Mark Heinemann is a financial advisor with Edward Jones in Bradenton, FL, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Nicole Macek is a financial advisor at Edward Jones with a Series 66 designation. She has one year of experience in the financial industry, having joined Edward Jones in 2026 after a 28-year career at Walgreens Co. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services through a large national network of advisors and branch offices, managing approximately $1.01 trillion in assets under management.

Mounira Ben Aissa is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and 13 years of industry experience. She has worked at The Prudential Insurance Company of America and Pruco Securities LLC from 2012 to 2024 before joining LPL Enterprise. Outside of her advisory role, she is an owner of Mouni and Associates LLC, which is engaged in real estate development and rental. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm uses model-driven investment implementation and offers financial planning, consulting, and access to third-party asset managers through a broad network of representatives.

Michelle Fleter is a financial advisor with Morgan Stanley in Sarasota, FL, holding a Series 66 designation and 18 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and offers services that combine structured planning tools with broad investment and financial product offerings.

Geir Fjugstad is a financial advisor with UBS Financial Services, holding a Series 63 designation and 33 years of industry experience. His prior roles include positions at Credit Suisse Securities, Harrisdirect, and Wells Fargo Clearing. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans according to clients' goals and risk tolerances. The firm combines wealth management services with institutional trading capabilities and provides a broad range of financial products and capital markets services.

Robert Caesar is a financial advisor with Equitable Advisors in Lakewood Ranch, FL, holding a Series 66 designation and 19 years of industry experience. He has worked at Equitable Advisors and its predecessor, AXA Advisors, LLC, since 2007. Outside his advisory role, he is the controlling shareholder and president of RPC Capital Corp. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm provides financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party program sponsors.

William Mc Ginty is a Series 66-licensed financial advisor with Robert W. Baird & Co., where he has worked since 2020. He has six years of industry experience and operates from Siesta Key, Florida. Outside of his advisory role, he owns and manages McGinty Marine International, a yacht delivery service that he runs on weekends. He is part of the DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing manager-traded and model-traded strategies, tax management, and internal research tools, with approximately $394 billion in assets under management as of December 2025.

Martin Vera is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, JPMorgan Chase Bank, and At&t. Outside of finance, he is the president of Prynt it Corp, an online retailer specializing in handmade and personalized gifts. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Janet Hroncich is a financial advisor with Morgan Stanley in Sarasota, FL. She holds Series 63 and Series 65 designations and has 27 years of industry experience. Since 2012, she has worked with Morgan Stanley, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services utilizing structured discovery conversations and firm-approved tools.

Nathan Johnson is a financial advisor with Charles Schwab in Sarasota, FL, holding Series 63 and Series 66 licenses and having 27 years of industry experience. He has been with Charles Schwab since 1999 and also has a role at Charles Schwab Bank, SSB since 2005. Outside of his advisory work, he manages a real estate property business in Sarasota. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and alternative investment options.

Joshua Garfin is Vice President Private Wealth Management Advisor at Fidelity Investments. He has been with Fidelity since 2012, progressing through roles including Investment Representative, Financial Consultant, and Vice President, Wealth Planner before assuming his current position in 2024. Prior to Fidelity, he worked as an Investment Counselor at T. Rowe Price from 2007 to 2012 and as a Financial Planner at Peak Capital Management from 2006 to 2007. Throughout his career, Joshua has focused on wealth management and financial planning, building deep relationships with clients by involving their entire families and addressing their specific goals and concerns. He emphasizes providing world-class service and planning to support his clients' financial objectives. Outside of his professional work, Joshua enjoys cooking and baking, family activities, fitness, hiking, tennis, and volunteering.

Julia Miller is a financial advisor with OSAIC based in Sarasota, FL, holding Series 63 and Series 65 licenses and 17 years of industry experience. She previously worked with Securities America Advisors, Inc. for eleven years before joining OSAIC. Outside of her advisory role, she serves as Vice President of a local networking group and is the president of her homeowner's association. OSAIC serves a diverse client base including individual and high-net-worth investors, institutional clients, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing firm-provided asset-allocation tools and third-party money managers to construct and manage customized portfolios.

Henry Eller is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Truist Advisory Services, Truist Investment Services, Bb&T Securities, and Bb&T Investments. He is based in Sarasota, FL. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and discretionary investment management. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Anne Elizabeth Lane is a CFP® professional with 39 years of industry experience, currently affiliated with Ameriprise Financial Services, LLC. Her prior experience includes roles at Royal Alliance Associates, Securities America Advisors, Woodbury Financial Services, Lane & Associates Financial Services, Inc., and Commonwealth Financial Network. Outside of her advisory work, she owns and operates Lane Tax Preparation Services, providing tax preparation services. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach integrates proprietary research and third-party data to provide tax-aware withdrawal strategies and ongoing retirement income advice.

Kevin Schloneger is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Edward Jones since 2001. He holds Series 63 and Series 65 licenses and is based in Sarasota, FL. His spouse is the owner of a property management LLC in Indianapolis. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets, supported by a nationwide network of more than 23,000 advisors.

Kenneth Kubik is a financial advisor at Merrill with Series 63 and Series 65 credentials and 36 years of industry experience. He has worked at Bank of America and Merrill since 2009. Kubik is also a limited partner in JKLM PowerPartners, a holding company for minor league baseball teams. 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 a range of individual and institutional clients.

Philip Peters III is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2016 and previously at Merrill from 2009 to 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and offers a range of investment and planning solutions, including estate planning and employer-sponsored financial plans.

Brenton Campbell is a CFP® professional with eight years of industry experience, currently advising at Edward Jones since 2018. Prior to joining Edward Jones, he worked at the University of South Florida and ClaimLynx, Inc. He holds a minority shareholder stake in a family farm in Iowa and serves on the finance committee of the Sarasota Children's Museum. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Joshua Jones is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Morgan Stanley, Wells Fargo, and Suncoast Credit Union. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a model portfolio approach that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction.

Austin Bain is a financial advisor with Cambridge Investment Research Advisors in Bradenton, FL, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at Cambridge Investment Research Advisors since 2019 and has held roles at the University of West Florida and other organizations. Outside of his advisory work, Bain is also an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a variety of platform arrangements and model-based strategies tailored to client objectives.