Travis Booth is a financial advisor at Wealth Enhancement Advisory Services, LLC with a Series 65 credential. He has been with the firm since 2025 and has prior work experience in the hospitality industry, including positions at Bloomin' Brands and Outback Steakhouse. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and specialized retirement consulting with an investment approach that combines strategic allocation, active and passive management, and research-driven factor premiums.

Alfredo Ordonez is a financial advisor with Eagle Strategies (New York Life) in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has operated the Ordonez Financial Group since 2017 and previously worked with Ordonez & Griffin Financial Group. Outside of advisory services, he is involved in insurance brokering and is a passive investor in apartment communities. Eagle Strategies serves a diverse client base including individual investors and institutional retirement plans, providing financial planning, investment management, and advisory services with an emphasis on tailoring recommendations to client objectives. The firm manages the majority of its assets on a non-discretionary basis and operates within the integrated New York Life affiliate structure.

Thomas Knight is a CFP®, CFA®, and Series 66-licensed financial advisor based in Sarasota, FL, with eight years of industry experience. He has worked at firms including Pattern Advisors LLC, Intuit, and Cetera Advisor Networks. Outside of finance, he has experience with High Powered Pizza LLC. He is currently with Mariner, an enterprise firm serving a diverse client base including individuals, pension plans, trusts, and charitable organizations. Mariner offers customized portfolio management supported by an internal team and third-party managers, along with integrated tax services, family office capabilities, and employer financial wellness tools.

Oscar Rico is a financial advisor at PNC Wealth Management in Sarasota, FL, with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including BBVA Wealth Solutions and Oppenheimer & Co. Inc. prior to joining PNC in 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online model account available to select employees that uses algorithm-driven risk assessments and primarily invests in mutual funds and ETFs with annual rebalancing.

Beverly Arias is a financial advisor with Transamerica Retirement Advisors, LLC in Sarasota, FL. She holds Series 63 and Series 66 licenses and has 39 years of industry experience. Beverly previously worked at PNC Bank and PNC Investments from 2014 to 2017 before joining Transamerica in 2017. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing investment education and advice programs that emphasize asset allocation, contribution rates, and retirement age guidance. The firm utilizes proprietary portfolio construction and oversight tools from Morningstar Investment Management and manages a large client base primarily through non-discretionary assets.

Regina Ohlman is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. She holds a Series 66 designation and has worked at multiple firms including Raymond James and Adonis LLC. Outside of her advisory work, she is a co-owner of an airplane through G&M Baron Aviation LLC. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Joseph Levine is a financial advisor at Hightower Advisors in Sarasota, FL, holding Series 65 and Series 66 licenses with three years of industry experience. Prior to joining Hightower in 2025, he was involved in the wine industry through ownership roles at Suncoast Wine Cellars LLC and VinoVino LLC. Levine also owns a custom wine cellar business, Bespoke Wine Cellars FL, which is in the process of transitioning to a new owner. Hightower Advisors provides investment advisory and planning services to a diverse group of individual and institutional clients, offering portfolio management, financial planning, and retirement consulting through a multi-manager approach that includes both affiliated and third-party managers.

Alison Hall is a CFP® and holds a Series 65 license with 13 years of experience in financial advising. She is currently with Wealth Enhancement Advisory Services, LLC and previously worked at Atlas Fiduciary Financial, LLC and Stonegate Wealth Management, LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, utilizing a strategic investment approach that combines passive and active management overseen by an internal Investment Committee.

Michael Oshaughnessey is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 54 years of industry experience. He has been with Oppenheimer since 2009. He also serves as a co-trustee of the William O'Shaughnessey LIV Trust Estate, involved in estate asset distribution. Oppenheimer serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services that encompass discretionary and non-discretionary investment management, consulting, and retirement services. The firm employs strategic and tactical asset allocation alongside a range of investment vehicles and acts as a qualified custodian for client assets.

Umair Jawaid is a financial advisor at TD Private Client Wealth LLC with six years of industry experience. He holds a Series 66 designation and has worked at several major firms, including Bank of America, Merrill, and J.P. Morgan Securities. Jawaid is also part owner of ON DEMAND REHAB LLC, a limited liability company in Florida. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, offering portfolio management, financial planning support, and custody through third-party custodians. The firm uses both affiliated and third-party sub-managers and employs a range of strategic and tactical asset allocation strategies.

Ryan Harris is a financial advisor with Truist Advisory Services in Sarasota, FL, holding Series 63 and Series 66 licenses and having 13 years of industry experience. He has been with SunTrust Advisory Services and related SunTrust entities since 2015. Truist Advisory Services offers 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 a team using AI-enabled research tools and maintains integrated service arrangements across its affiliated broker-dealer and bank.

Rosa Pachon is a Series 66-licensed financial advisor with TD Private Client Wealth LLC, based in Sarasota, FL. She has 21 years of industry experience, including 14 years with TD Bank, N.A. and TD Private Client Wealth LLC. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm employs a combination of strategic and tactical asset allocation across both affiliated and third-party investment managers.

Elizabeth Rabbitt Stephen is a financial advisor with Truist Advisory Services, holding a Series 63 designation and 19 years of industry experience. She has worked at SunTrust Advisory Services, Inc., SUNTRUST INVESTMENT SERVICES, INC., and SunTrust Bank since 2019, following three years at Commonwealth Financial Network. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager-selection program that utilizes both discretionary and non-discretionary approaches supported by third-party platform and manager arrangements.

Eric Krumm is a financial advisor with Principal Financial Services in Bradenton, FL, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked previously with Mass Mutual and Northwestern Mutual, among other firms. Outside of advising, Krumm is involved in property renovation and resale through an ownership interest in Oliver Reid Investments LLC. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions, with investment implementation generally carried out on a discretionary basis by external managers.

Jennifer Pearson is a financial advisor at Rockefeller Financial LLC with 17 years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services Inc and Claybrook Capital, LLC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services and operates as a registered broker-dealer with capabilities that include securities transactions, variable insurance products, and placement and investment banking services.

John Verfurth is a financial advisor with Hightower Advisors in Sarasota, FL, holding Series 63 and Series 65 designations and 30 years of industry experience. He has worked with Hightower Securities, LLC and Hightower Advisors since 2011. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm’s approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

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 financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and 12 years of industry experience. He has been with Bankers Life Advisory Services since 2017 and has also worked with Bankers Life Securities, Inc. and Bankers Life & Casualty since 2010. Outside of his advisory role, he serves as president of The Hillside Foundation, a nonprofit that provides scholarships and classroom support to his local community through fundraising events. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals, offering discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manage portfolios aligned with clients’ goals and risk tolerances.

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.