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 with OSAIC, holding a Series 66 designation and 24 years of industry experience. He previously worked at Signator Investors, Inc. for 17 years before joining OSAIC in 2018. Outside of his advisory role, he is president of CMC Wealth Management, a non-investment-related S Corporation. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools. The firm is notable for its large scale, complex affiliate network, and private-equity ownership.

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 CFP® professional with 12 years of experience in the financial industry. He is currently with Charles Schwab, where he has worked since 2022, and previously spent a decade at TD Ameritrade. Rodgers holds the Series 66 and Series 63 licenses and is based in Sarasota, FL. Charles Schwab & Co., Inc. serves 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by in-house research and alternative investment options.

Michael Mundo Jr. is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial LLC, Securities America Advisors, Inc., Investacorp Advisory Services Inc., and Ladenburg Thalmann Asset Management Inc. Outside of his advisory role, he is also involved in real estate sales as a licensed agent with Coldwell Banker Realty. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services through a multi-advisor platform. The firm’s investment approach incorporates model-based asset allocation, portfolio optimization, and access to various managed account programs and third-party managers.

Andrew Falk is a financial advisor at Cambridge Investment Research Advisors with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Kestra Advisory Services, Fidelity Brokerage Services, and multiple other firms. Outside of his advisory role, he has experience in diverse business ventures including Trestles Coastal Cuisine and Wild Yankee Liquors. Cambridge Investment Research Advisors, Inc. serves a wide range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals managing a multi-billion dollar asset base and offers access to multiple platforms and third-party sub-advisors.

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.

Adam Lewis is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Bank of America, Merrill Lynch, Charles Schwab, and BNY Mellon Securities Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to various portfolio management programs through a large network of investment adviser representatives.

Matthew Wilson is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Morgan Stanley, E*Trade Securities, and TD Ameritrade. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The program combines quantitative and qualitative research to build model asset allocations and incorporates ESG eligibility criteria.

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.

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.

Amanda Evans is a financial advisor at Morgan Stanley with six years of industry experience. She holds the Series 66 designation and has worked previously at Baird, UBS Financial Services, and Southwest Concrete and Masonry Systems. Outside of her advisory role, she is involved in property management as a partner in several real estate entities in Sarasota, Florida. Morgan Stanley Wealth Management serves individual and institutional clients by providing tailored financial planning and a broad range of investment advisory programs. The firm employs structured planning tools and offers comprehensive services supported by extensive client assets and diverse product offerings.

Michael Armour is a CFP® professional with 27 years of industry experience. He has been with Cetera since 2004 and also serves as a bank director at the First National Bank of Raymond. Additionally, Armour holds board positions with a homeowners association and a Lutheran church in Florida. Cetera Investment Advisers LLC is a large nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with diverse program structures and supervisory arrangements.