Warren Strauss is a financial advisor at LPL Financial with 44 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Ameriprise Financial Services and Oppenheimer. Outside of his advisory role, he is the owner of Assertive Firearms Team Training, where he serves as a firearms instructor in Bradenton, Florida. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment services delivered through a large network of advisers utilizing diverse strategies and supported by advanced operational tools.

Ricardo Rivera is a financial advisor at Merrill with a Series 66 designation and seven years of industry experience. He has worked at Bank of America and Merrill since 2015. 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 developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Katie Reuter is a financial advisor with Edward Jones in St. Petersburg, FL, holding a Series 66 license and two years of industry experience. She has operated a coaching business, One Step Media DBA Kate Reuter Coaching, since 2018, providing virtual life and mindset coaching based on a Human Design assessment approach. Prior to joining Edward Jones, she held roles in hospitality and the music industry. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm is notable for its large nationwide advisor network and affiliated capabilities, including trust services and proprietary mutual funds.

Benjamin Bayly is a financial advisor with Raymond James & Associates, holding the ChFC® and Series 66 designations and bringing 22 years of industry experience. Prior to joining Raymond James in 2023, he worked at Wells Fargo Clearing for seven years. He serves as Treasurer for the St Raphael Catholic School Home and School Association, where he organizes and prepares financial statements. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, and charitable organizations, providing financial planning, non-discretionary investment consulting, municipal advisory services, and an extensive range of portfolio management options supported by affiliated research and model managers.

Daniel Gilmore is a financial advisor with Raymond James Financial in Bradenton, FL, holding a Series 63 designation and bringing 33 years of industry experience. He has been with Raymond James Financial and its affiliate since 1999. Outside of advising, he is the CEO of Gilmore Family Investments, LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients, utilizing analytical tools and risk profiling to tailor non-discretionary planning and investment recommendations. The firm supports a large network of advisors and maintains specialized programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Peter Pastman is a CFP®-certified financial advisor with 16 years of industry experience. He currently serves at LPL Financial and is the owner of Keystone Financial Planning, LLC. His prior experience includes roles at Commonwealth Financial Network, Raymond James Financial Services Advisors, and Goodrich Wealth Planning. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by extensive operational and research tools.

Stephen Jerome is a Wealth Management Advisor and partner in the Polis Jerome Group at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2004 and holds the CERTIFIED FINANCIAL PLANNER™ (CFP) certification, which he earned in 2006. Mr. Jerome’s expertise includes college education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and retirement income. Before joining Merrill Lynch, he owned a marketing business in the Atlanta, Georgia area for six years. Stephen earned a Bachelor of Science degree in Business Administration with a concentration in Finance from Samford University. He resides in Bradenton with his wife, Jennifer, and their three daughters. Outside of work, he enjoys golfing, traveling, and spending time with his family.

Jamie Shapiro is a Series 66-licensed financial advisor with Morgan Stanley in Bradenton, FL, having 24 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is a co-owner of JMS of Sarasota, LLC, which operates Animal Crackers Pets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools.

Sarah Stephenson is a financial advisor at Cetera with nine years of industry experience. She holds the Series 66 designation and has previously worked at Raymond James and McKinsey and Company. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets across more than 10,000 advisors.

Jeffrey Alexander is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 63 registration, and has 53 years of industry experience. His career includes roles at LPL Financial, The Investment Center, Inc., Royal Alliance Associates, Inc., and he has operated Alexander Financial for over 25 years. He is involved in community service as a board member of the Washington Community Foundation and serves as president of the Washington Township United Fund. Cambridge Investment Research Advisors serves a diverse client base, including individual, pension, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platform options.

Clive Buchan is a financial advisor with RBC Capital Markets and holds Series 63 and Series 65 licenses. He has 29 years of industry experience, having also worked at City National Bank and Wells Fargo Clearing. He serves as a committee member for the Village of Paradise HOA in Treasure Island, FL. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations, offering personalized advisory programs with discretionary and non-discretionary portfolio management supported by both in-house and third-party investment managers.

Mackenzie Draganchuk is a financial advisor at UBS Financial Services with four years of industry experience. She holds the Series 66 designation and has worked at UBS since 2019. Outside of her advisory role, she manages social media for Chiavetta's Catering Company, assisting with customer engagement and online presence. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client solutions.

Barbara Phethean is a financial advisor at Fidelity with 36 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior work includes roles at RBC Capital Markets, RBC Wealth, AXA Advisors, and Equitable Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios, and it holds distinctive registrations and advisory roles uncommon among large institutional peers.

Alexander Garner is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 10 years of industry experience. He has worked with several firms, including First Command Advisory Services and Cetera Advisor Networks, prior to joining Cambridge Investment Research Advisors in 2020. Outside of his advisory work, Garner is involved as a part-time teacher in Manatee County and serves as a board member of the Florida Institute for Saltwater Heritage, an environmental organization. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm employs multiple platforms and proprietary model strategies, supporting both discretionary and non-discretionary management.

Marc Walker is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 44 years of industry experience. His career includes roles at Longview Wealth Advisors, Thomas Berry, and Waddell & Reed, Inc. Outside of advising, he has been involved in voiceover work through Marc Walker Voiceovers. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms.

Felipe Machado is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in working with athletes, families, and business owners to develop personalized wealth management strategies. His approach focuses on creating solutions tailored to clients’ risk tolerance, time horizon, liquidity needs, and investment goals, helping them achieve financial stability and long-term objectives. Felipe joined Merrill Lynch Wealth Management in early 2020 and holds FINRA Series 7 and Series 66 registrations. Felipe earned both his Bachelor of Arts in Business Administration and Master of Science in Business Analytics from Lincoln Memorial University. Before pursuing higher education, he played professional soccer in Brazil with Botafogo Futebol SA and continued his soccer career while attending university in the United States. He holds professional designations including Accredited Wealth Management Advisor (AWMA), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Felipe is fluent in English, Portuguese, and Spanish. Outside of his professional role, Felipe is involved with the St. Pete Raiders community. He enjoys basketball, running marathons, soccer, surfing, reading, and spending quality time with his wife and their three Australian Shepherds.

Michael Conway is a CFP® professional with 43 years of industry experience, currently affiliated with Cetera. His career includes roles at Commonwealth Financial Network, Black Diamond Custom Wealth Management, and Lincoln Financial Securities Corporation. He has also operated Conway Financial Services since 1978. Outside of advisory work, he is involved in fixed insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various investment strategies and third-party managers.

Susan Fritsch is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016 and Ameriprise from 2005 to 2010. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad planning menu and uses proprietary research and tools to develop tailored recommendations delivered through meetings and client summary letters.

Jonathan Schaechter is a CFP®-certified financial advisor with 35 years of industry experience, currently affiliated with Morgan Stanley in Bradenton, FL. He has been with Morgan Stanley and its Private Bank since 2017, following over two decades at Mercer Allied Company, L.P., and a long tenure at The Ayco Corporation. He serves on the selection committee for the University of Maryland Incentive Awards Program, helping determine scholarship recipients. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, combining tailored financial planning with various investment strategies and extensive resources. The firm manages approximately $2.74 trillion in client assets and offers comprehensive planning supported by proprietary tools and analyses.

Reese Vita is a financial advisor at Morgan Stanley in Bradenton, FL, holding a Series 66 designation with seven years of industry experience. Prior to joining Morgan Stanley, he worked at SkyBridge Capital and Furman University. He has been with Morgan Stanley since 2019, including a role at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm-approved tools to model outcomes, serving a broad range of clients with both retail and institutional offerings.