Matthew Burkhalter is a financial advisor with Merrill, holding a Series 66 designation and eight years of industry experience. He has been with Merrill and Bank of America since 2017, previously working for iHeart Media Honolulu and Lanikai Bath and Body. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Nicholas Holton is a financial advisor at Ameriprise with seven years of industry experience. He holds the Series 66 designation and has worked previously at Cambridge Investment Research Advisors and White Glove. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Luke Holloway is a financial advisor at Merrill in Sarasota, FL, holding a Series 65 designation. He has been with Merrill since 2026 and has experience at Florida Financial Advisors and Ameriprise Financial. Prior to his advisory career, he attended the Warrington College of Business and held roles outside the industry, including work at Daiquiri Deck and Publix Supermarkets. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional fiduciaries. The firm integrates with Bank of America’s broader platform, providing access to diverse financial products and services.

Richard Godfrey II is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2018 and is also affiliated with Manatee River Financial Group. Godfrey is a member of the SmartVestor Council through Ramsey Solutions. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals using a variety of portfolio management approaches and custodial platforms.

Andre Prince is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His background includes roles at Primerica Financial Services, Pfs Investments, Inc., as well as positions in local government and construction. Outside of advising, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which features model‑delivery strategies and separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, focusing on retail investor portfolios rather than institutional or pension plan management.

Alan Cicora is a Certified Financial Planner (CFP®) with 25 years of industry experience. He has worked at Morgan Stanley since 2019 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors from 2013 to 2019. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, delivering tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate-based financial planning services.

Vanja Mikanovic is a Financial Consultant at Fidelity Investments, a position she has held since 2015. She has been with Fidelity Investments since 2011, progressing through roles including Investment Consultant, Retirement Representative, Private Client Specialist, and Financial Representative. Her professional focus is on collaborating with families and business owners to build financial freedom, utilizing her skills, knowledge, and experience to assist clients in achieving their financial goals. Vanja aims to serve as a lifetime resource for her clients. Outside of her professional work, Vanja has personal interests in cooking and baking, skiing, soccer, and traveling.

Elizabeth Oldham Grissom is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Morgan Stanley since 2016, including a role at Morgan Stanley Private Bank, National Association from 2017 to 2018. Grissom is also involved in a trust and investment-related business based in Sarasota. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions. The firm provides tailored financial planning using structured discovery conversations and planning tools, managing approximately $2.74 trillion in client assets.

Michael Martell is a Series 66-licensed financial advisor with Morgan Stanley in Sarasota, FL, having eight years of industry experience. He has worked with Morgan Stanley and its Private Bank since 2018 and has prior experience with Florida State University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individuals and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models without providing individual security recommendations as part of its standalone planning services.

Eric Caplinger is a financial advisor with Cetera and holds Series 63, 65, and 66 licenses. He has 37 years of industry experience, including 18 years at Eaton Vance Management before joining Cetera. Outside of advising, he is CEO and 49% owner of CAP-SNACKS LLC, a business specializing in high-end vending machines. Cetera Investment Advisers LLC serves a broad range of clients from individuals to institutional accounts through a large network of independent advisors. The firm offers diversified portfolio management and financial planning services with multiple program structures, including access to third-party managers and customized investment strategies.

Ashley Wilks is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 66 licenses and 26 years of industry experience. She has been with 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 tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment models as part of its financial planning process.

Carmen Alaimo Jr. is a financial advisor with Wells Fargo Advisors in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. He is also a trustee for First Quality Wealth Management Inc.’s 401(k) and DBP plans and owns First Quality Wealth Management Inc., an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning.

James Levin is a CFP® professional with nine years of industry experience currently serving as a financial advisor at OSAIC Wealth Inc. He previously worked at Edward Jones for nine years and spent a decade at Enterprise Holdings. Outside of his advisory role, Levin is the vice president of a local networking group and owns an insurance agency where he offers life insurance to clients. 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 advisers. The firm provides integrated brokerage and advisory services with a range of portfolio management options and access to third-party money managers and wrap programs.

Wayne Reid II serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. In his role, he focuses on developing personalized financial strategies designed to help clients pursue their long-term goals. He brings a results-driven, client-focused approach to wealth management, working one-on-one with clients to tailor strategies around their individual financial needs. Wayne Reid II has an extensive background as a Chief Investment Officer of a family office and fund of hedge funds. His expertise encompasses business, legal and operational due diligence, portfolio strategies, technical and quantitative analysis, hedging, risk management, and knowledge of derivative instruments. His client areas include family wealth management strategies, institutional investment consulting, legacy planning, managing new wealth, portfolio management services, sports and entertainment, tax minimization, and retirement income. He earned a Bachelor's degree from the University of South Carolina and holds multiple master's degrees from Georgia State University, including a Master of Business Administration and two Master of Science degrees. Wayne holds several professional designations, including Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), Chartered Market Technician (CMT), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA).

John Meany III is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Cetera and its affiliated entities since 2019 and previously at Summit Financial Group Inc. Additionally, he is a managing partner of Freedom Capital Group LLC. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to multiple investment platforms and third‑party managers. The firm operates a large multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Stephen Gross is a financial advisor with Ameriprise in Sarasota, FL, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. 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 dependable income and tax-aware withdrawal strategies. The firm’s approach involves a centralized service team and investment options influenced by its affiliated product ecosystem.

James Gleichowski is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds a Series 65 designation and has prior work experience at CSL Behring in the healthcare sector. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services delivered through a network of independent financial professionals using a variety of portfolio management approaches and platform arrangements.

Hayden Viviano is a Financial Consultant at Fidelity Investments, a position he has held since 2019. His professional experience at Fidelity Investments spans several roles, including Investment Consultant from 2017 to 2019, Investment Solutions Representative from 2016 to 2017, and Financial Representative from 2015 to 2016. Throughout his career, Hayden has focused on assisting clients and their families in working towards their financial goals. He emphasizes placing clients' priorities at the center of financial decision-making to help achieve long-term success. No information regarding his education, credentials, personal interests, or community involvement has been provided.

Dean Dancer is a financial advisor with Raymond James & Associates in Sarasota, FL, holding Series 63 and Series 65 designations and 27 years of industry experience. He previously worked at UBS Financial Services Inc for nine years before joining Raymond James in 2018. Outside of his advisory work, he serves on the board of directors for Hope Kids Community, a charity providing back-to-school essentials to homeless and needy children, and has held trustee responsibilities at The Shore Church. Raymond James & Associates offers financial planning and investment consulting services to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and asset-allocation analyses, supporting both retail and institutional clients through a range of advisory programs.

Charles Alario Jr. is a financial advisor with Robert W. Baird & Co., holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with Robert W. Baird & Co. since 2012. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients with consulting and portfolio services. The firm offers tailored investment strategies using a combination of in-house and third-party managers, including traditional and non-traditional asset allocations, alongside municipal advisory and public finance services.