Garth Case is a financial advisor at Edward Jones in Bradenton, FL, holding a Series 66 designation with six years of industry experience. His prior work includes roles at Conagra Brands, Inc., BlueForge LLC, and Uber. Outside of advising, he is a certified US Soccer Federation Grassroots Referee and operates Captain Garth Charters LLC, offering local boat charters as a Coast Guard certified captain. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory strategies and affiliated investment products supported by a large network of financial advisors and branch offices.

Bryan Lingle Jr. is a Series 66-licensed financial advisor with J.P. Morgan Securities, where he has worked for 10 years. He has 13 years of industry experience, including concurrent roles at JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Jason Kintner serves as a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to develop personalized wealth management strategies that align with their long-term financial goals. Drawing on the investment insights of Merrill and the banking solutions of Bank of America, he helps clients pursue their objectives through flexible financial planning tailored to evolving market conditions. Before joining Merrill Lynch Wealth Management in 2012, Jason was involved in founding and managing several businesses in the Los Angeles area. His experience as a business owner informs his passion for assisting business owners and individuals with concentrated wealth positions in integrating their personal and business financial benefits. He emphasizes understanding each client's unique situation and designing plans that account for investments, taxes, and legal considerations to optimize financial outcomes. Jason earned a Bachelor's degree in Biochemistry and Molecular Biology from the University of California at Berkeley. He holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Additionally, he participates in community volunteer activities consistent with Merrill’s tradition of local engagement.

Shelby Reeves is a Series 66 credentialed financial advisor with nine years of industry experience. He currently works at Fisher Investments and has held prior roles at firms including PGIM Investments, Prudential Investment Management Services, and Franklin Distributors. Fisher Investments provides discretionary portfolio management for a diverse client base including institutional and private investors, utilizing a centralized investment approach that combines quantitative and qualitative research to construct globally diversified portfolios.

Michael Mclaughlin is a CFP® and holds a Series 66 designation, with 14 years at Raymond James & Associates and a total of 10 years in the industry. He is based in St. Petersburg, FL. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension and profit-sharing plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Harvey Goldberg is a financial advisor at OSAIC with 40 years of industry experience. He holds the Series 63 designation and has worked at Lincoln Financial Securities Corporation and Century Financial Services. Goldberg is also an insurance agent offering various insurance products, including accident, health, disability, fixed insurance, and life insurance. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and multiple advisory platforms to manage a range of investment portfolios.

Jonathan Palmer is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 15 years of industry experience. He has worked at Raymond James since 2018 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. He is a partner in Salmon Bay Capital Advisors LLC, a business established in 2024. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and public entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Sejla Hadziabdic is a Financial Advisor with Merrill Lynch Wealth Management. She specializes in family wealth management strategies, personal retirement planning, portfolio management services, and retirement income. Sejla works closely with clients to develop personalized wealth management strategies that align with their life priorities and financial goals, providing access to Merrill's investment insights and the banking and lending solutions of Bank of America. Sejla holds the Accredited Asset Management Specialist (AAMS) and Personal Investment Advisor (PIA) designations. She earned a bachelor's degree in Business Administration from SUNY. In addition to her professional responsibilities, Sejla volunteers with community organizations, reflecting her commitment to serving the communities Merrill supports. Her personal interests include soccer, tennis, and traveling.

Michele Samuels El Amrani is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 21 years of industry experience. She has worked with Primerica in various capacities since 2002 and is also associated with Ashton Animal Clinic. She receives compensation for sales of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and supports execution and custody through BNY Mellon Advisors and Pershing.

Alan Hughes is a financial professional at Cetera with 41 years of industry experience. He holds a Series 63 designation and has worked previously at LPL Financial LLC and Guided Financial Strategies, LLC. Hughes serves as president of Special Friends Charities, Inc., a nonprofit organization. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services under discretionary and non-discretionary authorities.

Tyler Stephen is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cetera, Regions Bank, Bank of America, Merrill, LPL Financial, and Fifth Third Securities. He is based in Bradenton, FL. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related investment vehicles alongside traditional offerings.

Katie Mcpartland is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. She has been associated with Wells Fargo Bank, N.A. since 2012 and previously worked with WELLS FARGO Advisors, LLC from 2012 to 2016. Outside of her advisory role, she is a co-owner of a pressure washing business based in Bradenton, Florida. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Corey Sherk is a CFP® with 20 years of industry experience and has been with Edward Jones since 2007. He is based in Bradenton, FL. Outside of his advisory role, he manages residential rental properties locally. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors. The firm offers a range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Thomas Temeyer is a financial advisor with Ameriprise in St. Petersburg, FL, holding Series 63 and Series 65 designations and possessing 31 years of industry experience. His prior roles include nearly two decades at Franklin Templeton Financial Services Corp. and Franklin Templeton Distributors, Inc. Outside of his advisory work, he serves as 2nd Vice President on the Board of Directors for Rummells Farms Inc., where he is involved in buy-sell decisions and farm management. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering specialized retirement income planning through a centralized service team that provides written Recommendation Reports and ongoing advice focused on income reliability and tax-aware withdrawal strategies.

Kimberly Heffernan is a financial advisor with LPL Financial in Lakewood Ranch, FL, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. She previously worked at JP Morgan Securities LLC for nine years and was involved with Roll Tide Properties, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and diversified investment strategies.

Emma Lee Holmes is a financial advisor with Morgan Stanley in Bradenton, FL, holding a Series 66 designation and two years of industry experience. Before joining Morgan Stanley in 2023, she worked at Galati Yacht Sales from 2021 to 2023 and Bellabrava from 2020 to 2021. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Maria Bonino Houserman is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 26 years of industry experience. She has been with LPL Financial since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.

Timothy Parker is a financial advisor at Fidelity with 19 years of industry experience. He has previously worked at J.P. Morgan Securities, Merrill, and Bank of America. Outside of his advisory role, he is a sole proprietor of Parker Media Group LLC, focusing on content creation, and serves on the corporate board of Big Brothers Big Sisters of The Sun Coast. Fidelity, through its Strategic Advisers LLC division, provides investment management and advisory services to a broad client base including retail and institutional investors, offering discretionary and non-discretionary portfolio management with an investment process that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

Ellen Cycotte is a financial advisor at Merrill with a Series 66 designation and 19 years of industry experience. She has been with Merrill since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Charles Polis is a Senior Consultant with Merrill Lynch Wealth Management. He joined the firm in 1998 and is a partner in the Polis Jerome Group. Mr. Polis holds a Bachelor of Arts degree in Marketing from the University of South Florida and a Master of Business Administration degree from Webster University. He has earned the Certified Investment Management Analyst® designation awarded by the Investments & Wealth Institute™ and has completed certification programs in Investment Strategist, Endowments and Foundations, and Alternative Investments at the Wharton School of the University of Pennsylvania. Additionally, he holds the Personal Investment Advisor (PIA) professional designation. Outside of his professional role, Charles Polis enjoys fishing, running, and spending time with his family.