Jonathon Seaton is a financial advisor at OSAIC with five years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at FSC Securities Corporation and SPAN Digital. Outside of his advisory role, he owns M-6 Technology, a consulting business specializing in technology and software development. OSAIC Wealth serves a diverse range of clients, including individual investors, retirement plans, charities, and corporations, through a multi-advisor platform that offers brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and strategies across multiple account types.

Katherine Johnson is a financial advisor with Morgan Stanley in Sarasota, FL, holding a Series 66 designation and 18 years of industry experience. She has worked with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Christine Levine is a financial advisor at Morgan Stanley with 27 years of industry experience. She previously worked at Janney Montgomery Scott from 2013 to 2024 before joining Morgan Stanley Smith Barney LLC. Levine holds Series 63 and Series 66 credentials. 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 supported by structured discovery processes and firm-approved tools.

Douglas Freebern is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions informed by research, diversification principles, and modern portfolio theory.

Jack Heiss is a financial advisor at UBS Financial Services with 39 years of industry experience. He previously worked at Merrill and Bank of America N.A. He serves as President of the Board for the YMCA South Tampa and is a director of the Florida Securities Dealers Association. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings.

Benjamin Yzeiri is a financial advisor with Merrill in Sarasota, FL, holding a Series 66 designation and six years of industry experience. He has worked at Bank of America and Merrill since 2020. Outside of his advisory role, Yzeiri is the managing member of a family-owned restaurant business, where he provides accounting, marketing, and finance services, and serves as a board member for the University of Michigan Alumni Social Club. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, and institutions.

Jose Rivera is a financial advisor with UBS Financial Services in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with UBS Financial Services since 2009. Rivera has also participated as a speaker for the Hispanic Bar Association of New Jersey. UBS Financial Services serves individual, corporate, and institutional clients with a combination of brokerage and investment advisory offerings, including financial planning, portfolio management, and alternative products. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Melissa De La Pena is a financial advisor with J.P. Morgan Securities in Bradenton, FL, holding Series 63 and Series 66 licenses and having seven years of industry experience. Her background includes roles at J.P. Morgan Chase Bank and Wells Fargo Clearing Services, as well as involvement with several entertainment and talent agencies. 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 and fund searches, and customized performance reporting within a non-discretionary program.

Jacqueline Kulle is a financial advisor with Raymond James & Associates in Sarasota, FL, holding Series 63 and Series 65 designations and three years of industry experience. Her previous roles include CEO and positions at Wealth Strategies Partners and Passage Global Capital Management. Raymond James & Associates, Inc. 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 and investment consulting with a range of portfolio management styles and affiliated research.

Christopher Mazza is a financial advisor at Wells Fargo Advisors with 34 years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes roles at Wells Fargo Clearing and Banc of America Investment Services, Inc. Mazza is involved in insurance consulting through Capstan Insurance Consulting LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering comprehensive investment and financial planning services using proprietary research and tools, with options for brokerage or advisory program implementation.

Rylan Lanham is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its Private Bank since 2017. Prior to that, he was with FDX Capital LLC and Global Financial Private Capital, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and analyses such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and offers a broad range of retail and institutional financial services.

Robert Elkins is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at UBS Financial Services and Morgan Stanley DW Inc. Outside of advising, he is a part-owner of Allodex Systems LLC, a dental product manufacturer and distributor, and holds joint ownership of an aircraft through N4421X LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting. The firm employs a research-driven investment approach and offers a broad range of brokerage and advisory solutions.

Drew Wilson is a Wealth Management Planning Consultant currently working with Fidelity Investments since 2022. He focuses on helping clients and their families develop, implement, and maintain personalized financial plans that are comprehensive and easy to follow. He has over two decades of experience in the financial services industry, having held roles such as Internal Regional Consultant at Principal Global Investors from 2011 to 2022, Financial Consultant at Clarion Advisors, Inc from 2010 to 2011, and Financial Consultant at Wells Fargo Advisors from 2007 to 2010. Earlier in his career, he worked as a Fund Information Specialist at Franklin Templeton Investments from 1993 to 2007. Drew holds a California Insurance License. Further education details and personal interests were not provided.

Steven Victor is a financial advisor with Raymond James & Associates who holds Series 63 and Series 65 licenses and has 43 years of industry experience. He previously worked at Janney Montgomery Scott for seven years and RBC Capital Markets Corporation for nine years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including high-net-worth individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, drawing on a range of portfolio management styles and emphasizing tailored advice supported by firm research and model manager options.

Roslyn Carter is a financial advisor at Wells Fargo Clearing with 44 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at A. G. Edwards & Sons, Inc. for 14 years before joining Wells Fargo in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

Matthew Estrada is a financial advisor at Morgan Stanley with eight years of industry experience. He has worked at several firms, including Merrill, Raymond James & Associates, Keystone Management Group, and JPMorgan Chase. Outside of his advisory role, he volunteers as a DJ for Sarasota Christian School. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Leroy Vinson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 11 years of industry experience. He has worked at Wells Fargo Clearing since 2017 and has been with Wells Fargo Bank, N.A. since 2012. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Christine Drone is a CFP® with 22 years of industry experience. She is currently with RBC Capital Markets in Sarasota, FL, and has previously worked at City National Bank, Wells Fargo Clearing, and SunTrust Advisory Services. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a variety of advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers.

Jesse Perez is a financial advisor at Wells Fargo Advisors in Sarasota, FL, holding a Series 66 designation and bringing 13 years of industry experience. His prior work includes roles at UBS, Merrill, Bank of America, and Morgan Stanley. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. Advisors at the firm use proprietary research and planning tools to develop tailored recommendations, with clients choosing how to implement those recommendations through various brokerage or advisory programs.

George O'Brien Jr. is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and Legg Mason Wood Walker. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and customized financial planning using firm-approved tools and methodologies.