatee, a charitable organization focused on youth development through golf, and is co-owner of Baron Flyers, Inc., an aviation company. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base and provides investment advice through a combination of in-house portfolio management and third-party managers across multiple advisory programs.

Jennifer Berlin is a Series 66-licensed financial advisor with First Command Advisory Services, based in Bradenton, FL. She has 15 years of industry experience and has been with First Command in various capacities since 2013. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to manage model portfolios and third-party managers.

Pamela Hughes is a financial advisor with Valic Financial Advisors in Bradenton, FL. She holds Series 63 and Series 65 licenses and has 25 years of industry experience. Since 2022, she has also worked as an agent with Agia, focusing on non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning, utilizing discretionary unified managed accounts through Envestnet’s platform and third-party model managers.

Rick Schofield is a financial advisor with Money Concepts Capital Corp in Bradenton, FL, holding the ChFC® and Series 63 designations and bringing 34 years of industry experience. He has been with Money Concepts Capital Corp since 2005 and has longstanding roles with Ids Life Insurance Company and Hoosier Insurance Co. since 1991. Outside of his advisory work, he is involved in Schofield Enterprises, Inc., where he performs management duties related to investments. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm uses a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory to manage assets and rebalance accounts.