Devon Mackinnon is a financial advisor with Wells Fargo Clearing in Nokomis, FL, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Wells Fargo Bank NA and Wells Fargo Clearing Services since 2017, with prior experience at Citizens Bank and Citizens Securities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates a broad range of investment options, including insurance-related products and bank deposit sweep programs.

Anthony Dibello is a financial advisor with LPL Financial in Sarasota, FL, holding a Series 66 designation and 15 years of industry experience. He has worked at LPL Financial since 2010 and has operated his own CPA practice since 2000. Outside of his advisory role, he is involved in tax preparation and accounting through AVStar Consulting Group Inc. and participates in mortgage and real estate services with Avstar Premier Realty. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology and operational resources.

Wafa Bekhti is an advisor at LPL Enterprise with a Series 66 designation and no prior industry experience. Her work history includes roles at Dillards, Crate and Barrel, and Bank United. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, employer-sponsored retirement plans, banks, and charitable entities. The firm uses model-driven investment strategies and offers financial planning, access to third-party asset managers, and participation in wrap programs.

James Casement is a CFP® and PFS™ with 38 years of experience in the financial services industry. He currently serves at Cetera and has a background that includes over three decades at Avantax Advisory Services and related entities. In addition to his advisory role, Casement operates legal and tax preparation businesses, including the Law Offices of James P. Casement and Casement Group, P.C. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of over 10,000 independent advisors serving a diverse client base, including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, providing access to both affiliated and third-party investment strategies.

Erika Wilkes is a financial advisor at Charles Schwab with the Series 66 designation. She joined Charles Schwab and Charles Schwab Bank in 2024 and has prior experience in real estate and hospitality sectors. 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 offers both non-discretionary and discretionary investment guidance, combining multi-asset model portfolios with access to affiliated discretionary SMAs and alternative investments.

Scott Nehra is a financial advisor with Morgan Stanley in Venice, FL, holding a Series 66 designation and 25 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and offers plans both directly and through corporate agreements.

Denise Otten is a financial advisor at OSAIC with 29 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at American Portfolios Financial Services for 14 years. Outside of her advisory role, she operates a CPA firm and founded a nutrition-focused informational business where she authored a book and created educational seminars. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage, advisory services, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Fredric Weiner is a financial advisor with Osaic Wealth, Inc. in Sarasota, FL, holding a Series 66 designation and 25 years of industry experience. His prior experience includes roles at LPL Financial LLC, Ameriprise Financial Services, Inc., and Citigroup Global Markets. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various tools such as asset-allocation models, risk-tolerance assessments, and automated rebalancing to construct portfolios across multiple asset classes.

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.

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.

Ronald Troyan is a Series 63 licensed financial advisor with 36 years of industry experience. He has worked at OSAIC since 2024 and previously spent 18 years at Woodbury Financial. Outside of his advisory role, he owns and manages consulting and practice management firms. OSAIC serves a diverse client base, including individual and institutional investors, offering integrated brokerage, investment advisory services, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to manage portfolios that may include a variety of securities and investment types.

Jeremy Hickey is a financial advisor with Wells Fargo Advisors in Sarasota, FL, holding a Series 66 credential and over 22 years of industry experience. He has worked at Wells Fargo Clearing, PNC Wealth Management, Lanark Financial, and Ameriprise before joining his current firm. Outside of advising, he has ownership interests in private investment and insurance consulting businesses. Wells Fargo Advisors is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting certain net-worth thresholds, utilizing Wells Fargo research and tools to develop customized recommendations.

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.

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.

Sydney Young is a financial advisor at Stifel with one year of industry experience. Prior to joining Stifel, Young worked at Young Hanks and Hanks CPAs PA from 2017 to 2024 and Robinson Hanks Young and Roberts PA from 2009 to 2017. Outside of finance, Young serves as a board member of Loveland Living Inc., an organization supporting adults with intellectual and developmental disabilities. Stifel serves a diverse client base including individuals, institutions, and municipalities, providing brokerage and investment advisory services. The firm employs a proprietary analytical methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

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 Series 66-licensed financial advisor with three years of industry experience. She has worked at Cetera and its affiliated entities since 2026, following five years at Raymond James & Associates and earlier roles in various business and management positions. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary account structures across multiple program options.

Douglas Garback Sr. is a financial advisor at LPL Enterprise with 38 years of industry experience. He holds the Series 63 and Series 65 credentials and has spent much of his career with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advisory work, he is involved in property and casualty insurance management as CEO of Garback Financial and has roles in insurance and financial planning businesses. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs, while also facilitating insurance product sales through affiliated entities.