Noah La Belle is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and has worked with multiple firms, including Horizon Wealth Partners and Gulf Coast Wealth Advisors. 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 solutions supported by research and technology, serving a large network of over 22,800 advisors and overseeing more than $819 billion in discretionary assets.

Peter Risch is a financial advisor with Morgan Stanley in Lakewood Ranch, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Morgan Stanley since 2014 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and market modeling techniques in its services.

Bonnie Pattison is a financial advisor at Fidelity with a Series 66 designation and eight years of industry experience. She has worked with Fidelity Brokerage Services LLC since 2017 and previously held a position at SunTrust Bank. Fidelity's Strategic Advisers LLC offers investment management and advisory services to diverse clients, including retail and institutional investors. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves in advisory roles for multiple registered investment companies.

Samuel Uribe Palacios is a financial advisor with Cambridge Investment Research Advisors and holds a Series 65 designation. He has one year of industry experience. Prior to his current role, he worked in education and construction sectors. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platforms.

Lance Sublett is a financial advisor at Equitable Advisors with a Series 66 designation and three years of industry experience. He previously worked at American Express Company and operated a sneaker reselling marketplace as a hobby. Equitable Advisors serves individuals, plans, corporations, and institutions, providing financial planning, retirement consulting, and asset management through various programs and third-party partnerships.

Wesley Banks is a financial advisor at Edward Jones in Bradenton, FL, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he has served as a JV softball head coach at School District Manatee County since 2024. He is also the owner of Eight Get Up LLC, a fiction writing business established in 2022. Edward Jones is a full-service wealth management firm serving a diverse client base that includes individual and institutional investors. The firm offers a broad range of investment advisory programs and maintains a large network of financial advisors and branch offices nationwide.

Thomas Meyers is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1998, bringing over 20 years of experience to his role where he focuses on family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, tax minimization, and retirement income. He holds the CERTIFIED FINANCIAL PLANNER (CFP) certification and the Personal Investment Advisor (PIA) designation. Mr. Meyers graduated from the University of Florida with a bachelor's degree in Business Finance. After graduation, he served as an infantry officer in the United States Marine Corps. His professional approach is centered on understanding clients’ individual financial goals and creating custom strategies designed to help pursue those goals. His holistic approach incorporates managing liabilities, home financing, education planning, saving and investing, estate planning, and wealth transfer. Outside of his professional work, Thomas Meyers lives in Lakewood Ranch with his wife, Susan, and their two children. He participates in community volunteering aligned with the longstanding Merrill Lynch tradition. Personal interests include fishing, golfing, spending time with family, and traveling.

Bradford Jones is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials. He has one year of industry experience, including prior roles at UBS Financial Services Inc. and Charles Schwab Bank, SSB. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational resources.

Luke Tannariello is a PWM, Investment Management Consultant at Fidelity Investments. In this role, he partners with clients and their Wealth Management Advisors to design, implement, and monitor investment strategies aimed at pursuing long-term investment goals. Luke has extensive experience in investment management, having held various positions at Fidelity Investments since 2007. His career progression includes roles such as Investment Management Consultant III, Portfolio Specialist, Client Management Representative, and several others, demonstrating a broad understanding of investment solutions and client services. Outside of his professional work, Luke's personal interests include spending time at the beach, boating, parenthood, and caring for pets.

Mikael Newman is a financial advisor with LPL Financial, holding CFP® and Series 63 designations and bringing 45 years of industry experience. His prior career includes 40 years with Waddell & Reed, Inc. and various insurance carriers. Outside of his advisory work, Newman is involved with The Newman Group and Take a Chance Enterprises LLC, both entities related to his investment activities. 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 solutions through a large network of advisors using model portfolios, third-party subadvisors, and customized strategies.

Frank Planes is a financial advisor with Ameriprise in Lakewood Ranch, FL, holding a Series 63 designation and bringing 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations, with a focus on assets held in Ameriprise Managed Accounts.

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.

Justin Loukota is a financial advisor at OSAIC with three years of industry experience. He holds a Series 66 designation and previously worked at firms including Merrill and Raymond James Financial Services. His background also includes roles outside finance, such as with Rose Paving LLC and Stryker Medical. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm uses a model-based investment approach with tools like risk-tolerance questionnaires and efficient frontier analysis, offering a wide range of advisory and brokerage services through its multi-advisor platform.

Bryan Lingle Jr. is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 credential and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

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.

Lynn Evans is a financial advisor at Raymond James & Associates with eight years of industry experience. She holds a Series 66 designation and has previously been involved in entrepreneurial ventures, including ownership roles at CR Fitness Holdings, LLC and 2 B Fearless, DBA Burn Boot Camp South Shore/Kline Franchising. 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 plans, and charitable organizations—and offers financial planning, advisory programs, and institutional consulting with a focus on tailored, non-discretionary investment advice.

Anthony Giordano is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise, Linsco Private Ledger, and Citigroup Global Markets. Outside of his advisory role, he is a 90% owner of GIORDANO GP, LLC, a merchant partnership based in Palm Beach Gardens, FL. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients who meet a net-worth threshold. The firm offers a broad range of planning services using proprietary research and tools, with planning engagements generally conducted on a discrete basis.

Timothy Sheerin is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016 and previously at Prudential Equity Group, LLC from 2000 to 2003. Outside of his advisory role, he has ownership in Shamrock Palms LLC, an investment-related entity in Holmes Beach, FL. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm utilizes research and analytics to evaluate investment options and offers a range of brokerage and advisory solutions.

Cheryl Maddox is a CFP® professional with eight years of experience, currently with Cambridge Investment Research Advisors. She has worked with Cambridge since 2018 and has additional experience in behavioral health and eldercare counseling. Maddox serves as a service director and pastor at Forward Church in Tampa, FL. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms.

Michelle Johnson is a CFP® and holds a Series 66 license with 12 years of industry experience, all of which she has spent with Edward Jones since 2014. She also serves as treasurer for a family-owned real estate business in Ohio to assist with its future management. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large national network of advisors and branch offices.