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 affiliated with Merrill Lynch Wealth Management, working with clients in Kentucky and Florida. She specializes in wealth management strategies, investment consulting, and portfolio management services, focusing on clientele such as families with members who have disabilities, wounded warriors, veterans, expatriates, and other high-net-worth individuals. Thompson holds a Bachelor's degree in Business Management from the University of Tampa, a Master's degree (MBA) from Colorado Technical University, and a Doctorate in Management from the Institute of Advanced Studies at Colorado Technical University. She earned the Chartered Financial Analyst (CFA) designation in 1993 and completed the CFA Institute's pilot Equity Specialists program in 1996. Her additional credentials include Certified Plan Fiduciary Advisor (CPFA), Chartered Special Needs Consultant (ChSNC), and various FINRA registrations including Series 7, 9, 10, 31, 63, 65, and 66. Beyond her professional roles, Thompson is engaged in community activities including work with Junior Achievement, Special Olympics in Florida and Kentucky, and serving as President of the Star Fund, Inc., a non-profit organization focused on educational opportunities for underprivileged youth. Her personal interests include camping, genealogy, reading, scuba diving, and traveling.

Robert Carr Jr. is a financial advisor with LPL Financial based in Lakewood Ranch, FL, holding Series 63 and Series 65 licenses and possessing 35 years of industry experience. His prior experience includes roles at Cetera Advisors LLC, First Allied Advisory Services, and National Planning Corporation. He is also a managing member and certified public accountant at 55 Plus Tax Pros. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of financial planning and asset management services through a large network of investment adviser representatives, utilizing a broad range of strategies and technologies.

Thomas Cosinuke is a financial advisor with Wells Fargo Clearing, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 46 years of industry experience, including 20 years at UBS Financial Services and over 7 years with Wells Fargo Clearing. Outside of his advisory work, he serves as a trustee for several family investment trusts. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

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 credentials and bringing 13 years of industry experience. Her prior roles include positions at Cambridge Investment Research and J.J.B. Hilliard, W.L. Lyons, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, and access to third-party asset management, supported by a large network of advisors and advanced operational tools.

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 experience in the financial services industry. He is currently affiliated with Cetera and has held roles at Fortis Investors, Inc. and his own firm, Callero Capital Management, where he has been involved since 1992. In addition to his advisory work, he is engaged in fixed insurance activities through the Simplicity Group. Cetera Investment Advisers LLC serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across a variety of program structures.

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 Client Experience Advisor with Merrill Lynch Wealth Management. In this role, she collaborates with clients to understand their financial situations and introduces solutions available through Merrill and Bank of America. Her objective is to empower clients with the knowledge and tools needed to manage their financial lives and select appropriate platforms. She holds professional designations as an Accredited Asset Management Specialist (AAMS) and a Personal Investment Advisor (PIA). Tram earned her Bachelor's degree from Keiser University. Her approach centers on helping clients identify what matters to them and their families to develop strategies that pursue their financial goals.

Richard Godfrey II is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 14 years of industry experience and has worked with multiple firms including Ameritas Investment Corp and Capital Choice Financial Services. Godfrey is also a member of the SmartVestor Council through Ramsey Solutions. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

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.