Conor Gold is a financial advisor at Steward Partners Investment Advisory, LLC with one year of industry experience. He holds a Series 66 designation and has worked in various roles including positions within government offices and retail prior to joining the financial services industry. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of advisory and managed account services with both discretionary and non-discretionary portfolio management options.

Gregory Misko is a CFP® with 20 years of experience in the financial services industry. He is currently an advisor with Truist Advisory Services, where he has worked since 2021, including time associated with Truist Investment Services and prior firms such as SunTrust and BB&T. Outside of his advisory role, he owns and maintains rental properties in Sarasota, FL, and Ocean City, MD. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of solutions including asset allocation, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches supported by AI-enabled research and integrated inter-affiliate services.

Matthew Petersen is a financial advisor at Fifth Third Securities, Inc. in Sarasota, FL, with eight years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Fifth Third Securities and Fifth Third Bank in 2026, he worked at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., The Vanguard Group, and several other firms. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage services. The firm offers multiple program types on the Passageway Managed Account platform, including mutual fund, ETF, SMA, and direct-indexing strategies, and operates as a wholly owned subsidiary of Fifth Third Bank.

Curtis Eskew Jr. is a financial advisor with Eagle Strategies (NY Life) based in Sarasota, FL, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. He has worked with Mahoney Financial Organization, Eskew Financial Group, Nylife Securities Inc., and New York Life Insurance Co. since 1978. Outside of his advisory role, he is a board member of A Bond of Love Adoption Agency, Inc. and the Old Miakka Community Cemetery, Inc., and performs as a member of the rock band Constant Vigil. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations across various program types, managing the majority of assets on a non-discretionary basis and maintaining fiduciary responsibilities for retirement investors.

Christopher Morris is a CFP® professional with nine years of experience in financial advising. He is currently with Cetera Planning Partners and has previously worked at Avantax Planning Partners, Purshe Kaplan Sterling Investments, HBKS Wealth Advisors, and other firms. In addition to his advisory role, he serves as a Tax & Advisory Manager at CS&L CPAs, providing accounting, tax, and consulting services. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm offers investment management and comprehensive financial planning, including Social Security optimization and estate planning, with an investment approach centered on diversified allocations matched to clients’ objectives and risk tolerance.

Glenn Hamler is a financial advisor with Janney Montgomery Scott in Sarasota, FL, holding Series 63 and Series 65 credentials and 38 years of industry experience. He previously worked at UBS Financial Services Inc. for 12 years before joining Janney Montgomery Scott in 2022. Outside of his advisory role, he serves as president of Bacon and Hinley Home, a senior living facility in New London, CT. 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 including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Willard Foley III is a financial advisor with &Partners, holding a Series 63 designation and bringing 41 years of industry experience. He previously worked at Wells Fargo Clearing for eight years before joining &Partners in 2024. Outside of finance, he serves as an executive producer for Four Eighteen Films LLC, a film production company. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and retirement plan consulting, utilizing a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts.

Seth Arndt is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked with both firms since 2014 in various capacities. His other business activities include managing Empower Financial LLC, which focuses on accounting, tax, and marketing support. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and investment management solutions, combining advisor-led discretionary management with model-based strategies delivered through proprietary and third-party platforms.

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.

David Glickman is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and bringing nine years of industry experience. He has worked with TD Bank, N.A. and TD Private Client Wealth LLC since 2015. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm uses a combination of strategic and tactical asset allocation with investments from affiliated and third-party managers, offering portfolio management, financial planning support, and custody services through third-party custodians.

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.

Cameron Angeloni is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 17 years of industry experience. His previous roles include positions at TD Ameritrade and Fidelity Investments. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, utilizing a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction.

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.