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 credentials and six years of industry experience. She served in the United States Air Force for 21 years before beginning her financial services career. Outside of advising, she is an independent insurance agent representing various companies. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, and retirement-plan advisory services. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

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 with LPL Enterprise, holding Series 63 and Series 65 licenses and over 30 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Pruco Securities, LLC. He serves as president of the board for Replay Outreach, a nonprofit organization focused on working with at-risk teens. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities, utilizing model-driven portfolios and access to third-party asset managers.

Rebecca Gill is a financial advisor with LPL Financial in Cortez, Florida, holding Series 63 and Series 65 licenses and having 22 years of industry experience. She has worked at LPL Financial since 2013, following prior roles at U.S. Financial Advisors and Intrepid Financial Planning Group, LLC. In addition to her advisory work, Gill provides tax preparation and accounting services as a CPA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm employs a wide range of investment strategies and supports its advisors with research and operational tools while providing extensive non-advisory financial services.

John Destefano Jr. is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Fidelity and its affiliates since 2013. Fidelity, through its Strategic Advisers LLC subsidiary, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services as well as fund management.

Dale Herndon is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and having 28 years of industry experience. His prior roles include positions at Stifel Independent Advisors, Wells Fargo Advisors, Wells Fargo Clearing, and Prudential Equity Group. He is also the owner of Herndon Wealth Management, a financial services firm. Equitable Advisors serves individual and institutional clients, including pension plans and charitable organizations, providing financial planning, retirement plan consulting, and asset management through various advisory programs and third-party managers.

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 Series 65-licensed financial advisor with Cambridge Investment Research Advisors, bringing two years of industry experience. Prior to joining Cambridge, she worked with SmartPro Financial and has a varied background including roles outside finance. Cambridge Investment Research Advisors serves individual and institutional clients with services such as financial planning, investment management, and retirement-plan advisory. The firm offers a range of platforms and proprietary model strategies to support discretionary and non-discretionary management.

John Smyth is a financial advisor at J.P. Morgan Securities with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity and Fifth Third Securities prior to joining J.P. Morgan in 2021. 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 searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and offers access to a range of eligible investment strategies, including ESG considerations.

Anisa Redhead is a financial advisor at Fidelity with Series 65 and Series 63 licenses and four years of industry experience. Her prior roles include positions at Sequoia Financial Group, Charles Schwab, and Principal Financial Group. Outside of finance, she has worked in fitness-related roles, including at Drip Fit and Palm Beach Gym. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, advisory role to multiple registered investment companies, and incorporation of AI and algorithmic tools in its investment processes.

Jonathan Morris is a Planning Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2021, progressing through various roles including Fixed Income Specialist, Investment Solutions Representative 1, Retirement Representative, and Customer Relationship Advocate. Jonathan's experience spans multiple areas within financial services, focusing on planning and investment solutions. He is committed to helping clients by serving as a trusted partner who understands their goals and supports them in working towards their envisioned future. Outside of his professional responsibilities, Jonathan has personal interests in boating, cars, fishing, golf, soccer, and tennis.

Alejandro Bolivar is a financial advisor with J.P. Morgan Securities in Bradenton, FL, holding a Series 66 designation and having four years of industry experience. He has previously worked at Bank of America/Merrill Lynch and currently has ownership interests in small private businesses, including a charcuterie service and a real estate holding company. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. Their advisory process integrates centralized due diligence and quantitative and qualitative research, with offerings that include derivatives and commodities capabilities.

Wendy Splan is a financial advisor at UBS Financial Services with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, delivering tailored advice supported by proprietary research and capital market analysis.

William Panaro Jr. Jr. is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. 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, utilizing firm-approved tools and modeling techniques, and manages approximately $2.74 trillion in client assets.

Zachary Brown is a Series 66-licensed financial advisor with Morgan Stanley in Bradenton, FL, and has two years of industry experience. Prior to joining Morgan Stanley in 2023, he held roles at John Cannon Homes and several healthcare and educational organizations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm‑approved tools and methodologies.

Harrison Van Der Noord is a financial advisor with Edward Jones in Bradenton, FL. He holds a Series 66 designation and has one year of experience in the financial industry. Prior to joining Edward Jones, he worked in the hospitality and retail sectors. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and branches and offers a range of advisory strategies under a fiduciary standard.

Brandan Kools is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Fidelity. He previously worked at Ameriprise Financial Services, Inc. for six years before joining Fidelity in 2021. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a diverse client base including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios using mutual funds, ETFs, and ETPs.