Gregory Perrone is a financial advisor with Raymond James Financial in Sarasota, FL, holding a Series 63 designation and 26 years of industry experience. He has been with Raymond James Financial since 2009 and has operated Gabrielle Financial since 2003. Perrone has also worked at Seven Rivers Christian School from 2014 to 2018. He is the owner of Gabrielle Financial, a support company unrelated to investment activities. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutional investors, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by advanced analytical tools and maintains specialized programs such as municipal advising and SIMPLE IRA Employer Advisory and Consulting Services.

Jennifer Brugnola is a Financial Consultant currently working at Fidelity Investments since 2021. She has been involved in the financial advisory field for over a decade, with a career that began as an Executive Assistant at Lincoln Financial Advisors from 2008 to 2010. Her experience includes roles at Charles Schwab, where she served as a Client Relationship Specialist from 2010 to 2014, Associate Financial Consultant from 2014 to 2017, and Vice President, Financial Consultant from 2017 to 2021. Throughout her career, Jennifer has focused on creating personalized financial strategies that align with her clients' goals, simplifying complex decisions and providing tailored guidance. Jennifer's approach centers on understanding what matters most to her clients to help them feel more in control and intentional about their financial futures.

Winifred Ryan is a financial advisor with LPL Financial and holds Series 63 and Series 66 designations. She has 27 years of industry experience, including long tenures at Next Financial Group and Norm Grant & Associates. Ryan is also involved in insurance-related activities as an agent for non-variable insurance commission trails. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Dean Mourfield is a financial advisor at LPL Financial with 37 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Waddell & Reed, INC. for over three decades and Artisan Wealth Strategies LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Kaileigh Sparks is a financial advisor at Merrill with 10 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2014 and concurrently with Bank of America, N.A. since 2016. 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 offers model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Gregory Capozzi is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He previously spent over three decades with The Windmill Group, Inc. Outside of his advisory work, he serves as a youth baseball umpire. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using collaborative, software-supported planning tools to deliver tailored recommendations.

Bill Kwon is a financial advisor with Morgan Stanley in Peoria, IL, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, Mr. Kwon serves as Chief Operating Officer of Endovascular Electronics and holds board positions in several organizations related to education and healthcare. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individual and institutional clients. The firm offers customized financial planning supported by structured discovery processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

William Connington III is a financial advisor at LPL Financial with 34 years of industry experience. He has been with LPL Financial since 1997 and has a background in academia at Seton Hall University since 1990. Outside of his advisory role, he has been involved in non-variable insurance sales since 2003. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services through a large network of advisors supported by advanced research tools and diversified investment strategies.

John Hoffman is a financial advisor with Raymond James & Associates in Sarasota, FL, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has worked at Raymond James since 2017 and previously was employed at Federal Refreshment from 2010 to 2017. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—and offers financial planning, investment consulting, and institutional fiduciary solutions through a variety of portfolio management styles and affiliated research resources.

Victoria Mccrindle is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials. She has been in the financial industry since 2025, with prior experience at Fifth Third Securities and JPMorgan Chase Bank. Outside of her advisory role, she works seasonally as an outside sales vendor for Craft Health Group LLC. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Kurt Schummer is a financial advisor with LPL Enterprise in Sarasota, FL, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked at Prudential Insurance Company of America since 2006 and joined LPL Enterprise in 2024. Outside of his advisory role, he owns a wholesale home goods e-commerce business. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm offers financial planning, access to third-party asset managers, and utilizes model-driven investment implementation.

John Hornberger is a CFP® licensed financial advisor with Edward Jones in Bradenton, FL, holding Series 63 and Series 66 registrations. He has 24 years of industry experience, including 23 years with Edward Jones. 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 investment strategies and affiliated services through a nationwide network of more than 23,700 financial advisors.

Shonna Parker is a financial advisor at Stifel with three years of industry experience. She holds a Series 66 designation and has worked at Stifel since 2022. Prior to her current role, she was involved in pet care services through a part-time dog walking business in Sarasota, FL. Stifel serves a broad range of clients, including individuals, institutional clients, and nonprofit organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Jessica Chou is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors in Bradenton, FL, and has one year of industry experience. Her prior work includes roles at SmartPro Financial and My Echelon, Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, trusts, and estates. The firm offers financial planning and investment management through a network of independent Financial Professionals, utilizing various portfolio management platforms and proprietary as well as third-party model strategies.

Mark Signor is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. He holds the Series 66 designation and has previously worked at Merrill Lynch and Bank of America. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients meeting certain net-worth thresholds.

Paul Saitta Jr. is a financial advisor at Ameriprise with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Neuberger Berman LLC. Outside of his advisory role, he serves as COO of Halite Capital LLC, where he oversees general accounting, operational management, and custodial oversight. Ameriprise offers a retirement-income planning service primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Debbie Lancaster is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. She has held previous positions at Johnson Controls Inc, Lumen Technologies, and Frontier Communications. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory services and managing approximately $1.01 trillion in assets supported by a large nationwide network of financial advisors and branch offices.

John Lynch is a financial advisor at Ameriprise with 37 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Lynch serves on the board of directors for the Panter Legacy Group, a nonprofit organization. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Lisa Bosco is a financial advisor with Ameriprise in Sarasota, FL, holding Series 63 and Series 65 licenses and 17 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and emphasizes managed accounts within its product-selection process.

Jason Saikaley is a financial advisor at Ameriprise Financial Services with 20 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.