Douglas Garback Sr. is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 designations. He has 37 years of industry experience, including a long tenure at Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved in property and casualty insurance management through The Garback Agency. LPL Enterprise, LLC serves a diverse range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, access to model wealth portfolios, third-party asset management, and a variety of brokerage and insurance products through its integrated platform.

Joyce Falken is a financial advisor at Edward Jones with 24 years of industry experience. She has held her current role at Edward Jones since 2013. Falken holds Series 63 and Series 66 credentials. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Patricia Chevalier is a CFP® and ChFC® with 35 years of experience in the financial services industry. She currently works at LPL Enterprise and has held prior roles at Prudential Insurance Company of America, Pruco Securities, Ameriprise Financial Services, and MetLife. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management through both advisory and brokerage channels.

John Campora is a financial advisor with Edward Jones in Bradenton, FL, holding the ChFC® designation and Series 63 and 65 licenses. He has 17 years of industry experience, including prior roles at SunTrust Investment Services and SunTrust Advisory Services. Outside of his advisory work, he maintains a YouTube channel unrelated to finance, politics, or business and writes product reviews for Amazon. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, supported by a large network of financial advisors and branch offices.

Thomas Grubb is a financial advisor with Merrill, holding a Series 66 designation and over 25 years of industry experience. He has been with Merrill since 2007 and has concurrently worked with Bank of America since 2015. Outside of his advisory role, he holds power of attorney positions in non-investment-related entities. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Joseph La Bree is a Series 63 licensed financial advisor with 32 years of industry experience. He has been with Ameriprise since 2005, currently serving at their Bradenton, FL office. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet certain asset criteria, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to generate recommendations, with a focus on assets managed within Ameriprise accounts.

Chad Cornell is a Certified Financial Planner® affiliated with OSAIC, bringing 28 years of industry experience. His prior roles include nearly two decades at Investacorp Advisory Services and four years with Securities America Advisors. Outside of his advisory work, he serves as president of Frank Cornell Associates, Inc., a firm providing payroll, bookkeeping, and tax services. OSAIC serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a wide range of brokerage and advisory services supported by advanced portfolio construction tools and access to multiple third-party investment platforms.

Christopher Vining is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and models, while managing approximately $2.74 trillion in client assets.

Shawn Waked is a CFP® professional with 14 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has worked at multiple financial firms including Maestro Financial Partners and Summit Investment Group. Outside of financial advising, he is the owner of several real estate entities and operates a property and casualty insurance agency. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers non-discretionary planning and consulting tailored to client goals, utilizing analytical tools and supports advisory programs through a large network of advisors.

Daniel Antioho is a CFP®-credentialed financial advisor with LPL Financial, based in Bradenton, FL, and has 41 years of industry experience. He has been with LPL Financial since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives, offering a range of financial planning and advisory services.

David Huffman is a ChFC®-designated financial advisor with 26 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2019 and previously was employed with H. Beck, Inc. and Transamerica Capital Inc. He is also an independent insurance agent with Huffman Financial Group in Lakewood Ranch, FL. Cambridge Investment Research Advisors serves a broad mix of clients, including individuals, pension plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals. The firm offers multiple investment implementation platforms with both discretionary and non-discretionary options, incorporating proprietary and third-party strategies.

John Huffman is a financial advisor at Morgan Stanley with 14 years of industry experience. He previously worked at U.S. Bancorp Investments, INC. for seven years before joining Morgan Stanley Smith Barney LLC, where he has been since 2022. He holds Series 65 and Series 66 designations. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning services that utilize firm-approved tools and investment modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct financial planning and corporate financial planning agreements.

Edward Luecke is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on assisting individuals and families with a range of financial services, including corporate executive services, divorce transition planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, and retirement income. Edward and his team employ a disciplined process to help clients achieve long-term financial success. This process involves creating tailored financial plans to provide clarity and confidence, building and managing diversified portfolios adaptable to various market conditions, simplifying clients' financial lives by serving as a trusted resource, and delivering direct personal service. Their work emphasizes fostering financial well-being and building multigenerational relationships anchored on trust and consistent service. Edward holds a Bachelor's Degree from the University of Rhode Island and has earned professional designations including Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). Outside of his professional role, he has personal interests that include antiquing, cooking, fishing, painting, scuba diving, and traveling.

Daniel Jones is a CFP® and Series 66-licensed financial advisor at Fidelity with five years of industry experience. Prior to joining Fidelity, he held roles at the University of Georgia, University of North Georgia, and several community organizations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various platforms.

Jacqueline Luckner is a financial advisor with Merrill in Bradenton, FL, holding Series 63, 65, and 66 designations and 21 years of industry experience. She has been with Merrill since 2018 and has prior work experience primarily in the fitness and early childhood education sectors. Outside of finance, she works as a delivery employee for Door Dash. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nathan Wyman is a financial advisor with Merrill, holding a Series 66 designation and based in Sun City Center, FL. He has one year of industry experience and previously worked at Wells Fargo and Bank of America. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Rachel Sears is a financial advisor with OSAIC in St. Petersburg, FL, holding a Series 66 designation and seven years of industry experience. She previously worked at Woodbury Financial Services, Questar Asset Management, Questar Capital Corporation, and KPMG LLP. In addition to her advisory role, Sears is a business owner and registered representative of Sears Group, Inc., where she services clients, and she also works as an insurance agent focusing on life insurance, long-term care, and annuities. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and investment advisory services and uses various tools and third-party platforms to construct and manage portfolios that include a broad range of asset classes.

Kristina Pino is a financial advisor at Morgan Stanley with 30 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers planning services both directly and through corporate agreements.

Philip Gauntlett is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has worked with Cetera Investment Services LLC and Regions Bank since 2014. He serves as a co-trustee on an in-laws' trust. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individual investors, retirement plans, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party managers, supporting a range of investment strategies and program structures.

David Piano is a financial advisor with Morgan Stanley in Bradenton, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm employs structured planning tools and investment committee insights while offering a variety of retail and institutional investment services.