Jeffrey Alexander is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 63 registration, and has 53 years of industry experience. His career includes roles at LPL Financial, The Investment Center, Inc., Royal Alliance Associates, Inc., and he has operated Alexander Financial for over 25 years. He is involved in community service as a board member of the Washington Community Foundation and serves as president of the Washington Township United Fund. Cambridge Investment Research Advisors serves a diverse client base, including individual, pension, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platform options.

Eldin Hadziabdic is a Financial Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 2007 and joined Merrill in 2016. He holds the Accredited Asset Management Specialist (AAMS) designation from The College for Financial Planning Institutes Corp. and a bachelor's degree in Business Administration from SUNY. Eldin focuses on family wealth management strategies, personal retirement planning, portfolio management services, and retirement income. His approach to financial planning centers on understanding each client's life priorities, enabling him to develop personalized plans that align with their goals and aspirations. He provides access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. Outside of his professional responsibilities, Eldin and his family reside in Lakewood Ranch, where they participate in community activities supporting organizations such as F.E.L.T. and All Faiths Food Bank. He also holds a National C Soccer Coaching License and coaches soccer at Lakewood Ranch Chargers. His personal interests include soccer, tennis, and traveling.

Tara Meyer is a Planning Consultant at Fidelity Investments. She has held multiple roles within the company, including Relationship Manager and Financial Representative, spanning from 2023 to 2026. Her work focuses on collaborating with clients to develop financial plans that prioritize their unique goals, values, and priorities. Tara emphasizes an approach to financial planning that empowers clients by providing the insight, tools, and strategies necessary to align their financial decisions with their long-term objectives. She is committed to supporting clients in managing their assets intentionally to achieve their financial goals. In her personal time, Tara enjoys activities such as beach outings, boating, fitness, outdoor adventures, and traveling.

Kevin Hines is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Securities America Advisors, THE O.N. Equity Sales Company, and Ohio National Financial Services. In addition to his advisory role, he handles insurance planning through his business, Hines Financial Services Inc. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services that utilize model-based asset allocation, portfolio optimization, and a variety of managed account programs.

Alexander Garner is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 10 years of industry experience. He has worked with several firms, including First Command Advisory Services and Cetera Advisor Networks, prior to joining Cambridge Investment Research Advisors in 2020. Outside of his advisory work, Garner is involved as a part-time teacher in Manatee County and serves as a board member of the Florida Institute for Saltwater Heritage, an environmental organization. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm employs multiple platforms and proprietary model strategies, supporting both discretionary and non-discretionary management.

Travis Abbott is a financial advisor with Edward Jones in Sarasota, FL, holding a Series 66 designation and one year of industry experience. He previously worked at AmeriFactors Financial Group for five years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual and institutional investors. The firm offers a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Michael Conway is a CFP® professional with 43 years of industry experience, currently affiliated with Cetera. His career includes roles at Commonwealth Financial Network, Black Diamond Custom Wealth Management, and Lincoln Financial Securities Corporation. He has also operated Conway Financial Services since 1978. Outside of advisory work, he is involved in fixed insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various investment strategies and third-party managers.

Rani Jeffries is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2012. She began her role at Fidelity at The Park Avenue office in Manhattan. Prior to joining Fidelity, she worked as a Financial Consultant at AXA Advisors from 2008 to 2012. Rani has over 15 years of experience in the financial services industry. She partners with clients to develop and implement financial plans aimed at increasing confidence and reducing uncertainty. Building trusting relationships with clients is a fundamental part of her approach. Outside of her professional role, Rani and her husband enjoy boating, traveling, and exploring food. She also has personal interests in biking and Pilates.

David Hood is a CFA® charterholder and holds Series 63 and Series 65 licenses, with 38 years of industry experience. He has been with Morgan Stanley since 2009, currently serving at Morgan Stanley Private Bank, N.A. since 2015 in Sarasota, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutions, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Eric Walther is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he worked for Franklin Templeton Distributors Inc for ten years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Aimee Cogan is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Paul Carico is a financial advisor with LPL Financial in Sarasota, FL, holding a Series 66 designation and 27 years of experience in the industry. His prior roles include positions at Mass Mutual Investors Services, Massmutual Life Insurance Co, and MetLife Securities. Outside of his advisory work, Carico owns GatorTrails, a business operating recreational tours using rental vehicles within a local state park. 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 and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

James Pass is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. His prior roles include positions at Sky UK Ltd, IMG Arena, UBS, and Embry-Riddle Aeronautical University. Stifel serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Aria Falahee is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various JPMorgan entities as well as Dowling & Yahnke, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a centralized due diligence team and incorporates a range of eligible strategies, including an ESG eligibility framework.

M Janet Jason is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. She has been with Morgan Stanley since 2009 and is currently associated with Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning supported by structured discovery and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and combines broad investment programs with specialized services such as estate planning and corporate financial plans.

Jesse Horton is a financial advisor with Wells Fargo Clearing in Sarasota, FL, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Consumers Credit Union, Cuso Financial Services, State Farm, Bank of America, and Merrill. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary 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.

Alice Ann Zemelman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 27 years of industry experience. She has worked at Wells Fargo Clearing since 2016, following ten years at Merrill and three years at Citigroup Global Markets. Outside of her advisory role, she is an independent consultant for direct sales in the skincare industry. 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 both brokerage and advisory solutions supported by extensive research and analytics.

Jeffrey Stillwell is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. Before joining Raymond James in 2026, he spent 11 years with Ameriprise Financial Services, LLC. Outside of financial advising, he owns businesses involved in residential roofing and business consultation. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm provides tailored non-discretionary planning and consulting using analytical tools and supports clients through advisory programs, with specialized municipal and public finance services and a SIMPLE IRA Employer Advisory program.

Jonathan Schaechter is a CFP®-certified financial advisor with 35 years of industry experience, currently affiliated with Morgan Stanley in Bradenton, FL. He has been with Morgan Stanley and its Private Bank since 2017, following over two decades at Mercer Allied Company, L.P., and a long tenure at The Ayco Corporation. He serves on the selection committee for the University of Maryland Incentive Awards Program, helping determine scholarship recipients. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, combining tailored financial planning with various investment strategies and extensive resources. The firm manages approximately $2.74 trillion in client assets and offers comprehensive planning supported by proprietary tools and analyses.

Michael Tutcher II is a financial advisor with Raymond James Financial in Sarasota, FL, holding a Series 66 designation and bringing nine years of industry experience. He has been associated with Raymond James in various capacities since 2012 and serves as Vice President of Main Street Financial Group, a support company where he is involved in business management and financial advising. 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, corporations, and institutional investors. The firm offers tailored, non-discretionary consulting and supports institutional consulting and portfolio management through an extensive advisor network and affiliated firms.