Robert Rosenbaum is a financial advisor with Lincoln Investment in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining Lincoln Investment in 2017, he worked for 21 years at Legend Equities Corporation. He is the owner of Suncoast Wealth Solutions, Inc., a business focused on insurance, financial services, and retirement counseling. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse client base, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers comprehensive financial planning and portfolio management, supported by an in-house Investment Management & Research team and a layered delivery model that combines advisor-led consulting with model portfolios and third-party managers.

Michael Ohlman is a financial advisor at Janney Montgomery Scott with 39 years of experience in the industry. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates for 34 years. Ohlman serves on the board of The First Tee of Sarasota-Manatee, a charitable organization focused on youth development through golf, and is co-owner of Baron Flyers, Inc., an aviation company. 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 and provides investment advice through a combination of in-house portfolio management and third-party managers across multiple advisory programs.

Jennifer Berlin is a Series 66-licensed financial advisor with First Command Advisory Services, based in Bradenton, FL. She has 15 years of industry experience and has been with First Command in various capacities since 2013. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to manage model portfolios and third-party managers.

Pamela Hughes is a financial advisor with Valic Financial Advisors in Bradenton, FL. She holds Series 63 and Series 65 licenses and has 25 years of industry experience. Since 2022, she has also worked as an agent with Agia, focusing on non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning, utilizing discretionary unified managed accounts through Envestnet’s platform and third-party model managers.

Rick Schofield is a financial advisor with Money Concepts Capital Corp in Bradenton, FL, holding the ChFC® and Series 63 designations and bringing 34 years of industry experience. He has been with Money Concepts Capital Corp since 2005 and has longstanding roles with Ids Life Insurance Company and Hoosier Insurance Co. since 1991. Outside of his advisory work, he is involved in Schofield Enterprises, Inc., where he performs management duties related to investments. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm uses a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory to manage assets and rebalance accounts.

Thomas Machuga is a financial advisor with Kestra Advisory who holds the ChFC® and PFS™ designations and has 34 years of industry experience. His prior roles include over two decades at Commonwealth Financial Network and ownership of Machuga Financial, where he serviced clients with fixed insurance products. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves large institutional investors including sovereign wealth funds and provides access to multiple management platforms and third-party solutions.

Kristopher Hissam is a CFP® certificant with five years of industry experience, currently affiliated with Bankers Life Advisory Services, Inc. He has held roles at several related entities within the Bankers Life group since 2020. Outside of his advisory work, he assists with client document processing and customer service as a 1099 agent for Bankers Life and Casualty. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analyses to tailor asset allocations and manages portfolios across various securities to align with clients’ goals and risk tolerances.

Benjamin Jones is a CFP® professional with 19 years of industry experience, currently serving at Mariner Wealth Advisors since 2021. He previously worked at Allegiant Private Advisors, LLC and Commonwealth Financial Network. Jones is involved with nonprofit organizations, including serving as Chairman of the finance committee at Forty Carrots Family Center and as an Investment Committee member for the William G. & Marie Selby Foundation. Mariner serves a diverse client base ranging from high-net-worth individuals to charitable organizations, offering investment management, financial planning, and retirement consulting. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and integrates tax and accounting services alongside specialized financial wellness and family office solutions.

Douglas Timmerman is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2018. His prior experience includes roles at Msec, LLC, Park Avenue Securities, and Guardian Life Insurance Company. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and access to various pooled investments and third-party managers. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party allocations, with integrated tax, accounting, and family office services uncommon for a firm of its size.

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.

Marilyn Vazquez is a financial advisor at TD Private Client Wealth LLC with nine years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Wells Fargo and Citigroup. Vazquez is based in Sarasota, FL. 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 TDIS clients. The firm offers ongoing portfolio management, financial planning support, and custody services, utilizing a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

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, holding Series 63, 65, and 66 licenses and bringing 15 years of industry experience. Her prior work includes roles at SUNTRUST INVESTMENT SERVICES, INC. and M&I Financial Advisors, Inc. She is based in Sarasota, FL. 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 and leveraging third-party technology and research tools.

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.

Catalina Alexander is a financial advisor at TD Private Client Wealth LLC with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at TD Private Client Wealth LLC and TD Bank, N.A. for over a decade, as well as a brief tenure at Merrill. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients. The firm uses a combination of strategic and tactical asset allocation through its TD Managed Portfolios and related offerings, employing both affiliated and third-party sub-managers.