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.

James Conahan is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Raymond James, he served in the U.S. Army from 2017 to 2020 and has experience with various business activities including roles at Jambo Protected LLC and a contractor position with F45 Fitness. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a wide range of clients including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory solutions using analytical tools to support client goals and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

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.

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.

Jonna Keller is a financial advisor with OSAIC who holds Series 63, Series 65, and Series 66 designations and has 27 years of industry experience. Her prior roles include positions at SagePoint Financial, SPC, and Sigma Financial Corporation. She is also the managing partner of First Security Investments of SWF, LLC, an insurance sales business. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through multiple programs such as financial planning, managed portfolios, and retirement plan consulting. The firm uses model-based asset allocation and portfolio optimization supported by various risk assessment tools and offers a broad range of investment strategies and third-party platforms.

Ellen Bush is a financial advisor at Morgan Stanley with 46 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank. Outside of her advisory work, she serves on the board of directors for the Hospital and Healthcare Association of Pennsylvania and the Scranton Chamber of Commerce. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and research.

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.

Ernest Dean Jr. is a financial advisor with Morgan Stanley in Sarasota, FL, holding a Series 66 designation and 17 years of industry experience. He has been with Morgan Stanley since 2010 and also works with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including customized financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-sponsored arrangements.

Peter Borho is a financial advisor with Cambridge Investment Research Advisors in Sarasota, FL, holding a Series 66 designation and 20 years of industry experience. His prior work includes seven years at Benjamin F Edwards & Co and roles at Kovack Securities, Inc. and The Investment Center, Inc. Outside of advising, he is involved with 5 Plus 1 Holdings LLC, an ownership venture dating back over two decades. Cambridge Investment Research Advisors serves a diverse client base including individual investors, institutions, pension plans, and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management through multiple platforms, access to third-party advisers, and proprietary model strategies under the Founders Gate Capital brand.

Kevin St John is a financial advisor with Edward Jones in Lakewood Ranch, FL, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, he worked at State College of Florida and PGT Innovations. He serves as a board member of the Sarasota Economic Development Corporation and is the president of Goalkeeper World, a sports training and merchandise business. Kevin also organizes events for the Vanderbilt University Sarasota Alumni Chapter. 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 nationwide network of over 23,000 financial advisors. The firm manages approximately $1.01 trillion in assets and provides discretionary and non-discretionary strategies, overlay and tax-efficient services, and maintains affiliated capabilities such as a trust company and proprietary mutual funds.

Gypsy Daniel is a financial advisor at Merrill with 15 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2016, following four years at UBS Financial Services. Merrill, along 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 managed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Thomas Osterman is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 65 licenses. He has 33 years of industry experience and has been with Morgan Stanley and its Private Bank since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and firm-approved methodologies to support client financial goals.

Beth Robak is a Senior Financial Advisor with Merrill Lynch Wealth Management. She works closely with clients and their families to develop tailored financial strategies aimed at addressing complex financial challenges and achieving both short- and long-term goals. Her collaborative approach involves coordinating with clients' CPAs, attorneys, and other professionals to deliver comprehensive wealth management solutions. Beth leverages investment insights from Merrill and the banking services of Bank of America to assist clients in navigating changing market conditions and financial opportunities. Beth has particular expertise in serving entrepreneurs, business owners, and women professionals. She understands the complexities involved in managing business growth, succession planning, and employee benefits, as well as balancing business and family financial needs. She also focuses on helping women engage actively with their family's financial planning and supports female business owners in aligning their personal and professional goals. She holds a Bachelor’s degree from Illinois State University and an MBA from Lake Forest Graduate School of Management. Beth is a Certified Exit Planning Advisor (CEPA) and a Personal Investment Advisor (PIA). In addition to her professional role, she participates in community volunteer activities. Her personal interests include boating, golfing, reading, skiing, swimming, traveling, volleyball, and spending time with her family.

Felipe Lewis is a Financial Consultant at Fidelity Investments, where he assists clients in understanding and navigating the company's offerings to develop and implement personalized financial plans. He has been with Fidelity Investments since 2020, progressing through roles including Financial Representative, Relationship Manager, and Investment Consultant before his current position. Prior to joining Fidelity, Felipe held positions in the banking industry, including Branch Manager at Credit Union 1 from 2012 to 2017, Licensed Personal Banker at JPMorgan Chase Bank from 2009 to 2012, and Senior Personal Banker at Parkway Bank & Trust Co. from 2003 to 2009. His experience spans various aspects of financial services, emphasizing client relationships and investment consulting.

Jorge Lopez Balboa is a financial advisor with UBS Financial Services in Sarasota, FL. He holds Series 63, Series 65, and Series 66 designations and has 52 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client plans.

Jon Lowther is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 65 licenses and 29 years of industry experience. His prior roles include positions at Wells Fargo Clearing, SunTrust Advisory Services, Fifth Third Securities, and Merrill. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

David Huffman is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 63 license. He has 48 years of industry experience, including 22 years at H. Beck, Inc. and over 19 years operating Huffman Financial Group. He is also an independent insurance agent representing various independent insurance companies. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions, including pension and charitable organizations, by offering financial planning, investment management, and retirement-plan advisory services. The firm supports both discretionary and non-discretionary management through multiple platforms and proprietary model strategies, operating with thousands of financial professionals and managing a multi-billion dollar asset base.

Jeffrey Gartman is a financial advisor at Raymond James & Associates with 45 years of experience in the industry. He has been with Raymond James & Associates since 2005. He holds a Series 63 designation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional and pension plans, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.