Kenneth Andrews is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Fidelity Investments since 2022, following prior roles at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, the Town of West Hartford Public Works, and the University of Rhode Island. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base, including registered investment companies and charitable funds, and is known for its use of systematic methodologies and oversight in managing model portfolios.

Stephen Schweigart is a financial advisor at Edward Jones in Sarasota, FL, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked for Waste Connections for eight years. Outside of advising, he is co-owner of a short-term vacation rental business in Bradenton, FL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Todd Hogan is a financial advisor with Edward Jones in Bradenton, FL, holding a Series 63 designation and 24 years of industry experience. He has been with Edward Jones since 2002. Hogan serves on the board of directors for Meridian Healthcare in Youngstown, OH. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jaquelyn M Singh is a financial advisor at Morgan Stanley with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Smith Barney LLC since 2022, with prior experience at Wells Fargo Clearing and Wells Fargo Bank, N.A. Outside of her advisory role, she is involved in managing real estate ventures, including partnerships in several LLCs that hold vacant land. Morgan Stanley Wealth Management serves individual and institutional clients by providing tailored financial planning and advisory programs. The firm employs a structured financial planning process supported by firm-approved tools and a range of investment offerings.

Myrna Kassis is a financial advisor at OSAIC with 20 years of industry experience. She holds a Series 66 designation and has worked previously at Lincoln Financial Advisors, Osaic FA, Inc., and Ameriprise. In addition to her advisory work, she manages a real estate rental property. Osaic Wealth serves a wide range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services that include comprehensive financial planning and portfolio management supported by model-based asset allocation and risk assessment tools.

Blake Caldwell is a financial advisor with Raymond James & Associates, holding a Series 66 designation and nine years of industry experience. He previously worked at UBS from 2015 to 2018 before joining Raymond James in 2018. Raymond James & Associates 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 high-net-worth individuals, institutions, and municipal entities, offering financial planning and investment consulting primarily through non-discretionary relationships.

Isaac Valley is a CFP® and Series 66-registered financial advisor with Edward Jones in Bradenton, FL, with eight years of industry experience. He worked at The Scion Group: The Woodlands of W. Tennessee and Florida State University Reservation before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Michael Trosset is a financial advisor at Fidelity with Series 66 and Series 63 credentials and three years of industry experience. Prior to joining Fidelity, he worked for six years at Otsego County Public Defender and sixteen years at Trosset Group Attorneys. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm employs a systematic investment process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction across various fund structures.

Scott Rockwell is a financial advisor at Morgan Stanley with 24 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, currently serving at Morgan Stanley Private Bank, National Association. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Jay Jurkovich is a financial advisor with Ameriprise in Lakewood Ranch, FL, holding Series 65 and Series 63 licenses and bringing 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Jurkovich also owns and operates Jay Jurkovich LLC, an S Corporation used for managing operational expenses and payroll. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and ongoing advice delivered through written Recommendation Reports.

Colin Gardner is a financial advisor with Ameriprise in Sarasota, FL, holding Series 65 and Series 63 licenses and having one year of industry experience. Prior to joining Ameriprise, he worked in various roles including positions at Wayne State University and Barton Hills Country Club. 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 annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Robert Kniceley Sr. is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds a Series 66 designation and has been associated with Wells Fargo Bank, N.A. since 2010. 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 a range of brokerage and advisory solutions supported by extensive research and analytics.

Kelsey Lebeda is the Vice President and Branch Leader at the Sarasota Fidelity Investor Centers. In this role, Kelsey leads a team of financial professionals dedicated to assisting clients in creating and working toward their financial goals. Kelsey focuses on delivering a positive experience for every client. Kelsey's experience at Fidelity Investments spans over a decade, beginning in 2012. Prior to becoming Vice President and Branch Leader in 2022, Kelsey held positions as Assistant Branch Manager from 2017 to 2018, Financial Consultant from 2014 to 2017, Investments Representative from 2013 to 2014, and Financial Representative from 2012 to 2013.

Gregory Eastman is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 14 years of industry experience. His prior roles include positions at Cetera, Summit Financial Group, and Questar Asset Management. He is also a commissioned notary in the state of Maine. 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 advisory services including financial planning, model portfolio programs, and institutional platforms, with advice delivered primarily by investment adviser representatives using a variety of investment strategies.

Kelli Morrison is a financial advisor with Morgan Stanley in Bradenton, FL, holding a Series 66 credential and seven years of industry experience. She has worked with Morgan Stanley and its Private Bank since 2018 and had prior experience at Crowder Brothers Ace Hardware. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services that combine broad retail and institutional offerings with specialized investment and planning strategies.

Kathleen Scholz is a financial advisor with LPL Financial in Bradenton, FL, holding a Series 66 credential and seven years of industry experience. Her prior roles include positions at Edward Jones and Fisher Investments. She is co-owner of a handyman services business in Palmetto, FL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, institutions, and retirement plan participants, offering advisory and brokerage services through a large network of investment adviser representatives. The firm provides various investment solutions, including financial planning and third-party asset management, supported by extensive operational and research tools.

Rebecca Gore is a financial advisor with LPL Financial based in Sarasota, FL, holding the Series 66 designation and bringing 10 years of industry experience. Her career includes roles at BMO Bank NA, SunTrust Bank, Truist Advisory Services, and Raymond James. She currently serves as a premier banker at BMO Bank NA. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, with a range of investment options supported by research and operational tools.

Fernando Colon Hernandez is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. He has worked at Merrill since 2022 and held positions at several other firms, including Bank of America, N.A., H&R Block, and Mutual of Omaha. Outside of his advisory role, he is the owner of Sahel Consulting LLC, a marketing consulting business. 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.

David Leifer is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes roles across several Morgan Stanley entities since 2007 and a prior position at Citigroup Global Markets from 2002 to 2007. Outside of finance, he is involved in an art-related business, David Leifer Art. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment committee inputs.

John Franz is a Wealth Management Advisor associated with Merrill Lynch Wealth Management. He works with a limited number of financially independent clients, typically individuals or families with investable assets of $1 million to over $5 million, providing ongoing oversight, second-opinion guidance, and strategic coordination. His practice is focused on high-net-worth wealth management, including portfolio management, retirement planning, tax minimization, and services for endowments, foundations, and non-profits. John's expertise includes wealth preservation, legacy planning, and assisting clients with complex financial decisions such as career transitions, executive moves, and 401(k) rollovers. He often collaborates with clients' estate attorneys and CPAs to unify planning strategies, emphasizing goals-based investment frameworks and tax-sensitive growth portfolios. Many client relationships begin with confidential second opinions to assess alignment across investments, tax strategy, and long-term planning. He holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). John earned an Accredited Certificate from the College for Financial Planning. He is a member of professional organizations such as the Investment Consulting Association and the NFLPA, and participates in community involvement with the American Cancer Society. Outside of his professional work, John enjoys biking, boating, golfing, swimming, traveling, and spending time with his family.