Maureen Dye is a financial advisor with Wells Fargo Clearing in Palmetto, FL, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. She has been with Wells Fargo Clearing and Wells Fargo Bank, N.A. since 2017 and previously worked with Manatee County Schools for one year. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions, relying on research from Wells Fargo Investment Institute and third-party sources to guide investment decisions.

Aaron Middleton is a CFP® and ChFC® with seven years of industry experience. He is currently with Cetera and previously worked at firms including LPL Enterprise, Prudential Insurance Company of America, and Edward Jones. Middleton served 20 years in the United States Marine Corps. Outside of his advisory work, he volunteers with the nonprofit Scarletts Sunshine, where he helps distribute flowers monthly. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management services and financial planning through a nationwide network of independent advisors.

Scott Robinson is a financial advisor with Morgan Stanley in St. Petersburg, FL, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019, following a five-year tenure at Franklin Templeton Distributors, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs with a focus on tailored financial planning supported by structured discovery conversations and analytical tools, managing approximately $2.74 trillion in client assets.

Paul Colte is a financial advisor with Equitable Advisors in Bradenton, FL, holding a Series 66 credential and 21 years of industry experience. He has been with Equitable Advisors since 2005, including time at its predecessor, Axa Advisors. Outside of his advisory role, he serves as president of Helm Financial Group and is involved in other insurance-related business activities. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations through financial planning, retirement consulting, and asset-management programs. The firm utilizes a range of advisory models implemented primarily through third-party sponsors and offers ERISA fiduciary services for qualified plans.

Elwood Gross III is a Certified Financial Planner (CFP®) with 18 years of experience, currently affiliated with Edward Jones in Bradenton, FL, where he has worked since 2008. He participates in the finance team of Young Life of Manatee County, providing financial accountability and advising on hiring, fundraising, and financial planning matters. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial services supported by a nationwide network of more than 23,000 advisors.

James Sorensen is a financial advisor at Edward Jones in St. Petersburg, FL, holding a Series 66 designation with one year of industry experience. Prior to his role at Edward Jones, he has been involved in various positions within the arts and media sectors, including work with multiple theatre companies, music production, and media agencies. Outside of advisory work, Sorensen has engaged in entrepreneurial activities related to talent and event production. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Jake Hayes is a financial advisor at LPL Financial in St. Petersburg, FL, with seven years of industry experience. He holds the CFP® and CFA® designations and has worked previously at Fisher Investments, Bank of America, Merrill, and Merrill Lynch. Outside of his advisory role, Hayes is the owner of JHJK Holdings LLC, a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with technology and a broad product lineup.

Vincenzo Palmerino is a financial advisor at Cetera with a Series 66 designation and five years of industry experience. Prior to joining Cetera, he worked at The Richman Group and Bridgewater Associates. He is also a financial planning associate at CCR Wealth Management. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services utilizing a multi-manager platform with both discretionary and non-discretionary program options.

Maxwell Winger is a financial advisor with Raymond James & Associates holding a Series 66 designation and three years of industry experience. Prior to joining Raymond James in 2023, he was involved in several hospitality-related ventures, including Winger Restaurant Group LLC and For the Table Hospitality. 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, institutional clients, and charitable organizations, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research resources.

Gary Liebel is a financial advisor with Morgan Stanley in Bradenton, FL, holding Series 63, 65, and 66 licenses and possessing 39 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney LLC from 2011 through the present. Outside of his advisory role, he is involved in several private businesses, including serving as vice president of Presque Isle Boat Tours Inc. and owning a restaurant called Woodys BARge and Grill. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Their planning process incorporates firm-approved tools and models but generally does not include individual security recommendations as part of standalone plans.

Dennis Kruk is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in providing personalized wealth management strategies that are designed to be flexible and responsive to changing market conditions and his clients’ evolving needs. His approach focuses on understanding the full financial picture of clients and their families to create comprehensive and customized plans. He offers access to investment insights from Merrill as well as banking and lending solutions from Bank of America to address various aspects of clients' financial lives. Dennis holds a Bachelor's Degree from Baruch College and has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment (SE). His client focus areas include family wealth management strategies, managing new wealth, personal retirement planning, portfolio management, tax minimization, and retirement income. In addition to his advisory work, Dennis is involved in his community through volunteering with organizations such as Habitat for Humanity and Southeastern Guide Dogs. Outside of work, he enjoys biking, golfing, swimming, and spending time with his family.

Allison Butler is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, as well as 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 range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets.

Alexandra Barrett is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. She previously worked at CliftonLarsonAllen and KPMG, accumulating four years of professional experience prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory strategies, including discretionary and non-discretionary wrap fee programs and access to separately managed accounts, operating under a fiduciary standard.

Gregory Nawrocki is a financial advisor at Edward Jones in St. Petersburg, FL, holding a Series 66 designation and beginning his advisory career in 2026. His prior experience includes roles at Raymond James, Pinnacle Life Group, Amazon, Northwestern Mutual, and various other positions before entering the financial industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies and affiliated services. The firm manages approximately $1.01 trillion in assets under management and has a large national network of financial advisors and branch offices.

Richard Eaton is a financial advisor with Morgan Stanley in Bradenton, FL, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009, following seven years at Citigroup Global Markets. Morgan Stanley Wealth Management serves individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market modeling.

Jason Wallace is a financial advisor at OSAIC with one year of industry experience. He holds the Series 66 designation. Prior to joining OSAIC, he worked with the Tampa Bay Rays and Memphis Grizzlies in roles outside the financial industry. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation and portfolio optimization techniques.

Brian Smith is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 31 years of industry experience. Prior to joining Cetera in 2022, he worked at Fidelity Personal and Workplace Advisors and Hancock Whitney Bank, where he also served as a wealth advisor providing financial planning and referrals to specialists. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supporting over 10,000 advisors and managing assets totaling more than $256 billion.

David Nicewarner is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and over 31 years of industry experience. He previously worked at Grove Point Advisors, LLC and Grove Point Investments, LLC, and has operated as a CPA providing tax preparation and accounting services since 1986. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jeffrey Hearn is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Raymond James & Associates since 1991. He serves as a subcommittee member on the Investment and Missions Committees for First United Methodist Church in St. Petersburg, FL. 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 wide range of clients, including individuals, institutional investors, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services.

Daniel Wood is a financial advisor with LPL Financial in Bradenton, FL, holding a Series 66 designation and 16 years of industry experience. Prior to joining LPL Financial in 2014, he worked at Edward Jones from 2010 to 2014. He also serves as a Financial Peace University class instructor. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, with platforms that support both discretionary and non-discretionary investment strategies.