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 with LPL Enterprise, holding Series 63 and Series 66 designations and 12 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, PRUCO Securities, Raymond James & Associates, and Fidelity Investments. LPL Enterprise, LLC offers investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities through a network of investment adviser representatives. The firm primarily uses model-driven investment implementation and provides access to third-party asset managers, financial planning, and affiliated insurance and trust services.

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 at Charles Schwab with Series 66 credentials and four years of industry experience. She has held positions within various Charles Schwab entities since 2022, including roles at Charles Schwab Premier Bank and Charles Schwab Bank SSB. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs a multi-asset model portfolio investment approach supported by centralized custody and operational infrastructure.

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.

Sharone Pierre is a financial advisor with Raymond James Financial in St. Petersburg, FL. He holds Series 63, 65, and 66 designations and has 29 years of industry experience. Pierre has been with Raymond James Financial Services since 2002 and with Raymond James Financial since 2010. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm uses analytical tools and risk profiling to deliver tailored, non-discretionary planning and encourages implementation through its advisory programs or other providers.

Tod Lebeda is a CFP® with eight years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities in Bradenton, FL. His prior experience includes roles at JPMorgan Chase Bank, Charles Schwab, and One Sycamore Capital. Before entering finance, he worked for Complete Outdoor Equipment for three years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through non-discretionary, customized asset allocation advice, investment manager searches, and performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers access to a range of eligible investment strategies, including ESG frameworks.

Silvia Marceleno is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. She holds a Series 65 designation and previously worked independently as well as in healthcare-related roles. Additionally, she is an independent insurance agent representing various companies. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple custodial platforms.

Jason Hulst is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at LPL Financial since 2021 and concurrently operates CWA Accounting, Inc., where he provides tax preparation and accounting services. Hulst has held advisory roles at Capital World Advisors, Inc. and World Equity Group, and has maintained involvement in real estate through Prairieland Homes, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual clients, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology tools and a broad non-advisory financial services network.

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 five years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at firms including Pershing Advisor Solutions, Insight Global, and Charles Schwab. His background also includes roles outside the financial sector, such as work with Dairy, LLC and the City of Orlando. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

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 at Wells Fargo Clearing with 20 years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley and Citigroup Global Markets. She is based in Bradenton, Florida. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics to guide investment selection within a large-scale platform.

Marc Slone is currently serving as Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2026. In this role, he focuses on helping families simplify financial complexity and build confidence in managing their wealth. He prioritizes understanding clients' values beyond their financial statements to provide collaborative planning and genuine partnership, assisting them in making informed decisions about their life, family, and legacy goals. His professional experience includes previous roles within Fidelity Investments, such as Financial Consultant from 2021 to 2025, Investment Consultant from 2019 to 2021, and Customer Relationship Advocate from 2017 to 2019. Marc also worked as a Portfolio Counselor at Fisher Investments during 2025 to 2026. Outside of his professional work, Marc enjoys activities such as spending time at the beach, attending concerts, cooking and baking, exploring food, socializing with friends, and playing golf.

Ryan Brems is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has worked at Northwestern Mutual and Merrill, among other firms. Brems is involved in community service as Vice-President of the Rotary Club of Lakewood Ranch and is set to serve as its President from 2025 to 2026. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and various asset management programs through a network of Investment Adviser Representatives.

Sarah Jackson is a Series 66 licensed advisor with Merrill in Bradenton, Florida, where she has worked since 2006. She has 13 years of industry experience. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.