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.

Fardin Nematollahi is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 designation and previously spent 15 years with UBS Financial Services before joining Morgan Stanley in 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and advisory programs, managing approximately $2.74 trillion in client assets.

Gary Plum is a financial advisor at Morgan Stanley with 28 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Mr. Plum serves on the advisory board of the Coastal Conservation Association of Florida. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm utilizes a structured planning process supported by firm-approved tools and offers a broad range of investment and planning services.

Kimberly Frye is a financial advisor with Thrivent Investment Management in Bradenton, FL, holding Series 63 and Series 65 licenses and having 13 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2012. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while maintaining separate planning and portfolio management services.

Christopher Dandrow is a Financial Advisor with Merrill Lynch Wealth Management. He provides goals-based wealth management services to affluent families, accomplished professionals, and successful business owners, working alongside a team of specialists. Christopher focuses on cultivating long-lasting relationships by delivering customized advice, exceptional service, and a disciplined investing approach. Before entering wealth management, Christopher spent over 15 years as a P.G.A. Golf Professional, working at several prestigious clubs across the country. He holds a Bachelor's Degree from Cortland State and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional career, Christopher enjoys golfing, traveling, great seafood, and family-related activities. He is committed to understanding clients' values and goals to help them pursue their life objectives and plan their legacy.

Brendan Buback is a financial advisor with Cetera, holding a Series 66 designation and beginning his advisory career in 2023. His work history includes roles at several firms such as LPL Financial and Sigma Investment Counselors, as well as earlier experience outside the financial industry. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management options and has over $256 billion in assets under management across more than 10,000 advisors.

Shannon Klug is a financial advisor with Ameriprise Financial Services, LLC, holding the ChFC® and Series 63 designations and having 31 years of industry experience. Prior to joining Ameriprise in 2021, she worked at Royal Alliance for 10 years. In addition to her advisory role, Klug serves as President and CEO of Blumark Financial Advisors, where she oversees the vision and direction of the financial planning practice. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Sonia Ginnell is a financial advisor with Stifel, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2014 to 2021. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Holly Thompson is a Wealth Management Advisor with extensive experience in investment and wealth management. She focuses on serving families with special circumstances, including those with members who have disabilities, wounded veterans, first responders, and organizations supporting these communities. Her expertise includes wealth preservation planning, wealth accumulation, asset management, and financial strategies tailored to unique client needs. Holly operates in both Kentucky and Florida. Holly holds a Bachelor's degree in Business Management from the University of Tampa, an MBA, and a Doctorate in Management with a concentration in Organizational Development and Change from Colorado Technical University. She obtained her Chartered Financial Analyst (CFA) designation in 1993 and completed the CFA Institute's Equity Specialists program in 1996. Additionally, she earned the Certified Plan Fiduciary Advisor (CPFA) designation in 2017 and holds various FINRA registrations and insurance licenses. Her community involvement includes participation with Junior Achievement, Special Olympics Florida and Kentucky, and serving as president of the Star Fund, Inc., a non-profit focused on enhancing education opportunities for underprivileged youth. Holly also engages with the Indigo Community Emergency Response Team.

Robert Carr Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 34 years of industry experience. His prior roles include positions at Cetera Advisors LLC, First Allied Advisory Services, and Cetera, among others. Outside of his advisory work, he serves as Managing Member and Certified Public Accountant at 55 Plus Tax Pros and is involved with Retirement Strategies of MD, LLC and Retirement Strategies of American, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Vincent Ferguson is a financial advisor at Ameriprise with a Series 66 credential and no prior industry experience. Before joining Ameriprise in 2026, he worked in various roles outside the financial industry, including positions at Brick House Restaurant and Bar and College Fresh. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendation reports and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Douglas Elliott is a financial advisor at Edward Jones in Sarasota, FL, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at Voalte Inc. and completed graduate studies leading to an MBA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 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.

Amanda Holmes is a financial advisor with LPL Financial in Bradenton, FL, holding Series 63 and Series 66 licenses and 13 years of industry experience. She previously worked at Cambridge Investment Research, Inc. and J.J.B. Hilliard, W.L. Lyons, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and research to support various investment strategies.

Christopher Moss is a financial advisor with Edward Jones in Lakewood Ranch, FL, holding the CFP® designation and Series 66 license with 16 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 investment strategies and advisory services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient services, operating under a fiduciary standard.

Christopher Callero is a CFP® professional with 34 years of industry experience, currently affiliated with Cetera. He has held roles at Fortis Investors, Inc. for over three decades and manages Callero Capital Management, his wealth management entity established in 1992. Outside of his advisory work, he is involved with Simplicity Group, focusing on fixed insurance activities. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diverse portfolio management services and operates a multi-manager platform with access to affiliated and third-party investment strategies.

Matthew Burkhalter is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2017. Prior to his financial services career, he worked at iHeart Media Honolulu and Lanikai Bath and Body. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party portfolio managers.

Tram Nguyen is a financial advisor at Merrill with two years of industry experience. She holds a Series 66 designation and has prior experience at Edward Jones and Bank of America. Outside of finance, she has owned a now-inactive online business entity. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for a range of individual and institutional clients.

Richard Godfrey II is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2018 and is also affiliated with Manatee River Financial Group. Godfrey is a member of the SmartVestor Council through Ramsey Solutions. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals using a variety of portfolio management approaches and custodial platforms.

Vanja Mikanovic is a Financial Consultant at Fidelity Investments, a position she has held since 2015. She has been with Fidelity Investments since 2011, progressing through roles including Investment Consultant, Retirement Representative, Private Client Specialist, and Financial Representative. Her professional focus is on collaborating with families and business owners to build financial freedom, utilizing her skills, knowledge, and experience to assist clients in achieving their financial goals. Vanja aims to serve as a lifetime resource for her clients. Outside of her professional work, Vanja has personal interests in cooking and baking, skiing, soccer, and traveling.

Rolondo Bonner is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His background includes roles at King of Freight, Affordable Solar Roofing and Air, and Pfs Investments Inc. He receives additional compensation for referrals of home security and automation products through affiliated companies. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm utilizes model-driven strategies managed by third-party asset managers and supports trade execution and custody through established partners such as BNY Mellon Advisors and Pershing.