Jared Wurtzel is a CFP® with four years of industry experience, currently advising at Raymond James & Associates. He previously worked at PNC Bank and IAB Financial Bank, accumulating seven years at PNC Bank and one year at IAB Financial Bank. He holds Series 65 and Series 63 licenses. 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, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Andrew Siegel is a financial advisor with LPL Financial in Sarasota, FL, holding the Series 66 designation and having nine years of industry experience. He has been with LPL Financial since 2018 and previously worked at INVEST Financial Corporation in 2017-2018. Siegel has also operated as a self-employed advisor since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management along with research and model portfolios from multiple sources.

Jennifer Brugnola is a Financial Consultant currently working at Fidelity Investments since 2021. She has been involved in the financial advisory field for over a decade, with a career that began as an Executive Assistant at Lincoln Financial Advisors from 2008 to 2010. Her experience includes roles at Charles Schwab, where she served as a Client Relationship Specialist from 2010 to 2014, Associate Financial Consultant from 2014 to 2017, and Vice President, Financial Consultant from 2017 to 2021. Throughout her career, Jennifer has focused on creating personalized financial strategies that align with her clients' goals, simplifying complex decisions and providing tailored guidance. Jennifer's approach centers on understanding what matters most to her clients to help them feel more in control and intentional about their financial futures.

Yann Gehan is a Series 66 licensed financial advisor with Edward Jones in Lakewood Ranch, FL, where he has worked since 2013. He has 12 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Bill Kwon is a financial advisor with Morgan Stanley in Peoria, IL, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, Mr. Kwon serves as Chief Operating Officer of Endovascular Electronics and holds board positions in several organizations related to education and healthcare. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individual and institutional clients. The firm offers customized financial planning supported by structured discovery processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

William Connington III is a financial advisor with LPL Financial in Sarasota, FL, holding a Series 63 designation and over 34 years of industry experience. He has been with LPL Financial since 1997 and has been affiliated with Seton Hall University since 1990. Connington is also involved in selling non-variable insurance products through outside insurance companies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and a variety of investment strategies.

Jenny Pace is a financial advisor at Merrill with 14 years of industry experience. She has held her Series 63 and Series 66 designations and previously worked at A.J. Pace & Co., Inc. for 16 years before joining Merrill in 2019. 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Hoffman is a financial advisor with Raymond James & Associates in Sarasota, FL, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has worked at Raymond James since 2017 and previously was employed at Federal Refreshment from 2010 to 2017. 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, and municipal entities—and offers financial planning, investment consulting, and institutional fiduciary solutions through a variety of portfolio management styles and affiliated research resources.

Victoria Mccrindle is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials. She has been in the financial industry since 2025, with prior experience at Fifth Third Securities and JPMorgan Chase Bank. Outside of her advisory role, she works seasonally as an outside sales vendor for Craft Health Group LLC. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Kurt Schummer is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. Outside of his advisory role, he owns and operates a wholesale home goods e-commerce business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model portfolios, and third-party asset management, integrating adviser programs with financial product sales and lending services.

John Hornberger is a CFP® licensed financial advisor with Edward Jones in Bradenton, FL, holding Series 63 and Series 66 registrations. He has 24 years of industry experience, including 23 years with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated services through a nationwide network of more than 23,700 financial advisors.

Shonna Parker is a financial advisor at Stifel with three years of industry experience. She holds a Series 66 designation and has worked at Stifel since 2022. Prior to her current role, she was involved in pet care services through a part-time dog walking business in Sarasota, FL. Stifel serves a broad range of clients, including individuals, institutional clients, and nonprofit organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Michael Cudlipp is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His prior roles include positions at Sagepoint Financial, Inc. and United Planners' Financial Services. Outside of advisory work, he is president of MC Charters, Inc., a fishing charter business. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, and institutional entities, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include various asset classes, supporting both discretionary and non-discretionary accounts.

Jose Rivas Espinoza is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Merrill, Morgan Stanley, E*TRADE Capital Management, AXA Advisors, and Charles Schwab. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Edward Gallenstein is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 43 years of experience. Throughout his career at Merrill, he has worked closely with clients to design portfolios tailored to their individual needs, focusing on a multi-generational approach to achieving financial security. His expertise encompasses a comprehensive approach to wealth management, beginning with listening to clients' goals and providing strategies grounded in their objectives. He offers services in areas such as college education planning, family wealth management, retirement income, and managing new wealth. Edward provides access to Merrill's investment insights alongside the banking and lending solutions of Bank of America to address various financial aspects. Edward holds a Bachelor's Degree from Miami University and holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is a member of the National Association of Plan Advisors (NAPA). Outside of his professional work, Edward spends time volunteering within his community and enjoys baseball, chess, traveling, and spending time with his family.

Jamie Hatfield is a financial advisor with Cetera in Venice, FL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Commonwealth Financial Network for 13 years and operates multiple businesses, including financial services firms and a livestock operation. Hatfield also oversees a courier service and owns a real estate company. Cetera Investment Advisers LLC serves a nationwide clientele including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

Jessica Chou is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors in Bradenton, FL, and has one year of industry experience. Her prior work includes roles at SmartPro Financial and My Echelon, Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, trusts, and estates. The firm offers financial planning and investment management through a network of independent Financial Professionals, utilizing various portfolio management platforms and proprietary as well as third-party model strategies.

Mark Signor is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. He holds the Series 66 designation and has previously worked at Merrill Lynch and Bank of America. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients meeting certain net-worth thresholds.

Paul Saitta Jr. is a financial advisor at Ameriprise with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Neuberger Berman LLC. Outside of his advisory role, he serves as COO of Halite Capital LLC, where he oversees general accounting, operational management, and custodial oversight. Ameriprise offers a retirement-income planning service primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Lisa Bosco is a financial advisor with Ameriprise in Sarasota, FL, holding Series 63 and Series 65 licenses and 17 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and emphasizes managed accounts within its product-selection process.