Karin Grablin is a CFP® and Series 66-licensed financial advisor with 25 years of industry experience. She is currently with CWM, LLC and has held positions at Cetera Advisor Networks LLC, SRQ Wealth Advisory, SRQ Wealth Management, and LPL Financial. Outside of her advisory work, she serves as a mentor for the nonprofit Take Stock in Children and is a board member and treasurer for the International Women's Forum of the Florida Suncoast. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm employs a discretionary management approach using model portfolios overseen by an internal Investment Committee and offers a range of portfolio management, financial planning, and retirement-plan services.

Christopher Bostick is a financial advisor at Steward Partners Investment Advisory, LLC in Sarasota, FL, holding his Series 65 and Series 63 credentials with five years of industry experience. His prior work includes roles at UBS Financial Services and several wealth advisory firms. Outside of his advisory work, he and his wife are involved in managing rental real estate properties. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, and charitable organizations, offering a range of portfolio management and financial planning services through both proprietary and third-party solutions.

Joshua Juell is a financial advisor with FIFTH THIRD SECURITIES, Inc. He holds the Series 65 and Series 63 licenses and has three years of industry experience. Prior to his current role, he has been associated with Fifth Third Bank since 2016. Outside of his advisory work, he is involved in timeshare rental ownership and conducts occasional odd-lot resales on eBay. FIFTH THIRD SECURITIES, Inc. serves a diverse clientele including individuals, high-net-worth clients, institutions, corporations, trusts, and retirement accounts through both advisory and brokerage services. The firm offers a range of investment programs on the Passageway Managed Account platform, combining third-party portfolio management with advisor guidance, and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

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 credentials and bringing 34 years of industry experience. His previous roles include positions at Cetera Advisor Networks LLC and Girard Securities Inc. He also operates Gleason Financial as a marketing DBA. Independent Financial Group is a large, integrated advisory and brokerage firm serving individuals, trusts, corporations, and plan sponsors, offering a range of investment advisory programs and financial planning services. The firm combines in-house and third-party model portfolios and operates as both a registered investment adviser and an active broker-dealer.

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.

Kevin Smith is a financial advisor at Transamerica Retirement Advisors, LLC with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has been with the Transamerica organization since 2012, including roles at Transamerica Investors Securities Corporation and Transamerica Retirement Solutions. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing managed portfolio advice and investment education through multiple programs. The firm utilizes Morningstar Investment Management for portfolio construction and oversight and operates on a large scale, focusing primarily on non-discretionary assets rather than high-net-worth or corporate clients.

Leon Loewenstine is a financial advisor at Mariner with 25 years of industry experience and holds Series 63 and Series 65 designations. He has worked at Mariner since 2018 and previously spent six years with Riverpoint Capital Management, LLC. Mariner serves a wide range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds through investment management, financial planning, and retirement plan consulting. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers and offers integrated tax services, Core Family Office support, and employer financial wellness tools.

Paul Soto Mendoza is a financial advisor at TD Private Client Wealth LLC with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Bank of America, Merrill, J.P. Morgan Securities, and U.S. Bancorp Investments. Outside finance, he owns a steel and metal subcontracting business managed by his family. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, offering access to diversified portfolios through affiliated and third-party managers.

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.

Kandi Lynn is a financial advisor with TD Private Client Wealth LLC based in Sarasota, FL, holding a Series 66 designation and eight years of industry experience. She has worked at Merrill and Bank of America, N.A. prior to her current role at TD Private Client Wealth LLC and TD Bank N.A. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm uses a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers and provides services including portfolio management, financial planning support, and custody through third-party custodians.

Michelle Cross is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2021. Her prior roles include positions at Allegiant Private Advisors, Commonwealth Financial Network, and H. Beck, Inc., along with experience running her own insurance business. She serves as Treasurer for the Southwest Florida Estate Planning Council, a nonprofit board position she began in 2025. Mariner Wealth Advisors serves a diverse client base ranging from individuals and high-net-worth households to pension plans, trusts, and charitable organizations. The firm offers customized discretionary portfolios supported by internal and third-party management, with a notable integration of tax and accounting services as well as specialized family office and employer financial wellness tools.

Judith Mellett is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with SunTrust Advisory Services since 2016 and with SunTrust Investment Services, Inc. since 2012. 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 a manager-selection program that combines discretionary and non-discretionary approaches, supplemented by AI-enabled research and inter-affiliate integrations.

Michael Gross is a financial advisor at Janney Montgomery Scott with 11 years of industry experience. He holds Series 66 and Series 63 designations. His prior work includes roles at Toby Richey & Associates, Bank of America, Merrill, PNC Investments, TD Ameritrade, Charles Schwab, First Citizens Investor Services, and Scottrade. Janney Montgomery Scott 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, offering brokerage services, financial planning, consulting, and multiple advisory programs through a combination of in-house and third-party portfolio management.

Blaine Laverick is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and possessing 40 years of industry experience. His career includes long-term tenure at Principal Life Insurance Co and Principal Securities Inc. He is based in Bradenton, FL. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Orion Marx is a financial advisor with Mariner Wealth Advisors, holding CFP® and ChFC® designations and over 31 years of industry experience. He previously spent 29 years at Lincoln Financial Advisors Corporation and has been with Mariner since 2024. Marx serves as a committee member for the Fanconi Cancer Foundation in Sarasota, FL, where he participates in fundraising activities. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement consulting. The firm combines in-house research with third-party managers across a range of strategies and provides integrated tax, accounting, and family office services.

Randy Aranowitz is a financial advisor with GWN Securities Inc., holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. He has worked with GWN Securities since 2004 and has also been associated with Kades Margolis Corp. since 1990. Outside of his advisory role, he is licensed to market and sell various types of insurance. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm supports a large network of advisors and offers a range of managed-account programs that include both traditional asset-allocation and legacy market-timing strategies.

James Mcclellan Jr. is a financial advisor with Truist Advisory Services, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. He has worked at SunTrust Investment Services and SunTrust Advisory Services since 2019 and previously spent three years with Wells Fargo Clearing and one year with Wells Fargo Advisors. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, and a manager-selection program, implementing advice through both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

David Keel is a financial advisor at Wealth Enhancement Advisory Services, LLC with 36 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Wealth Enhancement Advisory Services in 2022, he worked at Breiter Capital Management, Inc. and Managed Account Services, LLC. Outside of his advisory work, he is involved in private lending to real estate investors through DCK Financial. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting with an investment approach combining passive and active strategies guided by an internal Investment Committee.