Robert Hartland is a financial advisor at Cetera with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. Hartland is also the owner of PEACE Wealth Management, where he provides financial services. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors.

David Crew is a financial advisor at LPL Financial with 30 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. Prior to joining LPL Financial in 2011, he worked at Securities America Advisors, Inc. for eight years and at Veravest Investment Advisors, Inc. for one year. He serves as a trustee for a family trust and is a minor owner of a family LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a broad range of financial planning and investment management services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers customizable strategies through a large network of advisors, supported by research tools and a variety of advisory platforms.

Todd Sherman is a financial advisor at Raymond James & Associates with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several major firms, including Morgan Stanley, Citigroup Global Markets, UBS Financial Services, and Merrill. Outside of his advisory role, he serves as CEO of The Patriot Fund, a nonprofit organization based in Tierra Verde, FL. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering a range of financial planning and consulting services with an emphasis on non-discretionary investment advice.

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.

Julie Bartley is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of her advisory role, Bartley is a licensed real estate agent and owns a property management and bookkeeping business, as well as a CPA accounting firm. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and nonprofits, offering financial planning, retirement consulting, and asset management through a network of investment adviser representatives. The firm emphasizes matching clients to program models or discretionary managers, utilizing both proprietary and third-party solutions.

Matthew Bucher is a financial advisor at UBS Financial Services with 43 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Bank of America, NA, and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to customize client plans.

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.

William Body is a financial advisor with Raymond James & Associates in Lakewood Ranch, FL, holding a Series 63 designation and 40 years of industry experience. He has been with Raymond James & Associates since 1995. He serves as Treasurer on the Board of Directors at the Herrig Center for the Arts and is a partner in Tollis Enterprises, Inc. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, providing financial planning, non-discretionary investment consulting, and municipal advisory services.

Richard Hynes is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in retirement planning strategies for businesses and families. He works closely with business owners, corporate executives, and their employees to design and manage employee financial benefit programs, including equity compensation, defined benefit, defined contribution, and nonqualified deferred compensation plans. His approach connects all aspects of a client’s financial life to prioritize and pursue their goals, helping them plan for and transition into retirement. With over 20 years of experience in the financial services industry, Richard joined Merrill (formerly Banc of America Investments) in 2006. He holds several professional designations, including Retirement Benefits Consultant (RBC), Chartered Retirement Plans Specialist™ (CRPS™), Certified 401(k) Professional (C(k)P®), Certified Plan Fiduciary Advisor (CPFA), and Personal Investment Advisor (PIA). He earned a Bachelor of Science degree in Finance from the University of South Florida. Outside of his professional work, Richard enjoys spending time with his wife, Angie, and their four children. He engages in activities such as soccer, adventure sports, cooking, football, hiking, and woodworking.

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 at Cetera with two years of industry experience. He holds Series 66 and Series 63 designations and has prior work experience at Regions Bank and several other organizations. Outside of his advisory role, he is co-owner of Le Sheppard Photography, a photography business operated with his spouse. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutions. The firm offers various portfolio management and financial planning services through a nationwide network of over 10,000 advisors and manages more than $256 billion in assets.

Braden Coe is a financial advisor at Fidelity with Series 63 and Series 65 licenses and less than one year of industry experience. Prior to joining Fidelity, his background includes positions at OSAIC Wealth Management and various roles in education and service industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Phillip Esteban is a financial advisor with Ameriprise, holding a Series 66 designation and six years of industry experience. His work history includes roles at Ameriprise Financial Services and Avatar Insurance. Esteban is also involved with SNE Operations LLC in an associate financial advisor capacity. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

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® with 28 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. Prior to joining Edward Jones, he worked at Signator Investors, Inc. from 2013 to 2015. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory strategies and maintains affiliated capabilities such as a trust company and proprietary mutual funds, supporting its advisory services through a nationwide network of over 23,000 financial advisors.

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.

Givan Tineo is a Planning Consultant at Fidelity Investments, a role he has held since 2026. Prior to this, he served as a Workplace Planning Consultant from 2023 to 2025 and as a Workplace Planning Associate from 2022 to 2023 within the same organization. His professional identity centers on helping clients pursue their financial objectives through personalized financial planning. In his approach, Givan partners with clients to co-create tailored plans focused on long-term strategies, diversification, and ongoing monitoring to support the achievement of their financial goals. His experience spans multiple progressive roles at Fidelity Investments, contributing to his expertise in workplace financial planning and client partnership. Outside of his professional work, Givan has interests that include cars, cooking and baking, fitness, exploring food as a foodie, attending social events with friends, and traveling.

Brady Lindauer is a Financial Consultant at Fidelity Investments, where he has been working since 2025. He partners with clients and their families to develop tailored financial plans aimed at providing peace of mind. Brady's experience at Fidelity Investments includes roles as a Planning Consultant from 2024 to 2025, Relationship Manager from 2023 to 2024, and Investor Center Intern from 2022 to 2023. This progression reflects his growing expertise in financial planning and client relationship management. Outside of his professional responsibilities, Brady enjoys fishing, fitness, social events with friends, golf, and traveling.