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.

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 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.

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 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.

James Desmond is a financial advisor with Merrill in Bradenton, FL, holding a Series 66 designation and one year of industry experience. His prior experience includes roles at Bank of America and Northwestern Mutual. Outside of financial advising, he receives royalties from Story Time Soccer, a soccer program he previously developed and sold. Merrill, together 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Dean Dancer is a financial advisor with Raymond James & Associates in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at UBS Financial Services Inc. for nine years before joining Raymond James in 2018. Dancer serves on the board of directors for HOPE Kids Community, a charity providing school essentials to homeless and needy children. Raymond James & Associates is a large, dual-registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored financial planning and consulting services, drawing on multiple portfolio management styles and in-house research.

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.

Kathy Francoletti is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she is involved with Francoletti Homes, Inc., a private company engaged in the construction and sale of residential homes. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that uses firm-approved tools and modeling techniques.

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 at LPL Financial with 15 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2010. In addition to his advisory role, he operates a CPA practice through Avstar Consulting Group Inc. and is involved in mortgage and real estate services with Avstar Premier Realty. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations, offering a range of advisory programs, financial planning, and brokerage services.

Wafa Bekhti is a financial advisor with LPL Enterprise and holds the Series 66 designation. She began her advisory career in 2026 and previously worked in retail and banking roles at Dillards, Crate and Barrel, and Bank United. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs through an integrated platform.

Chris Zabawski is a financial advisor at Merrill with 18 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Merrill since 2015. Merrill, together 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.

Jonathan Di Rico is a CFP® professional with 20 years of experience in the financial services industry. He has worked at Ameriprise since 2018 and previously spent 12 years with Prudential Insurance Company of America and PRUCO Securities, LLC. Di Rico is also the owner of Azzurri LLC, a business unrelated to investments. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing detailed recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, non-discretionary advice supported by algorithmic automation and oversight.

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.