Yann Gehan is a financial advisor with Edward Jones in Lakewood Ranch, FL, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2013. 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 strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Dean Mourfield is a financial advisor at LPL Financial with 37 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Waddell & Reed, INC. for over three decades and Artisan Wealth Strategies LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Kaileigh Sparks is a financial advisor at Merrill with 10 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2014 and concurrently with Bank of America, N.A. since 2016. 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 to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Gregory Capozzi is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He previously spent over three decades with The Windmill Group, Inc. Outside of his advisory work, he serves as a youth baseball umpire. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using collaborative, software-supported planning tools to deliver tailored recommendations.

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 at LPL Financial with 34 years of industry experience. He has been with LPL Financial since 1997 and has a background in academia at Seton Hall University since 1990. Outside of his advisory role, he has been involved in non-variable insurance sales since 2003. 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 portfolio management services through a large network of advisors supported by advanced research tools and diversified 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, holding Series 63 and Series 66 designations and bringing 11 years of industry experience. He has worked at Raymond James & Associates since 2017 and previously spent seven years with Federal Refreshment. 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, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Victoria Mccrindle is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds the Series 63 and Series 65 designations. Prior to her current role, she has experience at Fifth Third Securities and Fifth Third Bank. Outside of her advisory work, she is also involved with Craft Health Group LLC as a seasonal outside sales vendor. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process incorporates quantitative and qualitative research with an ESG eligibility framework and includes broader derivatives and commodities capabilities.

Kurt Schummer is a financial advisor with LPL Enterprise in Sarasota, FL, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked at Prudential Insurance Company of America since 2006 and joined LPL Enterprise in 2024. Outside of his advisory role, he owns a wholesale home goods e-commerce business. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm offers financial planning, access to third-party asset managers, and utilizes model-driven investment implementation.

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.

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 previously worked at Merrill, Bank of America, Morgan Stanley, E*TRADE Capital Management, AXA Advisors, and Charles Schwab. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process includes centralized due diligence with both quantitative and qualitative research and may incorporate ESG criteria.

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.

Jessica Chou is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. She holds a Series 66 designation and has worked at several firms including SmartPro Financial and My Echelon, Inc. Prior to her advisory roles, she was involved with the UCSB Multicultural Center. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm manages a multi-billion dollar asset base and offers various account platforms, proprietary model strategies, and access to third-party advisers.

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 with Ameriprise Financial Services LLC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His prior roles include positions at Neuberger Berman LLC, Herbert J. Sims Capital Management, Inc., BNY Investment Center Inc., and Chase Investment Services Corp. He also serves as COO of Halite Capital LLC, where he manages general accounting, operations, and professional service coordination. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, utilizing a combination of proprietary research, third-party data, and algorithmic tools to provide tailored recommendations.

John Lynch is a financial advisor at Ameriprise with 37 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Lynch serves on the board of directors for the Panter Legacy Group, a nonprofit organization. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

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.

Jason Saikaley is a financial advisor with Ameriprise Financial Services and holds a Series 66 designation. He has 20 years of industry experience, including prior roles at Wells Fargo Clearing and A.G. Edwards & Sons, Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing annual advice, leveraging proprietary research and algorithmic tools.