Dana Manley is a financial advisor with Edward Jones in Bradenton, FL, holding Series 63 and Series 66 designations and 26 years of industry experience. Prior to joining Edward Jones in 2018, he worked at USAA Investment Management and USAA Financial Planning Services from 2011 to 2018. He is involved with the FL West Coast High School Soccer Officials Association as a soccer referee in Tampa, FL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment strategies supported by a nationwide network of approximately 23,701 financial advisors.

Robert Siracusano is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he is involved in multiple aviation-related businesses, including aircraft ownership, maintenance, and aviation services. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory recommendations with other financial products and referral channels.

Lawrence Rose is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and over 30 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities, LLC. He serves as president of the board for Replay Outreach, a nonprofit organization focused on working with at-risk teens. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities, utilizing model-driven portfolios and access to third-party asset managers.

Rebecca Gill is a financial advisor with LPL Financial in Cortez, Florida, holding Series 63 and Series 65 licenses and having 22 years of industry experience. She has worked at LPL Financial since 2013, following prior roles at U.S. Financial Advisors and Intrepid Financial Planning Group, LLC. In addition to her advisory work, Gill provides tax preparation and accounting services as a CPA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm employs a wide range of investment strategies and supports its advisors with research and operational tools while providing extensive non-advisory financial services.

John Destefano Jr. is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Fidelity and its affiliates since 2013. Fidelity, through its Strategic Advisers LLC subsidiary, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services as well as fund management.

Dale Herndon is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and having 28 years of industry experience. His prior roles include positions at Stifel Independent Advisors, Wells Fargo Advisors, Wells Fargo Clearing, and Prudential Equity Group. He is also the owner of Herndon Wealth Management, a financial services firm. Equitable Advisors serves individual and institutional clients, including pension plans and charitable organizations, providing financial planning, retirement plan consulting, and asset management through various advisory programs and third-party managers.

James Lohnes II is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He previously worked at PlanMember Securities Corporation for 10 years and is the owner of Lohnes Wealth Management. Cetera Investment Advisers LLC is an SEC-registered firm with a nationwide network of over 10,000 advisors, managing assets for individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with various program structures and custodial relationships.

Anisa Redhead is a financial advisor at Fidelity with Series 65 and Series 63 licenses and four years of industry experience. Her prior roles include positions at Sequoia Financial Group, Charles Schwab, and Principal Financial Group. Outside of finance, she has worked in fitness-related roles, including at Drip Fit and Palm Beach Gym. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, advisory role to multiple registered investment companies, and incorporation of AI and algorithmic tools in its investment processes.

Charline Burgess is a financial advisor at Morgan Stanley with 22 years of industry experience. She has held her current position at Morgan Stanley Smith Barney LLC since 2007. Burgess holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and analyses developed by its Global Investment Committee.

Alejandro Bolivar is a financial advisor with J.P. Morgan Securities in Bradenton, FL, holding a Series 66 designation and having four years of industry experience. He has previously worked at Bank of America/Merrill Lynch and currently has ownership interests in small private businesses, including a charcuterie service and a real estate holding company. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. Their advisory process integrates centralized due diligence and quantitative and qualitative research, with offerings that include derivatives and commodities capabilities.

Wendy Splan is a financial advisor at UBS Financial Services with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, delivering tailored advice supported by proprietary research and capital market analysis.

William Panaro Jr. Jr. is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, utilizing firm-approved tools and modeling techniques, and manages approximately $2.74 trillion in client assets.

Zachary Brown is a Series 66-licensed financial advisor with Morgan Stanley in Bradenton, FL, and has two years of industry experience. Prior to joining Morgan Stanley in 2023, he held roles at John Cannon Homes and several healthcare and educational organizations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm‑approved tools and methodologies.

Harrison Van Der Noord is a financial advisor with Edward Jones in Bradenton, FL. He holds a Series 66 designation and has one year of experience in the financial industry. Prior to joining Edward Jones, he worked in the hospitality and retail sectors. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and branches and offers a range of advisory strategies under a fiduciary standard.

Brandan Kools is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Fidelity. He previously worked at Ameriprise Financial Services, Inc. for six years before joining Fidelity in 2021. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a diverse client base including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios using mutual funds, ETFs, and ETPs.

Robert Rieck is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Thrivent Investment Management Inc and Thrivent Financial for Lutherans from 2008 to 2018. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, delivering written recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic automation to support its advisory process, emphasizing products from affiliated firms.

Benjamin Prescott III is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Prior to that, Prescott worked at Prescott Communications from 2015 to 2017. 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 through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Jeffrey Anderson is a financial advisor with Mass Mutual Investors Services, holding the CFP® designation and Series 63 and 66 licenses. He has 25 years of industry experience, all with MassMutual Life Insurance Company and Mass Mutual Investors Services. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, using firm-approved tools and collaborative planning processes to deliver written recommendations.

Timothy Shaughnessy is a Wealth Management Advisor and a founding member of the Mackey Shaughnessy Group at Merrill Lynch Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and the Chartered Retirement Planning Counselor™ (CRPC™) designation, as well as the Personal Investment Advisor (PIA) credential. Timothy began his career in finance in 2009 with Guardian Life Insurance, which provided him with a foundation to approach financial planning from a holistic perspective. He grew up in the Bradenton, Florida community and attended Bayshore High School before playing football at Kent State University and Delta State University, where he also earned his bachelor's degree. Since joining Merrill Lynch Wealth Management in 2013, Timothy has focused on building a practice centered on quality relationships and trust. His areas of expertise include college education planning, legacy planning, family wealth management strategies, and portfolio management services. Timothy is actively involved in his local community, serving as a board member of Anna Maria Island Rotary and volunteering as a youth football coach. He resides in Bradenton with his twin boys, Liam and Rory.

John Valencia is a financial advisor at LPL Financial in Ruskin, FL, holding a Series 66 designation with six years of industry experience. His prior roles include five years with Edward Jones and multiple positions in mortgage and financial services firms. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, and access to third-party asset management, supporting advisors with various tools and a broad platform of advisory and non-advisory financial services.