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.

Robert Petzold is a financial advisor with OSAIC, holding a Series 66 designation and with 26 years of industry experience. His prior roles include positions at Securities America Advisors and Kansas City Life Insurance Company. He is also the owner of Petzold Financial Group, LLC, which provides life, health, and long-term care insurance sales and services. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and access to third-party money managers to construct diversified portfolios across various asset classes.

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 credentials and seven years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021 and previously held roles at Wells Fargo Clearing Services and Wells Fargo Bank. Outside of finance, she has been involved with modeling and talent agencies and promotional ventures. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers non-discretionary services through a select group of Wealth Advisors.

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 33 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with various Wells Fargo entities since 2009. Mazza is involved in several related business activities, including ownership and agency roles in financial and insurance consulting firms in Florida. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning options, utilizing proprietary research and tools, and integrates advisory services with other financial products and referral channels.

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 42 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC. Outside of his advisory role, he is a part owner of Allodex Systems LLC, a dental product manufacturer and distributor, and co-owns an airplane through N4421X 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 incorporates modern portfolio theory, with investment options that include insurance-related vehicles and bank deposit sweep programs.

Thomas Redden III is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 13 years of industry experience. He has worked with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2011. Outside of his advisory role, he operates a small online business selling art and various household items on platforms such as eBay and Etsy. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm delivers its program on a non-discretionary basis, combining institutional advisory operations with brokerage, distribution, and investment management capabilities.

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.

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 in Sarasota, FL, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. He has worked with Wells Fargo Bank, N.A. since 2012 and with Wells Fargo Clearing since 2017. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics to inform its investment approach while providing both brokerage and advisory solutions.

Darren Janakis is a financial advisor with LPL Financial in Bradenton, FL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with LPL Financial since 2004. In addition to his advisory role, he is involved with United Underwriters as a non-variable insurance agent and maintains an accounting entity, Janakis Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and consulting services.

Joseph Maldonado is a financial advisor with Equitable Advisors, holding a Series 66 designation and 15 years of industry experience. He has been with Equitable Advisors since 2010 and previously worked at Axa Advisors for 10 years. Outside of his advisory work, Maldonado is also a referral sales agent in real estate and a licensed accountant/CPA. 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 various third-party programs. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage services tailored to client goals, risk tolerance, and time horizon.