Eric Caplinger is a financial advisor with Cetera and holds Series 63, 65, and 66 licenses. He has 37 years of industry experience, including 18 years at Eaton Vance Management before joining Cetera. Outside of advising, he is CEO and 49% owner of CAP-SNACKS LLC, a business specializing in high-end vending machines. Cetera Investment Advisers LLC serves a broad range of clients from individuals to institutional accounts through a large network of independent advisors. The firm offers diversified portfolio management and financial planning services with multiple program structures, including access to third-party managers and customized investment strategies.

Ashley Wilks is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 66 licenses and 26 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment models as part of its financial planning process.

Carmen Alaimo Jr. is a financial advisor with Wells Fargo Advisors in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. He is also a trustee for First Quality Wealth Management Inc.’s 401(k) and DBP plans and owns First Quality Wealth Management Inc., an investment-related business. Wells Fargo Advisors Financial Network 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, including specialized areas such as business-owner transition and special-needs planning.

James Levin is a CFP®-certified financial advisor with nine years of industry experience, currently associated with Osaic Wealth Inc. since 2025. Prior to joining Osaic, he worked at Edward Jones for nine years. Outside of his advisory role, Levin serves as vice president of a local networking group, Connection Corner, which organizes bi-monthly meetings. Osaic Wealth, Inc. serves a broad mix of clients including individual investors, pension plans, corporations, and charitable organizations through a large network of advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing firm-provided tools and third-party solutions to construct diversified portfolios managed on discretionary or non-discretionary bases.

Wayne Reid II serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. In his role, he focuses on developing personalized financial strategies designed to help clients pursue their long-term goals. He brings a results-driven, client-focused approach to wealth management, working one-on-one with clients to tailor strategies around their individual financial needs. Wayne Reid II has an extensive background as a Chief Investment Officer of a family office and fund of hedge funds. His expertise encompasses business, legal and operational due diligence, portfolio strategies, technical and quantitative analysis, hedging, risk management, and knowledge of derivative instruments. His client areas include family wealth management strategies, institutional investment consulting, legacy planning, managing new wealth, portfolio management services, sports and entertainment, tax minimization, and retirement income. He earned a Bachelor's degree from the University of South Carolina and holds multiple master's degrees from Georgia State University, including a Master of Business Administration and two Master of Science degrees. Wayne holds several professional designations, including Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), Chartered Market Technician (CMT), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA).

John Meany III is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Cetera and its affiliated entities since 2019 and previously at Summit Financial Group Inc. Additionally, he is a managing partner of Freedom Capital Group LLC. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to multiple investment platforms and third‑party managers. The firm operates a large multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Stephen Gross is a financial advisor with Ameriprise in Sarasota, FL, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies. The firm’s approach involves a centralized service team and investment options influenced by its affiliated product ecosystem.

Dean Dancer is a financial advisor with Raymond James & Associates in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at UBS Financial Services Inc. for nine years before joining Raymond James in 2018. Dancer serves on the board of directors for HOPE Kids Community, a charity providing school essentials to homeless and needy children. Raymond James & Associates is a large, dual-registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored financial planning and consulting services, drawing on multiple portfolio management styles and in-house research.

Charles Alario Jr. is a financial advisor with Robert W. Baird & Co., holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with Robert W. Baird & Co. since 2012. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients with consulting and portfolio services. The firm offers tailored investment strategies using a combination of in-house and third-party managers, including traditional and non-traditional asset allocations, alongside municipal advisory and public finance services.

Kathy Francoletti is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she is involved with Francoletti Homes, Inc., a private company engaged in the construction and sale of residential homes. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that uses firm-approved tools and modeling techniques.

Devon Mackinnon is a financial advisor with Wells Fargo Clearing in Nokomis, FL, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Wells Fargo Bank NA and Wells Fargo Clearing Services since 2017, with prior experience at Citizens Bank and Citizens Securities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates a broad range of investment options, including insurance-related products and bank deposit sweep programs.

Anthony Dibello is a financial advisor with LPL Financial in Sarasota, FL, holding a Series 66 designation and 15 years of industry experience. He has worked at LPL Financial since 2010 and has operated his own CPA practice since 2000. Outside of his advisory role, he is involved in tax preparation and accounting through AVStar Consulting Group Inc. and participates in mortgage and real estate services with Avstar Premier Realty. 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, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology and operational resources.

Wafa Bekhti is an advisor at LPL Enterprise with a Series 66 designation and no prior industry experience. Her work history includes roles at Dillards, Crate and Barrel, and Bank United. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, employer-sponsored retirement plans, banks, and charitable entities. The firm uses model-driven investment strategies and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Scott Nehra is a financial advisor with Morgan Stanley in Venice, FL, holding a Series 66 designation and 25 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and offers plans both directly and through corporate agreements.

Denise Otten is a financial advisor at OSAIC with 29 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at American Portfolios Financial Services for 14 years. Outside of her advisory role, she operates a CPA firm and founded a nutrition-focused informational business where she authored a book and created educational seminars. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage, advisory services, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Fredric Weiner is a financial advisor with LPL Financial in Sarasota, FL, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc. and Citigroup Global Markets. 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 services, including model portfolios and third-party asset management, supported by advisor tools and expansive non-advisory financial activities.

Ronald Troyan is a Series 63 licensed financial advisor with 36 years of industry experience. He has worked at OSAIC since 2024 and previously spent 18 years at Woodbury Financial. Outside of his advisory role, he owns and manages consulting and practice management firms. OSAIC serves a diverse client base, including individual and institutional investors, offering integrated brokerage, investment advisory services, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to manage portfolios that may include a variety of securities and investment types.

Jeremy Hickey is a Series 66-licensed advisor with Wells Fargo Advisors in Sarasota, FL, bringing 21 years of industry experience. He has been associated with Wells Fargo-affiliated firms since 2016. Outside of his advisory role, he has ownership interests in a self-storage business and an insurance consulting company. Wells Fargo Advisors is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet certain net-worth thresholds, utilizing proprietary research and tools to develop personalized recommendations.

Stephanie Jackson is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds a Series 66 designation and previously worked at Bank of America and Merrill from 2014 to 2024. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients maintain final decision-making authority.

Christy Moulton is a financial advisor at LPL Financial in Sarasota, FL, holding a Series 66 designation with seven years of industry experience. Her prior roles include positions at Edward Jones and Young Living, and she has owned Hoopers Backflow LLC since 2010. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions with a variety of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms. The firm supports its advisers with research-driven tools and offers extensive non-advisory financial services alongside its investment management capabilities.