Francisco Avalle is a financial advisor at TD Private Client Wealth LLC with 14 years of industry experience. He holds Series 63 and Series 66 registrations and has previously worked at Wells Fargo Bank. Avalle is based in Sarasota, FL. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients and high-net-worth private clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering financial planning support and custody through third-party custodians.

Justin Leins is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 15 years of industry experience. He previously worked at UBS Financial Services for 14 years before joining Steward Partners in 2026. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets and serving a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of investment advisory and financial planning services with both discretionary and non-discretionary portfolio management, utilizing proprietary Steward Partners solutions and third-party money managers.

Michael Richard is a Series 66-licensed financial advisor with Bankers Life Advisory Services, Inc., based in Sarasota, FL. He has 12 years of industry experience and has been with various entities under the Bankers Life umbrella since 2010. Outside of advising, he serves as president of The Hillside Foundation, a nonprofit that provides scholarships to local students and supports teachers in his community. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management as well as retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and offers a range of investment products through a structured clearing and broker-dealer arrangement.

Gillian Cassidy is a CFP® professional at Mariner Wealth Advisors with five years of experience in the financial industry. Prior to joining Mariner, she worked at Allegiant Private Advisors and the College for Financial Planning. She also spent four years at Florida Atlantic University. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, with capabilities spanning traditional and alternative investment strategies, as well as integrated tax and accounting services.

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.

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.

John Akin is a financial advisor at Truist Advisory Services with 17 years of industry experience. He has been with Truist Investment Services since 2009 and with Truist Advisory Services since 2016. He holds a Series 66 designation. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager-selection program implemented through a combination of discretionary and non-discretionary strategies, supported by third-party platforms and AI-enabled research tools.

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.

Kyle Youngblood is a CFA® charterholder with 21 years of industry experience. He has worked at TD Private Client Wealth LLC and TD Bank N.A. since 2016. Based in Vienna, VA, he holds a Series 63 license. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail investors. The firm constructs portfolios using a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

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.