Harry Pinkham is a CFP® professional with 33 years of industry experience, currently serving at Wells Fargo Advisors since 2022. He previously worked with Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he owns ESJ Investment Co, LLC, and is an agent with Capstan Insurance Consulting LLC. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that offers comprehensive investment and financial planning services to individuals, trusts, and institutional clients, utilizing Wells Fargo’s research and planning tools to develop tailored recommendations.

Maura Guthrie is a CFP® professional with 24 years of industry experience. She has worked at Wells Fargo Clearing Services LLC since 2017 and was previously with UBS Financial Services Inc for nine years. Wells Fargo Advisors provides investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and delivers both brokerage and advisory solutions.

Randle Mc Swain is a CFP® and holds a Series 66 license with 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products supported by a large network of financial advisors and branch offices.

Jon Waggoner is a financial advisor with Equitable Advisors in Lakewood Ranch, FL, holding a Series 66 designation and 26 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors LLC, since 1999. Outside of his advisory role, he is the owner of Waggoner Holdings LLC. 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 utilizes a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels tailored to client goals and risk tolerance.

Charles Belluardo is a Senior Financial Advisor and a founding partner of The Beacon Group. With over 25 years as a licensed investment professional, he specializes in portfolio management, focusing on managing risk through technical analysis, portfolio hedging strategies, and portfolio management policy. He is dedicated to building long-term client relationships and delivering client service by aligning financial strategies with clients' goals and values. Charlie holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification as well as the Certified Plan Fiduciary Advisor (CPFA) designation. He also holds titles as a Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and in Sports & Entertainment (SE). He earned a High School Diploma from Southern Regional High School and attended Georgian Court College without obtaining a degree. Outside of his financial advisory role, Charlie has been a professional and amateur automobile racecar driver for over 15 years, competing across the U.S. and Canada. He has two children and has also raised two foster children. His personal interests include adventure sports, spending time with his family, traveling, and watching movies.

Robert Brameister is a Senior Financial Advisor with Merrill Lynch Wealth Management. With 27 years of experience as a financial advisor on the west coast of Florida, he focuses on helping clients prepare for their financial futures through goal-based planning. He works closely with clients to define essential, important, and aspirational goals, then formulates and annually reviews strategies designed to meet those goals in a prudent and responsible manner. Rob’s areas of expertise include personal retirement planning, portfolio management, legacy and family wealth management strategies, socially responsible and ESG investing, college education planning, and retirement income planning. He advises clients on a range of financial products to assist with capital growth, income production, long-term care insurance, and estate planning. As a fifth generation Floridian and 51-year resident of Manatee County, Rob is deeply connected to his community and alongside his wife Krista, actively supports local non-profit organizations. Rob earned his Personal Investment Advisor (PIA) designation and holds a High School Diploma from Southeast High School. Outside of his professional work, he enjoys spending time outdoors boating, fishing, camping, hiking, and attending local sporting events with his family.

Savas Constantinou is a CFP® professional with 27 years of industry experience, currently serving at OSAIC since 2026. He previously worked at Cetera Investment Services, Hancock Whitney Bank, Modera Wealth Management, LPL Financial, and AXA Advisors. He has also held a senior wealth planning advisor role at Hancock Whitney Bank, focusing on trust and estate, retirement, investment, risk management, and business planning in collaboration with other financial professionals. OSAIC serves a broad client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, providing integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm offers portfolio construction using firm tools and third-party solutions, supporting both discretionary and non-discretionary management across diverse asset classes.

Lisa Menke is a financial advisor at LPL Financial with 14 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing, Wells Fargo Advisors, LLC, and Wells Fargo Bank, N.A. from 1987 to 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

Paul Castro is a CFP® with 21 years of experience in the financial services industry. He has been with Ameriprise since 2005, currently serving as a financial advisor in Sarasota, FL. Outside of his advisory role, he is employed by CMA 92 LLC, an Ameriprise franchise owned by William Munn. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations primarily for clients holding assets in Ameriprise Managed Accounts.

Robert Rosenberg is a financial advisor with Cetera, holding a Series 66 designation and 22 years of industry experience. He has worked at Cetera Wealth Services, Summit Financial Group, and Summit Brokerage Services. Rosenberg serves on the board of Cardinal Mooney High School and is involved in organizing fundraising events for local schools and nonprofits in Sarasota, FL. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Alexander Gelbert is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 registrations and has worked at JP Morgan Chase Bank and Janus Henderson Distributors. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Christine Purser is a financial advisor with Ameriprise in Sarasota, FL, holding a Series 66 credential and 17 years of industry experience. She has been with Ameriprise and its related entities since 2008. Outside of her advisory role, she owns and operates a tax preparation business under The Purser Group and Purser Enterprises, LLC, and is involved with Sunny Paradise Life LLC. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research-driven modeling and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Angelo Tramontelli is a financial advisor at Wells Fargo Clearing with 41 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kelly Crockett is a financial advisor with Raymond James & Associates in Sarasota, FL, holding a Series 66 designation and nine years of industry experience. She has worked at Raymond James & Associates since 2016 and was previously employed at TGS Siesta Properties for four years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Jack Craig is a financial advisor with LPL Financial in Bradenton, FL, holding a Series 63 designation and 34 years of industry experience. He has been with LPL Financial and its predecessor entities since 1995. Craig serves as a successor trustee for a family trust. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

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 with OSAIC in Sarasota, FL, holding Series 63 and Series 66 designations and five years of industry experience. He has worked previously at FSC Securities Corporation and SPAN Digital. Outside of his advisory role, Seaton owns M-6 Technology, a consulting business focused on technology and software development. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with portfolio construction supported by asset-allocation tools and access to third-party money managers.

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.