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.

Michael Orentlich is a financial advisor with Mass Mutual Investors Services in Sarasota, FL, holding Series 63 and Series 66 designations and possessing 33 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent 20 years with Metlife Securities Inc. Outside of his advisory role, he is an agent for Orentlich Financial Services, LLC, involved in individual and group insurance products as well as life settlements and viaticals. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, with a focus on collaborative annual planning engagements that utilize firm-approved software to analyze goals and recommend investment strategies.

Jeannie Whipple is a financial advisor at Edward Jones in Sarasota, FL, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2020, she worked for 17 years at The University of Kansas Hospital. Outside of her advisory role, she is also a registered nurse practicing occasionally on weekends. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Braden Coe is a financial advisor at Fidelity with Series 63 and Series 65 licenses and less than one year of industry experience. Prior to joining Fidelity, his background includes positions at OSAIC Wealth Management and various roles in education and service industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Phillip Esteban is a financial advisor with Ameriprise, holding a Series 66 designation and five years of industry experience. He has worked at Ameriprise Financial Services in various capacities since 2020 and previously held positions at Avatar Insurance, ADP, YMCA, and JKE Associates, Inc. Esteban is also involved in outside employment as an associate financial advisor with SNE Operations LLC. Ameriprise serves individuals approaching or in retirement, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Dominic Casanueva is Senior Resident Director and Wealth Management Advisor at Merrill Lynch, where he has been working since 2007. He develops retirement strategies for both businesses and multigenerational families, advising corporations on their retirement programs as well as providing wealth management strategies for individual clients. His role includes managing personalized or defined investment strategies on a discretionary basis. Dominic holds several professional designations including Chartered Financial Analyst® (CFA®), Certified 401(k) Professional (CKP®), Certified Plan Fiduciary Advisor® (CPFA®), Chartered Retirement Plans Specialist™ (CRPS™), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned bachelor's degrees in finance and political science, and a master's degree in finance, all from the University of Florida. Based in Lakewood Ranch, Florida, Dominic spends time outside of work with his family, engaging in activities such as cheering for the Florida Gators and visiting Disney.

Laura Blackman is a financial advisor with Morgan Stanley in Sarasota, FL, holding a Series 66 designation and bringing 30 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutional clients, including 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 using firm-approved tools and modeling techniques.

Jonathan Rissler is a CFP®-credentialed financial advisor with Edward Jones, based in Bradenton, FL, and has 28 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Matt Depalma is a financial advisor with Wells Fargo Advisors in Sarasota, FL, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2010. Outside of his advisory role, he serves as executive producer of a television pilot based in Sarasota. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients through a broad financial planning menu. The firm provides tailored investment and planning services, integrating various financial products and referral channels within its advisory offerings.

Logan Beal is a financial advisor at Edward Jones in Bradenton, FL, holding the CFP® and Series 66 designations with 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Daniel Long is a financial advisor with Stifel in Sarasota, FL, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2018 and previously spent two years with UBS Financial Services Inc. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment analysis relies on a proprietary methodology developed by its Investment Strategy Group, providing asset allocation and planning guidance intended to support client decision-making.

Givan Tineo is a Planning Consultant at Fidelity Investments, a role he has held since 2026. Prior to this, he served as a Workplace Planning Consultant from 2023 to 2025 and as a Workplace Planning Associate from 2022 to 2023 within the same organization. His professional identity centers on helping clients pursue their financial objectives through personalized financial planning. In his approach, Givan partners with clients to co-create tailored plans focused on long-term strategies, diversification, and ongoing monitoring to support the achievement of their financial goals. His experience spans multiple progressive roles at Fidelity Investments, contributing to his expertise in workplace financial planning and client partnership. Outside of his professional work, Givan has interests that include cars, cooking and baking, fitness, exploring food as a foodie, attending social events with friends, and traveling.

Frank Emmerling is a financial advisor with RBC Capital Markets based in Sarasota, FL. He holds Series 63 and Series 65 credentials and has 40 years of industry experience. Emmerling has been with RBC Capital Markets since 2013. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s capital-markets resources and affiliated asset managers.

Constantine Tsonas is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. His career includes roles at Bank of America and Merrill before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He serves as a trustee for two investment-related trusts based in Sarasota. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a broad range of advisory programs supported by structured methodologies and various investment products.

Daniel Carnevale is a financial advisor with Stifel in Sarasota, FL, holding Series 63 and Series 65 credentials and bringing 56 years of industry experience. He has been with Stifel since 2006. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

Donald Popovitch is a financial advisor at LPL Financial with 44 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Next Financial Group, Inc. and Popovitch & Associates. He maintains client insurance policies but does not solicit new insurance business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, and other institutions. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

James Sugden is a financial advisor at Mass Mutual Investors Services with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at MetLife Securities Inc. Sugden also serves as president of a nonprofit condominium management board, overseeing building operations in compliance with laws and regulations. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual planning engagements using advanced analytical tools and provides specialized event-driven planning services such as divorce and estate settlement planning.

Brady Lindauer is a Financial Consultant at Fidelity Investments, where he has been working since 2025. He partners with clients and their families to develop tailored financial plans aimed at providing peace of mind. Brady's experience at Fidelity Investments includes roles as a Planning Consultant from 2024 to 2025, Relationship Manager from 2023 to 2024, and Investor Center Intern from 2022 to 2023. This progression reflects his growing expertise in financial planning and client relationship management. Outside of his professional responsibilities, Brady enjoys fishing, fitness, social events with friends, golf, and traveling.

Camille Young is a financial advisor at UBS Financial Services with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets services and proprietary research to support client goals.

Lisa Lerum is a financial advisor with RBC Capital Markets in Sarasota, FL, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. Her prior work includes 16 years at Merrill Lynch, Pierce, Fenner & Smith and a brief tenure at The Oak Ridge Financial Services Group, Inc. She has been with RBC Capital Markets since 2017. RBC Wealth Management serves a diverse client base, including individual and institutional investors, offering tailored advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm utilizes a mix of in-house and third-party investment managers and provides various program structures and investment options.