Jason Albano is a financial advisor at Merrill with 19 years of industry experience. He has been with Merrill since 2006 and holds a Series 66 designation. He is based in Sarasota, FL. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party teams.

Rebecca Mc Swain is a financial advisor at Edward Jones in Bradenton, Florida, holding the ChFC® and Series 66 designations with 18 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, she coordinates activities for Young Life of Manatee County and coaches the junior varsity tennis team at Bradenton Christian School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options, supported by a nationwide network of over 23,000 financial advisors.

Joshua Fitzmorris is a financial advisor with Cambridge Investment Research Advisors in Bradenton, FL, holding the Series 63 and Series 65 designations and five years of industry experience. Prior to joining Cambridge in 2021, he worked at Ramsey Solutions for seven years and briefly operated a catering business. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers multiple portfolio management options, including proprietary and third-party strategies, with implementation across various custody platforms and both discretionary and non-discretionary approaches.

Michael Johnson is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2009. He holds Series 65 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

George Elliott is a financial advisor with Raymond James & Associates who holds a Series 66 designation and has 26 years of industry experience. Prior to joining Raymond James in 2016, he worked at UBS Financial Services, Citigroup Global Markets, and Legg Mason Wood Walker. Outside of advising, he is involved in managing a rental real estate property on Anna Maria Island, FL. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning, investment consulting, and institutional fiduciary solutions, employing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Jeffrey Patten is a financial advisor with Edward Jones in Palmetto, FL, holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior roles include positions at Truist Bank, Walser Wealth Management Company, Oxford Wealth Group, BMO Harris Bank, and Fifth Third Bank. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a large national network of advisors and branch offices.

Brian Jensen is a CFP® and ChFC® with 41 years of industry experience. He has been with LPL Financial since 2018 and also maintains a long-term role at Sii Investments beginning in 2007. Jensen has prior experience with 1717 Capital Management Company and serves as a for-profit board member of Reeds Jewelers. 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 provides a range of advisory and brokerage services, including financial planning and access to model portfolio programs and third-party asset management.

Steven Guggenheim is a Managing Director and Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on employee benefits planning, family wealth management strategies, managing new wealth, personal retirement planning, individual and corporate investment strategy, and retirement income. Steven works one-on-one with clients to develop personalized financial strategies designed to help pursue their long-term goals. Steven graduated from Indiana University's Kelley School of Business in 1982. He began his career at a Cincinnati-based financial institution, where he assisted in taking the company public in 1987 and later helped sell it to a regional bank in 1993. Retained by the bank, he played a role in launching brokerage services in the mid-1990s before joining Merrill Lynch as a Financial Advisor in 1997. He holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, Steven follows the Merrill tradition of community involvement and volunteers with organizations in his area. He enjoys baseball, basketball, football, and spending time with his family.

Janet Clark is a financial advisor with LPL Enterprise and holds Series 63 and Series 66 designations. She has 17 years of industry experience, including 14 years at Pruco Securities, LLC, and has been involved with Wealth Protection Strategies since 2010 in a marketing assistant role. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers and a range of financial planning and consulting services.

Steven Delizza is a financial advisor with Wells Fargo Advisors in Red Bank, NJ, holding a Series 66 designation and 15 years of industry experience. He has worked with Wells Fargo Advisors and Wells Fargo Clearing since 2011. In addition to his advisory role, he has a 33% ownership in DDS Financial, LLC, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, incorporating Wells Fargo research and tools, with planning engagements typically structured as discrete projects.

Barbora Hawkins is a financial advisor with LPL Enterprise holding a Series 66 designation and three years of industry experience. Her prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. Before entering financial services, she worked eight years at St. Francis Winery & Vineyards. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth clients, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Lea Smith Johnson is a CFP® professional with 27 years of industry experience, currently advising at Osaic. Her prior experience includes roles at FSC Securities Corporation, Csenge Advisory Group, LLC, and Thrivent Investment Management. She serves as a trustee board member for the International Association of Registered Financial Consultants. Johnson is the founder of Triple Crown Wealth Finance, LLC and president of LSJ Equities LLC. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services, employing firm-provided asset allocation tools and supporting legacy platform programs as well as third-party managed-account solutions.

Mark Carnes is a CFP®-designated financial advisor with 46 years of industry experience. He is currently with Cetera and has been associated with Cetera Advisors LLC since 2013. Additionally, he is a partial owner of Prosperity Wealth Management LLC, a financial services firm he has been involved with since 1999. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by over 10,000 advisors and managing more than $256 billion in assets.

Jeffrey Wester is a financial advisor at OSAIC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at notable firms including Northwestern Mutual and Securities America Advisors. Wester also provides advisory services through Dash Capital Advisors. OSAIC serves a diverse range of clients, including individuals, institutions, and charitable organizations, offering integrated brokerage and advisory services along with access to third-party money managers and advanced portfolio management tools.

Ben Hatcher is a financial advisor at Wells Fargo Advisors with 22 years of industry experience. He holds the Series 63 and Series 66 credentials and has been with Wells Fargo Advisors since 2010. Outside of his advisory role, he serves as a board member for the Hidden Oaks Estates Homeowners Association in Sarasota, FL. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, utilizing a broad range of planning tools and Wells Fargo research to develop tailored recommendations.

Lori Rogers is a Series 65 licensed financial advisor with Equitable Advisors in Sarasota, FL, where she has worked since 1999. She has 33 years of industry experience, including a tenure at AXA Advisors, LLC from 1999 to 2020. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives and third-party platforms.

Frank Fontanella is a financial advisor at Fisher Investments with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Fisher Investments since 2013. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and uses tax-aware strategies alongside risk management techniques.

Jeffrey Gordon is a financial advisor with Mass Mutual Investors Services in Sarasota, FL, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He previously worked at Metlife Securities, Inc. for 12 years before joining Mass Mutual and currently operates an outside insurance business focused on life, health, disability, long-term care insurance, and fixed annuities. He also manages a personal investment-related business entity for bookkeeping and accounting purposes. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, with a focus on collaborative, annual planning relationships and event-driven services such as divorce and estate settlement planning.

Isabelle Striplin is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds the Series 66 designation and previously worked at Bank of America and Merrill from 2015 to 2024 before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2024. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and scenario modeling in its financial planning process and serves clients through both direct and corporate financial planning agreements.

Michael Rothstein is a financial advisor with Ameriprise in Sarasota, FL, holding a Series 63 designation and over 44 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services since 2005. Rothstein serves on the investment committee of the Columbus Jewish Foundation, where he reviews investment strategies and recommends changes. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on income sources and tax-aware withdrawal strategies.