Kimberly Turner is a financial advisor at Cambridge Investment Research Advisors with two years of industry experience. She holds a Series 65 designation and has worked at several firms, including SmartPro Financial and Certinia, Inc. Outside of her advisory role, she is engaged as an advisory representative of an RIA. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

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.

Cindy Silipo is a financial advisor with Raymond James & Associates, holding a Series 66 designation and four years of industry experience. She has been with Raymond James & Associates since 2022 and previously worked at BB&T Securities and BB&T Bank. Outside of her advisory role, she works as a bartender at Pier 22 Restaurant in Bradenton, Florida. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services with a broad range of investment options and notable municipal advisory capabilities.

Stephanie Jackson is a Series 66 licensed financial advisor with 11 years of industry experience. She is currently with J.P. Morgan Securities and previously worked for Bank of America and Merrill for 10 years. Her practice is based in Sarasota, Florida. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

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.

Daniel Long is a financial advisor at Stifel with eight years of industry experience. He holds the Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2019, following a tenure at UBS Financial Services from 2017 to 2019. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies 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.

Joyce Falken is a financial advisor at Edward Jones with 24 years of industry experience. She has held her current role at Edward Jones since 2013. Falken holds Series 63 and Series 66 credentials. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Patricia Chevalier is a CFP® and ChFC® credentialed advisor with 35 years of experience in the financial services industry. She is currently with LPL Enterprise and has prior experience at Prudential Insurance Company of America, Pruco Securities, Ameriprise Financial Services, Mass Mutual Investors Services, and MetLife Securities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities, using a model-driven investment approach with access to third-party asset managers and financial planning services.

John Campora is a financial advisor with Edward Jones in Bradenton, FL, holding the ChFC® designation and Series 63 and 65 licenses. He has 17 years of industry experience, including prior roles at SunTrust Investment Services and SunTrust Advisory Services. Outside of his advisory work, he maintains a YouTube channel unrelated to finance, politics, or business and writes product reviews for Amazon. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, supported by a large network of financial advisors and branch offices.

Thomas Grubb is a financial advisor with Merrill, holding a Series 66 designation and over 25 years of industry experience. He has been with Merrill since 2007 and has concurrently worked with Bank of America since 2015. Outside of his advisory role, he holds power of attorney positions in non-investment-related entities. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Kara Cioffi is a financial advisor with Merrill in Sarasota, FL, holding a Series 66 designation and 15 years of industry experience. Her prior roles include positions at SunTrust Investment Services, Truist Investment Services, and Wells Fargo Clearing. Outside of finance, she is a partner in A&M Ceramic Coating, LLC, a business specializing in ceramic coating installation for various vehicles. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Ralph Platt is a financial advisor at Raymond James & Associates with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Banc Of America Investment Services, Inc. since 1998. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Joseph La Bree is a financial advisor with Ameriprise in Bradenton, FL, holding a Series 63 designation and offering 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, with a specialized Premier Retirement Income service that provides retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Crystal Gil is a financial advisor at Raymond James & Associates with 12 years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Advisors and Walmart. Outside of her advisory role, she is a notary public in Sarasota, FL. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, drawing on a variety of portfolio management styles and affiliated research resources.

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.

Mitchell Halperin is a financial advisor with RBC Capital Markets in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Wells Fargo Clearing and UBS Financial Services. RBC Wealth Management serves a diverse client base, including individual investors, institutions, and charitable organizations, offering tailored advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services.