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.

Perry Korszen is a financial advisor with Raymond James & Associates in Venice, FL, holding a Series 66 designation and 13 years of industry experience. He has been with Raymond James & Associates since 2013 and has served with the Military Officers Association of America since 2016. 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 wide range of clients including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by diverse portfolio management styles and affiliated research.

Jeffrey Davis is a financial advisor with LPL Financial in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior roles include positions at PKS Advisory Services, Purshe Kaplan Sterling Investments, and Michigan Securities. In addition to his advisory work, he serves as president and operations manager of PKS Advisory d/b/a Davis Brinks Wealth Management, focusing on investment, insurance advice, and comprehensive financial planning. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning and diverse investment programs supported by advisor-facing technology, with a broad platform that includes insurance services and banking partnerships.

Michael Reich is a financial advisor at OSAIC with 24 years of industry experience. He holds a Series 66 designation and previously worked at Signator Investors, Inc. for 17 years before joining OSAIC in 2018. Reich is also involved with Signature Financial Solutions, where he serves as an Investment Advisor Representative focusing on sales and marketing of investment advisory and insurance products. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, offering portfolios constructed with a range of securities using firm-supported asset allocation tools and third-party money managers.

Jason Masiello is a financial advisor at Edward Jones in Bradenton, FL. He holds a Series 66 designation and joined Edward Jones in 2026. Prior to his advisory role, he worked for 22 years at the State of Rhode Island Department of Corrections. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Luke Mollod is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes positions at AML Rightsource and Heart Specialists of Sarasota. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nicholas Feather is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. He has worked at Wells Fargo Advisors Financial Network since 2010, with prior roles at Merrill and Banc of America Investment Services. Outside of his advisory role, he serves on the board of directors for the Palmer Lake Home Owners Association in Sarasota, Florida. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser affiliated with Wells Fargo that offers a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations supported by proprietary research and tools, with planning services covering areas such as retirement, education, business transition, and special-needs planning.

Paul Lavezzoli is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2019. He brings 17 years of experience in the financial services industry, focusing on developing strategies and providing investment guidance tailored to individuals, their families, and their businesses. His approach emphasizes understanding clients' short and long-term financial objectives. Paul holds the CERTIFIED FINANCIAL PLANNER™ certification and the Personal Investment Advisor (PIA) designation. He is also a member of the CME Group and the PGA of America. Paul earned his Bachelor's degree from The Pennsylvania State University. Prior to his current role, he began his career on the Trading Floor of the Chicago Mercantile Exchange, where he developed a deep understanding of risk in asset decision-making processes. He applies this expertise in creating wealth plans specific to each client's goals. His client focus areas include college education planning, executive and equity compensation services, family wealth management strategies, international wealth management, personal retirement planning, small business strategies, sports and entertainment, and tax minimization. Living in Sarasota with his wife, Amy, and their daughter, Paul is engaged in the Southwest Florida community through volunteer work. He enjoys various personal interests such as cooking, football, golfing, ice hockey, reading, skiing, soccer, surfing, tennis, and traveling. Paul's professional philosophy centers on educating clients about their financial lives, providing transparent and actionable advice to help them understand how their decisions impact future goals.

Jamie Zinkhan is a financial advisor with Cetera, holding a Series 66 designation and over 21 years of industry experience. He has previously worked at Robert Baird & Co. and Avantax, and has been associated with Aksala Wealth Advisors, LLC since 2018. Zinkhan supports an estate planning attorney by hosting client meetings at his firm’s office. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a large network of independent advisors and employs a multi-manager platform with various investment program options.

Bradley Rodgers is a financial advisor at Charles Schwab with 12 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. Prior to joining Charles Schwab, he worked for 10 years at TD Ameritrade. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 advisory guidance and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Michael Mundo Jr. is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior work includes roles at LPL Financial LLC, Securities America Advisors, Inc., and Investacorp Advisory Services Inc. He is also a licensed real estate sales agent with Coldwell Banker Realty in Lakewood Ranch, FL. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services along with access to third-party investment managers and platforms. The firm employs a range of asset-allocation and portfolio management tools and supports both discretionary and non-discretionary accounts.

Wade Ballard V is a financial advisor at Stifel with 10 years of industry experience and holds a Series 66 designation. He has worked at Stifel Nicolaus & Co Inc since 2020 and previously at Bank of America, N.A. from 2015 to 2020. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

David Yaegers Jr. is a financial advisor with LPL Financial in Sarasota, FL, holding Series 63 and Series 65 designations and 29 years of industry experience. He has been with LPL Financial since 2002. Outside of his advisory role, he operates a non-variable insurance business under the name Yaegers Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational tools and oversight of substantial discretionary assets.

Matthew Wilson is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Morgan Stanley, E*Trade Securities LLC, and Equity Trust Company. Based in Sarasota, FL, he has been with J.P. Morgan Securities since 2021. 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, distribution, and investment management capabilities.

Harvey Small is a financial advisor with Equitable Advisors in Sarasota, FL, holding Series 63 and Series 65 credentials and over 39 years of industry experience. He has been with Equitable Advisors since 1999, including its prior iteration as Axa Advisors. Outside of his advisory role, he operates a small woodworking business, Whispering Winds Woodcrafting. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm emphasizes personalized risk assessment and matches clients to suitable advisory programs, utilizing both proprietary and third-party investment solutions.

Craig Pontlitz is a financial advisor at UBS Financial Services with 33 years of industry experience. He has been with UBS since 2008 and holds the Series 63 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Joseph Mancini is a financial advisor with Morgan Stanley in Venice, FL, holding Series 63 and Series 65 licenses and possessing 35 years of industry experience. He has worked at Morgan Stanley since 2009 and also at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Their financial planning process uses firm-approved tools and modeling techniques, offering both direct and corporate financial planning solutions.

Daniel Connelly is a financial advisor with Primerica Advisors in Sarasota, FL, holding Series 63 and Series 65 licenses and over 33 years of industry experience. He has been with Primerica Advisors since 1992 and with Primerica Financial Services since 1988. Outside of his advisory role, Connelly is the founder of South Sarasota Social, a local networking group. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Debra Maxwell is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Bank of America, N.A. and Merrill since 2010. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.