James Mcclellan Jr. is a financial advisor with Truist Advisory Services, holding Series 63, Series 65, and Series 66 credentials and 34 years of industry experience. His career includes positions at Wells Fargo Advisors, Merrill, and multiple Truist-related entities dating back to 2005. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and an integrated approach involving affiliated broker-dealer and bank services.

David Keel is a financial advisor at Wealth Enhancement Advisory Services, LLC with 36 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Wealth Enhancement Advisory Services in 2022, he worked at Breiter Capital Management, Inc. and Managed Account Services, LLC. Outside of his advisory work, he is involved in private lending to real estate investors through DCK Financial. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting with an investment approach combining passive and active strategies guided by an internal Investment Committee.

Albert McNorton is a financial advisor at Mariner with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Financial Advisors, Oppenheimer, and Msec, LLC. In addition to his advisory role, he operates a sole practitioner tax preparation business serving individual clients in Sarasota, FL. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations by offering investment management, financial planning, retirement consulting, and tax services. The firm implements customized discretionary portfolios supported by in-house research and third-party managers, and it provides integrated tax and accounting solutions alongside traditional portfolio management.

Melanie Ross is a CFP® professional at Cerity Partners LLC with eight years of industry experience. She has worked at Cerity Partners since 2019 and previously held positions at Intuit and Cray Kaiser Ltd. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset-allocation and manager selection strategies and offers a range of services including portfolio management, financial planning, retirement plan consulting, and access to alternative investments.

Patricia Maxwell is a financial advisor at Benjamin F. Edwards & Company, Inc. with 19 years of industry experience. She holds a Series 66 designation and has been with Benjamin F. Edwards since 2015. Outside of her advisory role, she serves as a successor trustee for the F.L. Maxwell Jr Rev Trust. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs and investment strategies managed by both in-house and third-party managers, supported by an Investment Strategy Committee and internal trading capabilities.

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.

Paul Goodson is a financial advisor with SPC in Bradenton, FL, holding a Series 66 designation and 19 years of industry experience. He has worked at SPC and Sigma Financial Corporation since 2013. Goodson offers financial services and fee-based wealth management through his DBA, Goodson Wealth Management, Inc. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and offers tailored, discretionary advice through programs such as the SIGMA Managed Account, working with Fidelity/NFS for custody and execution.

Dianna Weaver is a financial advisor with Truist Advisory Services and holds Series 63 and Series 65 licenses. She has 19 years of industry experience, including a decade at Truist Advisory Services and roles at Raymond James Financial Services Advisors and Fortuna Wealth. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled equity research and inter-affiliate integration with affiliated broker-dealers and banking 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.

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.

Christopher Morris is a CFP® professional with nine years of industry experience, currently serving clients at Cetera Planning Partners in Sarasota, FL. His prior experience includes roles at Avantax Planning Partners, Purshe Kaplan Sterling Investments, and HBKS Wealth Advisors. In addition to financial advising, Morris holds a position as Tax & Advisory Manager at CS&L CPAs, where he provides accounting, tax, and consultation services. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, by offering investment management, comprehensive financial planning, and retirement-related advice. The firm integrates tax planning, bookkeeping, and estate-planning services with a diversified investment approach tailored to client 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.

Kristen Hurley is a financial advisor at NewEdge Advisors with 16 years of industry experience. She previously worked at Stifel Nicolaus & Co Inc and Merrill. Hurley holds Series 63 and Series 65 licenses. 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 advisers. The firm provides a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support both advisors and clients.

Willard Foley III is a financial advisor at &Partners with over 41 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, where he spent a combined 15 years. Outside of his advisory role, 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 corporations. The firm offers investment management and financial planning services through discretionary and non-discretionary strategies, utilizing a mix of fundamental, technical, and quantitative analysis.

Seth Arndt is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. His career includes multiple roles at Guardian Life Insurance Company of America and Park Avenue Securities since 2014. Outside of his advisory work, he manages Empower Financial LLC, a management company focused on accounting, tax, and marketing. Park Avenue Securities, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a variety of investment advisory programs, including discretionary and non-discretionary models, and integrates proprietary and third-party strategies.

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 with Lincoln Investment in Sarasota, FL, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior roles include positions at Capital Analysts, Gabor Financial Solutions, Western & Southern Life, and Peoples Bank. She is also a licensed realtor assisting buyers and sellers with residential real estate transactions in the Lakewood Ranch area. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers comprehensive financial planning and portfolio management through both advisor-led and firm-managed model portfolios, supported by an in-house Investment Management & Research team and third-party managers.

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.