Justin Bowles is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2014, following prior roles at Fidelity and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Lisa Keverian Press is a financial advisor with Robert W. Baird & Co. in Sarasota, FL, holding a Series 63 designation and bringing 45 years of industry experience. She has been with Baird since 1999. Outside of her advisory role, she serves on the investment committees for The Pines Foundation, Sarasota Circus Arts Conservatory, and All Faiths Food Bank. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services supported by internal research, manager selection, and specialized investment strategies.

Edward Booth is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Morgan Stanley and UBS Financial Services before joining Wells Fargo Advisors in 2016. Outside of his advisory work, he serves as treasurer for Fairfield Youth Football and is a co-trustee of the Shearwater Creek 401(k) plan. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering comprehensive investment and financial planning services that include retirement, education, risk management, and specialized planning areas. The firm’s advisory approach combines proprietary research and planning tools with optional implementation through brokerage or advisory programs.

Aaron Vaughn is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to his advisory career, he worked eight years at the Polk County Sheriff's Office. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension and profit-sharing plans, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on diverse portfolio management styles and affiliated research.

Paul Alexander is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2021. Prior to that, he was with Bank of America and Merrill from 2010 to 2021. Morgan Stanley Wealth Management serves individual and institutional clients by offering various advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides a broad range of investment and planning services.

Carmel Harrell is a financial advisor with RBC Capital Markets in Sarasota, FL, holding a Series 66 designation and 25 years of industry experience. Prior to joining RBC in 2014, Harrell worked at Morgan Stanley and Citigroup Global Markets. Harrell serves as a member of the Florida Securities Dealers Association board. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and preferences.

Margaret Strausser is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2014. Outside of her advisory role, she serves as a successor co-trustee in a trust based in Sarasota, Florida. Morgan Stanley Wealth Management provides investment advisory and broker-dealer services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process uses firm-approved tools and market simulations to support client decision-making.

Justin Salom is a Financial Consultant at Fidelity Investments, where he has been serving since 2026. In this role, he works closely with clients to develop tailored financial plans that align with their individual needs. Prior to this, he held the position of Investment Consultant at Fidelity Investments from 2024 to 2026. Justin's professional background includes experience as an Assistant Vice President - Private Client Banker at JPMorgan Chase from 2023 to 2024, and as an Investment Specialist at Merrill Lynch from 2022 to 2023. Throughout his career, he has focused on fostering long-term client relationships and maintaining open communication channels to continuously improve financial plans over time.

Timothy Parker is a financial advisor at Fidelity with 19 years of industry experience. He has previously worked at J.P. Morgan Securities, Merrill, and Bank of America. Outside of his advisory role, he is a sole proprietor of Parker Media Group LLC, focusing on content creation, and serves on the corporate board of Big Brothers Big Sisters of The Sun Coast. Fidelity, through its Strategic Advisers LLC division, provides investment management and advisory services to a broad client base including retail and institutional investors, offering discretionary and non-discretionary portfolio management with an investment process that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

David Theriault is a financial advisor with Wells Fargo Clearing in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Wells Fargo Clearing since 2018 and previously held positions at Morgan Stanley Private Bank and Morgan Stanley from 2009 to 2018. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources to guide investment decisions.

Nate Bennett is a Financial Consultant at Fidelity Investments, where he focuses on delivering a high-quality planning experience. He works closely with clients to understand their goals, evaluate options, and create clear, actionable strategies. Through personalized guidance, Fidelity's resources, and consistent communication, he helps clients make confident financial decisions and build long-term trust. Nate has held several roles at Fidelity Investments, including Planning Consultant (2025-2026), Relationship Manager (2024-2025), Client Services Help Desk Tier 1 (2023-2024), High Net Worth Associate (2022-2023), and Customer Relationship Advocate (2021-2022). Prior to joining Fidelity, he was an Intern at Ryan Insurance Strategy Consultants from 2020 to 2021. Outside of his professional career, Nate enjoys attending concerts, fitness activities, football, social events with friends, music, and parenthood.

Heather Forte is a financial advisor at LPL Financial with 23 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. for 23 years. Heather holds the Series 66 designation and is also a public notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of financial planning and investment solutions, including advisory and brokerage services supported by technology and a large network of advisors.

Ryan Bloom is a Financial Consultant currently working at Fidelity Investments. He has held several roles within Fidelity, including Planning Consultant, Fixed Income Specialist, and Investment Solutions Representative. Prior to joining Fidelity, he worked as a Financial Professional at Equitable Advisors. Throughout his career, Ryan has developed expertise in financial planning and investment solutions. He focuses on understanding and prioritizing his clients' goals to co-create financial roadmaps that align with their objectives. Outside of his professional work, Ryan has personal interests that include spending time at the beach, enjoying food, watching football, playing golf, and caring for pets.

Kristina Scapin is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at The Vanguard Group from 2016 to 2022 before joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs, and it oversees delegated management and addresses potential conflicts of interest.

Nicklaus Van Vleet is a financial advisor at Morgan Stanley in Sarasota, FL, holding a Series 66 designation with one year of industry experience. His prior roles include positions at IDS Real Estate Group and The Spirit Network, as well as entrepreneurial experience with Van Vleet Meat Company. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process.

Jesse Shaw is a CFP® and CFA® with 11 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors, where he has worked since 2017. Prior to this, he was self-employed and held a position at David Vaughan Investments, LLC. Outside of his advisory role, Shaw is also an independent insurance agent. Cambridge Investment Research Advisors, Inc. serves a wide range 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.

William Delizza is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Wells Fargo Advisors since 2020 and was previously with Wells Fargo Clearing from 2016 to 2020. Delizza is also a part-owner of DDS Financial, LLC, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services and integrates advisory solutions with banking and other financial products.

Lori Van Zandt is a financial advisor at Ameriprise with six years at the firm and a total of 12 years in the industry. She holds Series 63 and Series 65 licenses and is based in Sarasota, FL. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, emphasizing dependable income sources and tax-aware withdrawal strategies.

Gianni Valenti is a financial advisor with LPL Financial in Sarasota, FL, holding a Series 66 credential and seven years of industry experience. He previously worked at Edward Jones and Eagle Wealth Advisors. Outside of finance, Valenti is the general manager of Valentis Ristorante, a family restaurant he has been involved with since 2005. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Cynthia Robertson is a financial advisor at Cambridge Investment Research Advisors with eight years of industry experience. She holds Series 63 and Series 65 licenses and previously worked with Travel Team USA and the Manatee County School Board. Cambridge Investment Research Advisors serves a diverse client base, including individual, institutional, pension, and charitable clients, providing financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.