David Berretta is a financial advisor with Janney Montgomery Scott, holding a Series 66 credential and bringing 25 years of industry experience. He has been with Janney Montgomery Scott and its predecessor firm since 2016. Outside of his advisory role, he is the owner of David Berretta LLC in Venice, FL. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Minka Muka is a financial advisor at Lincoln Investment with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked with firms including Capital Analysts, Western & Southern Life, and Peoples Bank. In addition to her advisory role, she is a licensed Realtor assisting clients with buying and selling homes in the Sarasota, FL area. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base, including individual investors, high-net-worth clients, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management through model portfolios and third-party managers, and operates with a strong in-house investment research team supporting advisor-led client relationships.

Kenneth Crowley is a CFP® professional with 26 years of experience in the financial services industry. He is currently with Rockefeller Financial LLC and has previously worked at Bank of America and Merrill Lynch. He is also a licensed insurance agent with RCM Insurance Services LLC, an affiliate of his firm. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations, offering a range of portfolio management, financial planning, and consulting services. The firm operates both as an investment adviser and a registered broker-dealer, providing clients with access to multiple investment solutions including discretionary and non-discretionary management, alternative investments, and integrated trust and insurance services.

Mark Zapotosky is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 65 and Series 63 licenses and has six years of industry experience. His prior firms include Raymond James and Associates and Charles Schwab & Co. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a large network of representatives, utilizing both in-house and external strategists with a mix of discretionary and non-discretionary account management.

Augustine Hong is a financial advisor at Hightower Advisors with Series 63 and Series 65 licenses and two years of industry experience. He previously worked at Purshe Kaplan Sterling Investments and Alexandria Capital LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers with a range of investment vehicles and proprietary research.

Rochelle Cairo is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. She has been with Truist Advisory Services since 2016 and with Truist Investment Services since 2014. 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 a manager-selection program that utilizes both discretionary and non-discretionary approaches supported by third-party platform arrangements.

Daniel Hughes is a financial advisor with NewEdge Advisors in Sarasota, FL, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones for six years and has been with NewEdge Advisors and LPL Financial since 2023. Hughes has additional experience outside the advisory industry, including a role with Starry Night Christmas Lights in 2016. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers comprehensive portfolio management and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Angela Peterson is a financial advisor at Raymond James Financial with 22 years of industry experience. She holds Series 63 and Series 65 designations and has been with Raymond James since 2009. Peterson was previously affiliated with Greek Gates LLC for one year. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique municipal advisor affiliation.

Peter Hart is a financial advisor with Wells Fargo Clearing in Sarasota, FL, holding Series 63 and Series 65 credentials and possessing 54 years of industry experience. He previously worked at Prudential Equity Group, LLC for 13 years before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Trent Nelson is a financial advisor at RBC Capital Markets with 24 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Merrill and Bank of America. Outside of advising, he is involved in managing a real estate holding company, overseeing maintenance activities. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple wrap fee advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Sylvia Dyga is a financial advisor at Charles Schwab with a Series 66 designation and experience that includes roles at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. She also has a background in education through positions at the Leeds School of Business. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a blend of advisory, brokerage, custody, and financial planning services. The firm uses a primarily non-discretionary client relationship model complemented by access to discretionary separately managed accounts and employs multi-asset model portfolios with strategic asset allocation.

Chrystin Brackett is a financial advisor at Fidelity with 12 years of industry experience. Her prior roles include positions at Bank of America, Merrill, and Metlife Securities. Outside of her advisory work, she is the owner and creator of Mind of a Mermaid Creations, a business selling handmade seashell crafts and producing seashell-related content on social media. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Jarrod Dehn is a financial advisor at Fisher Investments with Series 65 and Series 66 licenses and four years of industry experience. He previously worked at Edward Jones for one year before joining Fisher Investments in 2016. Fisher Investments serves institutional and private clients globally, including pension plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process that integrates quantitative and qualitative research and uses tax-aware and defensive strategies to manage risk and portfolio positioning.

Anna Wustin is a financial advisor at LPL Enterprise with two years of industry experience. She holds the Series 66 designation and has prior work history at Pruco Securities LLC and The Prudential Insurance Company of America, where she also serves as a Sales Support Specialist. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach using portfolios developed by internal and third-party strategists and offers financial planning, access to third-party asset managers, and a wrap program.

Richard Stern is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He worked at Robert W. Baird & Co. Inc. from 2009 to 2021 before joining Raymond James in 2021. Stern also produces a nightly business report as a business commentator. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, supported by a nationwide adviser network and extensive research and portfolio management resources.

Timothy Keegan is a financial advisor based in Sarasota, FL, affiliated with Morgan Stanley. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Since 2009, he has worked with Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides investment advisory and brokerage services to both individuals and institutional clients, offering financial planning and wealth management solutions supported by structured planning tools and broad market capabilities.

Andrea Stephenson is a financial advisor with Charles Schwab in Sarasota, FL, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has worked with Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc. since 2005 and spent time at Amsouth Investment Management Company LLC earlier in her career. She serves as a director for Serenity Creek HOA, a nonprofit charitable organization. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment services with a multi-asset, model-driven approach and centralized operational infrastructure.

Robin Price is a financial advisor with Mass Mutual Investors Services in Bradenton, FL, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and previously spent 23 years at Metlife Securities Inc. Price is also licensed as an agent in life insurance, property/casualty, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring client relationships as ongoing, collaborative engagements using firm-approved analytical tools.

John Nelson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on serving the wealth management needs of successful entrepreneurs and medical professionals and their families. John works closely with this select clientele to personally understand their financial goals and assist them in making work optional while preserving their lifestyle for future generations. He also helps clients navigate various financial transitions and has a special interest in supporting veterans and those in the medical profession. John has been in the financial services industry since 1985 and joined Merrill Lynch in 2011. His experience includes nearly two decades in senior leadership roles involving branch management, supervision of billions in client assets, and coaching financial advisors to improve client service. This extensive background has enabled him to develop a defined consulting process to help clients make informed financial decisions. He holds a Bachelor’s Degree from Franklin & Marshall College and several professional certifications, including Certified Private Wealth Advisor (CPWA), Certified 401(k) Professional (CKP), Certified Plan Fiduciary Advisor (CPFA), Certified Exit Planning Advisor (CEPA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of work, John is involved in community organizations such as the Boy Scouts of America Jersey Shore Council and the Night Stalkers Foundation, and participates in philanthropic efforts supporting military families, medical research, and community aid.

Anthony Riker is a financial advisor at Morgan Stanley in Sarasota, FL, holding a Series 66 designation with five years of industry experience. His work history includes roles at Morgan Stanley Private Bank, N.A. since 2022 and Morgan Stanley since 2019, as well as earlier experience outside finance. Morgan Stanley Wealth Management serves individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides financial planning services that emphasize advisory capacity without individual security recommendations.