Brooks Vanderzee is a financial advisor with United Planners Financial Services of America and holds Series 63, 65, and 66 licenses. He has 27 years of industry experience, with prior roles at Royal Alliance, Transamerica Investors Securities Corporation, Transamerica Retirement Solutions, and Scottrade. Vanderzee serves on the boards of Braden River Little League, Vision for the Americas, a charitable organization supporting an eye clinic in Honduras, and the Barrington Ridge Homeowners Association. United Planners Financial Services is a national wealth-management firm serving a diverse client base including individual investors, retirement plans, corporations, trusts, and institutional clients. The firm offers advisory and brokerage services through independent representatives and employs a mix of custodians and third-party managers, primarily managing assets on a non-discretionary basis.

David Jarrell is a financial advisor with Oppenheimer who holds Series 65 and Series 63 credentials and has 17 years of industry experience. Prior to joining Oppenheimer in 2019, he worked at Wells Fargo Advisors Financial Network and Wells Fargo Clearing. Outside of his advisory role, Jarrell works as a life coach and hypnotherapist, and teaches yoga classes in the Sarasota area. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, with advisory accounts spanning equity, balanced, and fixed-income portfolios using both discretionary and non-discretionary approaches.

Rita Hollingsworth is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 65 and Series 63 licenses and having six years of industry experience. She has been with Bankers Life Advisory Services and its affiliated entities since 2019 and previously operated RPH Consulting from 2015 to 2018. In addition to her advisory role, she is a licensed insurance agent for Bankers Life & Casualty, writing Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to develop tailored asset allocations aligned with clients’ goals and risk tolerances.

Christopher Tenaglia is a financial advisor with Truist Advisory Services in Sarasota, FL, holding Series 63 and 65 designations and bringing 26 years of industry experience. His career includes roles at Truist Investment Services and SunTrust Advisory Services dating back to 2006. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver asset allocation, fiduciary support, and manager selection through its AMC Advantage program.

Brian Bohnen is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63, Series 65, and Series 66 licenses and 16 years of industry experience. His career includes roles at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2017, as well as prior experience at Allstate Insurance, Morgan Stanley, and other firms. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice programs, investment education, and portfolio management that rely on Morningstar Investment Management’s proprietary software and model portfolios. The firm operates at scale, focusing on asset allocation, contribution guidance, and retirement planning through both discretionary and non-discretionary services.

Anthony Pressimone is a financial advisor at Creative Planning with 19 years of industry experience. He holds a Series 66 designation and has worked at Creative Planning since 2017, following four years at Churchill Management Group. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management techniques and integrated retirement plan services.

Justin Cabibi is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He previously worked at GWFS Equities, Cetera, Regions Bank, and Bbtis. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and operating at a large scale with approximately $26.4 billion in discretionary assets under management.

Adham Makki is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he partners with clients to develop personalized financial strategies that support their short-, mid-, and long-term goals. He provides comprehensive services including general investing, retirement planning, and saving for unexpected events. Adham also connects clients with specialists at Bank of America for banking, credit, home financing, and small business solutions. He brings expertise in areas such as employee benefits planning, family wealth management, services for endowments and non-profits, managing new wealth, socially responsible and ESG investing, sports and entertainment, individual and corporate investment strategy, and retirement income. Adham holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Adham earned a Bachelor's Degree from the University of South Florida. Outside of his professional work, he enjoys boating, cooking, football, golfing, music, pickleball, reading, spending time with his family, traveling, and woodworking.

John Laskey is a financial advisor with SPC in Sarasota, FL, holding the ChFC® and Series 63 designations and bringing 32 years of industry experience. He has worked at Sigma Financial Corporation since 1998. In addition to his advisory role, he is a licensed life and health insurance agent writing non-variable life, term life, and long-term care insurance policies. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering discretionary and nondiscretionary management tailored to client needs.

Scott Zelniker is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at UBS Financial Services Inc., Bank of America, N.A., and Merrill. He serves as an officer and member of the finance committee at Congregation L'dor V'dor, a Jewish cultural center. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise RIA managing approximately $36.7 billion in assets, serving individuals, pension plans, corporations, and charitable organizations. The firm offers a range of investment advisory and financial planning services, including discretionary and non-discretionary portfolio management through proprietary and third-party solutions.

Joshua Ladwig is a financial advisor with Truist Advisory Services in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His career includes roles at Merrill, PNC Wealth Management, and SunTrust entities prior to joining Truist. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, using a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Richard Pond is a financial advisor with Private Advisor Group, LLC in Sarasota, FL, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His career includes roles at LPL Financial, Morgan Stanley, and Citigroup Global Markets. He operates Pond Wealth Management, LLC, providing investment advisory services through Private Advisor Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm employs a fiduciary-based advisory model, leveraging technology platforms and a range of investment strategies, often implementing advice through third-party managers and TAMPs.

Alexander Gault is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and 11 years of industry experience. He previously worked at HighTower Securities, LLC and CNL Securities Corp. Gault serves on an investment advisory oversight board that helps set strategic direction for county fund investments. 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 uses diversified, risk-class based investment strategies that combine passive and active management with quantitative, momentum, and fundamental analysis.

Gregory Gionfriddo is a financial advisor with Beacon Pointe Advisors, LLC, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior work includes positions at Purshe Kaplan Sterling Investment, Southern Trust Financial Planning, and Securities America Inc. He is also an insurance agent with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors provides investment advisory and consulting services to individual and institutional clients, utilizing a proprietary Focus List of third-party independent managers and employing asset-allocation modeling across active and passive strategies. The firm offers a range of services including discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Casey Haggard is a Financial Consultant at Fidelity Investments, a position held since 2019. In this role, Casey guides clients through a planning process that helps define and prioritize their financial goals. By gaining a thorough understanding of clients' current situations and aspirations, Casey collaborates with them to implement strategies that support their financial journeys. Regular meetings are held to review progress and adjust plans as needed, aiming to provide clients with confidence and peace of mind for their retirement. Casey has extensive experience in the financial services industry, having worked in various advisory roles since 2008. Previous positions include Wealth Management Advisor at TIAA from 2014 to 2019, Investment Consultant at TD Ameritrade from 2013 to 2014, Financial Advisor at Merrill Lynch from 2010 to 2013 and again from 2008 to 2009, and Financial Consultant at PNC Investments from 2009 to 2010.

Nicholas Fiegoli is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has worked with firms including UBS Financial Services and Raymond James Financial Services. Outside of his advisory role, he has a personal investment in the Grand Hyatt at Pagent Beach. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering a range of portfolio management and financial planning services.

Sean Stuyverson is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance since 2010. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning and consulting services with both advisor-led discretionary management and model-based strategies, supported by proprietary programs and third-party platforms.

James Cooper is a financial advisor with Beacon Pointe Advisors, LLC in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Southern Trust Financial Planning. In addition to his advisory work, Cooper is an insurance agent with Beacon Pointe Insurance Services. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-of-managers approach, utilizing third-party independent managers selected through a formal due-diligence process and supported by quantitative and qualitative analysis.

Damien Jackson Jr. is a financial advisor at Mariner with one year of industry experience. He holds a Series 66 designation and began his career at Ameriprise before joining Mariner. His background includes roles in education and retail prior to entering the financial services industry. 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 provides discretionary, customized portfolios supported by an internal team and third-party managers, along with integrated tax and accounting services and specialized employer financial wellness tools.

William Geisdorf is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2021. His prior experience includes roles at Allegiant Private Advisors, Commonwealth Financial Network, and Ned Davis Research. He serves on the boards of First Tee Sarasota/Manatee and the Riverview High School Foundation, where he helps coordinate events and fundraising. Mariner Wealth Advisors serves a broad client base including individuals, pensions, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by an investment committee and integrates tax and accounting services alongside its portfolio management.