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.

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.

Christopher Vining is a Series 66-licensed financial advisor with Morgan Stanley, based in Bradenton, FL. He has 29 years of industry experience, including roles at Merrill from 1997 to 2008, and various Morgan Stanley entities since 2008. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by firm-approved tools and modeling techniques.

Corey Schaul is a financial advisor at LPL Financial with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services, Morgan Stanley, and Nadler Financial Group. In addition to his advisory role, he is commissioned as a notary in Sarasota, FL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, utilizing model portfolios, third-party managers, and customized strategies supported by research and technology tools.

Lina Morales Corredor is a financial advisor at Merrill with Series 63 and Series 66 credentials and eight years of industry experience. She has worked at Bank of America and Santander Securities, and also has experience working with Uber in a transportation-related role. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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 with Ameriprise since 2020 and is also involved with N2 and Martinsen Financial Consultants LLC. Outside of finance, he is a sales professional for CUTCO, providing branded client gifting solutions for real estate professionals. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement planning, tax-aware withdrawal strategies, and dependable income sources. The firm uses proprietary research and third-party data to develop personalized, non-discretionary recommendations within a defined investment universe.

Stanwood Sweetser is a CFP® professional with 35 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2019. His previous roles include positions at Wells Fargo Clearing, UBS Financial Services, and Citigroup Global Markets. Outside of his advisory work, he holds a 30% ownership stake in a real estate venture focused on buying and reselling condominium units in Sarasota, Florida. 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 broad client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by comprehensive research and diverse portfolio management styles.

Daniel Antioho is a CFP® with 41 years of industry experience, currently affiliated with LPL Financial since 2008. He previously worked at Citigroup Global Markets from 2001 to 2008. Antioho also operates the Antioho Investment Planning Group, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with a range of advisory and brokerage services.