Gabriel Iglesias is a financial advisor with Wells Fargo Clearing, holding a Series 66 license and two years of industry experience. His prior roles include positions at Bank of America, Merrill, Van Clemens & Co. Incorporated, and Eastern National Bank. Outside of finance, he is an owner and officer of a plumbing repair and construction business in Port Charlotte, Florida. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to a broad client base including individuals, corporations, and institutions. The firm utilizes research and analytics from Wells Fargo Investment Institute and third parties, applying diversification and modern portfolio theory in its investment evaluations.

Jessica Campos is a financial advisor at Merrill with eight years of industry experience and holds the Series 66 designation. She has worked at Merrill and Bank of America since 2017 and previously held roles at All in one Solutions and One Cell. Outside of advising, she is the sole owner of two private rental businesses in Bradenton, Florida. 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 individuals, high-net-worth clients, and institutional investors.

Wallis Delrosario is a financial advisor with Charles Schwab in Sarasota, FL, holding Series 65 and Series 63 credentials and 14 years of industry experience. Prior to joining Schwab in 2025, Delrosario worked at Lincoln Financial Advisors Corporation and Lincoln Financial Distributors, Inc. among other firms. Charles Schwab & Co., Inc. 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. The firm combines non-discretionary advisory models with access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Andy Matheson is a financial advisor with Merrill in Sarasota, FL, holding the Series 66 designation and seven years of industry experience. He has worked at Merrill and Bank of America since 2007. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations by offering model-based and discretionary investment strategies supported by internal and third-party managers.

Julie Bartley is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of her advisory role, Bartley is a licensed real estate agent and owns a property management and bookkeeping business, as well as a CPA accounting firm. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and nonprofits, offering financial planning, retirement consulting, and asset management through a network of investment adviser representatives. The firm emphasizes matching clients to program models or discretionary managers, utilizing both proprietary and third-party solutions.

Christine Hicks is a financial advisor with Morgan Stanley in Sarasota, FL, holding a Series 63 designation and 25 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and has worked at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analyses.

Matthew Bucher is a financial advisor at UBS Financial Services with 43 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Bank of America, NA, and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to customize client plans.

Walter Stern IV is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He holds the Series 66 designation and is based in Bradenton, Florida. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors.

Charles Pearson is a CFP® professional affiliated with LPL Financial in Sarasota, FL, with 24 years of industry experience. He has been with LPL Financial and its predecessor firms since 2007 and previously worked at Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors and utilizes various portfolio strategies and technology tools.

William Body is a financial advisor with Raymond James & Associates in Lakewood Ranch, FL, holding a Series 63 designation and 40 years of industry experience. He has been with Raymond James & Associates since 1995. He serves as Treasurer on the Board of Directors at the Herrig Center for the Arts and is a partner in Tollis Enterprises, Inc. 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 individuals, institutions, and municipal entities, providing financial planning, non-discretionary investment consulting, and municipal advisory services.

Michael Melton is a financial advisor with RBC Capital Markets in Sarasota, FL, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with RBC Capital Markets since 2013. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile and investment preferences.

Kevin Hill is a financial advisor with Ameriprise in Apollo Beach, FL, holding a Series 66 designation and 10 years of industry experience. He previously worked at Edward Jones for seven years before joining Ameriprise in 2022. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Beckie Clark is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and 16 years of industry experience. She has been with Robert W. Baird since 2012. Beckie is based in Siesta Key, Florida. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Richard Hynes is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in retirement planning strategies for businesses and families. He works closely with business owners, corporate executives, and their employees to design and manage employee financial benefit programs, including equity compensation, defined benefit, defined contribution, and nonqualified deferred compensation plans. His approach connects all aspects of a client’s financial life to prioritize and pursue their goals, helping them plan for and transition into retirement. With over 20 years of experience in the financial services industry, Richard joined Merrill (formerly Banc of America Investments) in 2006. He holds several professional designations, including Retirement Benefits Consultant (RBC), Chartered Retirement Plans Specialist™ (CRPS™), Certified 401(k) Professional (C(k)P®), Certified Plan Fiduciary Advisor (CPFA), and Personal Investment Advisor (PIA). He earned a Bachelor of Science degree in Finance from the University of South Florida. Outside of his professional work, Richard enjoys spending time with his wife, Angie, and their four children. He engages in activities such as soccer, adventure sports, cooking, football, hiking, and woodworking.

David Madway is a financial advisor with LPL Financial in Sarasota, FL, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include positions at Morgan Stanley, Merrill, USAA Financial Advisors, and Bank of America. Madway is also owner of Onchain Ventures LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

Nicholas Holst is a CFP®-designated financial advisor with Edward Jones in Sarasota, FL, and has nine years of industry experience. He has been with Edward Jones since 2017, following prior work at Florida Gulf Coast University. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Elliott Sternberg is a CFP® and Series 66 designated advisor with four years of industry experience. He is currently with Robert W. Baird & Co. and has held multiple roles with the firm since 2022. Prior to joining Baird, he worked at Fifth Third Bank and Northwestern Mutual Investment Services, LLC. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm emphasizes a range of services including financial planning, portfolio management, and separately managed account programs, supported by internal research and technology.

Brady Pedler is a financial advisor with RBC Capital Markets in Sarasota, FL, holding Series 63 and Series 65 licenses and 26 years of industry experience. His prior work includes roles at City National Bank, Wells Fargo Clearing, and Merrill. He serves on the board of directors for Nate's Honor Animal Rescue, an animal shelter in Bradenton, FL. RBC Wealth Management, a division of RBC Capital Markets, offers advisory programs and portfolio management services to a diverse client base, including individual investors, institutions, and charitable organizations. The firm customizes strategies based on clients’ Advisory Risk Profiles, utilizing both in-house and third-party investment managers.

Laurel Simon Bobrowich is a financial advisor with UBS Financial Services in Sarasota, FL. She holds Series 63 and Series 65 designations and has 45 years of industry experience, all with UBS since 1980. 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 and uses proprietary research to tailor investment plans to clients' goals and risk tolerances.

Jim Germer is a financial advisor at Cetera with 28 years of industry experience and holds the Series 63 designation. He has been associated with Cetera since 2004 and operates his own CPA firm providing tax, accounting, and financial services. In addition to his financial work, he engages in media content creation, journalism, and serves as a corresponding secretary for a local nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with access to various portfolio management options, financial planning, and consulting services, supported by a nationwide network of over 10,000 advisors.