Luke Holloway is a financial advisor at Merrill in Sarasota, FL, holding Series 65 and Series 66 licenses. He began his career in the financial industry in 2026 and has prior experience at Ameriprise Financial and Florida Financial Advisors. Outside of finance, he has worked with a hospitality business, Daiquiri Deck. 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 and profit-sharing plans, corporations, and charitable organizations.

Richard Godfrey II is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 14 years of industry experience and has worked with multiple firms including Ameritas Investment Corp and Capital Choice Financial Services. Godfrey is also a member of the SmartVestor Council through Ramsey Solutions. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Andre Prince is a financial advisor at Primerica Advisors with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with government agencies and private firms including Prince George's County Government DOE and Lane Construction. His other business activities include the sale of investment-related products and non-investment referrals associated with Primerica-affiliated companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages a wrap-fee asset management program using model-delivery strategies developed by unaffiliated asset managers and supports trade execution through BNY Mellon Advisors and Pershing custody services.

Alan Cicora is a CFP® professional with 26 years of experience in the financial industry. He has worked at Morgan Stanley since 2019 and has previous experience at Wells Fargo Clearing, LPL Financial, Independent Financial Partners, Fidelity, Merrill, Fifth Third Securities, and Ameriprise Advisor Services. 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 financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models as part of its advisory process.

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.

Ryan Buckle is a financial advisor with LPL Financial in Bradenton, FL, holding a Series 66 designation and 18 years of industry experience. His prior work includes roles at Edward Jones and Cetera Advisor Networks. Outside of advisory work, he is employed as a pilot. 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 portfolios, and institutional platforms, combining broad non-advisory financial activities with oversight of over $819 billion in discretionary assets.

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, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Wells Fargo Advisors Financial Network since 2009. Alaimo also serves as a trustee for First Quality Wealth Management Inc.’s retirement plans and has ownership in the firm, dedicating limited time to this outside business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutions. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, special needs, and divorce, leveraging Wells Fargo’s research and tools to develop tailored recommendations.

James Levin is a CFP® professional with nine years of industry experience. He currently works at Osaic Wealth Inc and previously spent nine years at Edward Jones. Levin serves as vice president of Connection Corner, a local networking group, and offers life insurance through his insurance agency. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm’s investment approach utilizes model-based asset allocation, portfolio optimization, and multiple program options delivered through a multi-advisor platform.

Charles Hanowell is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 26 years of industry experience. He has worked at Wells Fargo since 2017 and previously held positions at Sharebuilder 401K and Capital One Investment Services. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Wayne Reid II is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he focuses on creating personalized financial strategies that address the individual wealth management planning needs of his clients. His approach utilizes the investment insights of Merrill and the banking and lending services of Bank of America to help clients pursue their long-term financial goals. Wayne brings extensive experience to his role, having served as Chief Investment Officer of a family office and fund of hedge funds. His expertise spans business, legal and operational due diligence, portfolio strategies, technical and quantitative analysis, hedging, risk management, and derivative instruments. This diverse background informs his tailored strategies across client focus areas such as family wealth management, institutional investment consulting, legacy planning, and tax minimization. He holds a Bachelor's Degree from the University of South Carolina, as well as multiple Master's degrees from Georgia State University, including an MBA and degrees in Decision Sciences and Computer Information Systems. Wayne is also a charterholder of the Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), and Chartered Market Technician (CMT) designations, and is a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). In addition to his professional work, Wayne engages with his community through volunteer activities.

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.

Shawn Layne is a financial advisor with Ameriprise in Bradenton, FL, holding a Series 66 designation and eight years of industry experience. He has been with Ameriprise since 2015. Outside of his advisory role, he is involved with FrankCrum, a third-party payroll company, as a leased employee. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with specific asset thresholds, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver these recommendations, primarily for clients with Ameriprise-managed accounts.

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 with Cambridge Investment Research Advisors and holds a Series 65 designation. He has one year of experience in the financial industry and concurrently works at CSL Behring in healthcare, where he has been employed since 2012. Cambridge Investment Research Advisors serves a diverse client base, including individuals, institutions, pension funds, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services through various platforms and proprietary model strategies.

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.

James Desmond is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their current financial situation and future goals. He collaborates with clients to build personalized strategies that reflect their priorities. James holds the Chartered Retirement Planning Counselor (CRPC) designation and earned a Bachelor's Degree from the University of South Florida - Saint Petersburg. He emphasizes listening to clients and providing ongoing guidance and support to help them stay on track with their financial objectives.

Dean Dancer is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior experience includes roles at UBS Financial Services and Citigroup Global Markets. He serves on the board of Hope Kids Community, a nonprofit providing essential supplies to homeless and needy children. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and charitable organizations. The firm offers financial planning and investment consulting through multiple programs, utilizing a range of portfolio management styles, research resources, and model manager options.