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.

Vito Tango is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Ten-Sixty Asset Management. 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 with brokerage, financial planning, and advisory services, utilizing a combination of in-house and third-party portfolio management across multiple programs.

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 65 and Series 63 licenses and bringing 17 years of industry experience. He has worked with Guardian Life and its subsidiaries as well as Park Avenue Securities since 2014. Outside of advisory work, he is involved with Empower Financial LLC, a management entity supporting accounting, tax, and marketing functions. Park Avenue Securities LLC, part of Guardian Life, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies, providing tailored financial planning, ongoing consulting, and access to proprietary and third-party investment solutions.

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.

Kenneth Crowley is a CFP® professional with 26 years of experience in the financial services industry. He is currently with Rockefeller Financial LLC and has previously worked at Bank of America and Merrill Lynch. He is also a licensed insurance agent with RCM Insurance Services LLC, an affiliate of his firm. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations, offering a range of portfolio management, financial planning, and consulting services. The firm operates both as an investment adviser and a registered broker-dealer, providing clients with access to multiple investment solutions including discretionary and non-discretionary management, alternative investments, and integrated trust and insurance services.

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 with Hightower Advisors holding Series 65 and Series 63 licenses and two years of industry experience. He has worked at Hightower since 2021 and previously spent eight years at Purshe Kaplan Sterling Investments and eleven years at Alexandria Capital LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of clients, including individual and institutional investors. The firm emphasizes multi-manager solutions and manager selection, offering discretionary and non-discretionary portfolio management, financial planning, and retirement consulting through a network of advisor practices.

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.

Trent Nelson is a financial advisor at RBC Capital Markets with 24 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Merrill and Bank of America. Outside of advising, he is involved in managing a real estate holding company, overseeing maintenance activities. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple wrap fee advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

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 with Fisher Investments, holding Series 65 and Series 66 designations and four years of industry experience. He previously worked at Edward Jones for one year before joining Fisher Investments, where he has been employed since 2016. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management across equity, fixed-income, and blended mandates, employing a centralized investment approach that combines quantitative screening and qualitative research to construct diversified portfolios.

Anna Wustin is a financial advisor at LPL Enterprise with two years of industry experience. She holds the Series 66 designation and has prior work history at Pruco Securities LLC and The Prudential Insurance Company of America, where she also serves as a Sales Support Specialist. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach using portfolios developed by internal and third-party strategists and offers financial planning, access to third-party asset managers, and a wrap program.

Richard Stern is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He worked at Robert W. Baird & Co. Inc. from 2009 to 2021 before joining Raymond James in 2021. Stern also produces a nightly business report as a business commentator. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, supported by a nationwide adviser network and extensive research and portfolio management resources.