Stephen Mc Leod is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Charles Schwab in various capacities since 1997, with additional experience at LPL Financial, VimVest Securities, ViewTrade Securities, and Wall Capital 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 offers both non-discretionary and discretionary investment management, combining multi-asset model portfolios with centralized custody and operational support across a large client base.

Tod Lebeda is a CFP®-credentialed financial advisor with eight years of industry experience. He is currently with J.P. Morgan Securities in Bradenton, FL, and has held prior roles with JPMorgan Chase Bank, Charles Schwab, and One Sycamore Capital. Outside of finance, he worked for three years at Complete Outdoor Equipment. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized manager due diligence and applies an ESG eligibility framework in its recommendations.

Silvia Marceleno is a financial advisor with Cambridge Investment Research Advisors, holding a Series 65 credential and three years of industry experience. Prior to joining Cambridge in 2023, she was self-employed for one year and has worked in various roles outside finance, including in dentistry and wellness services. Marceleno also operates as an independent insurance agent for multiple insurance companies. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory through a large network of independent financial professionals. The firm provides a range of investment strategies and platforms, combining proprietary models with access to unaffiliated strategists, along with institutional features such as advisor transition support and compliance oversight.

Jason Hulst is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at LPL Financial since 2021 and concurrently operates CWA Accounting, Inc., where he provides tax preparation and accounting services. Hulst has held advisory roles at Capital World Advisors, Inc. and World Equity Group, and has maintained involvement in real estate through Prairieland Homes, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual clients, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology tools and a broad non-advisory financial services network.

Lynn Friend is a financial advisor at Stifel with 40 years of industry experience. He has been with Stifel Nicolaus & Co., Inc. since 2004. Outside of his advisory role, Lynn works as a key carrier and managing store employee at TJ Maxx in Sarasota, FL, and holds a Florida notary commission. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Kemraj Dubbra is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has nine years of industry experience. His career includes roles at Fidelity Investments, Bank of America, Merrill Lynch, Santander, and JPMorgan Chase. Outside of financial advising, he owns and manages four rental properties. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide its recommendations.

Trent Cowieson is a Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Trent earned his Bachelor's Degree from Florida Gulf Coast University.

Nicholas Comella is a Financial Advisor with Merrill Lynch Wealth Management. He works with retirees, pre-retirees, business owners, and professionals to address various aspects of their financial lives. His areas of expertise include retirement planning, retirement income strategies, business succession planning, estate and legacy planning, cash flow management, education planning, and long-term wealth management. Nicholas holds a Bachelor's Degree from Stonehill College and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He emphasizes building relationships based on trust and communication to help clients bring clarity and organization to their financial decisions. Outside of his professional work, Nicholas is involved with Special Olympics. He engages in personal interests such as basketball, bowling, football, golfing, and watching movies.

Richard Caiazzo is a CFP® professional with 21 years of experience in the financial services industry. He is currently affiliated with Mass Mutual Investors Services, where he has worked since 2017, and has prior experience at METLIFE Securities Inc. Caiazzo holds an outside insurance sales position in which he sells various insurance products, including dental, group disability income, life, accident and health, long-term care, disability, fixed annuities, and property and casualty insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver written recommendations.

Tracy Woodin is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Morgan Stanley and its predecessor, Morgan Stanley Smith Barney, since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process that incorporates firm-approved tools and market-based modeling techniques.

Judith Schwartzbaum is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 65 credentials and over 40 years of industry experience. She has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, following a prior tenure at Citigroup Global Markets beginning in 1995. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs supported by firm-approved tools and a structured planning process.

Sherry Hernandez is a financial advisor at Raymond James Financial with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Raymond James in various capacities since 2011. Outside of advising, she works as a registered assistant with Main Street Financial Group in Sarasota, FL. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, employing analytical tools such as risk profiling and probability modeling to support client goals.

Marco Herrera is a financial advisor with Fidelity Investments in Sarasota, FL, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Pershing Advisor Solutions, Charles Schwab & Co., and Insight Global. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm supports a variety of clients through discretionary and non-discretionary management, fund advisory, and model portfolio delivery using systematic methodologies and long-term asset allocation benchmarks.

Anastasiya Rybak is Vice President and Branch Leader at Fidelity Investments, a position she has held since 2024. In this role, she coaches and mentors associates in their professional development and career growth, fostering a culture of trust and support to help clients pursue their goals. Anastasiya's career at Fidelity Investments began in 2018, where she has held several roles including Assistant Branch Leader, Financial Consultant I, Planning Consultant, Relationship Manager, and Financial Representative. Before joining Fidelity, Anastasiya worked at Global Financial Private Capital as a Compliance Officer from 2016 to 2018 and as a Broker Dealer Home Office Representative from 2015 to 2016. Her extensive experience spans compliance, client relationship management, and financial consulting. Outside of her professional responsibilities, Anastasiya enjoys camping, fitness, gardening, visiting museums, running, and spending time with pets.

Paige Woodlock is a financial advisor with Fidelity, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments, she was a PGA Tour Professional from 2019 to 2024. Fidelity’s affiliate, Strategic Advisers LLC, serves retail and institutional clients with investment management and advisory services that combine fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs. The firm also employs algorithmic and AI-driven methodologies and acts as an advisor to multiple registered investment companies and fund-of-funds.

Lisa Turner is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. Her prior roles include positions at Wells Fargo Advisors, Morgan Stanley, and Citigroup Global Markets. 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 provides both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Walter Ruesch is a financial advisor with Edward Jones in Sarasota, FL, holding Series 63 and Series 66 designations and over 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, his family is involved in leasing a home to support individuals with disabilities. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a large network of advisors and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

Marc Slone is currently serving as Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2026. In this role, he focuses on helping families simplify financial complexity and build confidence in managing their wealth. He prioritizes understanding clients' values beyond their financial statements to provide collaborative planning and genuine partnership, assisting them in making informed decisions about their life, family, and legacy goals. His professional experience includes previous roles within Fidelity Investments, such as Financial Consultant from 2021 to 2025, Investment Consultant from 2019 to 2021, and Customer Relationship Advocate from 2017 to 2019. Marc also worked as a Portfolio Counselor at Fisher Investments during 2025 to 2026. Outside of his professional work, Marc enjoys activities such as spending time at the beach, attending concerts, cooking and baking, exploring food, socializing with friends, and playing golf.

Ryan Brems is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has worked at Northwestern Mutual and Merrill, among other firms. Brems is involved in community service as Vice-President of the Rotary Club of Lakewood Ranch and is set to serve as its President from 2025 to 2026. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and various asset management programs through a network of Investment Adviser Representatives.

Sarah Jackson is a Series 66 licensed advisor with Merrill in Bradenton, Florida, where she has worked since 2006. She has 13 years of industry experience. Merrill, alongside 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.