Michael Stone is a financial advisor with Cambridge Investment Research Advisors in Bradenton, FL. He holds Series 65 and Series 63 licenses and has six years of industry experience, all with Cambridge Investment Research. Prior to his advisory role, he worked at Best Buy for over a decade and was involved with Agape Christian School for five years. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing a variety of portfolio management options with both discretionary and non-discretionary strategies.

Michael Hernandez is a Series 65-licensed advisor with Cambridge Investment Research Advisors in Bradenton, FL. He has one year of industry experience and has held roles at several related entities, including Hernandez Ventures LLC (DBA TALORA Products), SCI Innovations LLC, and I Can We Can LLC (DBA MSCI Academy). His prior work includes positions in education and delivery services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, offering financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm supports a range of investment approaches and platform arrangements, including proprietary and unaffiliated model strategies, tailored to client objectives.

Alex Ginnell is a financial advisor at Stifel with four years of industry experience and holds a Series 66 designation. His prior work includes roles at DoorDash, Northwestern Mutual, and Morgan Stanley. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and probabilistic modeling from its Investment Strategy Group.

Chris Altman is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His previous roles include positions at Voya Financial Advisors and Cetera Wealth Services. Outside of financial advising, he is a co-owner of Rare Bird Records, LLC, a communal Christian music venture involving writing, playing, arranging, recording, and marketing. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and employs multiple program platforms and discretionary authorities.

Jeffrey Crouse is a CFP® with eight years of industry experience currently affiliated with Charles Schwab & Co., Inc. in Sarasota, FL. His prior work includes positions at Fidelity Investments, Apex Wealth Consultants, and Saltmarsh Financial Advisors. Charles Schwab & Co., Inc. serves primarily 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, employing multi-asset model portfolios and a centralized operational structure.

William K Harmuth is a financial advisor with UBS Financial Services in Bradenton, FL. He holds Series 63 and Series 65 licenses and has 38 years of industry experience, including 19 years with UBS. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services. The firm offers fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products, leveraging proprietary research and model-based asset allocations to tailor strategies to client goals.

Andrew Gerth is a Wealth Management Advisor with Merrill Lynch Wealth Management and a member of the Mackey-Shaughnessy Wealth Management Group. He focuses on helping clients achieve their financial goals through personalized wealth management strategies, which include wealth accumulation, preservation and transfer, tax minimization, portfolio and liability management, and coordination with external professionals such as attorneys and CPAs. He also leverages access to banking and lending solutions through Bank of America to provide a comprehensive approach to client needs. Andrew holds a Bachelor’s Degree in Finance and Management from the University of Florida. He holds professional certifications including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He has expertise in areas such as college education planning, family wealth management, liquidity management, retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. A lifelong resident of Florida, Andrew is actively involved in community organizations including Ducks Unlimited, Boy Scouts of America, and the Children’s Home Network. He serves as a Regional Commissioner for the Boy Scouts of America, is a committee member for Ducks Unlimited Tampa 100 Chapter and the General H. Norman Schwarzkopf Memorial Sporting Clays Classic benefiting the Children’s Home Network. Outside of his professional activities, Andrew enjoys outdoor activities including fishing, biking, boating, camping, woodworking, and photography.

Mauricio Vargas is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He works collaboratively with clients and their families to understand their financial goals, develop tailored financial plans, and maintain ongoing relationships to monitor progress. Mauricio has been with Fidelity Investments since 2014, progressing through various roles including Investment Consultant, Retirement Solutions Representative, Investments Solutions Representative, and Financial Representative. This experience has provided him with a broad understanding of investment and retirement solutions. No information regarding Mauricio's education, credentials, personal interests, or community involvement was provided.

Joanne Hale is a financial advisor with Cambridge Investment Research Advisors in Bradenton, FL, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to her advisory career, she served 21 years in the United States Air Force. In addition to her advisory role, she is an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm utilizes a broad range of portfolio management approaches and proprietary model strategies, supported by institutional features designed to address advisor and client needs.

Dana Manley is a financial advisor with Edward Jones in Bradenton, FL, holding Series 63 and Series 66 designations and 26 years of industry experience. Prior to joining Edward Jones in 2018, he worked at USAA Investment Management and USAA Financial Planning Services from 2011 to 2018. He is involved with the FL West Coast High School Soccer Officials Association as a soccer referee in Tampa, FL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment strategies supported by a nationwide network of approximately 23,701 financial advisors.

Robert Siracusano is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he is involved in multiple aviation-related businesses, including aircraft ownership, maintenance, and aviation services. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory recommendations with other financial products and referral channels.

Lawrence Rose is a financial advisor at LPL Enterprise with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at The Prudential Insurance Company of America, Pruco Securities, and LPL Financial. Rose serves as president of the board for Replay Outreach, Inc., a nonprofit focused on working with at-risk teens. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management through advisory and brokerage channels.

Rebecca Gill is a financial advisor at LPL Financial with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with LPL Financial since 2013. In addition to her advisory work, she provides tax preparation and accounting services as a CPA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement consulting.

John Destefano Jr. is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Fidelity Investments and Fidelity Personal and Workplace Advisors since 2013. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Dale Herndon is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior roles include positions at Stifel Independent Advisors, LLC, Wells Fargo Advisors, and Prudential Equity Group, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm uses a range of advisory models including third-party TAMPs and LPL-sponsored programs to deliver personalized investment solutions.

James Lohnes II is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He previously worked at PlanMember Securities Corporation for 10 years and is the owner of Lohnes Wealth Management. Cetera Investment Advisers LLC is an SEC-registered firm with a nationwide network of over 10,000 advisors, managing assets for individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with various program structures and custodial relationships.

Rhyanna Broomfield Gilman is a financial advisor with Cambridge Investment Research Advisors holding a Series 65 credential and two years of industry experience. She has worked at Cambridge since 2024 and concurrently at SmartPro Financial since 2022. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing both proprietary models and unaffiliated strategists across multiple platform arrangements.

John Smyth is a financial advisor at J.P. Morgan Securities with 34 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Fidelity Personal and Workplace Advisors, Fifth Third Securities, and Williams Trading LLC. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis.

Anisa Redhead is a financial advisor at Fidelity with Series 65 and Series 63 credentials and four years of industry experience. She has previously worked at Sequoia Financial Group, Charles Schwab & Co., Inc., and Principal Financial Group. Outside of finance, she has experience in the fitness industry with roles at Drip Fit and Palm Beach Gym. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Gregory Mills is a CFP®-credentialed financial advisor with Edward Jones in Sarasota, FL, where he has worked since 2011. He has 14 years of industry experience and holds a Series 66 license. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets nationwide.