Matthew Estrada is a financial advisor at Morgan Stanley with eight years of industry experience. He has worked at several firms, including Merrill, Raymond James & Associates, Keystone Management Group, and JPMorgan Chase. Outside of his advisory role, he volunteers as a DJ for Sarasota Christian School. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Leroy Vinson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 11 years of industry experience. He has worked at Wells Fargo Clearing since 2017 and has been with Wells Fargo Bank, N.A. since 2012. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Darren Janakis is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with LPL Financial since 2004, following prior roles at Main Street Management Company and Commonwealth Financial Network. Janakis is also involved in a non-securities related insurance agency and maintains an accounting entity, Janakis Financial. 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, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and extensive operational tools.

Joseph Maldonado is a Series 66-licensed financial advisor with Equitable Advisors in Bradenton, FL, bringing 15 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2010. Outside of his advisory role, Maldonado is involved as a referral sales agent in real estate and is a licensed CPA. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm uses a variety of advisory models and third-party asset managers to deliver customized investment solutions and fiduciary services.

Christine Drone is a CFP® with 22 years of industry experience. She is currently with RBC Capital Markets in Sarasota, FL, and has previously worked at City National Bank, Wells Fargo Clearing, and SunTrust Advisory Services. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a variety of advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers.

Jesse Perez is a financial advisor at Wells Fargo Advisors in Sarasota, FL, holding a Series 66 designation and bringing 13 years of industry experience. His prior work includes roles at UBS, Merrill, Bank of America, and Morgan Stanley. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. Advisors at the firm use proprietary research and planning tools to develop tailored recommendations, with clients choosing how to implement those recommendations through various brokerage or advisory programs.

George O'Brien Jr. is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and Legg Mason Wood Walker. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and customized financial planning using firm-approved tools and methodologies.

Joseph Hennessey is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017, following prior roles at J.P. Morgan Securities and JPMorgan Chase Bank. Outside of his advisory work, he serves on the investment committee for United Way Suncoast. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning solutions and manages approximately $2.74 trillion in client assets, utilizing structured planning tools and advisory services across a broad range of investment programs.

Marc Miller is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. His prior work includes roles at M&M Wealth Advisors LLC and several positions outside finance, including work with Fellowship Jiu-Jitsu and at the University of South Florida. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, ranging from individual and high-net-worth clients to institutional clients. The firm utilizes analytical tools like deterministic and probability modeling to provide non-discretionary planning tailored to clients' goals and supports its services through a large advisor network and institutional consulting.

Jonathan Eskridge is a financial advisor at Wells Fargo Advisors with 43 years of industry experience. He previously worked at UBS Financial Services Inc. for 18 years before joining Wells Fargo Advisors in 2026. He holds Series 63 and Series 65 licenses. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, with tailored recommendations developed using proprietary research and tools.

Joseph Pallet is a CFP® with 18 years of industry experience, currently associated with LPL Financial in Bradenton, FL. His career includes roles at Transamerica Retirement Solutions, Raymond James Financial, UBS Financial Services, and Chase Investment Services Corp. In addition to his advisory work, he holds a financial institution role at Lake Michigan Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

Kristina Doncheva Aldana is a financial advisor at Raymond James & Associates with six years of industry experience. She holds the Series 66 designation and has been with Raymond James Financial since 2019. Prior to her career in finance, she worked at Holiday Inn Lido Beach for over a decade. Raymond James & Associates, Inc. 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 investors, and municipal entities, offering financial planning and investment consulting with a range of portfolio management styles supported by affiliated research and sub-advisers.

Jared Motzenbecker is a CFP® professional with 21 years of experience, currently affiliated with LPL Financial in Sarasota, FL. His prior experience includes roles at MFS Fund Distributors, Inc. and Gulfside Bank. He is involved in Forthright Financial Planning, LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing hundreds of billions in assets.

Chaitanya Shinde is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Fidelity, he held various roles at the University of Florida and other organizations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory.

Tyler Brumfield is a financial advisor with Wells Fargo Clearing in Bradenton, FL, holding Series 65 and Series 63 licenses and two years of industry experience. His prior work includes roles at Fifth Third Securities, Fifth Third Bank, and a variety of positions outside finance, such as with the Seminole Tribal Gaming Commission and USA Hockey as an independent contractor. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, drawing on research from Wells Fargo Investment Institute and external sources.

Nan Cohen is a CFP®-certified financial advisor with 32 years of industry experience. She currently works with LPL Financial and has held prior roles at Securities America Advisors Inc., Creekside Financial Advisors LLC, and Osaic FA, Inc. Cohen is co-owner of Creekside Financial Holdings, LLC, which serves non-investment business purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

John Schloss is a financial advisor with Raymond James & Associates in Sarasota, FL, holding a Series 66 designation and 24 years of industry experience. He has been with Raymond James & Associates since 2001. Outside of his advisory work, he owns rental real estate properties. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse clientele, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Laura Coelingh is a financial advisor with UBS Financial Services in Sarasota, FL, holding a Series 66 designation and having 11 years of industry experience. She previously worked for Northern Trust Securities Inc and Northern Trust Bank for 16 years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary capital market assumptions and research to tailor plans based on clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a broad range of financial products and capital markets solutions.

Wendy Kester is a financial advisor at UBS Financial Services with 25 years of industry experience. She holds Series 63 and Series 65 credentials and has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Arthur Gettinger is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Sagepoint Financial, Inc., OSAIC Services, Inc., Sentra Securities Corporation, and Morgan Stanley DW Inc. Outside of his advisory role, he owns Gettinger Financial LLC, where he provides investment planning, tax planning, estate planning, insurance planning, and retirement/cash flow planning services. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations, offering both brokerage and advisory services across a variety of programs. The firm utilizes a model-based investment process focused on asset allocation and portfolio optimization, supporting discretionary strategies and third-party managers through a large multi-advisor platform.