Luke Nicholas is a CFP® and CFA® with nine years of industry experience, currently serving as a financial advisor at Mariner since 2021. His prior experience includes roles at Allegiant Private Advisors and Commonwealth Financial Network. He serves on the Gulf Coast advisory board of the Make-A-Wish Foundation of South Florida. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with a notable emphasis on integrated tax and accounting services and operational CFO capabilities.

Matthew Jimenez is a financial advisor at TD Private Client Wealth LLC with nine years of industry experience. He holds the Series 66 designation and has worked at firms including TD Bank N.A., Morgan Stanley, Royal Alliance Associates, and LPL Financial. 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 clients. The firm combines strategic and tactical asset allocation through portfolios that include both affiliated and third-party sub-managers, offering ongoing portfolio management, financial planning support, and custody via third-party custodians.

Steven Wong is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 65 licenses. He has been with Fifth Third Securities since 2025 and has prior experience working at FIFTH THIRD BANK since 2022. Before entering the financial industry, he worked at Laishley Crabhouse from 2009 to 2022. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing multiple managed-account options and features such as direct indexing and tax-overlay services.

Deborah Baldyga is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. She has worked at Commonwealth Equity Services, Inc. since 1999 and is a co-owner of WealthPort, LLC, where she is involved in fixed insurance sales. Commonwealth Financial Network supports a national network of approximately 2,950 advisors, providing advisory programs, technology, and operational support while offering a variety of investment and insurance products through discretionary and non-discretionary portfolio management options.

Gregory Lebar is a financial advisor with Truist Advisory Services in Sarasota, FL, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His prior work includes roles at SunTrust Advisory Services, Suntrust Investment Services, Inc., and Wells Fargo Clearing. He serves as a board member and finance committee member for Resiliant Retreat, a nonprofit organization offering treatment for trauma victims. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by advanced research tools and inter-affiliate integration.

Karin Grablin is a CFP® and Series 66 credentialed financial advisor with 26 years of industry experience. She is currently with Carson Wealth, where she has worked since 2019, following prior roles at Cetera Advisor Networks LLC, SRQ Wealth Advisory, and LPL Financial. Grablin serves as a mentor for the nonprofit Take Stock in Children and is a board member and treasurer of the International Women's Forum of the Florida Suncoast. Carson Wealth is an enterprise advisory firm managing approximately $50.6 billion across a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and specialized solutions including custom indexing and access to alternative investments, serving corporate, institutional, and high-net-worth clients.

Christopher Bostick is a financial advisor with Steward Partners Investment Advisory, LLC in Sarasota, FL. He holds Series 65 and Series 63 licenses and has five years of industry experience. Prior to joining Steward Partners, he worked at UBS Financial Services for three years and has experience with several firms including Crux Wealth Advisors and HD Money, Inc. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a broad client base including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

Jerome Hemenway is a financial advisor at Independent Financial Partners with 53 years of industry experience. He holds the ChFC® and Series 63 designations. His career includes ten years at LPL Financial Corporation and seven years at IFP Securities, LLC. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm manages over $12.5 billion in assets and provides a decentralized advisory model with notable retirement-plan and pension consulting capabilities.

Christopher Gleason is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and 34 years of industry experience. He previously worked at Cetera Advisor Networks LLC and Girard Securities Inc., and has been affiliated with Massachusetts Mutual Life Insurance Company since 1992. Gleason also operates Gleason Financial as a marketing entity related to his advisory work. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm utilizes both firm- and third-party models to develop tailored client strategies across various risk profiles, offering financial planning, portfolio management, and retirement plan services.

Faiza Kedir is a CFP® professional with 20 years of industry experience, currently with Steward Partners Investment Advisory, LLC. She has held previous roles at Hightower Advisors, Landsberg Bennett Private Wealth Management, and Wells Fargo Advisors. Steward Partners Investment Advisory, LLC is an SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services with both discretionary and non-discretionary portfolio management options.

Ricky Smith is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at TD Bank, N.A. and TD Private Client Wealth LLC since 2012. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm employs a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering portfolio management, financial planning support, and custody services.

Donald Lynch Jr. is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been associated with WealthPort, LLC and Commonwealth Equity Services, Inc. since 1995. Lynch is also president and co-owner of WealthPort, LLC, a private entity operating in the securities business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a variety of advisory programs and services. The firm provides comprehensive back-office support, technology, investment management, and compliance resources while allowing advisors discretion in portfolio construction.

Michelle Cross is a CFP® professional with 14 years of industry experience, currently serving with Mariner Wealth Advisors since 2021. Her prior roles include positions at Allegiant Private Advisors, Commonwealth Financial Network, and H. Beck, Inc., among others. She serves as Treasurer on the board of the Southwest Florida Estate Planning Council. Mariner Wealth Advisors serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with specialized capabilities in tax integration and employer financial wellness solutions.

Judith Mellett is a financial advisor with Truist Advisory Services and holds Series 63 and Series 66 licenses. She has 28 years of industry experience, including roles at Truist Advisory Services and SunTrust Investment Services. Based in Sarasota, FL, she has been with Truist since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager selection programs, using both discretionary and non-discretionary approaches supported by third-party platforms and AI-enhanced research.

Michael Gross is a financial advisor at Janney Montgomery Scott with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at multiple firms including Toby Richey & Associates, Bank of America, Merrill, and Scottrade. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base with a range of brokerage, financial planning, and advisory services supported by in-house and third-party portfolio management.

Orion Marx is a financial advisor with Mariner Wealth Advisors, holding CFP® and ChFC® designations and over 31 years of industry experience. He previously spent 29 years at Lincoln Financial Advisors Corporation and has been with Mariner since 2024. Marx serves as a committee member for the Fanconi Cancer Foundation in Sarasota, FL, where he participates in fundraising activities. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement consulting. The firm combines in-house research with third-party managers across a range of strategies and provides integrated tax, accounting, and family office services.

James Mcclellan Jr. is a financial advisor with Truist Advisory Services, holding Series 63, 65, and 66 designations and over 34 years of industry experience. He has worked with Truist and its predecessor firms since 2008, and previously held roles at Wells Fargo Clearing and Merrill. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm offers a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled equity research and integrated inter-affiliate resources.

Albert McNorton is a financial advisor at Mariner with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Financial Advisors, Oppenheimer, and Msec, LLC. In addition to his advisory role, he operates a sole practitioner tax preparation business serving individual clients in Sarasota, FL. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations by offering investment management, financial planning, retirement consulting, and tax services. The firm implements customized discretionary portfolios supported by in-house research and third-party managers, and it provides integrated tax and accounting solutions alongside traditional portfolio management.

Daniel Corcoran is a financial advisor at Truist Advisory Services with 20 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Truist, he worked at Wells Fargo Clearing for seven years and spent nearly a decade at SunTrust Investment Services and its advisory affiliates. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools.

Patricia Maxwell is a financial advisor at Benjamin F. Edwards & Company, Inc. with 19 years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley from 2011 to 2015. 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 through more than 500 advisors. The firm offers a range of advisory, brokerage, insurance, and M&A services with both discretionary and non-discretionary managed solutions utilizing proprietary strategies and third-party models.