Vanja Mikanovic is a Financial Consultant at Fidelity Investments, a position she has held since 2015. She has been with Fidelity Investments since 2011, progressing through roles including Investment Consultant, Retirement Representative, Private Client Specialist, and Financial Representative. Her professional focus is on collaborating with families and business owners to build financial freedom, utilizing her skills, knowledge, and experience to assist clients in achieving their financial goals. Vanja aims to serve as a lifetime resource for her clients. Outside of her professional work, Vanja has personal interests in cooking and baking, skiing, soccer, and traveling.

Elizabeth Oldham Grissom is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Morgan Stanley since 2016, including a role at Morgan Stanley Private Bank, National Association from 2017 to 2018. Grissom is also involved in a trust and investment-related business based in Sarasota. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions. The firm provides tailored financial planning using structured discovery conversations and planning tools, managing approximately $2.74 trillion in client assets.

Michael Martell is a Series 66-licensed financial advisor with Morgan Stanley in Sarasota, FL, having eight years of industry experience. He has worked with Morgan Stanley and its Private Bank since 2018 and has prior experience with Florida State University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individuals and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models without providing individual security recommendations as part of its standalone planning services.

Ryan Buckle is a financial advisor with LPL Financial in Bradenton, FL, holding a Series 66 designation and 18 years of industry experience. His prior work includes roles at Edward Jones and Cetera Advisor Networks. Outside of advisory work, he is employed as a pilot. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, combining broad non-advisory financial activities with oversight of over $819 billion in discretionary assets.

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.

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.

Charles Hanowell is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 26 years of industry experience. He has worked at Wells Fargo since 2017 and previously held positions at Sharebuilder 401K and Capital One Investment Services. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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.

Shawn Layne is a financial advisor with Ameriprise in Bradenton, FL, holding a Series 66 designation and eight years of industry experience. He has been with Ameriprise since 2015. Outside of his advisory role, he is involved with FrankCrum, a third-party payroll company, as a leased employee. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with specific asset thresholds, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver these recommendations, primarily for clients with Ameriprise-managed accounts.

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.

James Gleichowski is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds a Series 65 designation and has prior work experience at CSL Behring in the healthcare sector. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services delivered through a network of independent financial professionals using a variety of portfolio management approaches and platform arrangements.

Hayden Viviano is a Financial Consultant at Fidelity Investments, a position he has held since 2019. His professional experience at Fidelity Investments spans several roles, including Investment Consultant from 2017 to 2019, Investment Solutions Representative from 2016 to 2017, and Financial Representative from 2015 to 2016. Throughout his career, Hayden has focused on assisting clients and their families in working towards their financial goals. He emphasizes placing clients' priorities at the center of financial decision-making to help achieve long-term success. No information regarding his education, credentials, personal interests, or community involvement has been provided.

James Desmond is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior work history includes positions at Bank of America, Northwestern Mutual, and SmartPro Financial. Outside of finance, he receives ongoing royalties from Story Time Soccer, a soccer program he formerly sold. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through model-based and discretionary investment strategies. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

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.

Chris Zabawski is a financial advisor at Merrill with 18 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.