Morgan Furey is a financial advisor at Empower Advisory Group with one year of industry experience. He holds a Series 66 designation. Prior to joining Empower, he was associated with Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. from 2024 to 2026. 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 select retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Damien Jackson Jr. is a financial advisor at Mariner with a Series 66 designation and one year of industry experience. His prior roles include positions at Ameriprise and Florida State College at Jacksonville. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by both internal and third-party managers, and provides integrated tax, accounting, and financial wellness solutions.

William Geisdorf is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2021. His prior experience includes roles at Allegiant Private Advisors, Commonwealth Financial Network, and Ned Davis Research. He serves on the boards of First Tee Sarasota/Manatee and the Riverview High School Foundation, where he helps coordinate events and fundraising. Mariner Wealth Advisors serves a broad client base including individuals, pensions, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by an investment committee and integrates tax and accounting services alongside its portfolio management.

John Keenan is a CFP® and ChFC® with 32 years of industry experience. He is currently with Equity Services, Inc. and has previously worked with Prudential Insurance Company of America and its affiliated entities. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, combines long-term strategies with options for shorter-term trading, and utilizes third-party asset managers and model portfolios.

William Hahn is a financial advisor with TLG Advisors, Inc. based in Sarasota, FL, holding a Series 63 designation and 32 years of industry experience. His prior roles include positions at Interact Wealth Management and HN Wealth Management LLC. Outside of advisory work, he is an independent insurance agent specializing in life insurance, annuities, and long-term care products. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Ronald Bock is a financial advisor with Eagle Strategies (NY Life) based in Sarasota, FL, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked with NYLIFE Securities LLC and New York Life Insurance Company since 1996 and has operated Bock Financial Services since 2007. Eagle Strategies serves a diverse clientele, including individual investors, institutional sponsors, and retirement plans, providing financial planning, investment management, and advisory services mainly on a non-discretionary basis. The firm integrates insurance and annuity products into its offerings and emphasizes tailored recommendations for client and plan sponsor objectives.

Gardner Sherrill is a CFP® professional with 25 years of experience in the financial services industry. He is currently with Commonwealth Financial Network and leads Sherrill Wealth Management. His prior experience includes nine years at LPL Financial. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support including operations, trading, technology, and compliance. The firm offers multiple investment program structures and discretionary model portfolios managed by its Investment Management and Research team.

Jose Acosta is a financial advisor at TD Private Client Wealth LLC with 22 years of industry experience. He previously worked at Bank of America and Merrill from 2013 to 2025. Outside of his advisory role, he is involved in playing and teaching the tuba. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, offering portfolio management, financial planning, and custody services through affiliated and third-party managers.

Marc Wolff is a financial advisor with Beacon Pointe Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Southern Trust Financial Planning. Outside of his advisory work, he is involved in managing a financial firm operation and owns businesses related to fixed insurance sales. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-driven investment approach utilizing both active and passive strategies, proprietary due diligence processes, and sponsors multiple private funds as well as advising a registered interval fund.

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.

Nicolas Hernandez is a financial advisor at TD Private Client Wealth LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill for ten years. Outside of his advisory role, he is a co-owner of Sabor Supplements LLC, a protein supplement brand sold online. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, offering portfolio management, financial planning, and access to various investment products through a combination of strategic and tactical asset allocation.

Anthony Swart is a financial advisor with Benjamin F. Edwards & Company, Inc. in Sarasota, FL. He holds Series 63 and Series 65 designations and has 31 years of industry experience. Prior to joining Benjamin F. Edwards in 2018, he worked at SunTrust Advisory Services and Suntrust Securities, Inc. from 2004 to 2018. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension plans, charitable organizations, corporations, and institutions. The firm offers a variety of fee-based wrap programs, financial planning, and investment management services, utilizing both discretionary and non-discretionary strategies monitored by an Investment Strategy Committee.

Schemia Rowan is a financial advisor with CWM, LLC in Sarasota, FL. She holds the ChFC® designation and Series 63 and Series 66 licenses, and has 10 years of industry experience. Her prior work includes roles at Eagle Strategies, LLC, Nylife Securities, LLC, and New York Life Insurance Company. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages portfolios on a discretionary basis using model portfolios overseen by an in-house Investment Committee and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.

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.

Stephen Brown is a financial advisor at Integrity Alliance, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at Brokers International Financial Services and Nationwide Financial, including Nationwide Securities, Inc. He is also involved in insurance sales focused on fixed annuities. Integrity Alliance serves a diverse client base including individual investors, corporations, and qualified retirement plans. The firm operates a large network of over 300 independent advisors managing approximately $5.4 billion in client assets, offering portfolio management, financial planning, and a range of advisory and brokerage services.

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, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been associated with SunTrust Advisory Services and SunTrust Investment Services since 2012. Lebar serves as a board member and finance committee member for Resiliant Retreat, a nonprofit organization providing treatment for trauma victims. Truist Advisory Services offers investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes third-party platforms and AI-enabled research tools to support its investment approach.

Jacqueline Perez is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and seven years of industry experience. Her background includes roles at Wells Fargo Clearing, Cetera Investment Services, Regions Bank, and PNC Investments. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.