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.

William Eaton is a Wealth Management Advisor based in Crystal Lake, Illinois, with over 30 years of experience assisting families, entrepreneurs, and corporate executives in navigating their financial affairs. He specializes in family wealth management strategies, liquidity management, tax minimization, retirement income, wealth transfer, philanthropic planning, and long-term care. William and his team provide a personalized, goal-centered approach that integrates all aspects of a client's financial life to help prioritize and pursue their most important objectives. William holds several professional designations, including Certified Exit Planning Advisor (CEPA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his bachelor's degree from Middlebury College. His offices in Illinois and New York provide full accessibility to resources from Merrill Lynch Wealth Management and Bank of America to tailor strategies that adapt to changing market conditions and client needs. Beyond his professional work, William is actively involved in community organizations such as Crystal Lake Youth Rugby, where he coaches, the Foundation for Wellspring, and serves as a trustee on the Sailors' Snug Harbor Board of Trustees. His personal interests include adventure sports, cooking, rugby, and spending time with his family. He divides his time between Crystal Lake, Illinois, and Hull, Massachusetts, sharing his passion for rugby and philanthropy.

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.

Jeffrey Davis is a financial advisor with LPL Financial in Sarasota, FL, holding Series 63 and Series 65 designations and with 41 years of industry experience. He has previously worked at PKS Advisory Services, LLC, Purshe Kaplan Sterling Investments, and Michigan Securities. Outside of his advisor role, he serves as president and operations manager of PKS Advisory, d/b/a Davis Brinks Wealth Management, which provides investment, insurance, and comprehensive financial planning services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research, model portfolios, and a diverse suite of investment strategies.

Jason Masiello is a financial advisor at Edward Jones in Bradenton, FL. He holds a Series 66 designation and joined Edward Jones in 2026. Prior to his advisory role, he worked for 22 years at the State of Rhode Island Department of Corrections. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Luke Mollod is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes positions at AML Rightsource and Heart Specialists of Sarasota. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nicholas Feather is a financial advisor with Wells Fargo Advisors in Sarasota, FL, holding Series 63 and Series 66 credentials and over 21 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2010. Outside of his advisory role, he serves on the board of directors for the Palmer Lake Home Owners Association in Sarasota. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to clients meeting net-worth thresholds. The firm utilizes proprietary research and planning tools to develop customized recommendations, with implementation offered through various brokerage and advisory programs.

Paul Lavezzoli is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2019. He brings 17 years of experience in the financial services industry, focusing on developing strategies and providing investment guidance tailored to individuals, their families, and their businesses. His approach emphasizes understanding clients' short and long-term financial objectives. Paul holds the CERTIFIED FINANCIAL PLANNER™ certification and the Personal Investment Advisor (PIA) designation. He is also a member of the CME Group and the PGA of America. Paul earned his Bachelor's degree from The Pennsylvania State University. Prior to his current role, he began his career on the Trading Floor of the Chicago Mercantile Exchange, where he developed a deep understanding of risk in asset decision-making processes. He applies this expertise in creating wealth plans specific to each client's goals. His client focus areas include college education planning, executive and equity compensation services, family wealth management strategies, international wealth management, personal retirement planning, small business strategies, sports and entertainment, and tax minimization. Living in Sarasota with his wife, Amy, and their daughter, Paul is engaged in the Southwest Florida community through volunteer work. He enjoys various personal interests such as cooking, football, golfing, ice hockey, reading, skiing, soccer, surfing, tennis, and traveling. Paul's professional philosophy centers on educating clients about their financial lives, providing transparent and actionable advice to help them understand how their decisions impact future goals.

Jamie Zinkhan is a financial advisor with Cetera, holding a Series 66 designation and over 21 years of industry experience. He has previously worked at Robert Baird & Co. and Avantax, and has been associated with Aksala Wealth Advisors, LLC since 2018. Zinkhan supports an estate planning attorney by hosting client meetings at his firm’s office. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a large network of independent advisors and employs a multi-manager platform with various investment program options.

Nikolas Adell is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with UBS since 2004. Outside of his advisory role, Adell is involved in vacation rental investments and renovation projects as a partner in multiple related ventures. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor investment strategies.

Bradley Rodgers is a CERTIFIED FINANCIAL PLANNER™ professional with 12 years of industry experience. He currently works at Charles Schwab and Co., Inc., where he has been since 2022, following a 10-year tenure at TD Ameritrade. Charles Schwab & Co., Inc. serves a large client base consisting mainly of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and a centralized operational structure.

Adam Lewis is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 66 registrations and previously worked at Bank of America and Merrill Lynch. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of representatives. The firm provides a range of advisory programs, financial planning, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Matthew Wilson is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Morgan Stanley, E*Trade Securities LLC, and Equity Trust Company. Based in Sarasota, FL, he has been with J.P. Morgan Securities since 2021. 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, distribution, and investment management capabilities.

Harvey Small is a financial advisor with Equitable Advisors in Sarasota, FL, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with Axa Advisors. Outside of his advisory role, he operates Whispering Winds Woodcrafting, a woodworking business. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Craig Pontlitz is a financial advisor at UBS Financial Services with 33 years of industry experience. He has been with UBS since 2008 and holds the Series 63 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Debra Maxwell is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Bank of America, N.A. and Merrill since 2010. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Amanda Evans is a financial advisor at Morgan Stanley with six years of industry experience. She holds the Series 66 designation and has worked previously at Baird, UBS Financial Services, and Southwest Concrete and Masonry Systems. Outside of her advisory role, she is involved in property management as a partner in several real estate entities in Sarasota, Florida. Morgan Stanley Wealth Management serves individual and institutional clients by providing tailored financial planning and a broad range of investment advisory programs. The firm employs structured planning tools and offers comprehensive services supported by extensive client assets and diverse product offerings.

Marc Kanoff is a financial advisor at Raymond James & Associates with 14 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2012. Outside of his advisory role, he serves as Vice Chair of the Board and is a Finance and Investment Committee member at JFCS of the Suncoast, a nonprofit organization. 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, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.