Thomas Breiter is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He previously led Breiter Capital Management for 30 years before joining Wealth Enhancement Advisory Services and Wealth Enhancement Group in 2022. He serves as a board member of the Trillium Links Condominium Association, a residential homeowners association. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, discretionary and non-discretionary asset management, and specialized retirement plan consulting, utilizing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Darin Pierce is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and over 32 years of industry experience. He has been associated with Commonwealth Equity Services, Inc. since 1997 and is president and part owner of Financial Services of Bradenton, Inc. and Insurance Services of Bradenton, through which he is involved in both securities and insurance businesses. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $213 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, third-party asset manager access, and custody services.

Rose Roberts Jassoy is a financial advisor with Eagle Strategies (NY Life) who holds a Series 63 designation and has 41 years of industry experience. She has been associated with Eagle Strategies since 2016 and operates the Roberts-Jassoy Financial Group, brokering non-registered insurance products through various outside insurance carriers. Eagle Strategies serves a broad range of individual 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, working within an integrated New York Life affiliate structure.

James White is a financial advisor with SPC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at firms including LPL Financial, Oppenheimer & Co. Inc, Wells Fargo Clearing, and Merrill. In addition to his advisory roles, White is also an author. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm supports a large network of advisors and offers a range of account programs with tailored, discretionary investment advice.

Ryan Lynch is a financial advisor at Steward Partners Investment Advisory, LLC with 11 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services Inc., Bank of America, N.A., and Merrill. Lynch is based in Sarasota, FL. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services.

Carl Hefflefinger is a CFP® professional with 37 years of experience in the financial services industry. He has been with Commonwealth Financial Network since 2002 and previously worked at Acorn Financial, LLC for nine years. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm provides a broad platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Brett Jacobs is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with Kestra Advisory since 2016 and has additional experience with Kestra Investment Services and S J Benefits Group. Jacobs serves on the Dean’s Advisory Board for Indiana University Northwest’s School of Business and Economics. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, offering services including fiduciary consulting, plan design, investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Jakob Hart is a financial advisor with Eagle Strategies (New York Life) based in Sarasota, FL, holding a Series 66 designation and bringing 12 years of industry experience. He is the principal of Hart and Hart Financial Services and has been associated with New York Life Insurance Company and NYLife Securities LLC since 2013. Hart serves as a board member on the endowment fund committee for the Sahib Shriners. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, defined contribution and defined benefit plans, and charitable and corporate entities. The firm emphasizes tailored advice and delivers solutions through multiple program types, with most assets managed on a non-discretionary basis.

Kelly Sever is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Bradenton, Florida. She holds Series 63 and Series 65 credentials and has one year of industry experience. Her prior roles include positions at Fifth Third Bank and Covenant Metabolic Specialists. FIFTH THIRD SECURITIES, Inc. serves a diverse clientele including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers multiple program types and third-party portfolio managers on its Passageway Managed Account platform, combining mutual fund and ETF models, SMA strategies, and tax overlay options.

Sarah Birkin is a financial advisor with Bankers Life Advisory Services, Inc. She holds a Series 66 designation and has been with the Bankers Life organization since 2013, primarily in insurance roles. Her current advisory experience spans one year at Bankers Life Advisory Services. Outside of advisory services, she works as an insurance agent specializing in Medicare, life, long-term care, critical illness, and fixed/indexed annuity products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, periodic rebalancing, and a combination of fundamental, technical, and cyclical analysis to guide investment decisions.

Lea Marie Mattia is a financial advisor at Wealth Enhancement Advisory Services, LLC with a Series 65 designation and one year of industry experience. Her prior work includes roles at Wealth Enhancement Group, the University of Florida, JPAN Sushi & Grill, and Pine View School. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and follows a diversified, risk-class based investment approach that combines passive and active management overseen by an internal Investment Committee.

Gina Tedesco is a Series 66-credentialed financial advisor with five years of industry experience, currently with NewEdge Advisors. Her prior work includes roles at Equitable Advisors and WR Wealth Planners LLC, as well as entrepreneurial and instructional positions such as an entrepreneurship instructor at the State College of Florida 26 West Entrepreneurship Center. Outside of her advisory work, she co-owns the Women's Power Forum, a professional networking group. NewEdge Advisors is an enterprise-scale registered investment adviser serving a wide range of clients, including individuals, pension plans, corporations, and charitable organizations. The firm offers diversified portfolio management and consulting services through multiple program structures, combining in-house and third-party manager selections with technology-supported client solutions.

Christine Meyer is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and 13 years of industry experience. She previously worked at AXA Advisors and Equitable Advisors before joining Transamerica in 2017. Outside of her advisory work, Meyer is a practicing artist and serves on the Board and Finance Committee of Art Center Manatee in Bradenton, FL, where she volunteers and holds the position of vice president. Transamerica Retirement Advisors serves participants in employer‑sponsored retirement plans and IRA owners by providing managed advice and investment education services. The firm’s offerings include personalized asset allocation and retirement guidance, relying on Morningstar Investment Management for proprietary portfolio modeling and oversight.

Craig Desimone is a financial advisor with TIAA-CREF in Lakewood Ranch, FL, holding a Series 66 designation and 23 years of industry experience. He has worked at TIAA-CREF since 2017, with prior roles at MSI Financial Services and Ameriprise. TIAA-CREF’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm combines point-in-time planning with ongoing portfolio management under a fiduciary standard and acts as adviser to a donor-advised fund.

Stephen Martin is a CFP® professional with 28 years of industry experience. He is currently an advisor with CWM, LLC and has held previous roles at Cetera Advisor Networks, SRQ Wealth Advisory, SRQ Wealth Management, LPL Financial, and UBS Financial Services. Martin serves as a board member for Bayside Community Church and is involved in entrepreneurial activities including property maintenance and managing a holding company. CWM, LLC is an SEC-registered investment adviser overseeing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that constructs and monitors model portfolios using fundamental and technical analysis.

Charles Dees is a CFP® and CFA® affiliated with Mariner Wealth Advisors in Sarasota, FL, with five years of industry experience. His prior work experience includes roles at Allegiant Private Advisors, BB&T, Citi Group, and Marshall University. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm utilizes customized discretionary portfolios supported by internal research and third-party managers, and offers integrated tax and accounting services alongside specialized financial wellness and family office solutions.

Anthony Krane is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and 17 years of industry experience. His prior roles include positions at LPL Financial, Raymond James Financial Services, E*TRADE, and Charles Schwab. Outside of his advisory work, he provides personal shopping and delivery services through Shipt Inc. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and inter-affiliate integration.

Ryan Mcmahon is a CFP® professional at Mariner with five years of industry experience. He has previously worked at Ranch Capital Advisors, Lincoln Investment, and Shepherd Financial. Mariner serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs customized, discretionary portfolios supported by an Investment Committee and integrates tax and accounting services uncommon among large advisory enterprises.

Matthew Reed is a financial advisor with Principal Financial Services based in Sarasota, FL. He holds the Series 63 designation and has 27 years of industry experience. His work history includes roles at Monarch Wealth Management Group, Principal Securities Inc., Reed & Associates, and Principal Life Insurance Company. Reed is also involved in selling health insurance and fixed insurance products, including life, annuities, long-term care, and disability insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

David Flynn is a financial advisor with GWN Securities Inc. in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at StoneX Advisors Inc., WRP Investments, Kovack Advisors, and Kovack Securities. GWN Securities provides investment advisory services to individual and corporate clients through multiple managed account programs and financial planning offerings. The firm employs a mix of affiliated and unaffiliated sub-advisers and utilizes both model-based allocations and tactical strategies including market-timing and momentum approaches.