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 with 12 years of industry experience. He holds a Series 66 designation and has previously worked at UBS, Merrill, and Bank of America, N.A. Wells Fargo Advisors is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored recommendations delivered through meetings and written summaries.

George O'Brien Jr. is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 38 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and was previously with Citigroup Global Markets. Morgan Stanley Wealth Management serves both individuals and institutional clients, offering a broad range of advisory programs including tailored financial planning supported by firm-approved tools and investment committee analyses.

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® professional affiliated with LPL Financial with 18 years of industry experience. His prior roles include positions at Transamerica Retirement Solutions and Principal Financial Services. He is also involved with Lake Michigan Credit Union in a financial institution capacity. LPL Financial is an SEC‑registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with investment management supported by in-house and third-party research and strategies.

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.

Chaitanya Shinde is a financial advisor with Fidelity in Sarasota, FL, holding Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity, Shinde held various roles including positions at the University of Florida and Bowland. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, including fund advisory and multi-manager structures, and employs systematic methodologies across mutual funds, ETFs, and ETPs.

Tyler Brumfield is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Fifth Third Securities and Fifth Third Bank. 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.

Nan Cohen is a CFP® professional with 32 years of industry experience, currently affiliated with LPL Financial since 2024. She has prior experience with Creekside Financial Advisors LLC and Securities America Advisors Inc. Cohen is also a co-owner of Creekside Financial Holdings, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, providing discretionary and non-discretionary management supported by model portfolios, research, and various specialized services.

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 with OSAIC, holding Series 63 and Series 65 credentials and 29 years of industry experience. Prior to joining OSAIC in 2023, he spent 14 years at Sagepoint Financial, Inc. He owns Gettinger Financial LLC, which provides investment planning, tax planning, estate planning, insurance planning, and retirement/cash flow planning services, including fixed insurance sales. He has also served as a trustee for family trusts. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm integrates brokerage and advisory services with a range of investment options and uses proprietary tools and third-party platforms to construct and manage portfolios.

Richard Morris is a financial advisor with Morgan Stanley in Bradenton, FL, holding a Series 66 designation and 14 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and has been affiliated with Morgan Stanley Smith Barney LLC since 2010. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and model-based outcome simulations as part of its planning process.

John Sartini is a Certified Financial Planner (CFP®) with 30 years of experience in the financial services industry. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, National Association. He is based in Sarasota, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

Cameron Barsoum is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 credentials and seven years of industry experience. He has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2019 and previously spent time at Koss Olinger Financial Group and the University of Florida. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Jennifer Lee is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked with Cambridge Investment Research Advisors since 2021 and previously was involved with Grove Point Advisors and Modern-Wealth, LLC. Outside of advising, she owns I Just Ate A Bug LLC, a business operating in St. Petersburg, FL, and serves on the Women’s Action Committee. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm provides tailored investment strategies through various platform arrangements, combining proprietary and third-party model strategies and offering both discretionary and non-discretionary solutions.

Saylor Evans is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, Evans worked at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise serves a broad mix of clients including individuals, retirement plans, charitable organizations, corporations, and other institutional clients through both advisory and brokerage channels. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, utilizing an integrated platform that combines adviser programs with the sale of other financial products.