Sean Hosty is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley or its affiliates since 2009, including prior roles at Citigroup Global Markets and Legg Mason Wood Walker. Outside of his advisory work, he has a passive investment in a mobile music application startup involving a small group of investors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Blase Sparma is a financial advisor at Stifel with 25 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, N.A. from 2011 to 2020. Outside of his advisory role, he serves on the board of the Boosters Foundation Inc., supporting local charities focused on children and young adults with learning disabilities. Stifel serves a diverse client base including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary capital market assumptions and probabilistic modeling to guide asset allocation, retirement, insurance, and estate planning decisions.

Edward Behm is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. He previously worked at FSC Securities Corporation and MSI Financial Services, Inc. Behm is involved in a tax preparation and accounting business related to his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of financial planning and investment management services through a large network of advisers.

Peter Oliger is a financial advisor with Morgan Stanley in Sarasota, FL, holding a Series 66 designation and 11 years of industry experience. His prior work includes roles at JP Morgan Chase Bank, N.A., and JPMorgan Securities, LLC. Outside of his advisory work, he is a partner at KRO Holdings, LLC, a healthcare-related business in Lakewood Ranch, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial and estate planning services.

Thomas Kyle is a financial advisor with Thrivent Investment Management in Sarasota, FL, holding Series 63 and Series 66 credentials and 31 years of industry experience. He has been with Thrivent and its related entities since 2008. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. Their approach includes holistic, goal-based analyses and offers clients the ability to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and management services separate.

Richard Flood is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 57 years of industry experience. His prior roles include ten years at Lincoln Financial Securities Corporation and nearly three decades at Flood Financial Services. 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 financial planning and investment management services through a large network of advisors, utilizing various portfolio models and third-party asset managers while supporting its platform with advanced operational tools.

Anthony Baldo is a financial advisor with J.P. Morgan Securities in Sarasota, FL, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. He has worked at J.P. Morgan Securities since 2022 and concurrently at JPMorgan Chase Bank, N.A. since 2007. Outside of his advisory role, he is owner and partner of Automated Wealth Systems, LLC, a holding company involved in content creation, private angel investing, and real estate investments unrelated to the industry. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and incorporates ESG eligibility frameworks, with implementation supported by affiliated investment-management entities.

Michelle Johnson is a CFP® and holds a Series 66 license with 12 years of industry experience, all of which she has spent with Edward Jones since 2014. She also serves as treasurer for a family-owned real estate business in Ohio to assist with its future management. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large national network of advisors and branch offices.

Mark Serio is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and Legg Mason Wood Walker. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including customized financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process that incorporates firm-approved tools and market outlook estimates.

Brian Calka is a CFP® and Series 66-licensed advisor with Edward Jones, based in Venice, FL. He has six years of industry experience, including six years at Edward Jones and prior roles in construction companies. 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.

Carol Mcnamara is a financial advisor at Merrill with 17 years of industry experience. She holds a Series 66 designation and has been with Merrill Lynch since 2005. Outside of her advisory role, she writes and self-publishes fiction books and is involved with Sisters in Crime, a writers' organization where she supports community events and programming. 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, offering both model-based and discretionary investment strategies for individual and institutional clients.

Ronald Goldberg is a financial advisor with LPL Financial in Sarasota, FL, holding Series 63 and Series 65 credentials and 38 years of industry experience. He previously worked at Next Financial Group Inc, Woodbury Financial Services, Inc., and Colonial Asset Management Inc. He is also licensed as an insurance agent for fixed annuities and life insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms through a large network of advisors.

Tanya Yaneva is a financial advisor at Robert W. Baird & Co. with three years of industry experience. She holds the Series 66 designation and previously worked at Fifth Third Bank and Publix. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group provides tailored consulting and portfolio services, including discretionary and non-discretionary management, using a variety of investment strategies and overlays to meet client goals and risk tolerances.

Sam Vogel is a CFP®-designated financial advisor with Stifel, based in Sarasota, FL, and has 38 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2009. Outside of his advisory role, Vogel serves as a board member and volunteer with the International Visitors Council of Columbus, where he hosts international visitors from developing countries. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes proprietary methodologies developed by its Investment Strategy Group, providing forward-looking capital market analysis and asset allocation guidance.

John Lobianco is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 registrations and 36 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent ten years at UBS Financial Services and five years with Prudential Equity Group, LLC. 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 a broad range of brokerage and advisory solutions supported by research and analytics.

James Barton Lowther is a financial advisor with UBS Financial Services in Sarasota, FL, holding a Series 66 designation and 15 years of industry experience. Before joining UBS in 2023, he worked at Bank of America and Merrill Lynch, with overlapping tenures at both firms from 2010 to 2023. He serves on the board of directors and acts as Governance Chair for All Faith's Food Bank. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor investment strategies to clients’ goals and risk tolerances.

Christian Garofalo is a financial advisor with LPL Financial, holding a Series 66 designation and over 26 years of industry experience. He has worked at LPL Financial since 2004 and previously spent 10 years with Tyler-Stone Wealth Management, LLC. Outside of his advisory role, he is the sole owner of C J Garofalo Inc., an S-corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and extensive operational tools.

Charles Reinemann is a financial advisor with Wells Fargo Advisors in Sarasota, FL, holding Series 63, 65, and 66 licenses and bringing 37 years of industry experience. He has been with Wells Fargo Advisors since 2012. Outside of his advisory role, he serves as a FINRA arbitrator assisting in securities dispute arbitration. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering various financial needs and delivers tailored recommendations through meetings and client summary letters.

Phebe Cosmo is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds the Series 66 designation and has worked with JPMorgan Chase and J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates systematic quantitative screens and qualitative research, supported by a centralized manager solutions team.

Agnieszka Domanski is a financial advisor with LPL Financial in Sarasota, FL, holding Series 63 and Series 66 licenses and 18 years of industry experience. Her prior roles include positions at BMO Harris Bank and PNC Bank, where she worked from 2009 to 2017. She is involved with the Bay Colony Association in an investment-related capacity and provides notary services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, employing various investment strategies and technology tools while supporting over 22,800 advisors nationwide.