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.

Michelle Hendry is a financial advisor at Mercer Global Advisors Inc. with 12 years of industry experience. She holds the Series 66 designation and previously worked at Raymond James & Associates, Charles Schwab and Co., Inc., and TD Ameritrade. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering discretionary and non-discretionary investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios with regular rebalancing implemented through ETFs, index funds, separate account managers, and other strategies.

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.

Jennifer Pearson is a financial advisor at Rockefeller Financial LLC with 17 years of industry experience. She holds the Series 66 designation and has worked at Rockefeller Financial since 2021, with prior roles including positions at UBS Financial Services Inc and Claybrook Capital, LLC. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance services and provides access to alternative and private investments through a designated Private Advisor model.

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.

Christopher Hargis is a financial advisor at TD Private Client Wealth LLC with nine years of industry experience. He holds a Series 66 designation and has worked at TD Ameritrade, Inc. before joining TD Private Client Wealth LLC and TD Bank N.A. He owns and manages rental properties in Alachua, Florida. 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 uses a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers and offers financial planning, custody, and reporting services.

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.

David Jarrell is a financial advisor with Oppenheimer in Sarasota, FL, holding Series 65 and Series 63 credentials and 17 years of industry experience. His career includes positions at Wells Fargo Advisors Financial Network and Lakewood Ranch Family Counseling before joining Oppenheimer in 2019. Outside of finance, Jarrell works as a life coach and hypnotherapist, teaches yoga classes, and delivers food through DoorDash. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans through a variety of advisory programs, including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm’s investment approach includes strategic and tactical asset allocation, manager selection, and periodic rebalancing, managing approximately $36.7 billion in assets as of December 31, 2025.

Rita Hollingsworth is a financial advisor with Bankers Life Advisory Services, Inc. in Sarasota, FL. She holds Series 65 and Series 63 licenses and has six years of industry experience. Prior to her current role, she worked with RPH Consulting for three years. She is also appointed as an insurance agent with Bankers Life & Casualty, where she writes 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 with portfolio management and retirement plan consulting. The firm uses fundamental, technical, and cyclical analysis methods to tailor asset allocations and manages portfolios across various securities on both discretionary and non-discretionary bases.

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.

Stephen Powers is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses, and has 41 years of industry experience. He has worked at Janney Montgomery Scott since 2020 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2020. Powers serves as a trustee on the board of the Gulf N Bay Condo Association in Venice, Florida. 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 a wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and advisory services through various portfolio management strategies.

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.