Douglas Marlow is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has previously worked with Central Financial Group and Ameritas Investment Corp and is currently president and CEO of MarlowCorp, a holding company. Outside of advisory activities, he serves as a managing partner and officer in multiple real estate LLCs that hold commercial properties rented to Central Financial Group. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across various investment types and supports multiple third-party platforms and programs.

Justin Loukota is a financial advisor with Osaic Wealth Inc. in Sarasota, FL, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Merrill and Raymond James Financial Services, as well as experience in other sectors such as medical and construction. Osaic Wealth Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services and employs various asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes.

Mary Amato is a financial advisor with Stifel, holding a Series 63 designation and 25 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2014. Outside of her advisory role, she manages an axe throwing facility called Ol' Battle Axe LLC. Stifel serves a diverse client base including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning decisions.

Michael Ansenberger is a financial advisor at LPL Enterprise with 20 years of industry experience. He holds Series 65 and Series 63 designations. His prior work includes roles at Cetera Advisor Networks, Blue Monarch Consulting, TD Ameritrade, PNC Investments, and Alchemy Advisors. LPL Enterprise serves a broad client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and a range of brokerage and insurance products, using an integrated platform that combines adviser programs with other financial product sales.

Scott Giorgi is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by proprietary tools and modeling techniques.

Michael Dancer is a CFP® with eight years of industry experience, currently advising clients at Raymond James & Associates since 2017. Prior to joining Raymond James, he worked at the University of Florida for three years. 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 specialized advisory services.

Sean Hosty is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is an investor in a mobile music application startup, Mojo Jukebox. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets through structured planning processes and a broad range of investment services.

Edward Behm is a Series 66 licensed financial advisor with LPL Financial in Sarasota, FL, bringing 22 years of industry experience. Prior to joining LPL Financial in 2019, he worked at FSC Securities Corporation for six years. He is also involved with The Incompass Group LLC, which provides tax preparation and accounting services, and holds a non-variable insurance business activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research, model portfolios, and various strategies, serving clients through a national network of investment adviser representatives.

Peter Oliger is a financial advisor with Morgan Stanley in Sarasota, FL, holding a Series 66 designation and 11 years of industry experience. His prior work includes roles at JP Morgan Chase Bank, N.A., and JPMorgan Securities, LLC. Outside of his advisory work, he is a partner at KRO Holdings, LLC, a healthcare-related business in Lakewood Ranch, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial and estate planning services.

Lynn Evans is a financial advisor at Raymond James & Associates with eight years of industry experience. She holds a Series 66 designation and has previously been involved in entrepreneurial ventures, including ownership roles at CR Fitness Holdings, LLC and 2 B Fearless, DBA Burn Boot Camp South Shore/Kline Franchising. 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, pension plans, and charitable organizations—and offers financial planning, advisory programs, and institutional consulting with a focus on tailored, non-discretionary investment advice.

Thomas Kyle is a financial advisor with Thrivent Investment Management in Sarasota, FL, holding Series 63 and Series 66 credentials and 31 years of industry experience. He has been with Thrivent and its related entities since 2008. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. Their approach includes holistic, goal-based analyses and offers clients the ability to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and management services separate.

Anthony Baldo is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and has 10 years of industry experience. He has worked at J.P. Morgan Securities since 2022 and at JPMorgan Chase Bank, N.A. since 2007. He is also the owner and partner of Automated Wealth Systems, LLC, a holding company involved in content creation, private angel investing, and real estate investments unrelated to his work at J.P. Morgan. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Cheryl Maddox is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors. She has held roles at Cambridge Investment Research and has experience in behavioral health and eldercare counseling services. Outside of financial advising, Maddox serves as a service director and pastor at Forward Church in Tampa, FL. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a variety of discretionary and non-discretionary strategies.

Michelle Johnson is a CFP® and holds a Series 66 license with 12 years of industry experience, all of which she has spent with Edward Jones since 2014. She also serves as treasurer for a family-owned real estate business in Ohio to assist with its future management. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large national network of advisors and branch offices.

Mark Serio is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including prior roles at Morgan Stanley Private Bank and Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its advisory services.

Nathan Esterline is a financial advisor at Fidelity with nine years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2016. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Jacob Claton is an Investment Consultant at Fidelity Investments, where he has been working since 2025. Prior to this role, he held several positions at Fidelity Investments, including Investment Solutions Representative, High Net Worth Representative, and Customer Relationship Advocate between 2022 and 2025. Before joining Fidelity, Jacob worked in retail account management at T Rowe Price from 2019 to 2021 and was a Licensed Sales Producer at Allstate Insurance from 2018 to 2019. His professional experience spans investment consulting, client relationship management, and sales within the financial services industry. Jacob focuses on collaborating with clients to build financial plans that align with their goals. Outside of his professional work, he has interests in baseball, fitness, and football.

Carol Mcnamara is a financial advisor at Merrill with 17 years of industry experience. She holds a Series 66 designation and has been with Merrill Lynch since 2005. Outside of her advisory role, she writes and self-publishes fiction books and is involved with Sisters in Crime, a writers' organization where she supports community events and programming. 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 both model-based and discretionary investment strategies for individual and institutional clients.

Ronald Goldberg is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has worked with Next Financial Group Inc since 2013 and joined LPL Financial in 2025. Goldberg is also an insurance agent specializing in fixed annuities and life insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, financial planning, and brokerage services supported by proprietary and third-party research.

Ryan Adamchak is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career in financial services specializing in personal and small business retirement plans. In 2015, Ryan joined the legacy team where he focuses on providing tailored wealth management strategies for individuals, families, and businesses. Ryan earned a Bachelor's degree in Marketing from the University of South Florida in Tampa. He holds the CERTIFIED FINANCIAL PLANNER® certification as well as the Sports & Entertainment Accredited Wealth Management Advisor™ designation. His expertise spans family wealth management, legacy planning, retirement income strategies, portfolio management, and tax minimization. Residing in Parrish with his wife Lauren, Ryan participates in community activities including Habitat for Humanity and professional organizations such as the Lakewood Ranch Business Alliance and Manatee Young Professionals. Outside of work, he enjoys attending sporting events and concerts, reading, and exploring new restaurants.