Martin Kossoff is a financial advisor with Mariner, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include 15 years at Commonwealth Financial Network and a year at Allegiant Private Advisors before joining Mariner in 2021. Outside of his advisory work, he serves as treasurer of a nonprofit organization, Dear Ocean, and is president of a homeowners association in Kailua-Kona, Hawaii. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios with a mix of in-house research and third-party managers, and is notable for its integrated tax and accounting capabilities alongside traditional asset management.

Anthony Swart is a financial advisor with Benjamin F. Edwards & Company, Inc. in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior positions include roles at SunTrust Advisory Services, Suntrust Securities, Inc., and UBS Financial Services. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of services including advisory programs, financial planning, retirement and investment management consulting, brokerage, insurance products, and M&A advisory services.

Schemia Rowan is a financial advisor with Carson Wealth holding the ChFC® designation and Series 63 and 66 licenses. She has 10 years of industry experience, including roles at New York Life Insurance Company and related firms, as well as Eagle Strategies, LLC. Rowan is currently affiliated with SRQ Wealth and CWM, LLC. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, annuity sub-account management, and retirement plan services, with an investment approach overseen by an Investment Committee that uses fundamental and technical analysis to construct and monitor portfolios.

Suzanne Matheson is a Series 66 credentialed advisor with 13 years of industry experience, currently with TD Private Client Wealth LLC in Sarasota, FL. She has worked at TD Private Client Wealth LLC and TD Bank, N.A. since 2011. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients, offering portfolio management, financial planning support, and custody through third-party custodians. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

William Cairo is a financial advisor at Truist Advisory Services with 10 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining Truist Advisory Services and Truist Investment Services in 2024, he worked at Bank of America for 17 years. 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 manager‑selection programs that utilize both discretionary and non‑discretionary approaches supported by third‑party platforms and AI-enabled research tools.

Luke Nicholas is a CFP® and CFA® with nine years of industry experience, currently serving as a financial advisor at Mariner since 2021. His prior experience includes roles at Allegiant Private Advisors and Commonwealth Financial Network. He serves on the Gulf Coast advisory board of the Make-A-Wish Foundation of South Florida. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with a notable emphasis on integrated tax and accounting services and operational CFO capabilities.

Matthew Jimenez is a financial advisor at TD Private Client Wealth LLC with nine years of industry experience. He holds the Series 66 designation and has worked at firms including TD Bank N.A., Morgan Stanley, Royal Alliance Associates, and LPL Financial. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm combines strategic and tactical asset allocation through portfolios that include both affiliated and third-party sub-managers, offering ongoing portfolio management, financial planning support, and custody via third-party custodians.

Deborah Baldyga is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. She has worked at Commonwealth Equity Services, Inc. since 1999 and is a co-owner of WealthPort, LLC, where she is involved in fixed insurance sales. Commonwealth Financial Network supports a national network of approximately 2,950 advisors, providing advisory programs, technology, and operational support while offering a variety of investment and insurance products through discretionary and non-discretionary portfolio management options.

Gregory Lebar is a financial advisor with Truist Advisory Services in Sarasota, FL, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His prior work includes roles at SunTrust Advisory Services, Suntrust Investment Services, Inc., and Wells Fargo Clearing. He serves as a board member and finance committee member for Resiliant Retreat, a nonprofit organization offering treatment for trauma victims. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by advanced research tools and inter-affiliate integration.

Karin Grablin is a CFP® and Series 66 credentialed financial advisor with 26 years of industry experience. She is currently with Carson Wealth, where she has worked since 2019, following prior roles at Cetera Advisor Networks LLC, SRQ Wealth Advisory, and LPL Financial. Grablin serves as a mentor for the nonprofit Take Stock in Children and is a board member and treasurer of the International Women's Forum of the Florida Suncoast. Carson Wealth is an enterprise advisory firm managing approximately $50.6 billion across a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and specialized solutions including custom indexing and access to alternative investments, serving corporate, institutional, and high-net-worth clients.

Christopher Bostick is a financial advisor with Steward Partners Investment Advisory, LLC in Sarasota, FL. He holds Series 65 and Series 63 licenses and has five years of industry experience. Prior to joining Steward Partners, he worked at UBS Financial Services for three years and has experience with several firms including Crux Wealth Advisors and HD Money, Inc. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a broad client base including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account services.

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.

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.

Leon Loewenstine is a financial advisor at Mariner with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Riverpoint Capital Management and DWS Investment Management Americas. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm uses discretionary, customized portfolios supported by both internal research and third-party managers, with offerings that include equity, fixed income, alternatives, and digital assets, as well as integrated tax and accounting services.

Ricky Smith is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at TD Bank, N.A. and TD Private Client Wealth LLC since 2012. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm employs a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering portfolio management, financial planning support, and custody services.

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.