Karren Allen is a financial advisor with LPL Financial in Bradenton, FL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. Her prior roles include positions at Lincoln Financial Securities Corporation and Hornor, Townsend & Kent, LLC. Outside of advisory work, she operates as a self-employed insurance agent specializing in life, accident, health, disability, and long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, employing various investment strategies and providing access to third-party asset management and institutional platforms.

James Campbell Jr. is a Series 66-licensed financial advisor with Edward Jones in Bradenton, Florida, where he has worked since 2018 and has eight years of industry experience. Prior to joining Edward Jones, he was self-employed for six years, managing a commercial fishing business involving vessel operations and crew oversight. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory services, including wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

Brittany Stewart is a CFP® professional with 14 years of industry experience, currently serving at Edward Jones since 2012 in Bradenton, FL. She holds the Series 66 designation and has spent her entire advisory career with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of advisors and offers a variety of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

Shawn Kelly is a CFP®-certified financial advisor with over 40 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. He is based in Bradenton, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Lauren Johnson is a financial advisor at Edward Jones in Longboat Key, FL, holding a Series 66 designation. She has been with Edward Jones since 2025 and has prior experience working in education and technology sectors. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Paul Harris is a financial advisor with Cambridge Investment Research Advisors, Inc. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. His prior roles include positions at Southern Trust Financial Planning, Securities America, and Summit Financial Group. He is also involved as an independent insurance agent through multiple insurance agencies he owns. Cambridge Investment Research Advisors, Inc. serves a diverse client base, including individual investors and institutional clients such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals and manages a multi-billion dollar asset base.

James Molinaro is a financial advisor at Morgan Stanley with 50 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been associated with various Morgan Stanley entities since 2002. He is based in Bradenton, Florida. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support its financial planning process.

Joseph Kennedy Jr. is a financial advisor with Ameriprise Financial Services, holding a Series 63 designation and 42 years of industry experience. His prior work includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He serves on the board of the Crosthwait Memorial Fishing Tournament. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that utilize written recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Samantha Fernandez is a financial advisor with Raymond James Financial who holds a Series 66 credential and has 15 years of industry experience. She has worked at various divisions of Raymond James since 2011 and was with Frey Masterson Investment Advisors from 2023 to 2025. Fernandez serves as a board member on the finance committee of Gulf Coast JFCS, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using comprehensive analytical tools and supports a broad advisor network along with specialized municipal and retirement advisory services.

Charles F. Elzer III is a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management. He marked his thirtieth year as a financial advisor at Merrill Lynch in 2022, bringing extensive experience across multiple investment cycles and market environments. His professional focus includes college education planning, services for endowments and non-profits, legacy and philanthropic planning, retirement income, portfolio management, tax minimization, and managing new wealth. Mr. Elzer earned a Bachelor's degree in Business Administration with a minor in economics from Hofstra University. He holds the Personal Investment Advisor (PIA) designation. His community involvement encompasses serving on the board of trustees for the Just for Girls Foundation and the Tampa Chapter of Safari Club International, as well as participating on the Endowment Committee of his church. He has held leadership roles such as past president of the Manatee County Chapter of the Coastal Conservation Association and past president of Just for Girls, Inc. Additionally, he has supported the Manatee Opera Guild and served as a trustee for the Bishop Museum of Science and Nature. Outside of his professional and community commitments, Mr. Elzer enjoys adventure sports, fishing, gardening, hunting, scuba diving, reading, traveling, and spending time with family and their Labrador Retrievers.

Pamela Klug is a Series 66-licensed financial advisor at Ameriprise with 18 years of industry experience. She has been with Ameriprise and its affiliates since 2007. Outside of her advisory role, she is involved in fiduciary activities and serves as an executor. Ameriprise offers specialized retirement-income planning services aimed at clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Ashley Scott is a financial advisor at Edward Jones with 12 years of industry experience. She holds the CFP® and Series 66 designations. Outside of her advisory role, Scott is involved in youth athletics as a swim coach for multiple teams, including the SRQ Tsunami Swim Team in Sarasota, FL. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Scott Mohler is a financial advisor at LPL Financial with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Cantella and Co., Inc., Raymond James Financial, Raymond James Financial Services, Inc., and Ryan Beck & Co. Mohler has an investment-related business entity, SRM Financial Inc., established in 2022. 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 offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology and a large network of advisors.

Laurie Page is a financial advisor with LPL Financial in Bradenton, FL, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. Her prior work includes roles at Mott & Associates, Inc. and J.W. Cole Financial, Inc. Outside of advising, she operates a freelance photography business and works as a freelance musician. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving 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, utilizing various investment strategies with support from advanced research and operational tools.

Patrick Mackey is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been working in the financial advisory industry since 1992, bringing over 28 years of experience to his role. Prior to joining Merrill Lynch in 2009, Pat spent 17 years with Morgan Stanley Smith Barney. He holds a Bachelor's degree in Business Administration from Towson University. Pat's areas of focus include college education planning, divorce transition planning, employee financial health, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He is also a Personal Investment Advisor and has experience as a Portfolio Manager, managing personalized investment strategies on a discretionary basis. Originally from the Maryland/Washington, D.C. area, Pat and his wife moved to Manatee County in 1991. They have three daughters. Outside of his professional work, Pat enjoys studying financial market history, college football, traveling, and outdoor activities such as deep-sea fishing. He is involved in community initiatives including support for Take Stock In Children in Manatee County.

Stevan Stanisic is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo NA. J.P. Morgan Securities provides institutional consulting services focused on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process integrates quantitative and qualitative due diligence and may include ESG considerations, with implementation supported by affiliated investment-management entities.

Jacob Williams is an investment advisor representative with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has seven years of industry experience and has been with Cambridge since 2018. Outside of his advisory work, he is employed at Costco Wholesale and has experience in insurance-related activities. Cambridge Investment Research Advisors, Inc. serves a diverse range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, and retirement-plan advisory services. The firm operates through thousands of financial professionals and provides access to multiple platforms, proprietary model strategies, and both discretionary and non-discretionary management options.

Robert Andy is a Series 66-licensed financial advisor with one year of industry experience. He is currently with Fidelity and has held prior roles at Cap City Cincinnati and the University of Cincinnati. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios and often leverages affiliated or unaffiliated sub-advisers in its processes.

Ryleigh Taylor is a Planning Consultant at Fidelity Investments, a position held since 2025. In this role, Ryleigh assists with onboarding new clients, identifying areas of opportunity, and maintaining the current book of business. Prior to becoming a Planning Consultant, Ryleigh worked as a Relationship Manager at Fidelity Investments from 2024 to 2025, and as a Financial Representative at the same firm from 2023 to 2024. Additional information regarding Ryleigh's education, credentials, personal interests, or community involvement has not been provided.

Peter Hofstra is a financial advisor at Edward Jones with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2021. Prior to that, he was employed at Franklin Templeton Financial Services Corp. and Franklin Templeton Distributors Inc. from 2011 to 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separate managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.