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 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 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 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 advisor with Edward Jones in Bradenton, FL, bringing seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at The Scion Group: The Woodlands of W. Tennessee. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

Michael Trosset is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Fidelity, he worked for six years as a public defender for Otsego County and maintained a legal practice at Trosset Group Attorneys for sixteen years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and delivery of model portfolios. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and serves registered investment companies and charitable funds.

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 63 and Series 65 licenses and 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. In addition to his advisory role, he operates Jay Jurkovich LLC, an S Corporation for managing operational expenses and payroll. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides written retirement income recommendations and ongoing planning advice focused on income reliability and tax-aware withdrawal strategies.

Colin Gardner is a financial advisor with Ameriprise in Sarasota, FL, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Ameriprise, he worked at Wayne State University and has experience in various roles including at Barton Hills Country Club and Fiamma Grill. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on 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.

Jonna Keller is a financial advisor at OSAIC with 27 years of industry experience. She holds Series 63, 65, and 66 designations and has worked at firms including SagePoint Financial and Sigma Financial Corporation. Keller is also the managing partner of First Security Investments of SWF, LLC, an insurance sales business. OSAIC serves a diverse range of clients, including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm utilizes various tools and third-party solutions to construct and manage portfolios across asset classes on both discretionary and non-discretionary bases.

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.