Sheri Swantek is a financial advisor at Merrill with 37 years of industry experience. She holds a Series 63 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2009. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, and charitable organizations.

Mark Cronshaw is a financial advisor with Edward Jones in Dekalb, Illinois, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He has been with Edward Jones since 1994. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kimberly Turner is a financial advisor with Cambridge Investment Research Advisors holding a Series 65 designation and two years of industry experience. She has worked at Cambridge Investment Research Advisors and its affiliates since 2024 and previously held roles at Certinia, Inc., ON24, Inc., and TriNet. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides various investment implementation options, including discretionary and non-discretionary portfolios, proprietary and third-party model strategies, and maintains formal compliance and supervisory processes.

Jeremy Hickey is a financial advisor at Wells Fargo Advisors with 22 years of industry experience. He holds a Series 66 designation and has previously worked at PNC Wealth Management, Lanark Financial, Ameriprise, and various Wells Fargo entities. Outside of his advisory work, he is involved in private investment ventures and insurance consulting through several privately held companies. 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 tailored to clients’ needs, including specialized areas such as business-owner transition and special-needs planning.

Rosa Caba is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and 18 years of industry experience. She previously worked at Citigroup Global Markets for eight years before joining Merrill and Bank of America N.A. in 2022. 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 model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Cindy Silipo is a financial advisor with Raymond James & Associates, holding a Series 66 designation and four years of industry experience. She has been with Raymond James & Associates since 2022 and previously worked at BB&T Securities and BB&T Bank. Outside of her advisory role, she works as a bartender at Pier 22 Restaurant in Bradenton, Florida. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services with a broad range of investment options and notable municipal advisory capabilities.

Stephanie Jackson is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds a Series 66 designation and previously worked at Bank of America and Merrill from 2014 to 2024. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients maintain final decision-making authority.

Christy Moulton is a financial advisor at LPL Financial in Sarasota, FL, holding a Series 66 designation with seven years of industry experience. Her prior roles include positions at Edward Jones and Young Living, and she has owned Hoopers Backflow LLC since 2010. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions with a variety of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms. The firm supports its advisers with research-driven tools and offers extensive non-advisory financial services alongside its investment management capabilities.

Tracie Manning is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. She has been with Morgan Stanley and its Private Bank since 2014. Manning is also involved as an owner in a separate investment-related business. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes structured financial planning using standardized tools and engages in various investment and trading activities through its affiliated entities.

Daniel Long is a financial advisor at Stifel with eight years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2019, following a two-year period at UBS Financial Services. Stifel serves a broad clientele, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Jesica Andrews is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. She previously worked at Raymond James & Associates, INC and ICON Management, among other firms. Cetera Investment Advisers LLC is an SEC-registered advisor serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with diverse program options and supervisory structures.

Douglas Garback Sr. is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for over three decades. Outside of his advisory role, he is involved in property and casualty insurance through The Garback Agency, where he serves as CEO. LPL Enterprise provides investment advisory and brokerage services to a diverse clientele, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers and insurance products through affiliated entities.

Joyce Falken is a financial advisor at Edward Jones with 24 years of industry experience. She has held her current role at Edward Jones since 2013. Falken holds Series 63 and Series 66 credentials. 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 strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Patricia Chevalier is a CFP® and ChFC® credentialed advisor with 35 years of experience in the financial services industry. She is currently with LPL Enterprise and has prior experience at Prudential Insurance Company of America, Pruco Securities, Ameriprise Financial Services, Mass Mutual Investors Services, and MetLife Securities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities, using a model-driven investment approach with access to third-party asset managers and financial planning services.

John Campora is a financial advisor with Edward Jones in Bradenton, FL, holding the ChFC® designation and Series 63 and 65 licenses. He has 17 years of industry experience, including prior roles at SunTrust Investment Services and SunTrust Advisory Services. Outside of his advisory work, he maintains a YouTube channel unrelated to finance, politics, or business and writes product reviews for Amazon. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, supported by a large network of financial advisors and branch offices.

Thomas Grubb is a financial advisor with Merrill, holding a Series 66 designation and over 25 years of industry experience. He has been with Merrill since 2007 and has concurrently worked with Bank of America since 2015. Outside of his advisory role, he holds power of attorney positions in non-investment-related entities. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Kara Cioffi is a financial advisor at Merrill with 14 years of industry experience and holds a Series 66 designation. She has worked at Merrill since 2015 with some interruptions and has prior experience at SunTrust Advisory Services and Wells Fargo Clearing. Outside of her advisory role, she is a member and partner of A&M Ceramic Coating, LLC, a business specializing in ceramic coating installations for vehicles and other surfaces. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, corporations, and charitable organizations.

Ralph Platt is a financial advisor with Raymond James & Associates who holds Series 63 and Series 65 licenses and has 36 years of industry experience. He has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Joseph La Bree is a financial advisor with Ameriprise in Bradenton, FL, holding a Series 63 designation and offering 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, with a specialized Premier Retirement Income service that provides retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Crystal Gil is a financial advisor at Raymond James & Associates with 12 years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Advisors and Walmart. Outside of her advisory role, she is a notary public in Sarasota, FL. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, drawing on a variety of portfolio management styles and affiliated research resources.