Alejandro Bolivar is a financial advisor at J.P. Morgan Securities with four years of industry experience and holds a Series 66 designation. His prior experience includes roles at Bank of America/Merrill Lynch and positions managing small businesses such as a charcuterie services company and a real estate holding company. 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 in its recommendations.

Wendy Splan is a financial advisor at UBS Financial Services with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, delivering tailored advice supported by proprietary research and capital market analysis.

William Panaro Jr. Jr. is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, utilizing firm-approved tools and modeling techniques, and manages approximately $2.74 trillion in client assets.

Zachary Brown is a Series 66-licensed financial advisor with Morgan Stanley in Bradenton, FL, and has two years of industry experience. Prior to joining Morgan Stanley in 2023, he held roles at John Cannon Homes and several healthcare and educational organizations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm‑approved tools and methodologies.

Harrison Van Der Noord is a financial advisor with Edward Jones in Bradenton, FL. He holds a Series 66 designation and has one year of experience in the financial industry. Prior to joining Edward Jones, he worked in the hospitality and retail sectors. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and branches and offers a range of advisory strategies under a fiduciary standard.

Christian Cook is a financial advisor at Fidelity with eight years of industry experience. He holds the Series 66 designation and has worked previously at Morgan Stanley and Florida Financial Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Brandan Kools is a CFP® and holds a Series 66 license with 10 years of industry experience. He currently works at Fidelity and previously spent six years with Ameriprise Financial Services, Inc. No additional outside activities were noted. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across various fund structures.

Robert Rieck is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Thrivent Investment Management Inc and Thrivent Financial for Lutherans from 2008 to 2018. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, delivering written recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic automation to support its advisory process, emphasizing products from affiliated firms.

Benjamin Prescott III is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Prior to that, Prescott worked at Prescott Communications from 2015 to 2017. 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 through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Frank Grossman is a financial advisor with Raymond James & Associates based in St. Petersburg, FL. He holds Series 63 and Series 66 licenses and has 39 years of industry experience, including 13 years at U.S. Bancorp Investments, Inc. prior to joining Raymond James in 2024. Raymond James & Associates is a large 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, investment consulting, and municipal advisory services.

Timothy Shaughnessy is a Wealth Management Advisor and a founding member of the Mackey Shaughnessy Group at Merrill Lynch Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and the Chartered Retirement Planning Counselor™ (CRPC™) designation, as well as the Personal Investment Advisor (PIA) credential. Timothy began his career in finance in 2009 with Guardian Life Insurance, which provided him with a foundation to approach financial planning from a holistic perspective. He grew up in the Bradenton, Florida community and attended Bayshore High School before playing football at Kent State University and Delta State University, where he also earned his bachelor's degree. Since joining Merrill Lynch Wealth Management in 2013, Timothy has focused on building a practice centered on quality relationships and trust. His areas of expertise include college education planning, legacy planning, family wealth management strategies, and portfolio management services. Timothy is actively involved in his local community, serving as a board member of Anna Maria Island Rotary and volunteering as a youth football coach. He resides in Bradenton with his twin boys, Liam and Rory.

John Valencia is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. He previously worked at Edward Jones for five years and has experience in mortgage and logistics firms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and corporations. The firm offers various advisory programs, financial planning, and retirement consulting, supported by research and model portfolios.

Brian Kelly is a financial advisor at Morgan Stanley with 61 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, serving in roles at both Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. He is based in Longboat Key, Florida. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate agreements.

Larry Tummonds is a CFP® professional with 11 years of experience in financial planning. He has been with Larry Allan Financial Planning Services LLC since 2015. The firm is an independent advisory serving clients with personalized financial planning and investment management.

Michael Mckee is a CFA® charterholder with 27 years of industry experience. He is the sole advisor at MAC Investment Management, an independent firm based in Saint Petersburg, FL. His work history includes roles at MAC Investment Management since 2009 and MAC Energy Investments since 2011. MAC Investment Management serves clients through personalized investment strategies tailored to individual needs.

Dan Edwards is a financial advisor at Prism Fund Solutions, Inc. in St. Petersburg, FL, with 22 years of industry experience. He holds Series 63 and Series 65 designations and has been with Prism Fund Solutions since 2002. Prism Fund Solutions is an independent firm.

Eric Kuchera is a financial advisor at Cypress Stone Capital LLC with 27 years of industry experience. He holds Series 63 and Series 65 designations. Prior to founding Cypress Stone Capital in 2021, he worked at Raymond James Financial Services Advisors Inc. and Ecliptic Wealth Management from 2016 to 2021. Cypress Stone Capital operates as an independent firm.

Maria Erickson is a CFP® professional with 16 years of experience in the financial advisory industry. She has been with Freedom Financial & Business Planning, LLC since 2009. Freedom Financial & Business Planning, LLC is an independent firm focused on providing personalized financial and business planning services.

Belinda Sheffield is a financial advisor at Asset Advisory Group, Inc. in St. Petersburg, FL, with 28 years of industry experience. She holds the Series 63 designation and has been with Asset Advisory Group since 1990. Asset Advisory Group, Inc. is an independent firm serving clients with personalized financial advisory services.

Bruce Hearon is the sole advisor at Hearon Advisory Group, LLC, an independent firm based in Bradenton, FL. He holds a Series 65 designation and has 16 years of industry experience. In addition to his advisory role, he works with Keller Williams Realty assisting clients with real estate transactions. Hearon Advisory Group provides personalized financial advisory services tailored to individual clients.