Robert Smith is a Series 66 licensed financial advisor with seven years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2018 and previously spent twelve years at EBSCO Industries. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on a range of financial planning topics without implementing those recommendations. The firm emphasizes holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

Marco Herrera is a financial advisor at Fidelity with Series 66 and Series 63 licenses and five years of industry experience. His prior roles include positions at Pershing Advisor Solutions, Charles Schwab & Co., Inc., and Insight Global LLC. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios including mutual funds, ETFs, and ETPs.

Anastasiya Rybak is Vice President and Branch Leader at Fidelity Investments, a position she has held since 2024. In this role, she coaches and mentors associates in their professional development and career growth, fostering a culture of trust and support to help clients pursue their goals. Anastasiya's career at Fidelity Investments began in 2018, where she has held several roles including Assistant Branch Leader, Financial Consultant I, Planning Consultant, Relationship Manager, and Financial Representative. Before joining Fidelity, Anastasiya worked at Global Financial Private Capital as a Compliance Officer from 2016 to 2018 and as a Broker Dealer Home Office Representative from 2015 to 2016. Her extensive experience spans compliance, client relationship management, and financial consulting. Outside of her professional responsibilities, Anastasiya enjoys camping, fitness, gardening, visiting museums, running, and spending time with pets.

Paige Woodlock is a financial advisor with Fidelity, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments, she was a PGA Tour Professional from 2019 to 2024. Fidelity’s affiliate, Strategic Advisers LLC, serves retail and institutional clients with investment management and advisory services that combine fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs. The firm also employs algorithmic and AI-driven methodologies and acts as an advisor to multiple registered investment companies and fund-of-funds.

Paul Spada is a Series 66-credentialed financial advisor with Morgan Stanley in Venice, Florida, bringing three years of industry experience. His background includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as earlier positions with The Falcon Group and teaching engagements at the University of Miami. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs, including customized financial planning supported by firm-approved tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Walter Ruesch is a financial advisor with Edward Jones in Sarasota, FL, holding Series 63 and Series 66 designations and over 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, his family is involved in leasing a home to support individuals with disabilities. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a large network of advisors and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

Marc Slone is currently serving as Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2026. In this role, he focuses on helping families simplify financial complexity and build confidence in managing their wealth. He prioritizes understanding clients' values beyond their financial statements to provide collaborative planning and genuine partnership, assisting them in making informed decisions about their life, family, and legacy goals. His professional experience includes previous roles within Fidelity Investments, such as Financial Consultant from 2021 to 2025, Investment Consultant from 2019 to 2021, and Customer Relationship Advocate from 2017 to 2019. Marc also worked as a Portfolio Counselor at Fisher Investments during 2025 to 2026. Outside of his professional work, Marc enjoys activities such as spending time at the beach, attending concerts, cooking and baking, exploring food, socializing with friends, and playing golf.

Gail Costa is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has been in the financial services industry for over 23 years and is a CERTIFIED FINANCIAL PLANNER® certificant as well as a Chartered Retirement Planning Counselor™. She leads the Costa Leonard Wealth Management Group, focusing on providing financial advice and guidance with a long-term approach to families, individuals, and business owners. Her expertise includes retirement management, investment management, portfolio management, and insurance, with particular attention to life and long-term care insurance and income annuities. Prior to her financial services career, Gail worked for over 18 years in information technology as an international sales and marketing manager. Gail holds an M.B.A. from the Katz Graduate School of Business at the University of Pittsburgh and dual B.A. degrees in Economics and French from Albion College. She is involved with the Civic Light Opera Guild and the Camp Nicolet Foundation. In her personal time, she enjoys antiquing, camping, golfing, interior decorating, reading, running, sewing, spending time with her family, tennis, and watching movies.

Joshua Rifkin is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2019. Prior to his current role, Rifkin was involved in nutrition-related business activities and worked in the hospitality sector. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Stephen Tavano is a financial advisor with LPL Enterprise who holds a Series 66 designation and has 12 years of industry experience. His career includes prior roles at Innovative Asset Management, Prudential Insurance Company of America, Pruco Securities, LLC, and Edward Jones. Outside of his advisory work, he operates a small business providing notarization services to friends and neighbors. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management programs, and a range of brokerage and insurance products delivered via an integrated platform combining advisory services with financial product sales.

Christopher Burt is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. His prior work includes roles at Thrivent Financial, Lacy Boots, LLC, and Charles Schwab & Co., Inc. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Gary Mesko is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. He previously worked at FSC Securities Corporation for six years before joining LPL Financial in 2019. Outside of advising, he operates The InCompass Group LLC, which provides tax preparation, accounting, and insurance services, and he is also a Florida-licensed notary public. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with model portfolios and research from various sources.

Neerja Chaudhry is a financial advisor with Ameriprise in Sarasota, FL, holding the CFP® designation and Series 63 and 66 licenses. She has 32 years of industry experience, including over 18 years with Ameriprise and its affiliated entities. Outside of her advisory role, she manages a family limited partnership focused on estate planning and has interests in a solar power business. She also plans to launch a travel blog centered on her passion for travel after retirement. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets and offers a range of advisory, brokerage, and insurance solutions through its affiliated companies. The firm utilizes a centralized consulting team and algorithmic tools to deliver tailored retirement income recommendations.

Mitchell Haberman is a financial advisor with Ameriprise in Sarasota, FL, holding a Series 63 designation and 38 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC, spanning from 2009 to 2025. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, offering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis through a centralized consulting team and emphasizes managed accounts and algorithmic automation in its approach.

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 with Merrill in Bradenton, FL, holding a Series 66 designation and eight years of industry experience. She has worked at Bank of America and Merrill since 2017 and previously gained experience at All in One Solutions and One Cell. Outside of her advisory role, Campos is a sole owner of two rental property businesses in Bradenton. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, institutional plans, and charitable organizations.

Wallis Delrosario is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 65 and Series 63 designations. His prior experience includes roles at Lincoln Financial Advisors Corporation, USI Consulting Group, MML Investors Services, and MassMutual Financial Group. 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 relationships with access to affiliated discretionary separately managed accounts and offers a distinctive operational structure serving a large client base.

Andy Matheson is a financial advisor with Merrill based in Sarasota, FL. He holds a Series 66 designation and has six years of industry experience. Matheson has been affiliated with Bank of America and Merrill since 2007. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based, discretionary, and tax-aware investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Julie Bartley is a financial advisor with Equitable Advisors in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of advising, she owns and operates a property management business, provides bookkeeping services for a homeowners association, and works as a real estate agent. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement-plan support, and access to asset management through various third-party programs. The firm uses a hybrid referral and implementation model that combines advisory and brokerage channels to tailor services according to client goals and risk tolerance.

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.