Jose Flores Jr. is a financial advisor with Edward Jones in Sarasota, FL, holding the CFP® and ChFC® designations. He has 21 years of industry experience, including 11 years with Edward Jones. He was previously the owner of JJMG ENTERPRISES L.L.C., a business involved in various lawful activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products through a large network of financial advisors and branch offices nationwide.

Jonathon Seaton is a financial advisor with OSAIC in Sarasota, FL, holding Series 63 and Series 66 designations and five years of industry experience. He has worked previously at FSC Securities Corporation and SPAN Digital. Outside of his advisory role, Seaton owns M-6 Technology, a consulting business focused on technology and software development. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with portfolio construction supported by asset-allocation tools and access to third-party money managers.

Katherine Johnson is a financial advisor with Morgan Stanley in Sarasota, FL, holding a Series 66 designation and 18 years of industry experience. She has worked with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Christine Levine is a financial advisor at Morgan Stanley with 27 years of industry experience. She previously worked at Janney Montgomery Scott from 2013 to 2024 before joining Morgan Stanley Smith Barney LLC. Levine holds Series 63 and Series 66 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Jack Heiss is a financial advisor at UBS Financial Services with 39 years of industry experience. He previously worked at Merrill and Bank of America N.A. He serves as President of the Board for the YMCA South Tampa and is a director of the Florida Securities Dealers Association. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings.

Daniel Burris is a financial advisor at Edward Jones in Venice, FL, holding a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2018 and has prior experience in retail and entertainment-related roles. Outside of his advisory career, Burris serves as president of a community outreach nonprofit. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including wrap fee strategies and separately managed accounts. The firm manages over $1 trillion in assets and operates a nationwide network of advisors and branch offices.

Benjamin Yzeiri is a financial advisor with Merrill in Sarasota, FL, holding a Series 66 designation and six years of industry experience. He has worked at Bank of America and Merrill since 2020. Outside of his advisory role, Yzeiri is the managing member of a family-owned restaurant business, where he provides accounting, marketing, and finance services, and serves as a board member for the University of Michigan Alumni Social Club. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, and institutions.

Jose Rivera is a financial advisor with UBS Financial Services in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with UBS Financial Services since 2009. Rivera has also participated as a speaker for the Hispanic Bar Association of New Jersey. UBS Financial Services serves individual, corporate, and institutional clients with a combination of brokerage and investment advisory offerings, including financial planning, portfolio management, and alternative products. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Jacqueline Kulle is a financial advisor with Raymond James & Associates in Sarasota, FL, holding Series 63 and Series 65 designations and three years of industry experience. Her previous roles include CEO and positions at Wealth Strategies Partners and Passage Global Capital Management. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research.

Christopher Mazza is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with various Wells Fargo entities since 2009. Mazza is involved in several related business activities, including ownership and agency roles in financial and insurance consulting firms in Florida. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning options, utilizing proprietary research and tools, and integrates advisory services with other financial products and referral channels.

Rylan Lanham is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its Private Bank since 2017. Prior to that, he was with FDX Capital LLC and Global Financial Private Capital, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and analyses such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and offers a broad range of retail and institutional financial services.

Robert Elkins is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC. Outside of his advisory role, he is a part owner of Allodex Systems LLC, a dental product manufacturer and distributor, and co-owns an airplane through N4421X LLC. 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 investment options that include insurance-related vehicles and bank deposit sweep programs.

Matthew Estrada is a financial advisor at Morgan Stanley with eight years of industry experience. He has worked at several firms, including Merrill, Raymond James & Associates, Keystone Management Group, and JPMorgan Chase. Outside of his advisory role, he volunteers as a DJ for Sarasota Christian School. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Leroy Vinson is a financial advisor with Wells Fargo Clearing in Sarasota, FL, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. He has worked with Wells Fargo Bank, N.A. since 2012 and with Wells Fargo Clearing since 2017. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics to inform its investment approach while providing both brokerage and advisory solutions.

Christine Drone is a CFP® with 22 years of industry experience. She is currently with RBC Capital Markets in Sarasota, FL, and has previously worked at City National Bank, Wells Fargo Clearing, and SunTrust Advisory Services. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a variety of advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers.

Jesse Perez is a financial advisor at Wells Fargo Advisors in Sarasota, FL, holding a Series 66 designation and bringing 13 years of industry experience. His prior work includes roles at UBS, Merrill, Bank of America, and Morgan Stanley. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. Advisors at the firm use proprietary research and planning tools to develop tailored recommendations, with clients choosing how to implement those recommendations through various brokerage or advisory programs.

George O'Brien Jr. is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 38 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and was previously with Citigroup Global Markets. Morgan Stanley Wealth Management serves both individuals and institutional clients, offering a broad range of advisory programs including tailored financial planning supported by firm-approved tools and investment committee analyses.

Joseph Hennessey is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017, following prior roles at J.P. Morgan Securities and JPMorgan Chase Bank. Outside of his advisory work, he serves on the investment committee for United Way Suncoast. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning solutions and manages approximately $2.74 trillion in client assets, utilizing structured planning tools and advisory services across a broad range of investment programs.

Kristina Doncheva Aldana is a financial advisor at Raymond James & Associates with six years of industry experience. She holds the Series 66 designation and has been with Raymond James Financial since 2019. Prior to her career in finance, she worked at Holiday Inn Lido Beach for over a decade. Raymond James & Associates, Inc. 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, institutional investors, and municipal entities, offering financial planning and investment consulting with a range of portfolio management styles supported by affiliated research and sub-advisers.

Jared Motzenbecker is a CFP® professional with 21 years of experience, currently affiliated with LPL Financial in Sarasota, FL. His prior experience includes roles at MFS Fund Distributors, Inc. and Gulfside Bank. He is involved in Forthright Financial Planning, LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing hundreds of billions in assets.