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 two years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2023. Prior to joining Merrill, he held roles at AML Rightsource and Heart Specialists of Sarasota. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, and institutional investors.

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.

Bradley Rodgers is a CERTIFIED FINANCIAL PLANNER™ professional with 12 years of industry experience. He currently works at Charles Schwab and Co., Inc., where he has been since 2022, following a 10-year tenure at TD Ameritrade. Charles Schwab & Co., Inc. serves a large client base consisting mainly of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and a centralized operational structure.

Michael Mundo Jr. is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior work includes roles at LPL Financial LLC, Securities America Advisors, Inc., and Investacorp Advisory Services Inc. He is also a licensed real estate sales agent with Coldwell Banker Realty in Lakewood Ranch, FL. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services along with access to third-party investment managers and platforms. The firm employs a range of asset-allocation and portfolio management tools and supports both discretionary and non-discretionary accounts.

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 bringing 28 years of industry experience. He has been with LPL Financial since 2002. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diversified advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources.

Matthew Wilson is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Morgan Stanley, E*Trade Securities LLC, and Equity Trust Company. Based in Sarasota, FL, he has been with J.P. Morgan Securities since 2021. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Harvey Small is a financial advisor with Equitable Advisors in Sarasota, FL, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with Axa Advisors. Outside of his advisory role, he operates Whispering Winds Woodcrafting, a woodworking business. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Craig Pontlitz is a financial advisor at UBS Financial Services with 32 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 a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Joseph Mancini is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked with Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

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 with Merrill in Sarasota, FL, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. She has worked at Bank of America and Merrill since 2010. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, and institutional investors. The firm is integrated into Bank of America’s broader platform, providing access to a wide range of products and services.

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.

Karin Rettger is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. She has worked with Cambridge Investment Research Advisors since 2014 and has been president of Principal Resource Group since 1996. Rettger is a co-author of two books focusing on employee benefits strategies and retirement planning. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm provides financial planning, investment management, and retirement plan advisory services through independent Financial Professionals utilizing various portfolio management platforms and both proprietary and third-party strategies.

Marc Kanoff is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2012. Kanoff serves as Vice Chair of the Board and is a member of the Finance and Investment Committee at JFCS of the Suncoast, a nonprofit organization. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, supporting both discretionary and non-discretionary advisory relationships.