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.

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.

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.

Debbie Lancaster is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. She has held previous positions at Johnson Controls Inc, Lumen Technologies, and Frontier Communications. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory services and managing approximately $1.01 trillion in assets supported by a large nationwide network of financial advisors and branch offices.

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 at Ameriprise Financial Services with 20 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Jeffrey Davis is a financial advisor with LPL Financial in Sarasota, FL, holding Series 63 and Series 65 designations and with 41 years of industry experience. He has previously worked at PKS Advisory Services, LLC, Purshe Kaplan Sterling Investments, and Michigan Securities. Outside of his advisor role, he serves as president and operations manager of PKS Advisory, d/b/a Davis Brinks Wealth Management, which provides investment, insurance, and comprehensive financial planning services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research, model portfolios, and a diverse suite of investment strategies.

Michael Reich is a financial advisor with Osaic and holds a Series 66 designation. He has 23 years of industry experience, having previously worked for Signator Investors, Inc. from 2001 to 2018 before joining Osaic in 2018. He is also involved in the sales and marketing of investment advisory and insurance products through Signature Financial Solutions. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with proprietary asset-allocation tools and access to multiple advisory platforms 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 in Sarasota, FL, holding Series 63 and Series 66 credentials and over 21 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2010. Outside of his advisory role, he serves on the board of directors for the Palmer Lake Home Owners Association in Sarasota. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to clients meeting net-worth thresholds. The firm utilizes proprietary research and planning tools to develop customized recommendations, with implementation offered through various brokerage and advisory programs.

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.

Nikolas Adell is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with UBS since 2004. Outside of his advisory role, Adell is involved in vacation rental investments and renovation projects as a partner in multiple related ventures. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor investment strategies.