Bradley Sublett is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of advising, Sublett serves as chairman of a local business network organization in Louisville, Kentucky, volunteers with the Leukemia & Lymphoma Society, and sits on the board of a charitable foundation for the Kentucky School for the Blind. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a variety of advisory models, including third-party managers and proprietary programs, and offers ERISA fiduciary services through credentialed representatives.

Sheri Oconnor is a financial advisor at Ameriprise with 20 years of industry experience. She has been with Ameriprise and its affiliated entities since 2007. Outside of her advisory role, she is a leased employee through a third-party payroll company serving the firm’s franchise. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Brent Van Eerden is a financial advisor with Edward Jones in Bradenton, FL, holding a Series 66 designation and eight years of industry experience. He previously worked for 21 years at Riverside Insurance Agency, which he owned. He also owns a small boat rental business that is planned to be closed after passing certain tests. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and affiliated services. The firm manages over $1 trillion in assets and operates a large national network of financial advisors and branch offices.

Mandisa Trader is a financial advisor with Ameriprise in Ruskin, FL, holding Series 63 and Series 66 licenses and 21 years of industry experience. Her prior roles include positions at Citigroup and American Enterprise Investment Services Inc. She has been with Ameriprise in various capacities since 2015. Ameriprise offers a retirement-income planning service focused on individuals with substantial investable assets, providing customized Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with algorithmic tools to deliver tailored retirement income advice, primarily serving clients with Ameriprise-managed accounts.

Jennifer Cornnell is a financial advisor at Fisher Investments with 12 years of industry experience. She holds a Series 66 designation and has been with Fisher Investments since 2014. In addition to her advisory role, she is a commissioned notary public in the state of Florida. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals, offering discretionary portfolio management with a focus on globally diversified portfolios and tax-aware investment strategies.

David Thomas Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. He has worked at multiple firms including Ameritas Advisory Services and Summit Financial Group, and maintains business activities related to insurance through Vaughn Asset Advisory Agency LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations, offering a range of advisory programs, retirement consulting, and brokerage services.

Alex Ginnell is a financial advisor at Stifel with four years of industry experience and holds a Series 66 designation. His prior work includes roles at DoorDash, Northwestern Mutual, and Morgan Stanley. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and probabilistic modeling from its Investment Strategy Group.

Chris Altman is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His previous roles include positions at Voya Financial Advisors and Cetera Wealth Services. Outside of financial advising, he is a co-owner of Rare Bird Records, LLC, a communal Christian music venture involving writing, playing, arranging, recording, and marketing. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and employs multiple program platforms and discretionary authorities.

William K Harmuth is a financial advisor with UBS Financial Services in Bradenton, FL. He holds Series 63 and Series 65 licenses and has 38 years of industry experience, including 19 years with UBS. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services. The firm offers fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products, leveraging proprietary research and model-based asset allocations to tailor strategies to client goals.

Andrew Gerth is a Wealth Management Advisor with Merrill Lynch Wealth Management and a member of the Mackey-Shaughnessy Wealth Management Group. He focuses on helping clients achieve their financial goals through personalized wealth management strategies, which include wealth accumulation, preservation and transfer, tax minimization, portfolio and liability management, and coordination with external professionals such as attorneys and CPAs. He also leverages access to banking and lending solutions through Bank of America to provide a comprehensive approach to client needs. Andrew holds a Bachelor’s Degree in Finance and Management from the University of Florida. He holds professional certifications including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He has expertise in areas such as college education planning, family wealth management, liquidity management, retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. A lifelong resident of Florida, Andrew is actively involved in community organizations including Ducks Unlimited, Boy Scouts of America, and the Children’s Home Network. He serves as a Regional Commissioner for the Boy Scouts of America, is a committee member for Ducks Unlimited Tampa 100 Chapter and the General H. Norman Schwarzkopf Memorial Sporting Clays Classic benefiting the Children’s Home Network. Outside of his professional activities, Andrew enjoys outdoor activities including fishing, biking, boating, camping, woodworking, and photography.

Danielle Chaisson is a financial advisor with Edelman Financial Engines, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her prior roles include positions at Morgan Stanley, Ascensus, Charles Schwab, and T. Rowe Price Investment Services. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm offers a range of investment solutions combining proprietary modeling with planner guidance, emphasizing diversified, long-term portfolios and serving approximately 477,000 clients with a broad mix of managed accounts and online advice options.

Dana Manley is a financial advisor with Edward Jones in Bradenton, FL, holding Series 63 and Series 66 designations and 26 years of industry experience. Prior to joining Edward Jones in 2018, he worked at USAA Investment Management and USAA Financial Planning Services from 2011 to 2018. He is involved with the FL West Coast High School Soccer Officials Association as a soccer referee in Tampa, FL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment strategies supported by a nationwide network of approximately 23,701 financial advisors.

Sean Campbell is a financial advisor at Fidelity with 26 years of industry experience. He holds the Series 63 and Series 66 designations. His career includes previous roles at Asset Money Management, Inc., PlanMember Securities Corporation, and Scottrade, Inc. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse clientele, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and offers services such as discretionary and non-discretionary advisory work, fund advisory, and model portfolio delivery.

Robert Siracusano is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he is involved in multiple aviation-related businesses, including aircraft ownership, maintenance, and aviation services. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory recommendations with other financial products and referral channels.

Lawrence Rose is a financial advisor at LPL Enterprise with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at The Prudential Insurance Company of America, Pruco Securities, and LPL Financial. Rose serves as president of the board for Replay Outreach, Inc., a nonprofit focused on working with at-risk teens. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management through advisory and brokerage channels.

Rebecca Gill is a financial advisor at LPL Financial with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with LPL Financial since 2013. In addition to her advisory work, she provides tax preparation and accounting services as a CPA. 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 adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement consulting.

John Destefano Jr. is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Fidelity Investments and Fidelity Personal and Workplace Advisors since 2013. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

James Lohnes II is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He previously worked at PlanMember Securities Corporation for 10 years and is the owner of Lohnes Wealth Management. Cetera Investment Advisers LLC is an SEC-registered firm with a nationwide network of over 10,000 advisors, managing assets for individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with various program structures and custodial relationships.

Anisa Redhead is a financial advisor at Fidelity with Series 65 and Series 63 credentials and four years of industry experience. She has previously worked at Sequoia Financial Group, Charles Schwab & Co., Inc., and Principal Financial Group. Outside of finance, she has experience in the fitness industry with roles at Drip Fit and Palm Beach Gym. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Barbara Wagner is a CFP® professional with 38 years of industry experience. She has been with Raymond James Financial since 2009 and Raymond James Financial Services since 2007, based in Saint Petersburg, FL. Wagner serves as a board member of the Brian E. Wagner Scholarship Fund in Elmhurst, IL. 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, corporations, and institutional clients. The firm offers non-discretionary planning and consulting tailored to client goals, supported by analytical tools and municipal advisory services.