Peter Borho is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 credential. He has 19 years of industry experience, including prior roles at Benjamin F Edwards & Co and Kovack Securities, Inc. Outside of advisory work, he is involved in insurance and benefits agencies and owns a holding company. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm provides financial planning, investment management, and retirement services through independent financial professionals, offering a range of portfolio management options and proprietary and third-party strategies.

Kevin St John is a financial advisor with Edward Jones in Lakewood Ranch, FL, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, he worked at State College of Florida and PGT Innovations. He serves as a board member of the Sarasota Economic Development Corporation and is the president of Goalkeeper World, a sports training and merchandise business. Kevin also organizes events for the Vanderbilt University Sarasota Alumni Chapter. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors. The firm manages approximately $1.01 trillion in assets and provides discretionary and non-discretionary strategies, overlay and tax-efficient services, and maintains affiliated capabilities such as a trust company and proprietary mutual funds.

Felipe Lewis is a Financial Consultant at Fidelity Investments, where he assists clients in understanding and navigating the company's offerings to develop and implement personalized financial plans. He has been with Fidelity Investments since 2020, progressing through roles including Financial Representative, Relationship Manager, and Investment Consultant before his current position. Prior to joining Fidelity, Felipe held positions in the banking industry, including Branch Manager at Credit Union 1 from 2012 to 2017, Licensed Personal Banker at JPMorgan Chase Bank from 2009 to 2012, and Senior Personal Banker at Parkway Bank & Trust Co. from 2003 to 2009. His experience spans various aspects of financial services, emphasizing client relationships and investment consulting.

David Huffman is a financial advisor with Cambridge Investment Research Advisors in Lakewood Ranch, FL, holding the ChFC® and Series 63 designations. He has 48 years of industry experience, including 22 years at H. Beck, Inc., and he has operated Huffman Financial Group since 2007, where he is also an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management strategies across multiple platforms.

Jeffrey Gartman is a financial advisor at Raymond James & Associates with 45 years of experience in the industry. He has been with Raymond James & Associates since 2005. He holds a Series 63 designation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional and pension plans, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Antonio Perlain is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 23 years of industry experience. His career includes over a decade at TD Ameritrade, followed by roles at Charles Schwab Bank SSB and Charles Schwab and Co., Inc. since 2022. Charles Schwab & Co., Inc. primarily serves high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a blend of non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and a centralized operational structure.

Cole Hedge is a CFP® professional with five years of industry experience, currently with Raymond James & Associates. He previously held roles at Truist Advisory Services, UBS Financial Services, Bank of America, Merrill, and BB&T. Outside of advisory work, he is involved in managing a rental property. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and public entities. The firm offers financial planning and consulting with a range of portfolio management styles supported by affiliated research and model managers.

Raymond Parker Jr. is a financial advisor with Edward Jones in Lakewood Ranch, FL, holding Series 63 and Series 65 licenses and 27 years of industry experience. He previously worked for Franklin Templeton Distributors, Inc. for 16 years before joining Edward Jones in 2021. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Mark Lacey is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at firms including Fidelity Investments, Raymond James & Associates, The Prudential Insurance Company of America, and PRUCO Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, advisory, and brokerage services through an integrated platform that combines investment advisory programs with access to brokerage and insurance products.

John Tucker III is a CFP®-certified financial advisor with Edward Jones in Bradenton, FL, where he has worked since 2011. He has 14 years of industry experience and holds a Series 66 designation. Outside of his advisory role, he is involved in healthcare property leasing through Health Care for All LLP. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors and manages approximately $1.01 trillion in assets.

Zoe Powell is a financial advisor with Charles Schwab, holding a Series 66 designation and three years of industry experience. She has been with Charles Schwab and its related entities since 2021. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of advisory, brokerage, custody, and cash-sweep services. The firm provides clients with both non-discretionary investment guidance and access to discretionary separate managed accounts, utilizing multi-asset model portfolios and alternative investment options through a centralized operational structure.

Stephen Mc Leod is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Charles Schwab in various capacities since 1997, with additional experience at LPL Financial, VimVest Securities, ViewTrade Securities, and Wall Capital Group. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment management, combining multi-asset model portfolios with centralized custody and operational support across a large client base.

Tod Lebeda is a CFP®-credentialed financial advisor with eight years of industry experience. He is currently with J.P. Morgan Securities in Bradenton, FL, and has held prior roles with JPMorgan Chase Bank, Charles Schwab, and One Sycamore Capital. Outside of finance, he worked for three years at Complete Outdoor Equipment. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized manager due diligence and applies an ESG eligibility framework in its recommendations.

Silvia Marceleno is a financial advisor with Cambridge Investment Research Advisors, holding a Series 65 credential and three years of industry experience. Prior to joining Cambridge in 2023, she was self-employed for one year and has worked in various roles outside finance, including in dentistry and wellness services. Marceleno also operates as an independent insurance agent for multiple insurance companies. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory through a large network of independent financial professionals. The firm provides a range of investment strategies and platforms, combining proprietary models with access to unaffiliated strategists, along with institutional features such as advisor transition support and compliance oversight.

Jason Hulst is a financial advisor with LPL Financial in Bradenton, FL, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His previous work includes roles at World Equity Group and the ongoing operation of CWA Accounting, Inc., where he is involved in tax preparation and accounting services. Outside of his advisory work, he has longstanding involvement in real estate as owner of Prairieland Homes, LLC, and as a real estate broker with Charles Rutenberg Realty of Illinois. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios, including discretionary and non-discretionary management options.

Trent Cowieson is a Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Trent earned his Bachelor's Degree from Florida Gulf Coast University.

Marco Herrera is a financial advisor at Fidelity with Series 66 and Series 63 licenses and five years of industry experience. His prior roles include positions at Pershing Advisor Solutions, Charles Schwab & Co., Inc., and Insight Global LLC. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios including mutual funds, ETFs, and ETPs.

Anastasiya Rybak is Vice President and Branch Leader at Fidelity Investments, a position she has held since 2024. In this role, she coaches and mentors associates in their professional development and career growth, fostering a culture of trust and support to help clients pursue their goals. Anastasiya's career at Fidelity Investments began in 2018, where she has held several roles including Assistant Branch Leader, Financial Consultant I, Planning Consultant, Relationship Manager, and Financial Representative. Before joining Fidelity, Anastasiya worked at Global Financial Private Capital as a Compliance Officer from 2016 to 2018 and as a Broker Dealer Home Office Representative from 2015 to 2016. Her extensive experience spans compliance, client relationship management, and financial consulting. Outside of her professional responsibilities, Anastasiya enjoys camping, fitness, gardening, visiting museums, running, and spending time with pets.

Paige Woodlock is a financial advisor with Fidelity, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments, she was a PGA Tour Professional from 2019 to 2024. Fidelity’s affiliate, Strategic Advisers LLC, serves retail and institutional clients with investment management and advisory services that combine fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs. The firm also employs algorithmic and AI-driven methodologies and acts as an advisor to multiple registered investment companies and fund-of-funds.

Lisa Turner is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. Her prior roles include positions at Wells Fargo Advisors, Morgan Stanley, and Citigroup Global Markets. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.