Kelly Goldstein is a financial advisor with Eagle Strategies (NY Life) based in Sarasota, FL, holding a Series 66 designation and eight years of industry experience. She has worked with Eagle Strategies since 2021 and previously spent three years at Steve Griffin CPA. Outside of advising, she is an investor in Zulu Pods, an aerospace company focused on lubrication delivery solutions. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis.

Kristen Garcia is a financial advisor at First Command Advisory Services with five years of industry experience. She holds the Series 66 designation and has worked with First Command entities since 2021. Outside of her advisory role, she is an independent distributor for AdvoCare, a health and wellness network marketing company, a position she has held since 2011. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through centralized teams that select model portfolios and third-party managers from approved universes.

Bradley Yates is a CFA® charterholder with 18 years of industry experience. He has worked at T. Rowe Price Advisory Services, Inc. since 2017 and previously spent five years at Raymond James & Associates. He is based in Sarasota, FL. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory service for individual investors and households, combining nondiscretionary financial planning with discretionary investment management primarily using T. Rowe Price mutual funds and ETFs. The firm employs tax-aware strategies and Monte Carlo simulations for retirement income planning, serving clients generally with at least $250,000 in investable assets.

John Kushman is a financial advisor with Truist Advisory Services, holding Series 63, 65, and 66 licenses and bringing 22 years of industry experience. His career includes roles at Merrill, Morgan Stanley, SunTrust, Synovus, U.S. Bank, and Truist. He serves on the investment advisory committee for The Community Foundation, participates on the advisory board for Sarasota Paradise FC, and is a board member of the Villa D'Este Section B Condominium Association. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, and fiduciary support, implementing advice through discretionary and non-discretionary manager relationships with supplemental AI-enabled research and supervisory oversight.

David Haertel is a financial advisor at Empower Advisory Group with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Charles Schwab, Fisher Investments, and Fidelity. Outside of his advisory role, he serves as president of the Miss Manatee Softball League, where he oversees operations and fundraising efforts. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage clients, using an integrated model tied to Empower’s administrative platforms.

John Raleigh Jr. is a CFP®-certified financial advisor with 33 years of industry experience. He is currently with CWM, LLC and has held roles at Shilanski & Associates and Summit Financial Group Inc., among others. Outside of his advisory work, he volunteers as a track coach for pole vaulting and is an Auxiliarist with the United States Coast Guard Auxiliary, in addition to organizing tours as a conductor. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients. The firm employs a discretionary portfolio management approach using model portfolios and third-party sub-advisors, with a focus on retirement plan services and comprehensive fiduciary oversight.

Alina Gray is a financial advisor with Truist Advisory Services in Sarasota, FL, holding Series 63, 65, and 66 designations and 15 years of industry experience. She has been with Truist Advisory Services and its predecessor firms since 2016. 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 and non-discretionary manager relationships and employs AI-enabled research tools to support its investment oversight and manager selection.

Brian Dixon II is a financial advisor at Mariner with one year of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services LLC, Wells Fargo Advisors, Merrill, Amazon.com, Bank of America, and other companies. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and tax and accounting integration, with customized, discretionary portfolios supported by in-house research and third-party managers.

Aaron Cheesman is a financial advisor with Lincoln Investment who holds a Series 66 designation and has 20 years of industry experience. He has worked at Lincoln Investment since 2016 and previously held positions at Gabor Agency, Symetra Investment Services, JESUP & LAMONT Advisors, and Rosenberg Asset Management. Outside of his advisory work, he is actively involved in youth baseball as a head coach and volunteer assistant coach, and he serves on the school board for St. Martha Catholic School. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a long-standing focus on educators and 403(b) and 457(b) program participants. The firm offers financial planning, portfolio management, and consulting through a combination of proprietary model portfolios, third-party managers, and advisor-led strategies, supported by an in-house Investment Management & Research team.

Chad Fratto is a financial advisor at Commonwealth Financial Network with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial LLC, Royal Alliance Associates, Inc., Signator Investors, Inc., and Waddell & Reed. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing around $212.7 billion in client assets. The firm offers a broad adviser-support platform with managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Dominick Bennese is a financial advisor at SPC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Royal Alliance Associates, Inc. and Signator Investors Inc. Bennese is also licensed as an independent insurance agent, selling life, disability, health, and Medicare insurance products. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans with a range of portfolio management, financial planning, and ERISA-related retirement services. The firm manages approximately $5.66 billion in assets and offers discretionary and nondiscretionary investment strategies tailored to client suitability.

Kimberly March is a financial advisor at TIAA-CREF with five years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Societe Generale for 18 years before joining TIAA-CREF. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected through employer retirement plans, as well as to trusts, estates, and other entities. The firm differentiates its services by separating one-time financial planning from ongoing portfolio management, offering both model-based and customized investment solutions.

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 who holds Series 63 and Series 65 licenses and has 30 years of industry experience. His career includes roles at LPL Financial, Oppenheimer, Wells Fargo, Merrill, and operating his own firm, JW Wealth Management, where he is also an author. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base including individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers tailored, discretionary investment advice through various account programs, while maintaining strategic partnerships with broker-dealers and third-party advisers.

Ryan Lynch is a financial advisor at Steward Partners Investment Advisory, LLC with 10 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, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, pension consulting, and managed account programs.

Carl Hefflefinger is a CFP® professional with 37 years of industry experience, currently serving at Commonwealth Financial Network since 2002 and at Acorn Financial, LLC since 2008. He holds Series 63 and Series 65 licenses. Outside of his advisory work, he acts as a guardian and power of attorney for family members. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, offering a variety of advisory programs including discretionary model portfolios and personalized investment solutions.

Brett Jacobs is a financial advisor with Kestra Advisory, holding Series 63 and 65 credentials and bringing 18 years of industry experience. He has been with Kestra Advisory since 2016 and also operates Cormac Benefits Group, where he serves as owner and registered representative. Jacobs serves on the Dean’s Advisory Board for the Indiana University Northwest School of Business. Kestra Advisory provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services including fiduciary consulting, plan design, and vendor benchmarking. The firm supports complex investment solutions 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.