Jose Flores Jr. is a financial advisor with Edward Jones in Sarasota, FL, holding the CFP® and ChFC® designations. He has 21 years of industry experience, including 11 years with Edward Jones. He was previously the owner of JJMG ENTERPRISES L.L.C., a business involved in various lawful activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products through a large network of financial advisors and branch offices nationwide.

Jonathon Seaton is a financial advisor at OSAIC with five years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at FSC Securities Corporation and SPAN Digital. Outside of his advisory role, he owns M-6 Technology, a consulting business specializing in technology and software development. OSAIC Wealth serves a diverse range of clients, including individual investors, retirement plans, charities, and corporations, through a multi-advisor platform that offers brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and strategies across multiple account types.

Katherine Johnson is a financial advisor with Morgan Stanley in Sarasota, FL, holding a Series 66 designation and 18 years of industry experience. She has worked with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Christine Levine is a financial advisor at Morgan Stanley with 27 years of industry experience. She previously worked at Janney Montgomery Scott from 2013 to 2024 before joining Morgan Stanley Smith Barney LLC. Levine holds Series 63 and Series 66 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Jack Heiss is a financial advisor at UBS Financial Services with 39 years of industry experience. He previously worked at Merrill and Bank of America N.A. He serves as President of the Board for the YMCA South Tampa and is a director of the Florida Securities Dealers Association. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings.

Benjamin Yzeiri is a financial advisor with Merrill in Sarasota, FL, holding a Series 66 designation and six years of industry experience. He has worked at Bank of America and Merrill since 2020. Outside of his advisory role, Yzeiri is the managing member of a family-owned restaurant business, where he provides accounting, marketing, and finance services, and serves as a board member for the University of Michigan Alumni Social Club. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, and institutions.

Jose Rivera is a financial advisor with UBS Financial Services in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with UBS Financial Services since 2009. Rivera has also participated as a speaker for the Hispanic Bar Association of New Jersey. UBS Financial Services serves individual, corporate, and institutional clients with a combination of brokerage and investment advisory offerings, including financial planning, portfolio management, and alternative products. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Michael Fay Jr. is a financial advisor with Morgan Stanley in Bradenton, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as Vice President of the Red Cedar West Homeowners Association in Leesburg, Virginia. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment programs alongside specialized estate planning services.

Melissa De La Pena is a financial advisor with J.P. Morgan Securities in Bradenton, FL, holding Series 63 and Series 66 licenses and having seven years of industry experience. Her background includes roles at J.P. Morgan Chase Bank and Wells Fargo Clearing Services, as well as involvement with several entertainment and talent agencies. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting within a non-discretionary program.

Jacqueline Kulle is a financial advisor with Raymond James & Associates in Sarasota, FL, holding Series 63 and Series 65 designations and three years of industry experience. Her previous roles include CEO and positions at Wealth Strategies Partners and Passage Global Capital Management. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research.

Murray Snow III is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds the Series 63 designation and has been with Morgan Stanley Private Bank, National Association since 2015, and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that incorporates structured discovery conversations and firm-approved planning tools.

James Morrison III is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He is also a board member of the Robinson Hearts and Minds Foundation, which raises funds through charitable events for research and engineering scholarships. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and investment solutions, supported by a large network of advisors and branch offices nationwide.

Christopher Mazza is a financial advisor at Wells Fargo Advisors with 34 years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes roles at Wells Fargo Clearing and Banc of America Investment Services, Inc. Mazza is involved in insurance consulting through Capstan Insurance Consulting LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering comprehensive investment and financial planning services using proprietary research and tools, with options for brokerage or advisory program implementation.

Rylan Lanham is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its Private Bank since 2017. Prior to that, he was with FDX Capital LLC and Global Financial Private Capital, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and analyses such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and offers a broad range of retail and institutional financial services.

Robert Elkins is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at UBS Financial Services and Morgan Stanley DW Inc. Outside of advising, he is a part-owner of Allodex Systems LLC, a dental product manufacturer and distributor, and holds joint ownership of an aircraft through N4421X LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting. The firm employs a research-driven investment approach and offers a broad range of brokerage and advisory solutions.

Thomas Redden III is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 14 years of industry experience. He has worked at various J.P. Morgan entities since 2011. Outside of his advisory role, he operates an online selling business focused on art and crafted digital design items. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary, written asset allocation advice and customized performance reporting supported by centralized due diligence and a manager solutions team.

Drew Wilson is a Wealth Management Planning Consultant currently working with Fidelity Investments since 2022. He focuses on helping clients and their families develop, implement, and maintain personalized financial plans that are comprehensive and easy to follow. He has over two decades of experience in the financial services industry, having held roles such as Internal Regional Consultant at Principal Global Investors from 2011 to 2022, Financial Consultant at Clarion Advisors, Inc from 2010 to 2011, and Financial Consultant at Wells Fargo Advisors from 2007 to 2010. Earlier in his career, he worked as a Fund Information Specialist at Franklin Templeton Investments from 1993 to 2007. Drew holds a California Insurance License. Further education details and personal interests were not provided.

Steven Victor is a financial advisor with Raymond James & Associates who holds Series 63 and Series 65 licenses and has 43 years of industry experience. He previously worked at Janney Montgomery Scott for seven years and RBC Capital Markets Corporation for nine years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including high-net-worth individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, drawing on a range of portfolio management styles and emphasizing tailored advice supported by firm research and model manager options.

Andrew Minor is the Senior Resident Director and Wealth Management Advisor at Merrill Lynch, where he leads the office in Bradenton, Florida. Since joining Merrill Lynch Wealth Management in 2004, he has held leadership roles and developed expertise in guiding clients toward their financial goals. Andy holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and has earned several professional designations including Chartered Life Underwriter (CLU), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment specialist. Andy graduated from the University of Alabama with a Bachelor of Science degree in Chemical Engineering. He has been involved in training programs within Merrill Lynch and was appointed Resident Director in 2015. His professional approach emphasizes a disciplined, client-focused financial strategy tailored to individual needs, including areas like college education planning, retirement income, tax minimization, and socially responsible investing. In addition to his professional responsibilities, Andrew Minor is active in his community. He serves on the boards of the Manatee County Fair Association and the Early Learning Coalition of Manatee County and is the 2024 President of the Bradenton Kiwanis Club. He is also a member of the Manatee County Chamber of Commerce. Andy resides in Bradenton with his wife, Kirstin, and their three children, and enjoys football, golfing, running, and family activities.

Janice French is a financial advisor at Edward Jones with four years of industry experience. She holds a Series 66 designation and previously worked at Jabil for 17 years before joining Edward Jones in 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.