John Kushman is a financial advisor with Truist Advisory Services in Sarasota, FL, holding Series 63, 65, and 66 designations and 22 years of industry experience. He previously worked at firms including Merrill, Morgan Stanley, Synovus, and U.S. Bancorp Investments. He serves on the investment advisory committee of The Community Foundation and holds board positions with a semi-professional soccer club and a condominium association in Sarasota. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, employing a combination of discretionary manager relationships and non-discretionary consulting supported by advanced research and multi-affiliate integration.

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® with 33 years of industry experience, currently serving as a financial advisor at Carson Wealth. His prior roles include positions at Shilanski & Associates and Summit Financial Group. Outside of finance, he volunteers as a Coast Guard Auxiliary member, coaches pole vaulting, and organizes tours. Carson Wealth is an enterprise platform overseeing approximately $50.6 billion through over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing a committee-driven investment approach and various tailored portfolio solutions.

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.

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.

Dominick Bennese is a financial advisor at SPC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Royal Alliance Associates, Inc. and Signator Investors Inc. Bennese is also licensed as an independent insurance agent, selling life, disability, health, and Medicare insurance products. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans with a range of portfolio management, financial planning, and ERISA-related retirement services. The firm manages approximately $5.66 billion in assets and offers discretionary and nondiscretionary investment strategies tailored to client suitability.

John Costello Jr. is a financial advisor at Osaic Advisory Services, LLC with 20 years of industry experience. He holds a Series 66 designation and previously spent 19 years at American Portfolios Financial Services. In addition to his advisory role, he sells life and health insurance as a sole proprietor and provides insurance services through 76 Wealth Advisory LLC. Osaic Advisory Services is an SEC-registered enterprise adviser serving a diverse client base, including individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment programs, retirement plan consulting, and access to alternative investments, utilizing both fundamental and technical analysis across discretionary and non-discretionary accounts.

Jonathan Bass is a financial advisor with TD Private Client Wealth LLC in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at firms such as JP Morgan Securities, Wells Fargo Advisors, and Cetera Investment Services. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients, utilizing a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Kimberly March is a financial advisor at TIAA-CREF with five years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Societe Generale for 18 years before joining TIAA-CREF. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected through employer retirement plans, as well as to trusts, estates, and other entities. The firm differentiates its services by separating one-time financial planning from ongoing portfolio management, offering both model-based and customized investment solutions.

James White is a financial advisor with SPC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at firms including LPL Financial, Oppenheimer & Co. Inc, Wells Fargo Clearing, and Merrill. In addition to his advisory roles, White is also an author. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm supports a large network of advisors and offers a range of account programs with tailored, discretionary investment advice.

Ryan Lynch is a financial advisor at Steward Partners Investment Advisory, LLC with 11 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services Inc., Bank of America, N.A., and Merrill. Lynch is based in Sarasota, FL. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services.

Carl Hefflefinger is a CFP® with 38 years of industry experience, currently serving with Commonwealth Financial Network. He has been with Commonwealth since 2002 and previously worked at Acorn Financial, LLC from 2008 to 2017. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a comprehensive adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Jakob Hart is a financial advisor with Eagle Strategies (New York Life) based in Sarasota, FL, holding a Series 66 designation and bringing 12 years of industry experience. He is the principal of Hart and Hart Financial Services and has been associated with New York Life Insurance Company and NYLife Securities LLC since 2013. Hart serves as a board member on the endowment fund committee for the Sahib Shriners. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, defined contribution and defined benefit plans, and charitable and corporate entities. The firm emphasizes tailored advice and delivers solutions through multiple program types, with most assets managed on a non-discretionary basis.

Timothy Wagner is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Wells Fargo Clearing, Banc of America Investment Services, Invest Financial Corporation, and Merrill. He 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 investors, combining strategic and tactical asset allocation through affiliated and third-party sub-managers.

Brian Canty is a financial advisor at Truist Advisory Services with 20 years of industry experience. He holds the Series 63 and Series 65 designations and has worked in various capacities within Truist and its predecessor firms since 2015. Truist Advisory Services provides 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 advanced research tools and inter-affiliate resources.

Sarah Birkin is a financial advisor with Bankers Life Advisory Services, Inc. She holds a Series 66 designation and has been with the Bankers Life organization since 2013, primarily in insurance roles. Her current advisory experience spans one year at Bankers Life Advisory Services. Outside of advisory services, she works as an insurance agent specializing in Medicare, life, long-term care, critical illness, and fixed/indexed annuity products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, periodic rebalancing, and a combination of fundamental, technical, and cyclical analysis to guide investment decisions.

Lea Marie Mattia is a financial advisor at Wealth Enhancement Advisory Services, LLC with a Series 65 designation and one year of industry experience. Her prior work includes roles at Wealth Enhancement Group, the University of Florida, JPAN Sushi & Grill, and Pine View School. 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 follows a diversified, risk-class based investment approach that combines passive and active management overseen by an internal Investment Committee.

Gina Tedesco is a Series 66-credentialed financial advisor with five years of industry experience, currently with NewEdge Advisors. Her prior work includes roles at Equitable Advisors and WR Wealth Planners LLC, as well as entrepreneurial and instructional positions such as an entrepreneurship instructor at the State College of Florida 26 West Entrepreneurship Center. Outside of her advisory work, she co-owns the Women's Power Forum, a professional networking group. NewEdge Advisors is an enterprise-scale registered investment adviser serving a wide range of clients, including individuals, pension plans, corporations, and charitable organizations. The firm offers diversified portfolio management and consulting services through multiple program structures, combining in-house and third-party manager selections with technology-supported client solutions.

Craig Desimone is a financial advisor with TIAA-CREF in Lakewood Ranch, FL, holding a Series 66 designation and 23 years of industry experience. He has worked at TIAA-CREF since 2017, with prior roles at MSI Financial Services and Ameriprise. TIAA-CREF’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm combines point-in-time planning with ongoing portfolio management under a fiduciary standard and acts as adviser to a donor-advised fund.

Stephen Martin is a CFP® professional with 28 years of experience in the financial services industry, currently serving as an advisor at Carson Wealth. His prior roles include positions at LPL Financial, UBS Financial Services, and SRQ Wealth Advisory. Outside of advising, he is a board member of Bayside Community Church and is involved in property maintenance and income management through his ownership of Shed Happens and presidency of Salemworks. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and $50.6 billion in assets under management. The firm offers discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that constructs model portfolios and provides tailored solutions integrating custodial and technology partnerships.