Schemia Rowan is a financial advisor at CWM, LLC based in Sarasota, FL, holding the ChFC® designation along with Series 63 and Series 66 licenses. She has 10 years of industry experience, previously working with Eagle Strategies, LLC, Nylife Securities, LLC, and New York Life Insurance Company. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers services including discretionary asset management, financial planning, and retirement plan solutions, supported by an Investment Committee that constructs model portfolios and integrates various technology and custodial relationships.

William Cairo is a financial advisor at Truist Advisory Services with 10 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining Truist Advisory Services and Truist Investment Services in 2024, he worked at Bank of America for 17 years. 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 manager‑selection programs that utilize both discretionary and non‑discretionary approaches supported by third‑party platforms and AI-enabled research tools.

Luke Nicholas is a CFP® and CFA® with nine years of industry experience, currently serving as a financial advisor at Mariner since 2021. His prior experience includes roles at Allegiant Private Advisors and Commonwealth Financial Network. He serves on the Gulf Coast advisory board of the Make-A-Wish Foundation of South Florida. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with a notable emphasis on integrated tax and accounting services and operational CFO capabilities.

Stephen Brown is a financial advisor at Integrity Alliance, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at Brokers International Financial Services and Nationwide Financial, including Nationwide Securities, Inc. He is also involved in insurance sales focused on fixed annuities. Integrity Alliance serves a diverse client base including individual investors, corporations, and qualified retirement plans. The firm operates a large network of over 300 independent advisors managing approximately $5.4 billion in client assets, offering portfolio management, financial planning, and a range of advisory and brokerage services.

Deborah Baldyga is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. She has worked at Commonwealth Equity Services, Inc. since 1999 and is a co-owner of WealthPort, LLC, where she is involved in fixed insurance sales. Commonwealth Financial Network supports a national network of approximately 2,950 advisors, providing advisory programs, technology, and operational support while offering a variety of investment and insurance products through discretionary and non-discretionary portfolio management options.

Gregory Lebar is a financial advisor with Truist Advisory Services in Sarasota, FL, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His prior work includes roles at SunTrust Advisory Services, Suntrust Investment Services, Inc., and Wells Fargo Clearing. He serves as a board member and finance committee member for Resiliant Retreat, a nonprofit organization offering treatment for trauma victims. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by advanced research tools and inter-affiliate integration.

Jacqueline Perez is a financial advisor at Truist Advisory Services with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Bank and Cetera Investment Services. She is based in Bradenton, FL. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Robert Fradette is a CFP® and ChFC® professional with 38 years of industry experience. He is currently affiliated with OSAIC Institutions, Inc. and has held roles at infinex Investments, Inc. since 2016 and Chelsea Groton Financial Services, Inc./Chelsea Groton Savings Bank since 2000. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, including high-net-worth clients, as well as ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, and access to alternative investments through a hybrid adviser/broker-dealer structure.

Karin Grablin is a CFP® professional with 26 years of industry experience, currently serving at CWM, LLC since 2019. Her prior roles include positions at Cetera Advisor Networks LLC, SRQ Wealth Advisory, SRQ Wealth Management, and LPL Financial. She is active in nonprofit work as a mentor for Take Stock in Children and serves as a board member and treasurer of the International Women's Forum of the Florida Suncoast. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, with investment decisions guided by an Investment Committee that utilizes both fundamental and technical analysis.

Christopher Bostick is a financial advisor with Steward Partners Investment Advisory, LLC in Sarasota, FL. He holds Series 63 and Series 65 licenses and has five years of industry experience. His prior work includes roles at UBS Financial Services and multiple Steward Partners entities. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations with a range of portfolio management and financial planning services.

June Braithwaite is a Series 65-licensed financial advisor with Foundations Investment Advisors LLC, based in Lakewood Ranch, FL, and has eight years of industry experience. She has worked with Foundations Investment Advisors since 2018 and has also been associated with Sarasota Wealth Advisory since 2015. Outside of her advisory work, she is involved in independent insurance sales. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis, employing model portfolios and asymmetric rebalancing, and offers services through a large network of affiliated offices and representatives.

Joshua Juell is a financial advisor with Fifth Third Securities, Inc. based in Bradenton, FL. He holds Series 63 and Series 65 credentials and has three years of industry experience. Prior to his current role at Fifth Third Securities, he has been employed at Fifth Third Bank since 2016. Outside of his advisory work, he is involved in timeshare rental ownership and occasional online reselling. Fifth Third Securities, Inc. serves a broad range of individual and institutional clients through investment advisory and brokerage channels. The firm offers multiple program types including advisor-directed mutual fund and ETF models, separately managed accounts, and direct indexing strategies via its Passageway platform.

Nathan Anderson is a CFP® professional at Empower Advisory Group with 12 years of industry experience. He has worked at several firms, including Personal Capital Advisors Corporation, Mariner Wealth Advisors, and TD Ameritrade. Anderson is based in Parrish, Florida. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage account holders. The firm uses an integrated model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Jerome Hemenway is a financial advisor at Independent Financial Partners with 53 years of industry experience. He holds the ChFC® and Series 63 designations. His career includes ten years at LPL Financial Corporation and seven years at IFP Securities, LLC. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm manages over $12.5 billion in assets and provides a decentralized advisory model with notable retirement-plan and pension consulting capabilities.

Christopher Gleason is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and 34 years of industry experience. He previously worked at Cetera Advisor Networks LLC and Girard Securities Inc., and has been affiliated with Massachusetts Mutual Life Insurance Company since 1992. Gleason also operates Gleason Financial as a marketing entity related to his advisory work. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm utilizes both firm- and third-party models to develop tailored client strategies across various risk profiles, offering financial planning, portfolio management, and retirement plan services.

Faiza Kedir is a CFP® professional with 20 years of industry experience, currently with Steward Partners Investment Advisory, LLC. She has held previous roles at Hightower Advisors, Landsberg Bennett Private Wealth Management, and Wells Fargo Advisors. Steward Partners Investment Advisory, LLC is an SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services with both discretionary and non-discretionary portfolio management options.

Kevin Smith is a financial advisor at Transamerica Retirement Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has been with the Transamerica organization since 2012, including roles at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing managed portfolio advice and investment education through multiple programs. The firm utilizes Morningstar Investment Management for portfolio construction and oversight and operates on a large scale, focusing primarily on non-discretionary assets rather than high-net-worth or corporate clients.

Leon Loewenstine is a financial advisor at Mariner with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Riverpoint Capital Management and DWS Investment Management Americas. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm uses discretionary, customized portfolios supported by both internal research and third-party managers, with offerings that include equity, fixed income, alternatives, and digital assets, as well as integrated tax and accounting services.

Donald Lynch Jr. is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been associated with WealthPort, LLC and Commonwealth Equity Services, Inc. since 1995. Lynch is also president and co-owner of WealthPort, LLC, a private entity operating in the securities business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a variety of advisory programs and services. The firm provides comprehensive back-office support, technology, investment management, and compliance resources while allowing advisors discretion in portfolio construction.

Michelle Cross is a CFP® professional with 14 years of industry experience, currently serving with Mariner Wealth Advisors since 2021. Her prior roles include positions at Allegiant Private Advisors, Commonwealth Financial Network, and H. Beck, Inc., among others. She serves as Treasurer on the board of the Southwest Florida Estate Planning Council. Mariner Wealth Advisors serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with specialized capabilities in tax integration and employer financial wellness solutions.