Mark Heinemann is a financial advisor with Edward Jones in Bradenton, FL, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Nicole Macek is a financial advisor at Edward Jones with a Series 66 designation. She has one year of experience in the financial industry, having joined Edward Jones in 2026 after a 28-year career at Walgreens Co. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services through a large national network of advisors and branch offices, managing approximately $1.01 trillion in assets under management.

Mounira Ben Aissa is a financial advisor with LPL Enterprise holding Series 65 and Series 63 licenses and has 13 years of industry experience. She previously worked with The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels, offering financial planning, consulting, and access to model portfolios and third-party asset management programs.

Michelle Fleter is a financial advisor with Morgan Stanley in Sarasota, FL, holding a Series 66 designation and 18 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and offers services that combine structured planning tools with broad investment and financial product offerings.

Martin Vera is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, JPMorgan Chase Bank, and At&t. Outside of finance, he is the president of Prynt it Corp, an online retailer specializing in handmade and personalized gifts. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Janet Hroncich is a financial advisor with Morgan Stanley in Sarasota, FL. She holds Series 63 and Series 65 designations and has 27 years of industry experience. Since 2012, she has worked with Morgan Stanley, including a role at 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. The firm offers a range of advisory programs and financial planning services utilizing structured discovery conversations and firm-approved tools.

Nathan Johnson is a financial advisor with Charles Schwab in Sarasota, FL, holding Series 63 and Series 66 licenses and having 27 years of industry experience. He has been with Charles Schwab since 1999 and also has a role at Charles Schwab Bank, SSB since 2005. Outside of his advisory work, he manages a real estate property business in Sarasota. Charles Schwab 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, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and alternative investment options.

Joshua Garfin is Vice President Private Wealth Management Advisor at Fidelity Investments. He has been with Fidelity since 2012, progressing through roles including Investment Representative, Financial Consultant, and Vice President, Wealth Planner before assuming his current position in 2024. Prior to Fidelity, he worked as an Investment Counselor at T. Rowe Price from 2007 to 2012 and as a Financial Planner at Peak Capital Management from 2006 to 2007. Throughout his career, Joshua has focused on wealth management and financial planning, building deep relationships with clients by involving their entire families and addressing their specific goals and concerns. He emphasizes providing world-class service and planning to support his clients' financial objectives. Outside of his professional work, Joshua enjoys cooking and baking, family activities, fitness, hiking, tennis, and volunteering.

Julia Miller is a financial advisor with OSAIC based in Sarasota, FL, holding Series 63 and Series 65 licenses and 17 years of industry experience. She previously worked with Securities America Advisors, Inc. for eleven years before joining OSAIC. Outside of her advisory role, she serves as Vice President of a local networking group and is the president of her homeowner's association. OSAIC serves a diverse client base including individual and high-net-worth investors, institutional clients, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing firm-provided asset-allocation tools and third-party money managers to construct and manage customized portfolios.

Anne Elizabeth Lane is a CFP® professional with 38 years of industry experience, currently serving as a financial advisor at Ameriprise since 2021. She previously worked at Royal Alliance Associates for 10 years. Outside of her advisory role, she owns and operates Lane Tax Preparation Services in Parrish, Florida. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement who meet specific asset criteria. The firm offers a range of advisory, brokerage, and insurance solutions, utilizing a centralized consulting team that delivers tailored, research-driven recommendations.

Kevin Schloneger is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Edward Jones since 2001. He holds Series 63 and Series 65 licenses and is based in Sarasota, FL. His spouse is the owner of a property management LLC in Indianapolis. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets, supported by a nationwide network of more than 23,000 advisors.

Kenneth Kubik is a financial advisor at Merrill with Series 63 and Series 65 credentials and 36 years of industry experience. He has worked at Bank of America and Merrill since 2009. Kubik is also a limited partner in JKLM PowerPartners, a holding company for minor league baseball teams. 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, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Philip Peters III is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016, following seven years at Merrill Lynch, Pierce, Fenner & Smith Inc. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools alongside a broad range of investment and financial products.

Luiz Do Prado is a financial advisor at Robert W. Baird & Co. with one year of industry experience. He holds a Series 66 designation and has previously worked in various roles including at Florida Atlantic University and Serhant. Outside of his advisory work, he owns a print-on-demand shirt design business. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations with a range of financial planning and portfolio management services. The firm employs a combination of manager-traded and model-traded strategies supported by internal research and ongoing manager monitoring.

Kevin Rubin is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Bank of America, N.A., and Merrill since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jeffrey Day is a Series 66 licensed financial advisor at Wells Fargo Advisors in Sarasota, FL, with 25 years of industry experience. He has been with Wells Fargo Advisors since 2014. Outside of his advisory role, he is a 50% owner of DAY/JAFFE, LLC, involved in residential real estate. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services tailored to clients who meet certain net-worth criteria and combines advisory offerings with other financial products and referral channels.

Ryan Felker is a Financial Consultant at Fidelity Investments, a role he has held since 2026. He has progressed through various positions within Fidelity, including Financial Consultant I (2025-2026), Planning Consultant (2024-2025), and Financial Representative (2023-2024). Prior to joining Fidelity, Ryan completed a Rotational Banking Internship at FirstBank in 2022. Ryan focuses on helping individuals and families pursue their financial goals through personalized and collaborative planning. He emphasizes understanding each client's unique goals, values, and circumstances to provide tailored guidance and evaluate strategies related to retirement, sustainable income, wealth accumulation, and long-term financial objectives. Outside of his professional work, Ryan has interests in the beach, cars, fitness, food, football, and traveling.

Tyler Mcniel is a financial advisor at Merrill with 12 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2011. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies overseen by internal and third-party managers.

Robert Young is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been providing personalized financial and retirement planning guidance since 2007. He focuses on understanding the unique priorities and complexities of the individuals, families, and businesses he serves. With access to Merrill Lynch’s extensive research and resources, Robert offers disciplined, customized wealth management strategies tailored to his clients’ needs. Robert’s areas of expertise include college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, special needs planning, women and wealth, and tax minimization. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Robert earned a bachelor's degree from Lewis University. A lifelong resident of Peoria, Robert values community involvement and is a past recipient of the Creve Coeur Club’s Nova Award for community service. He is active in the aviation community and enjoys flying with friends and family. Robert and his wife Bridget have two children, Ellie and Trace.

Kirstin Minor is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she collaborates with her husband, Andy, to provide comprehensive financial guidance. She has been part of the financial services industry since 2017 and focuses on areas such as college education planning, family wealth management strategies, and women and wealth. She holds a Bachelor of Arts degree in Finance and a Bachelor of Arts degree in Criminal Justice, both earned in 2005 from Michigan State University. Kirstin also has the Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA®) designation and the Personal Investment Advisor (PIA) designation, catering to the unique needs of professionals in the sports and entertainment industries. Originally from Michigan, Kirstin has lived in Florida for 20 years and resides in Bradenton with her husband and three children. She contributes to her community through involvement with St. Joseph's Catholic School, reflecting her commitment to support families across generations.