Jessica Campos is a financial advisor at Merrill with eight years of industry experience and holds the Series 66 designation. She has worked at Merrill and Bank of America since 2017 and previously held roles at All in one Solutions and One Cell. Outside of advising, she is the sole owner of two private rental businesses in Bradenton, Florida. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Wallis Delrosario is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 65 and Series 63 designations. His prior experience includes roles at Lincoln Financial Advisors Corporation, USI Consulting Group, MML Investors Services, and MassMutual Financial Group. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a distinctive operational structure serving a large client base.

Andy Matheson is a financial advisor with Merrill in Sarasota, FL, holding the Series 66 designation and seven years of industry experience. He has worked at Merrill and Bank of America since 2007. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations by offering model-based and discretionary investment strategies supported by internal and third-party managers.

Christine Hicks is a financial advisor with Morgan Stanley in Sarasota, FL, holding a Series 63 designation and 25 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and has worked at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual 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 employs a structured planning process supported by firm-approved tools and analyses.

Walter Stern IV is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He holds the Series 66 designation and is based in Bradenton, Florida. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors.

Charles Pearson is a CFP® professional affiliated with LPL Financial in Sarasota, FL, with 24 years of industry experience. He has been with LPL Financial and its predecessor firms since 2007 and previously worked at Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors and utilizes various portfolio strategies and technology tools.

Michael Melton is a financial advisor with RBC Capital Markets in Sarasota, FL, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with RBC Capital Markets since 2013. 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 various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile and investment preferences.

Kevin Hill is a financial advisor with Ameriprise in Apollo Beach, FL, holding a Series 66 designation and 10 years of industry experience. He previously worked at Edward Jones for seven years before joining Ameriprise in 2022. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

David Madway is a financial advisor with LPL Financial in Sarasota, FL, holding Series 63 and Series 66 credentials and eight years of industry experience. He has previously worked at Morgan Stanley, Merrill, USAA Financial Advisors, and Bank of America. Madway is also the owner of Onchain Ventures LLC, a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of programs including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and $819 billion in discretionary assets.

Nicholas Holst is a CFP®-credentialed financial advisor with nine years of industry experience, currently practicing at Edward Jones in Sarasota, FL. His prior experience includes roles at Allyn International Services Inc and Florida Gulf Coast University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large national network of financial advisors and branch offices.

Elliott Sternberg is a CFP® and Series 66 registered advisor with Robert W. Baird & Co. in Sarasota, FL, with three years of industry experience. Prior to joining Baird, he held positions at Fifth Third Bank, Northwestern Mutual Investment Services, and J.J.B. Hilliard, W.L. Lyons, LLC. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, supported by internal research and technology-driven investment approaches.

Brady Pedler is a financial advisor with RBC Capital Markets in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. He serves on the board of Nate's Honor Animal Rescue, an animal shelter in Bradenton, FL. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients from individual investors to institutions, offering multiple advisory programs with tailored investment strategies managed through a combination of in-house and third-party providers.

Laurel Simon Bobrowich is a financial advisor with UBS Financial Services in Sarasota, FL. She holds Series 63 and Series 65 designations and has 45 years of industry experience, all with UBS since 1980. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research to tailor investment plans to clients' goals and risk tolerances.

Jim Germer is a financial advisor at Cetera with 28 years of industry experience and holds the Series 63 designation. He has been associated with Cetera since 2004 and operates his own CPA firm providing tax, accounting, and financial services. In addition to his financial work, he engages in media content creation, journalism, and serves as a corresponding secretary for a local nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with access to various portfolio management options, financial planning, and consulting services, supported by a nationwide network of over 10,000 advisors.

Jeannie Whipple is a financial advisor at Edward Jones in Sarasota, FL, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2020, she worked for 17 years at The University of Kansas Hospital. Outside of her advisory role, she is also a registered nurse practicing occasionally on weekends. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Braden Coe is a financial advisor at Fidelity with Series 63 and Series 65 licenses and less than one year of industry experience. Prior to joining Fidelity, his background includes positions at OSAIC Wealth Management and various roles in education and service industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Phillip Esteban is a financial advisor with Ameriprise, holding a Series 66 designation and five years of industry experience. He has worked at Ameriprise Financial Services in various capacities since 2020 and previously held positions at Avatar Insurance, ADP, YMCA, and JKE Associates, Inc. Esteban is also involved in outside employment as an associate financial advisor with SNE Operations LLC. Ameriprise serves individuals approaching or in retirement, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Dominic Casanueva is Senior Resident Director and Wealth Management Advisor at Merrill Lynch, where he has been working since 2007. He develops retirement strategies for both businesses and multigenerational families, advising corporations on their retirement programs as well as providing wealth management strategies for individual clients. His role includes managing personalized or defined investment strategies on a discretionary basis. Dominic holds several professional designations including Chartered Financial Analyst® (CFA®), Certified 401(k) Professional (CKP®), Certified Plan Fiduciary Advisor® (CPFA®), Chartered Retirement Plans Specialist™ (CRPS™), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned bachelor's degrees in finance and political science, and a master's degree in finance, all from the University of Florida. Based in Lakewood Ranch, Florida, Dominic spends time outside of work with his family, engaging in activities such as cheering for the Florida Gators and visiting Disney.

Laura Blackman is a financial advisor with Morgan Stanley in Sarasota, FL, holding a Series 66 designation and bringing 30 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Matt Depalma is a financial advisor with Wells Fargo Advisors in Sarasota, FL, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2010. Outside of his advisory role, he serves as executive producer of a television pilot based in Sarasota. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients through a broad financial planning menu. The firm provides tailored investment and planning services, integrating various financial products and referral channels within its advisory offerings.