Kimberly Snyder is a financial advisor with Raymond James & Associates in Lakewood Ranch, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Her prior roles include positions at Truist Advisory Services, Truist Investment Services, and BB&T across various capacities from 2015 to 2021. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving a diverse client base that includes individuals, institutions, and municipalities. The firm provides financial planning and non-discretionary investment consulting through multiple programs and offers a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Kevin Henneman is a financial advisor with Ameriprise in Phoenix, MD, holding a Series 66 designation and eight years of industry experience. He has worked at Ameriprise since 2017 and previously at Primary Residential Mortgage Inc. Henneman is involved in charitable activities, including organizing an annual golf event benefiting the Folds of Honor Foundation. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet certain asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Bradley Sublett is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and over 39 years of industry experience. He has been with Equitable Advisors since 1999, previously associated with Axa Advisors. Outside of his advisory work, he serves as chairman of the Business Network Organization in Louisville, Kentucky, and volunteers with The Leukemia & Lymphoma Society and the Kentucky School for the Blind Charitable Foundation. 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 third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Sheri Oconnor is a financial advisor at Ameriprise with 20 years of industry experience. She has been with Ameriprise and its affiliated entities since 2007. Outside of her advisory role, she is a leased employee through a third-party payroll company serving the firm’s franchise. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Brent Van Eerden is a financial advisor with Edward Jones in Bradenton, FL, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones, he spent 21 years at Riverside Insurance Agency, which he owns. He is also the owner of a local boat rental business, Salt & Sun Rentals, which is in the process of being closed. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,700 advisors and more than 15,000 branch offices.

David Thomas Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. He has worked at multiple firms including Ameritas Advisory Services and Summit Financial Group, and maintains business activities related to insurance through Vaughn Asset Advisory Agency LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations, offering a range of advisory programs, retirement consulting, and brokerage services.

Scott Steiner is a CFP® with seven years of industry experience, currently affiliated with Cetera. He is also the owner of Steiner Law Offices, PLLC, where he practices estate planning, probate, and trust administration, as well as Steiner Wealth Management LLC and Steiner Accounting and Tax LLC. His background includes roles in management consulting through Forcite LLC and multiple financial and tax-related business ventures. Cetera is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various investment strategies and third-party managers.

Ethan Ridener is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. His prior work includes roles at Wells Fargo Clearing Services LLC, Wells Fargo Bank, and Florida South Western State College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, and utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment approach.

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.

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.