Andrew Cardone is a financial advisor with Wells Fargo Clearing in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior firms include Bank of America, N.A. and Merrill, where he worked for seven years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm follows an IPS-driven process based on modern portfolio theory and includes a broad range of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

David Ambre is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Lawrence Hurst is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management. With over 32 years of experience at Merrill Lynch and a team combining 90 years of expertise, he focuses on delivering goal-based wealth management services tailored to individual, family, business, and not-for-profit clients. His approach includes investment planning, retirement income planning, educational expenses, estate planning, and philanthropy, emphasizing a consultative and personalized process. Lawrence holds the Chartered Retirement Planning Counselor™ (CRPC™), Certified Plan Fiduciary Advisor® (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. He is a graduate of Franklin Pierce University with a bachelor's degree in Marketing. As a qualified Portfolio Manager, he manages personalized and defined investment strategies, including individual securities, Merrill Lynch model portfolios, and third-party investment options. In addition to his professional roles, Lawrence serves on the Board of Governors and Brotherhood of Temple Emanuel and has participated in the Headmaster's Council Parent Committee at St. John's Prep. He is also involved in several local charities and civic organizations. His personal interests include golfing, music, skiing, spending time with family, and traveling.

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.

Lisa Simms is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Edward Jones since 2024. She previously worked at Morgan Stanley Smith Barney from 2002 to 2024. Outside of her advisory role, she owns and manages a rental property in Sarasota, FL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and affiliated financial services supported by a large national network of advisors and branches.

Stephen Schweigart is a financial advisor with Edward Jones in Sarasota, FL, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Waste Connections from 2010 to 2018. Outside of advising, he is a co-owner of a short-term vacation rental. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Jaquelyn M Singh is a financial advisor at Morgan Stanley with eight years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank. Outside of her advisory work, she is involved in real estate ventures through multiple LLCs jointly owned with family and friends. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its advisory services.

Myrna Kassis is a Series 66-licensed financial advisor at Osaic with 20 years of industry experience. She spent 10 years at Lincoln Financial Advisors before joining Osaic in 2025. Outside of advising, she is involved in real estate as the owner of a condo rental property. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisors and various advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party money managers to construct diversified portfolios across multiple asset classes.

Blake Caldwell is a financial advisor with Raymond James & Associates, holding a Series 66 designation and nine years of industry experience. He has worked at Raymond James since 2018 and previously spent three years at UBS. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and supports municipal clients with public financing and investment banking capabilities.

Michael Trosset is a financial advisor at Fidelity with Series 66 and Series 63 licenses and three years of industry experience. Prior to joining Fidelity, he worked for six years as a public defender in Otsego County and operated Trosset Group Attorneys for sixteen years. Strategic Advisers LLC, a Fidelity Investments company, 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 fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

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, holding Series 65 and Series 63 licenses and 17 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2009. Outside of his advisory role, he owns and operates Jay Jurkovich LLC, an S Corporation for managing operational expenses. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Colin Gardner is a financial advisor with Ameriprise in Sarasota, FL, holding Series 65 and Series 63 licenses. He has one year of industry experience, including prior roles at Wayne State University and Barton Hills Country Club. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income, employing an investment approach supported by proprietary research and algorithmic tools.

Robert Kniceley Sr. is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. He has been with Wells Fargo Clearing since 2022 and has worked at Wells Fargo Bank, N.A. since 2010. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and offering discretionary investment management options that include a broad range of financial products.

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.

James Conahan is a financial advisor with Raymond James Financial Services Advisors, 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 been involved in entrepreneurial ventures such as Jambo Protected LLC since 2023. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, charitable organizations, and government entities. The firm offers tailored, typically non-discretionary advisory services and notable programs like the SIMPLE IRA Employer Advisory & Consulting Services (SIACS) for small businesses.

Gregory Eastman is a financial advisor with LPL Financial in Sarasota, FL, holding Series 63 and Series 66 credentials and over 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 an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Kathleen Scholz is a Series 66-registered financial advisor with LPL Financial in Bradenton, FL, and has seven years of industry experience. Her prior roles include positions at Edward Jones and Fisher Investments. She is co-owner of Abacus Handyman Services LLC, a handyman business based in Palmetto, FL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing discretionary and non-discretionary management supported by in-house and third-party research.

Rebecca Gore is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. Her prior roles include positions at BMO Bank NA, SunTrust Bank, Truist Advisory Services, and Raymond James. She is currently based in Sarasota, FL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches and incorporating research from multiple sources.

Jonna Keller is a financial advisor at Osaic with 26 years of industry experience. She holds Series 63, Series 65, and Series 66 credentials. Prior to joining Osaic in 2023, she worked at SagePoint Financial for eight years and has been affiliated with SPC and Sigma Financial Corporation for over a decade. Keller is also a managing partner of First Security Investments of SWF, LLC, which is involved in insurance sales. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of financial advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and managed account solutions.