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.

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, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior roles include positions at SunTrust Advisory Services and Suntrust Securities, Inc. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations. The firm employs a range of model strategies and offers advisory programs with both discretionary and non-discretionary options, maintaining custody and clearance capabilities alongside a primary clearing relationship with Pershing.

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.

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.

John Merendino is a financial advisor with TD Private Client Wealth LLC in Sarasota, FL, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior roles include positions at Wells Fargo Clearing, PNC Investments, CUNA Mutual Group, Cetera Investment Services, Flushing Bank, Infinex Investments, and Capital One. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, utilizing portfolios that combine strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

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.

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 with four years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at UBS Financial Services and several other financial and sports-related organizations. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale 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 through both discretionary and non-discretionary portfolio management.

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 over 53 years of industry experience. He holds the ChFC® and Series 63 designations. His career includes roles at IFP Securities, LLC and LPL Financial Corporation. Independent Financial Partners serves a nationwide network of independent Investment Adviser Representatives, managing over $12.5 billion in assets. The firm offers investment advisory, financial planning, trust, and retirement-plan services with a decentralized advisory model and a notable focus on retirement-plan advisory and pension consulting.

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.

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.