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 and holds Series 63 and Series 65 designations. He has 37 years of industry experience, including a long tenure at Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved in property and casualty insurance management through The Garback Agency. LPL Enterprise, LLC serves a diverse range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, access to model wealth portfolios, third-party asset management, and a variety of brokerage and insurance products through its integrated platform.

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 2019 and previously spent two years with SunTrust Advisory Services. Outside of her advisory role, she is a partner in A&M Ceramic Coating, LLC, a business specializing in ceramic coating installation for vehicles and aircraft. Merrill provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, and corporate fiduciaries.

Ralph Platt is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Raymond James in 2020. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and supports institutional consulting and public finance activities.

Crystal Gil is a financial advisor at Raymond James & Associates with 11 years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Advisors Financial Advisors, Llc and Walmart. Outside of her advisory role, she is a notary public in Sarasota, FL. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and maintains capabilities in public finance and municipal services.

Alan Richmond is a financial advisor with Ameriprise in Venice, FL, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jeffrey Burgess is a financial advisor with Morgan Stanley in Sarasota, FL, holding a Series 66 designation and eight years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers a broad range of retail and institutional investment services.

Brian Angelillis is a CFP® professional with 10 years of industry experience, currently advising clients at Edward Jones since 2015. He holds the Series 66 designation and is based in Venice, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mitchell Halperin is a financial advisor at RBC Capital Markets with 33 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. He is based in Sarasota, FL. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various wrap fee advisory programs that provide discretionary and non-discretionary portfolio management and financial planning, tailoring strategies to each client’s Advisory Risk Profile.

Corey Schaul is a financial advisor with LPL Financial based in Sarasota, FL, holding a Series 66 designation and 18 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for seven years before joining LPL Financial in 2023. Outside of his advisory role, he is also a commissioned notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a broad national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, including discretionary and non-discretionary management and model portfolios supported by LPL Research and third-party subadvisors.

Scott Ferguson is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 23 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2019 and previously spent 14 years at FSC Securities Corporation, Inc. Ferguson is also the CEO and owner of Seaboard Capital Group LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm delivers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Neal Abravanel is a CFP® professional with 41 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a power of attorney for his mother. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary 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.

Lina Morales Corredor is a financial advisor at Merrill with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Bank of America, Santander Securities, and Santander Bank. Outside of her advisory role, Lina is employed as an associate providing transportation services for Uber. Merrill offers managed account services through the Select Portfolio Solutions program, serving a broad client base that includes individuals, high-net-worth clients, pension plans, and charitable organizations. The firm integrates model-based and discretionary investment strategies within Bank of America’s platform, providing access to a wide range of products and services.

Angela Johnson is a financial advisor with Robert W. Baird & Co. in Sarasota, FL, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. She has been with Robert W. Baird since 2000. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, addressing a range of investment strategies including traditional and non-traditional allocations.

Kale Youtzy is a financial advisor at Ameriprise with seven years of industry experience. He previously worked at Edward Jones for seven years and has experience in the restaurant industry as well as in education. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to create tailored, non-discretionary recommendations delivered through a centralized consulting team.

Brett Martinsen is a financial advisor with Ameriprise in Sarasota, FL, holding a Series 66 designation and five years of industry experience. He has worked at Ameriprise since 2020 and has maintained additional roles, including with N2 and his own firm, Martinsen Financial Consultants LLC. Outside of his advisory work, he is involved with CUTCO as a sales professional, assisting real estate agents with client gifting solutions. Ameriprise offers retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency strategies to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Stanwood Sweetser is a CFP® professional with 35 years of industry experience, currently an advisor at Raymond James & Associates since 2019. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he is a 30% owner of Mahi Towers, LLC, a real estate business focused on buying and reselling condominium units. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets with over 5,400 advisors. The firm provides wealth advisory planning and investment consulting for a diverse client base, including individuals, institutions, and government entities, offering non-discretionary financial planning and a range of advisory and institutional services.

David Huffman is a ChFC®-designated financial advisor with 26 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2019 and previously was employed with H. Beck, Inc. and Transamerica Capital Inc. He is also an independent insurance agent with Huffman Financial Group in Lakewood Ranch, FL. Cambridge Investment Research Advisors serves a broad mix of clients, including individuals, pension plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals. The firm offers multiple investment implementation platforms with both discretionary and non-discretionary options, incorporating proprietary and third-party strategies.

Theresa Phelps is a financial advisor at Edward Jones with nine years of industry experience. She holds the Series 63 and Series 66 designations. Her prior work includes roles at Investment Distributors Inc and Protective Life. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets.

Claudio Ceron is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2022. He has been with Fidelity since 2012, progressing through positions as Investments Representative and Financial Consultant. Prior to his tenure at Fidelity, Claudio worked as a Financial Advisor with Edward Jones from 2010 to 2012. Claudio brings over 15 years of experience in financial consulting, focusing on partnering with clients to understand their goals and develop clear, realistic plans. His approach centers on providing straightforward guidance and utilizing Fidelity's resources to benefit clients, with an emphasis on open and consistent communication. He holds a California Insurance License. Outside of his professional work, Claudio has interests in comedy, family activities, food, snowboarding, soccer, and traveling.