Anthony Krane is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and 17 years of industry experience. His prior roles include positions at LPL Financial, Raymond James Financial Services, E*TRADE, and Charles Schwab. Outside of his advisory work, he provides personal shopping and delivery services through Shipt Inc. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and inter-affiliate integration.

Matthew Reed is a financial advisor with Principal Financial Services based in Sarasota, FL. He holds the Series 63 designation and has 27 years of industry experience. His work history includes roles at Monarch Wealth Management Group, Principal Securities Inc., Reed & Associates, and Principal Life Insurance Company. Reed is also involved in selling health insurance and fixed insurance products, including life, annuities, long-term care, and disability insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

David Flynn is a financial advisor at GWN Securities Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with GWN Securities since 2016. Outside of his advisory role, he owns a rental property. GWN Securities is an SEC-registered investment adviser and broker-dealer that provides discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individual and business clients. The firm manages approximately $3.65 billion across more than 37,000 accounts and offers a range of managed-account programs and model portfolios, including strategies that incorporate market-timing and momentum-based approaches.

Yossi Yakar is a financial advisor with Equity Services, Inc. in Bradenton, FL, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. He has been with Equity Services and National Life Group since 2002. Outside of his advisory work, Yakar runs a YouTube channel focused on financial topics and is a certified pistol instructor offering concealed carry classes in Florida. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms with a blend of long-term strategies and specialized instruments, incorporating third-party asset managers and model portfolios.

Michael Salemy is a financial advisor with CWM, LLC based in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His work history includes roles at SRQ Wealth, Cetera Advisor Networks, Bast Financial Group, Northwestern Mutual, and USAA Financial Advisors. Outside of advising, he serves as secretary of the Play for Life Foundation, a nonprofit focused on health improvements for youths, veterans, firefighters, and law enforcement, and as treasurer for the St. John Heart Foundation, which raises funds to build and operate a hospital in a low-income country. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, families, foundations, endowments, corporations, and institutions through over 600 advisors. The firm employs discretionary portfolio management using model portfolios overseen by an in-house Investment Committee, combining fundamental and technical analysis with third-party sub-advisors, while offering retirement-plan services and customized investment solutions.

Laura Mattia is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. Her prior roles include positions at Atlas Fiduciary Financial, Stonegate Wealth Management, and Cumberland Advisors. She participates in women's financial empowerment through workshops and a podcast focused on helping women harness the power of money. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that combines passive and active strategies, supported by an internal Investment Committee.

Batina Tramaglino is a financial advisor with Truist Advisory Services, holding a Series 66 designation and five years of industry experience. Prior to joining Truist in 2021, she worked at Edward Jones and Bragg Law Firm, among other roles. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary strategies, supported by AI-enabled research and inter-affiliate resources.

Robert Klare is a CFA® charterholder based in Sarasota, FL, with 18 years of industry experience. He has been with SunTrust Advisory Services and SunTrust Bank since 2016, continuing through their transition to Truist Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary approaches, utilizing third-party platform and manager arrangements, while maintaining a focus on inter-affiliate integration and oversight.

Angelina Anderson is a financial advisor at Oppenheimer with Series 65 and Series 63 licenses and approximately one year of industry experience. Her background includes roles in wealth advisory and private tutoring, as well as work in education and modeling. Oppenheimer serves individual and institutional clients with a range of advisory programs including portfolio management, consulting, and retirement services. The firm employs a varied investment approach across equity, balanced, and fixed income strategies and manages approximately $36.7 billion in assets as of the end of 2025.

Carl Watkins is a CFP® and Series 66-registered advisor with 13 years of industry experience. He has worked at Mariner Wealth Advisors since 2021, following prior roles at Allegiant Private Advisors and Commonwealth Financial Network. Watkins serves on the boards of Habitat for Humanity and the Sarasota Scullers rowing club, and he is involved with Leadership Sarasota and divorce consulting. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations with customized investment management, financial planning, and retirement consulting. The firm offers integrated tax, family office, and financial wellness services alongside discretionary portfolio management supported by in-house research and third-party managers.

Shawn Johnson is a financial advisor with MAI Capital Management, LLC, holding the ChFC® designation and Series 63 and 65 licenses, and has 25 years of industry experience. He has worked previously with WCG Wealth Advisors, LLC and Mml Investors Services Inc., and maintains ongoing business activities with Treloar & Heisel, LLC, which involves fixed insurance sales and related products. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm employs a customized approach to portfolio management and asset allocation across multiple strategies and offers additional services such as trust administration and insurance through affiliated entities.

Matthew Glickenhaus is a financial advisor with SPC, holding Series 66 and Series 63 licenses and bringing 17 years of industry experience. He has been associated with Sigma Financial Corporation since 2014. His other business activities include the sale of non-variable insurance products and annuities through approved channels of Sigma Financial Corp. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base that includes individuals, employer-sponsored retirement plans, charitable organizations, and corporations. The firm delivers tailored, discretionary investment advice through a large advisory network and various account programs, including the SIGMA Managed Account and Axis Platform.

Greg Kokemuller is a financial advisor at T. Rowe Price Advisory Services, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Raymond James and several fund distributor firms. Kokemuller is based in Parrish, Florida. T. Rowe Price Advisory Services, Inc. offers a retirement advisory service focused on individual investors and households, combining goals-based financial planning, retirement income planning, and discretionary investment management. The firm invests exclusively in T. Rowe Price mutual funds and ETFs, utilizing tax-aware strategies and Monte Carlo simulations for retirement planning.

Christopher Schwartz is a CFP® professional with 16 years of industry experience, currently advising at Mariner Wealth Advisors since 2022. His prior roles include positions at LPL Financial, Great Valley Advisor Group, T Rowe Price, and TIAA-CREF. Outside of his advisory work, he is involved in real estate rental activities. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs a discretionary, customized portfolio approach supported by an internal team and third-party managers, with notable integration of tax and accounting services uncommon at its enterprise scale.

Daniel Mc Elwaney is a CFA® charterholder serving as a financial advisor at Mariner Wealth with one year of industry experience. His prior work includes positions at First Franklin Financial Services and a six-year tenure at Florida State University. Mariner serves a diverse client base including 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 a notable integration of tax and accounting services uncommon among large advisory enterprises.

Travis Booth is a financial advisor at Wealth Enhancement Advisory Services, LLC with a Series 65 credential. He has been with the firm since 2025 and has prior work experience in the hospitality industry, including positions at Bloomin' Brands and Outback Steakhouse. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and specialized retirement consulting with an investment approach that combines strategic allocation, active and passive management, and research-driven factor premiums.

Alfredo Ordonez is a financial advisor with Eagle Strategies (New York Life) in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has operated the Ordonez Financial Group since 2017 and previously worked with Ordonez & Griffin Financial Group. Outside of advisory services, he is involved in insurance brokering and is a passive investor in apartment communities. Eagle Strategies serves a diverse client base including individual investors and institutional retirement plans, providing financial planning, investment management, and advisory services with an emphasis on tailoring recommendations to client objectives. The firm manages the majority of its assets on a non-discretionary basis and operates within the integrated New York Life affiliate structure.

Thomas Knight is a CFP®, CFA®, and Series 66-licensed financial advisor based in Sarasota, FL, with eight years of industry experience. He has worked at firms including Pattern Advisors LLC, Intuit, and Cetera Advisor Networks. Outside of finance, he has experience with High Powered Pizza LLC. He is currently with Mariner, an enterprise firm serving a diverse client base including individuals, pension plans, trusts, and charitable organizations. Mariner offers customized portfolio management supported by an internal team and third-party managers, along with integrated tax services, family office capabilities, and employer financial wellness tools.

Beverly Arias is a financial advisor with Transamerica Retirement Advisors, LLC in Sarasota, FL. She holds Series 63 and Series 66 licenses and has 39 years of industry experience. Beverly previously worked at PNC Bank and PNC Investments from 2014 to 2017 before joining Transamerica in 2017. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing investment education and advice programs that emphasize asset allocation, contribution rates, and retirement age guidance. The firm utilizes proprietary portfolio construction and oversight tools from Morningstar Investment Management and manages a large client base primarily through non-discretionary assets.

Regina Ohlman is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. She holds a Series 66 designation and has worked at multiple firms including Raymond James and Adonis LLC. Outside of her advisory work, she is a co-owner of an airplane through G&M Baron Aviation LLC. 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 individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.