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.

Lisa Turner is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. Her prior roles include positions at Wells Fargo Advisors, Morgan Stanley, and Citigroup Global Markets. 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 manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Brian Rimel is a financial advisor with Raymond James Financial Services Advisors, Inc. in St. Petersburg, FL, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Raymond James since 2015 and is also the owner of Mainsail Wealth Management. Rimel participates in consulting through L&E Consumer Research, a part-time engagement unrelated to investment advisory. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports its advisors with tools such as risk profiling and probability modeling, while maintaining specialized offerings in municipal and public finance.

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.

Brittany Viviano is a Wealth Management Planning Consultant at Fidelity Investments. She has held various roles within the company since 2015, including Advanced Planning Analyst, Relationship Manager in Naples, Florida, and Financial Representative in both Naples, Florida and Covington, Kentucky. Her current roles include Wealth Management Planning Consultant and Advanced Planning Analyst. In her capacity as a Private Wealth Planning Consultant, Brittany works with High Net Worth clients to understand their concerns and objectives, assisting with the creation, modification, and execution of wealth planning strategies. Her experience spans multiple facets of wealth management and client relationship management within Fidelity Investments. Outside of her professional work, Brittany's personal interests include boating, cooking and baking, family activities, exploring food, caring for pets, and practicing yoga.

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.

Robert Hartland is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has previously worked at Ameriprise and Linsco/Private Ledger Corp. Hartland is also the owner of PEACE Wealth Management, where he provides financial services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, supporting both discretionary and non-discretionary account structures.

David Crew is a financial advisor with LPL Financial in Bradenton, FL, holding the ChFC® designation and having 30 years of industry experience. He has been with LPL Financial since 2011. Outside of his advisory role, he serves as trustee on a family trust and is a minor owner and advisor of a family LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing model portfolios and research from internal and third-party sources.

Kellie Russell is a financial advisor at Edward Jones with four years of industry experience. She holds the Series 66 designation and previously worked at Bank of America, N.A. / Merrill Lynch, Medaille College, and South Buffalo Charter School. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of financial advisors and branch offices.

Halle Macerelli is a financial advisor with Cetera, holding a Series 66 designation and bringing eight years of industry experience. Her prior roles include positions at Bank of America, Merrill, Wells Fargo Clearing, Fragasso Financial Advisors, LPL Financial, and BNY Mellon. She is based in Parrish, FL. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that supports discretionary and non-discretionary strategies with significant scale and a broad advisor network.

Jessica Campos is a financial advisor at Merrill with eight years of industry experience and holds the Series 66 designation. She has worked at Merrill and Bank of America since 2017 and previously held roles at All in one Solutions and One Cell. Outside of advising, she is the sole owner of two private rental businesses in Bradenton, Florida. Merrill, together with 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.

Diane Taylor is a CFP® with 31 years of industry experience, currently advising clients at Wells Fargo Advisors since 2022. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. She serves as trustee for multiple family and estate trusts and owns Susampad, Inc., reflecting involvement in estate planning and investment-related activities outside her advisory role. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options that include complex and specialized financial needs.

Matthew Bucher is a financial advisor at UBS Financial Services with 42 years of industry experience. He previously worked at Bank of America and Merrill. Outside of his advisory role, he owns and manages a sole proprietorship involving real estate activities. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor financial plans to clients.

Walter Stern IV is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He holds the Series 66 designation and is based in Bradenton, Florida. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors.

Jim Germer is a financial advisor at Cetera with 28 years of industry experience and holds the Series 63 designation. He has been associated with Cetera since 2004 and operates his own CPA firm providing tax, accounting, and financial services. In addition to his financial work, he engages in media content creation, journalism, and serves as a corresponding secretary for a local nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with access to various portfolio management options, financial planning, and consulting services, supported by a nationwide network of over 10,000 advisors.

Brett Sheppard is a financial advisor with Cetera, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Cetera in 2024, he worked at Regions Bank from 2020 to 2022 and has a background that includes roles in investigative and security services. He is co-owner and member of a photography business, Le Sheppard Photography, which he operates with his spouse. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform allowing advisors to implement various portfolio management strategies with discretionary and non-discretionary options across multiple program and custodial structures.

Phillip Esteban is a financial advisor with Ameriprise, holding a Series 66 designation and five years of industry experience. He has worked at Ameriprise Financial Services in various capacities since 2020 and previously held positions at Avatar Insurance, ADP, YMCA, and JKE Associates, Inc. Esteban is also involved in outside employment as an associate financial advisor with SNE Operations LLC. Ameriprise serves individuals approaching or in retirement, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Dominic Casanueva is Senior Resident Director and Wealth Management Advisor at Merrill Lynch, where he has been working since 2007. He develops retirement strategies for both businesses and multigenerational families, advising corporations on their retirement programs as well as providing wealth management strategies for individual clients. His role includes managing personalized or defined investment strategies on a discretionary basis. Dominic holds several professional designations including Chartered Financial Analyst® (CFA®), Certified 401(k) Professional (CKP®), Certified Plan Fiduciary Advisor® (CPFA®), Chartered Retirement Plans Specialist™ (CRPS™), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned bachelor's degrees in finance and political science, and a master's degree in finance, all from the University of Florida. Based in Lakewood Ranch, Florida, Dominic spends time outside of work with his family, engaging in activities such as cheering for the Florida Gators and visiting Disney.

Jonathan Rissler is a CFP®-credentialed financial advisor with Edward Jones, based in Bradenton, FL, and has 28 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Logan Beal is a financial advisor at Edward Jones in Bradenton, FL, holding the CFP® and Series 66 designations with 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.