Joshua Ladwig is a financial advisor with Truist Advisory Services in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His career includes roles at Merrill, PNC Wealth Management, and SunTrust entities prior to joining Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, using 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.

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.

Casey Haggard is a Financial Consultant at Fidelity Investments, a position held since 2019. In this role, Casey guides clients through a planning process that helps define and prioritize their financial goals. By gaining a thorough understanding of clients' current situations and aspirations, Casey collaborates with them to implement strategies that support their financial journeys. Regular meetings are held to review progress and adjust plans as needed, aiming to provide clients with confidence and peace of mind for their retirement. Casey has extensive experience in the financial services industry, having worked in various advisory roles since 2008. Previous positions include Wealth Management Advisor at TIAA from 2014 to 2019, Investment Consultant at TD Ameritrade from 2013 to 2014, Financial Advisor at Merrill Lynch from 2010 to 2013 and again from 2008 to 2009, and Financial Consultant at PNC Investments from 2009 to 2010.

Nicholas Fiegoli is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has worked with firms including UBS Financial Services and Raymond James Financial Services. Outside of his advisory role, he has a personal investment in the Grand Hyatt at Pagent Beach. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering a range of portfolio management and financial planning services.

Kyle Youngblood is a CFA® charterholder with 21 years of industry experience. He has worked at TD Private Client Wealth LLC and TD Bank N.A. since 2016. Based in Vienna, VA, he holds a Series 63 license. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail investors. The firm constructs portfolios using a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

James Cooper is a financial advisor with Beacon Pointe Advisors, LLC in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Southern Trust Financial Planning. In addition to his advisory work, Cooper is an insurance agent with Beacon Pointe Insurance Services. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-of-managers approach, utilizing third-party independent managers selected through a formal due-diligence process and supported by quantitative and qualitative analysis.

Damien Jackson Jr. is a financial advisor at Mariner with one year of industry experience. He holds a Series 66 designation and began his career at Ameriprise before joining Mariner. His background includes roles in education and retail prior to entering the financial services industry. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm provides discretionary, customized portfolios supported by an internal team and third-party managers, along with integrated tax and accounting services and specialized employer financial wellness tools.

William Geisdorf is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2021. His prior experience includes roles at Allegiant Private Advisors, Commonwealth Financial Network, and Ned Davis Research. He serves on the boards of First Tee Sarasota/Manatee and the Riverview High School Foundation, where he helps coordinate events and fundraising. Mariner Wealth Advisors serves a broad client base including individuals, pensions, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by an investment committee and integrates tax and accounting services alongside its portfolio management.

Gerard Rocchi is a financial advisor with Eagle Strategies (NY Life) based in Venice, FL. He holds Series 63 and Series 65 credentials and has 38 years of industry experience. Rocchi has worked with New York Life and its affiliated firms since 1999. Eagle Strategies serves a diverse client base, including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and advisory services. The firm offers tailored advice through multiple program types and manages a majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

John Keenan is a CFP® and ChFC® with 32 years of industry experience. He is currently with Equity Services, Inc. and has previously worked with Prudential Insurance Company of America and its affiliated entities. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, combines long-term strategies with options for shorter-term trading, and utilizes third-party asset managers and model portfolios.

William Hahn is a financial advisor with TLG Advisors, Inc. based in Sarasota, FL, holding a Series 63 designation and 32 years of industry experience. His prior roles include positions at Interact Wealth Management and HN Wealth Management LLC. Outside of advisory work, he is an independent insurance agent specializing in life insurance, annuities, and long-term care products. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Raymond Dinkel is a financial advisor at Oppenheimer with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2013, following roles at PNC Wealth Management and J.J.B. Hilliard, W.L. Lyons, LLC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and other clients. The firm offers a range of investment and consulting services across discretionary and non-discretionary accounts, maintaining custody of client assets while providing tailored portfolio management and retirement planning.

Ronald Bock is a financial advisor with Eagle Strategies (NY Life) based in Sarasota, FL, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked with NYLIFE Securities LLC and New York Life Insurance Company since 1996 and has operated Bock Financial Services since 2007. Eagle Strategies serves a diverse clientele, including individual investors, institutional sponsors, and retirement plans, providing financial planning, investment management, and advisory services mainly on a non-discretionary basis. The firm integrates insurance and annuity products into its offerings and emphasizes tailored recommendations for client and plan sponsor objectives.

Marc Wolff is a financial advisor with Beacon Pointe Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Southern Trust Financial Planning. Outside of his advisory work, he is involved in managing a financial firm operation and owns businesses related to fixed insurance sales. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-driven investment approach utilizing both active and passive strategies, proprietary due diligence processes, and sponsors multiple private funds as well as advising a registered interval fund.

Martin Kossoff is a financial advisor with Mariner, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include 15 years at Commonwealth Financial Network and a year at Allegiant Private Advisors before joining Mariner in 2021. Outside of his advisory work, he serves as treasurer of a nonprofit organization, Dear Ocean, and is president of a homeowners association in Kailua-Kona, Hawaii. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios with a mix of in-house research and third-party managers, and is notable for its integrated tax and accounting capabilities alongside traditional asset management.

Anthony Swart is a financial advisor with Benjamin F. Edwards & Company, Inc. in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior positions include roles at SunTrust Advisory Services, Suntrust Securities, Inc., and UBS Financial Services. 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. The firm offers a range of services including advisory programs, financial planning, retirement and investment management consulting, brokerage, insurance products, and M&A advisory services.

Schemia Rowan is a financial advisor with Carson Wealth holding the ChFC® designation and Series 63 and 66 licenses. She has 10 years of industry experience, including roles at New York Life Insurance Company and related firms, as well as Eagle Strategies, LLC. Rowan is currently affiliated with SRQ Wealth and CWM, LLC. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, annuity sub-account management, and retirement plan services, with an investment approach overseen by an Investment Committee that uses fundamental and technical analysis to construct and monitor portfolios.

Suzanne Matheson is a Series 66 credentialed advisor with 13 years of industry experience, currently with TD Private Client Wealth LLC in Sarasota, FL. She has worked at TD Private Client Wealth LLC and TD Bank, N.A. since 2011. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients, offering portfolio management, financial planning support, and custody through third-party custodians. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.