Ronald Javate is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked at J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities since 2015. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Joshua Potts is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has been with Cambridge Investment Research Advisors since 2018 and has also worked as an independent insurance agent. Outside of his advisory role, he has experience in the insurance industry and has held consulting roles. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and other retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services delivered through a network of independent Financial Professionals using a variety of portfolio management and advisory strategies.

Eric Whitman is a CFP®-certified financial advisor with Raymond James & Associates, bringing 41 years of industry experience. His prior roles include ten years at Wells Fargo Clearing and seven years with Wells Fargo Advisors LLC. Outside of his advisory work, he serves as a trustee of a family trust. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by in-house research and a range of portfolio management styles.

Erik Vatter is a Wealth Management Advisor with a career spanning over two decades in the financial services industry. He has served both as a financial advisor and a senior executive with various regional and national responsibilities. Currently, Erik works as a Managing Director, Senior Financial Advisor with The Casanueva Group, part of Merrill Lynch Wealth Management, where he focuses on personalized strategies to help clients achieve their financial goals. Erik specializes in family wealth management strategies, personal retirement planning, and tax minimization. He holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and a bachelor's degree from Penn State University. His role involves leveraging cutting-edge platforms and services through Merrill and Bank of America to deliver ongoing financial advice. Beyond his professional work, Erik and his family are active in their community's sports, arts, and cultural institutions, including involvement with Take Stock In Children Manatee. Outside of work, he enjoys playing soccer, cooking, and supporting Penn State.

Jeffry Olson is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 28 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2013. Olson also holds ownership interests in investment-related businesses based in Fargo, North Dakota. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of specialized planning options and tailored recommendations supported by Wells Fargo’s research and tools.

Scott Geric is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 34 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he is involved with Geric/Hemp Investment Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and technology-driven strategies.

Robert Clifton is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 2003 and joined Merrill Lynch in 2012. Robert focuses on developing strategies and recommendations tailored to individuals, families, and businesses aiming to meet their short- and long-term financial goals. His approach to wealth management is consultative and objective, emphasizing a comprehensive understanding of each client’s financial situation, preferences, and goals. Robert offers recommendations for asset allocation based on income, growth expectations, time horizon, risk tolerance, and liquidity needs. He collaborates closely with clients, their families, Merrill specialists, and outside professionals to address specialized planning needs, including investments, credit and lending, retirement, and estate planning services. Robert’s client focus areas include employee benefits planning, family wealth management strategies, services for endowments, foundations, and non-profits, personal retirement planning, portfolio management services, sports and entertainment, and retirement income. Robert earned a High School Diploma from Denbigh High School and holds the Personal Investment Advisor (PIA) designation. Originally from southeastern Virginia, he has lived in the Sarasota/Bradenton area for ten years with his wife, Robin. They participate actively in community projects and volunteer work. Outside of work, Robert enjoys chess, cooking, golfing, tennis, traveling, yoga, and spending time with his family.

Richard Manankil is a financial advisor with Ameriprise who holds Series 63 and Series 65 licenses and has 31 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Janney Montgomery Scott. He is also the owner of Reagan Espie Inc., where he manages his advisory business outside of Ameriprise. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Eric Williams is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds the CFP® and ChFC® designations. His prior experience includes roles at Truist Advisory Services and BB&T Securities. Outside of advising, he owns several limited liability companies unrelated to investment management. 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, institutional clients, and municipal entities, offering a range of financial planning, investment consulting, and municipal advisory services.

Mark Heinemann is a financial advisor with Edward Jones in Bradenton, FL, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Robert Caesar is a financial advisor with Equitable Advisors in Lakewood Ranch, FL, holding a Series 66 designation and 19 years of industry experience. He has worked at Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2007. Outside his advisory role, he is the controlling shareholder and president of RPC Capital Corp. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm provides financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party program sponsors.

Martin Vera is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, JPMorgan Chase Bank, and At&t. Outside of finance, he is the president of Prynt it Corp, an online retailer specializing in handmade and personalized gifts. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Nathan Johnson is a financial advisor with Charles Schwab in Sarasota, FL, holding Series 63 and Series 66 licenses and having 27 years of industry experience. He has been with Charles Schwab since 1999 and also has a role at Charles Schwab Bank, SSB since 2005. Outside of his advisory work, he manages a real estate property business in Sarasota. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and alternative investment options.

Joshua Garfin is Vice President Private Wealth Management Advisor at Fidelity Investments. He has been with Fidelity since 2012, progressing through roles including Investment Representative, Financial Consultant, and Vice President, Wealth Planner before assuming his current position in 2024. Prior to Fidelity, he worked as an Investment Counselor at T. Rowe Price from 2007 to 2012 and as a Financial Planner at Peak Capital Management from 2006 to 2007. Throughout his career, Joshua has focused on wealth management and financial planning, building deep relationships with clients by involving their entire families and addressing their specific goals and concerns. He emphasizes providing world-class service and planning to support his clients' financial objectives. Outside of his professional work, Joshua enjoys cooking and baking, family activities, fitness, hiking, tennis, and volunteering.

Anne Elizabeth Lane is a CFP® professional with 38 years of industry experience, currently serving as a financial advisor at Ameriprise since 2021. She previously worked at Royal Alliance Associates for 10 years. Outside of her advisory role, she owns and operates Lane Tax Preparation Services in Parrish, Florida. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement who meet specific asset criteria. The firm offers a range of advisory, brokerage, and insurance solutions, utilizing a centralized consulting team that delivers tailored, research-driven recommendations.

Kenneth Kubik is a financial advisor at Merrill with Series 63 and Series 65 credentials and 36 years of industry experience. He has worked at Bank of America and Merrill since 2009. Kubik is also a limited partner in JKLM PowerPartners, a holding company for minor league baseball teams. 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, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Nicholas Geric is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. He has worked at LPL Financial since 2019 and previously spent three years at the University of North Florida. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, and retirement plan consulting, utilizing model portfolios, research, and various management approaches.

Joshua Jones is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Morgan Stanley, Wells Fargo, and Suncoast Credit Union. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a model portfolio approach that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction.

Austin Bain is a financial advisor at Cambridge Investment Research Advisors with Series 65 and Series 63 licenses and five years of industry experience. His work history includes various roles at Cambridge Investment Research and positions in education and retail. Bain is also an independent insurance agent for multiple agencies. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a broad network of independent Financial Professionals.

Kevin Rubin is a financial advisor at Merrill with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services from 1991 to 2009. Rubin has been with Merrill and Bank of America, N.A. since 2009. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.