James Whitis Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and over 36 years of industry experience. He has worked at Cetera and its affiliated entities since 2022, and previously spent 17 years with First Allied Securities and its related firms. Outside of advising, he serves as treasurer for a nonprofit organization and is involved in retail sales through a partnership. Cetera Investment Advisers LLC is an SEC-registered firm offering a range of portfolio management and financial planning services to individual, corporate, institutional, and charitable clients. The firm supports a multi-manager platform with a variety of program options and serves a large client base through an extensive network of advisors.

Daniel Berger is a financial advisor at Raymond James & Associates with 41 years of industry experience. Prior to joining Raymond James in 2026, he worked for 17 years at UBS Financial Services Inc. He holds Series 63 and Series 66 licenses. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, charitable organizations, and government entities, offering financial planning, investment consulting, and institutional advisory services through various portfolio management styles and affiliated research.

James Huck is a CFP® professional with 25 years of industry experience, currently serving at Morgan Stanley in Venice, FL. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as treasurer and a member of the finance committee for Spring Meadows Country Club in Linden, Michigan. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions. The firm provides tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Alina Huffman is a financial advisor at Raymond James Financial Services Advisors, Inc. with 12 years of industry experience. She holds a Series 66 designation and has held roles at Gulfstream Advisors, Inc. and Raymond James Financial Services, Inc. Outside of financial advisory, she is involved with Better Homes & Gardens Real Estate: Destinations and Star Properties. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, pension plans, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and consulting using risk profiling and analytical modeling to support client goals.

Joen Van Oppen is a financial advisor at Thrivent Investment Management with 27 years of industry experience. He has held positions at Thrivent Investment Management and Thrivent Financial For Lutherans since 2007. Outside of his advisory role, he is the owner of an LLC established to purchase land and develop a retirement home in New Mexico. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm focuses on holistic, goal-based planning and offers a consolidated billing option that combines planning with managed-account services, while maintaining planning and portfolio management as separate offerings.

Cassie Collins is a financial advisor at Edward Jones with nine years of industry experience. She holds the ChFC® designation and Series 66 license and has been with Edward Jones since 2016. Based in Venice, FL, her career has been focused entirely within the firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Bogdan Korszen is a financial advisor at Raymond James & Associates in Venice, Florida, with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Raymond James since 2007. Outside of his advisory role, he is a partner in HT Central LLC and participates in managing trust-related activities as a trustee. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles, research resources, and specialized advisory services, including municipal advisory and employer consulting programs.

Bruce Lubatkin is a CFP® professional with over 32 years of experience in financial advisory. He is currently affiliated with LPL Financial and has held prior roles at Cetera and within his own Lubatkin Financial Group, which he has led since 2003. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Christopher Hain is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Robert W. Baird & Co. since 2013. He holds the Series 66 designation and is based in Siesta Key, Florida. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that provides tailored financial planning and portfolio management services to individuals, families, institutions, and charitable organizations. The group offers a range of investment strategies and consulting services, including discretionary and non-discretionary management, separately managed accounts, and overlay solutions.

Christopher Murrer is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at Valic Financial Advisors, Western Southern Life, and New York Life. 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 employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

James Fryrear is a financial advisor with Wells Fargo Advisors, holding Series 65 and Series 63 credentials and bringing 29 years of industry experience. Prior to joining Wells Fargo Advisors in 2023, he worked at Wells Fargo Clearing from 2016 to 2023. Outside of his advisory role, he is a co-trustee for his father’s trust and holds a significant ownership interest in MAGIS, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services tailored to clients who meet a net-worth threshold, with planning engagements typically structured as discrete projects using Wells Fargo’s research and tools.

Thomas Feeney is a financial advisor with Morgan Stanley in Venice, Florida, holding Series 63 and Series 65 registrations and 29 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Feeney serves as a successor trustee in an investment-related trust outside of his advisory role. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning supported by proprietary tools and offers access to diverse investment strategies through its extensive network.

Joseph Giacobbo is a financial advisor with Stifel, holding a Series 66 designation and beginning his industry career in 2022. His work history includes tenures at Morgan Stanley, Northwestern Mutual, and Surety Title. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs proprietary investment analysis and allocation methods developed by its Investment Strategy Group to support client decision-making.

Courtney Cornwell is a financial advisor at Robert Baird & Co. with a Series 66 designation and three years of industry experience. Prior to joining Baird in 2022, she worked for over two decades at Icard Merrill Cullis Timm Furen & Ginsburg PA. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and uses a combination of manager-traded and model-traded strategies supported by internal research and tools.

Jonathan Spafford is a financial advisor at Ameriprise with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he is involved in a real estate business through J Spaff LLC. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm uses a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver personalized, written recommendations.

John Moses is a Certified Financial Planner (CFP®) with 46 years of experience in the financial industry. He is currently affiliated with Morgan Stanley, where he has worked since 2021, including positions at Morgan Stanley Private Bank, N.A. Outside of his advisory work, John writes and performs music, practicing piano as a personal pursuit. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Robert Smith is a Series 66-licensed financial advisor at Thrivent Investment Management with two years of industry experience. His prior work includes positions at Thrivent Financial, InstaCart, Starbucks, and Bayside Community Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based analyses and written recommendations on a wide range of planning topics. The firm’s approach includes ongoing or one-time planning engagements without discretionary trading authority and allows clients to combine planning with managed accounts under a consolidated billing option.

Lisa Morse is a financial advisor at Morgan Stanley in Venice, FL, with 9 years of industry experience. She holds Series 63 and Series 66 licenses. Outside of her advisory role, she is a co-owner and operations partner of The Seaspray Group LLC, a business involved in healthy vending machines. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning approach involves structured discovery and firm-approved tools, offering tailored solutions without individual security recommendations as part of standalone plans.

Markus Bates is a financial advisor at Bates Real Estate and Financial Advisory Services in Sarasota, FL, with six years of industry experience. He holds a Series 65 designation and has worked at Coldwell Banker and Energy Capital Research Group. Since 2009, he has also operated Bankers Energy LLC, providing analytical research and advisory services to Wall Street hedge funds, global banks, and consulting firms on real estate, commodities, and company fundamentals. Bates Real Estate and Financial Advisory Services is an independent firm serving clients with tailored financial and real estate advisory solutions.

Michael Lonier is a financial advisor at The Financial Preserve at Lonier Financial Advisory LLC in Osprey, FL, holding a Series 65 designation with 14 years of industry experience. He has been with Lonier Financial Advisory LLC since 2015. The firm operates independently and serves clients seeking personalized financial advisory services.