Gennadiy Yankiv is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds a Series 66 designation and has worked at Merrill and UBS Financial Services prior to joining JPMorgan Chase Bank, N.A. and J.P. Morgan Securities in 2016. 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 within a non-discretionary framework.

Oscar Lopez Gutierrez is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His work history includes roles at Bank of America and Merrill, as well as a position at J-Los Beauty Supply. Merrill, together with its affiliate Managed Account Advisors LLC (MAA), provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

James Richards is a financial advisor at UBS Financial Services with 15 years of industry experience. He has worked at UBS since 2019 and was previously employed at Morgan Stanley Smith Barney from 2015 to 2019. Richards holds Series 63 and Series 66 licenses. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

Cheryl Fainelli is a Series 66-licensed financial advisor with four years of industry experience. She is currently with Osaic Wealth, Inc. and has worked previously at Kovack Securities, Kovack Advisors, IC Advisory Services, and several other firms. Outside of her advisory role, she is a director of the Valdez Veteran Alliance Services, a nonprofit organization focused on event planning and volunteer coordination, and participates actively in local school advisory councils and alumni association leadership. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers a range of services from comprehensive financial planning to managed portfolios, utilizing model-based asset allocation and portfolio optimization supported by various advanced tools and third-party managers.

Leif Olson is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 65 credentials and has 34 years of industry experience. His prior work includes tenures at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, as well as Merrill. He is based in Sarasota, FL. 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.

Pawel Szott is a financial advisor with LPL Financial, holding Series 63 and 65 licenses and bringing 30 years of industry experience. His career includes roles at Merrill, Waddell & Reed, and Realty Executives of NV. Outside of advising, he has been involved in real estate activities and previously worked as an Uber driver. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolio programs, combining technology tools with a broad platform of investment options.

Amy Depriester is a financial advisor with Merrill in Sarasota, FL, holding a Series 66 designation and 17 years of industry experience. She has been with Merrill since 2007. Outside of her advisory role, she owns and operates a blog focused on YA fiction books and related discussions. 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.

Heather Clark is a financial advisor with Merrill in Sarasota, FL, holding Series 63 and Series 66 designations and over 31 years of industry experience. She has been with Merrill since 2009 and has concurrently worked at Bank of America, N.A. since 2007. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Joshua Mc Coy is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Ameriprise since 2023. Prior to joining Ameriprise, he worked at Edward Jones for 10 years. Outside of his advisory role, he owns a farm business in Cortez, FL, and serves on the Board of Directors for Young Life of Manatee County. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Matthew Bower is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 11 years of industry experience. Prior to joining Raymond James in 2024, he spent nine years with Edward Jones. He is president of Bower Wealth Management and is involved in a partnership marketing venture under Gilmore, Bower & Fernandez. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, institutional, and charitable clients. The firm offers tailored non-discretionary planning and investment consulting through a large advisor network and supports municipal and public finance work with a distinctive affiliate municipal advisor arrangement.

Matthew Medvesky is a financial advisor at OSAIC with 17 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Edward Jones, SunTrust, BB&T, and Wells Fargo Clearing. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization, with access to discretionary and third-party manager strategies.

Jacob Ducharme is a financial advisor with J.P. Morgan Securities in Sarasota, FL, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to joining J.P. Morgan Securities, he worked at Community Financial Services Group and Fidelity Investments. Outside of his advisory role, he has involvement with Community Financial Services Group LLC. 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. The firm’s advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Warren Strauss is a financial advisor at LPL Financial with 44 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Ameriprise Financial Services and Oppenheimer. Outside of his advisory role, he is the owner of Assertive Firearms Team Training, where he serves as a firearms instructor in Bradenton, Florida. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment services delivered through a large network of advisers utilizing diverse strategies and supported by advanced operational tools.

Ricardo Rivera is a financial advisor at Merrill with a Series 66 designation and seven years of industry experience. He has worked at Bank of America and Merrill since 2015. 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. The firm offers model-based and discretionary investment strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michele Tremblay is a financial advisor with Cetera in Sarasota, FL, holding a Series 66 designation and 24 years of industry experience. She has previously worked with Avantax and 1ST Global Advisors and maintains a CPA role at Weil, Akman, Baylin & Coleman, PA. Tremblay also serves as co-trustee of the H.B. Family Trust and personal representative for an estate. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with access to affiliated and third-party managers across various program structures.

David Begala is a financial advisor with UBS Financial Services in Sarasota, FL, holding a Series 66 designation and 23 years of industry experience. He has been with UBS Financial Services since 2008. Begala serves on the Board of Directors for the Certified Financial Planner Board of Standards. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, using proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of investment and capital markets solutions.

Odot Hodges is a financial advisor at Edward Jones with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Morgan Stanley, TIAA-CREF, Securities America, and Fidelity Brokerage Services. 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, discretionary and non-discretionary investment strategies, and affiliated investment products, supporting its services with a large network of financial advisors and branch offices nationwide.

Mark Fantasia is a financial advisor at Cambridge Investment Research Advisors with 28 years of experience in the industry. He holds Series 63 and Series 65 licenses and has worked with several firms including Workers Credit Union and CUSO Financial Services. Fantasia also operates Mark Fantasia Wealth Management, where he serves as an insurance agent and investment adviser representative. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base through thousands of financial professionals and provides access to multiple platforms, proprietary model strategies, and third-party advisers.

Daniel Gilmore is a financial advisor with Raymond James Financial in Bradenton, FL, holding a Series 63 designation and bringing 33 years of industry experience. He has been with Raymond James Financial and its affiliate since 1999. Outside of advising, he is the CEO of Gilmore Family Investments, LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients, utilizing analytical tools and risk profiling to tailor non-discretionary planning and investment recommendations. The firm supports a large network of advisors and maintains specialized programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Morgan Edwards is a financial advisor at RBC Capital Markets with eight years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Morgan Stanley, CEI, and Gallup. Outside of finance, he operates a housesitting and pet sitting business. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supporting discretionary and non-discretionary portfolio management and financial planning services.