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 financial advisor at Foundations Investment Advisors LLC with seven years of industry experience. She holds a Series 65 designation and has worked at Foundations since 2018 and Sarasota Wealth Advisory since 2015. Outside of advising, she is involved in independent insurance sales. Foundations Investment Advisors provides financial planning and portfolio management services to individual and high-net-worth clients, retirement plans, and registered investment companies, utilizing a mix of analytical approaches and model portfolios delivered through a large network of affiliated 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® with 11 years of industry experience, currently working at Empower Advisory Group since 2023. He previously held roles at Personal Capital Advisors Corporation, Mariner Wealth Advisors, and TD Ameritrade. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

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 and holds Series 63 and Series 65 designations. He has worked at Mariner since 2018 and previously spent six years with Riverpoint Capital Management, LLC. Mariner serves a wide range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds through investment management, financial planning, and retirement plan consulting. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers and offers integrated tax services, Core Family Office support, and employer financial wellness tools.

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.

Judith Mellett is a financial advisor with Truist Advisory Services and holds Series 63 and Series 66 licenses. She has 28 years of industry experience, including roles at Truist Advisory Services and SunTrust Investment Services. Based in Sarasota, FL, she has been with Truist since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager selection programs, using both discretionary and non-discretionary approaches supported by third-party platforms and AI-enhanced research.

Michael Gross is a financial advisor with Janney Montgomery Scott in Sarasota, FL, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. His prior roles include positions at Toby Richey & Associates, Bank of America, Merrill, and Scottrade Inc. among others. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, and institutional clients, offering a range of services such as brokerage, financial planning, and advisory programs with both in-house and third-party portfolio management.

Blaine Laverick is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and possessing 40 years of industry experience. His career includes long-term tenure at Principal Life Insurance Co and Principal Securities Inc. He is based in Bradenton, FL. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Orion Marx is a financial advisor with Mariner Wealth Advisors, holding CFP® and ChFC® designations and over 31 years of industry experience. He previously spent 29 years at Lincoln Financial Advisors Corporation and has been with Mariner since 2024. Marx serves as a committee member for the Fanconi Cancer Foundation in Sarasota, FL, where he participates in fundraising activities. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement consulting. The firm combines in-house research with third-party managers across a range of strategies and provides integrated tax, accounting, and family office services.

Randy Aranowitz is a financial advisor with GWN Securities Inc., holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. He has worked with GWN Securities since 2004 and has also been associated with Kades Margolis Corp. since 1990. Outside of his advisory role, he is licensed to market and sell various types of insurance. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm supports a large network of advisors and offers a range of managed-account programs that include both traditional asset-allocation and legacy market-timing strategies.

James Mcclellan Jr. is a financial advisor with Truist Advisory Services, holding Series 63, Series 65, and Series 66 credentials and 34 years of industry experience. His career includes positions at Wells Fargo Advisors, Merrill, and multiple Truist-related entities dating back to 2005. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and an integrated approach involving affiliated broker-dealer and bank services.

David Keel is a financial advisor at Wealth Enhancement Advisory Services, LLC with 36 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Wealth Enhancement Advisory Services in 2022, he worked at Breiter Capital Management, Inc. and Managed Account Services, LLC. Outside of his advisory work, he is involved in private lending to real estate investors through DCK Financial. 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 retirement consulting with an investment approach combining passive and active strategies guided by an internal Investment Committee.

Albert McNorton is a financial advisor at Mariner with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Financial Advisors, Oppenheimer, and Msec, LLC. In addition to his advisory role, he operates a sole practitioner tax preparation business serving individual clients in Sarasota, FL. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations by offering investment management, financial planning, retirement consulting, and tax services. The firm implements customized discretionary portfolios supported by in-house research and third-party managers, and it provides integrated tax and accounting solutions alongside traditional portfolio management.

Melanie Ross is a CFP® professional at Cerity Partners LLC with eight years of industry experience. She has worked at Cerity Partners since 2019 and previously held positions at Intuit and Cray Kaiser Ltd. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset-allocation and manager selection strategies and offers a range of services including portfolio management, financial planning, retirement plan consulting, and access to alternative investments.