Adam Kendall is a financial advisor with Morgan Stanley in Sarasota, FL, holding a Series 66 license and 25 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007. Outside of his advisory work, he serves on the board of directors for the New College Alumnae Association and is involved with the New College Foundation and the Kendall Family Foundation. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, including tailored financial planning supported by proprietary tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services that span retail and institutional markets.

Jared Sweetser is a financial advisor at Raymond James & Associates with two years of industry experience. Prior to his current role, he served 20 years in the US Navy under the Department of Defense. 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 municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Tammy Kaplan is a financial advisor at Fidelity with 21 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Prior to joining Fidelity, she worked at Merrill for nine years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory support to registered investment companies and charitable funds. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across various asset classes.

Lisa Sheehan is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. She has worked within various Wells Fargo entities since 2009. Outside of her advisory role, she teaches fitness classes, including Zumba, at several locations in Florida. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients who meet specific net-worth criteria. The firm offers a broad planning menu and uses proprietary research and tools to develop recommendations delivered through meetings and client summary letters.

Jeffrey Porasik is a financial advisor at Raymond James & Associates with 38 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing and Wells Fargo Advisors prior to joining Raymond James in 2018. He is based in Sarasota, Florida. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles and affiliated research.

Corey Elliott is a CFP® professional based in Sarasota, FL, affiliated with Charles Schwab. He has 11 years of industry experience, including roles at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC before joining Charles Schwab Bank and Charles Schwab in 2021. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a comprehensive alternative investment due diligence process.

Richard Grover is a financial advisor at Raymond James & Associates with a Series 66 credential and less than one year of industry experience. His prior experience includes roles at Praxis - S10, Grover Structural Solutions, Walters & Associates, and teaching positions at USF Tampa and Palmetto High School. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and public entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a nationwide adviser network.

Arik Jacobson is a Series 66 credentialed advisor with 14 years of industry experience, currently affiliated with OSAIC. He previously worked at Financial Dimensions Group, Inc. for 12 years. Outside of his advisory role, Jacobson is an independent life insurance agent and serves on the finance committee of a local YMCA. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs a variety of asset-allocation tools and supports both discretionary and non-discretionary account management.

Noelle Cartier is a financial advisor at Robert W. Baird & Co. with 22 years of industry experience. She has been with Robert W. Baird since 2011 and holds a Series 66 designation. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides tailored consulting and portfolio services, including discretionary and non-discretionary management, utilizing a range of investment strategies and overlays to meet client goals and risk tolerances.

Jason Albano is a financial advisor at Merrill with 19 years of industry experience. He has been with Merrill since 2006 and holds a Series 66 designation. He is based in Sarasota, FL. 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 using model-based and discretionary investment strategies developed by internal and third-party teams.

Rebecca Mc Swain is a financial advisor at Edward Jones in Bradenton, Florida, holding the ChFC® and Series 66 designations with 18 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, she coordinates activities for Young Life of Manatee County and coaches the junior varsity tennis team at Bradenton Christian School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options, supported by a nationwide network of over 23,000 financial advisors.

Joshua Fitzmorris is a financial advisor with Cambridge Investment Research Advisors in Bradenton, FL, holding the Series 63 and Series 65 designations and five years of industry experience. Prior to joining Cambridge in 2021, he worked at Ramsey Solutions for seven years and briefly operated a catering business. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers multiple portfolio management options, including proprietary and third-party strategies, with implementation across various custody platforms and both discretionary and non-discretionary approaches.

Michael Johnson is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2009. He holds Series 65 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Jeffrey Patten is a financial advisor with Edward Jones in Palmetto, FL, holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior roles include positions at Truist Bank, Walser Wealth Management Company, Oxford Wealth Group, BMO Harris Bank, and Fifth Third Bank. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a large national network of advisors and branch offices.

Brian Jensen is a financial advisor with LPL Financial in Sarasota, FL, holding CFP® and ChFC® designations and over 41 years of industry experience. He has been with LPL Financial since 2018 and has also worked at SII Investments since 2007. In addition to his advisory role, Jensen serves as a board member of Reeds Jewelers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and model portfolio management, supported by proprietary and third-party research.

Steven Guggenheim is a Managing Director and Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on employee benefits planning, family wealth management strategies, managing new wealth, personal retirement planning, individual and corporate investment strategy, and retirement income. Steven works one-on-one with clients to develop personalized financial strategies designed to help pursue their long-term goals. Steven graduated from Indiana University's Kelley School of Business in 1982. He began his career at a Cincinnati-based financial institution, where he assisted in taking the company public in 1987 and later helped sell it to a regional bank in 1993. Retained by the bank, he played a role in launching brokerage services in the mid-1990s before joining Merrill Lynch as a Financial Advisor in 1997. He holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, Steven follows the Merrill tradition of community involvement and volunteers with organizations in his area. He enjoys baseball, basketball, football, and spending time with his family.

Janet Clark is a financial advisor at LPL Enterprise with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Pruco Securities, LLC for 14 years. Clark is also involved with Wealth Protection Strategies, a financial planning and asset management firm based in Sarasota, FL. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory, and brokerage services through an integrated platform that includes model portfolios and third-party asset management.

Barbora Hawkins is a financial advisor with LPL Enterprise, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Enterprise in 2024, she worked at The Prudential Insurance Company of America and Pruco Securities LLC since 2023. She also spent eight years at St. Francis Winery & Vineyards before entering the financial services industry. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients. The firm provides financial planning, advisory services, and access to a broad range of brokerage and insurance products through its integrated platform.

Lea Smith Johnson is a CFP® with 26 years of industry experience. She currently works at OSAIC and has previous experience at Csenge Advisory Group, LLC, and FSC Securities Corporation. She is a founder of Triple Crown Wealth Finance, LLC and serves as president of LSJ Equities LLC. Additionally, Johnson holds a trustee board member position with the International Association of Registered Financial Consultants. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and portfolio management using multiple platforms and third-party solutions.

Mark Carnes is a CFP®-designated financial advisor with 46 years of industry experience. He is currently with Cetera and has been associated with Cetera Advisors LLC since 2013. Additionally, he is a partial owner of Prosperity Wealth Management LLC, a financial services firm he has been involved with since 1999. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by over 10,000 advisors and managing more than $256 billion in assets.