Stephen Tucci is a CFP® with 18 years of experience in financial advising. He is currently with RBC Capital Markets and City National Bank, both since 2022. His prior roles include positions at Truist Advisory Services, BB&T Securities, and SunTrust Investment Services. Outside of finance, Tucci operates SCUBA Steve's Certification & Underwater Tours, providing SCUBA certifications and underwater tours. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored strategies that incorporate in-house and third-party investment managers, emphasizing portfolio customization and integrated financial services.

Austin Collins is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. He holds the Series 66 designation and operates out of Sarasota, FL. Edward Jones is a full-service wealth management firm serving over 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joseph Mastroianni is a financial advisor with LPL Financial in Venice, FL, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior work includes roles at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of advisory work, he serves as a project design consultant for Three Cord Builders. 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 investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing discretionary and non-discretionary management supported by model portfolios and research.

Brenton Hunter is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 15 years of industry experience. His prior roles include positions at Charles Schwab and TD Ameritrade. Outside of his advisory work, he is a partial owner of a cleaning and restoration business operated by his wife. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm follows an IPS-driven advisory process grounded in modern portfolio theory and offers a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Frank Planes is a financial advisor with Ameriprise in Lakewood Ranch, FL, holding a Series 63 designation and bringing 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations, with a focus on assets held in Ameriprise Managed Accounts.

Trey Stern is a Financial Consultant currently working with Fidelity Investments since 2022. He has experience in financial advisory roles, having previously served as an Associate Financial Consultant at Charles Schwab from 2021 to 2022 and as a Financial Advisor at Edward Jones from 2018 to 2021. He helps families and individuals plan for important life events and partners with them to avoid pitfalls and work towards their long-term financial goals.

Tonya Andrello is a Series 66 licensed financial advisor with 14 years of industry experience. She currently works at Morgan Stanley and has previously been with Raymond James & Associates, Northern Trust Securities, Northern Trust Bank, and Wells Fargo Advisors. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides planning services both directly and through Corporate Financial Planning agreements.

George Friedman is a financial advisor at Stifel with 46 years of industry experience. He has been with Stifel, Nicolaus & Co., Inc. since 2000. He holds Series 63 and Series 65 designations. Stifel serves a broad range of clients, including individuals, institutions, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach uses a proprietary methodology developed by its Investment Strategy Group, employing forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

Michael Scrimenti is a financial advisor with Raymond James & Associates in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Raymond James & Associates since 2006. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing 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 services.

Agnese Butler is a financial advisor with RBC Capital Markets in Sarasota, FL, holding Series 65 and Series 66 licenses and seven years of industry experience. Her prior work includes positions at Wells Fargo Private Bank and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves individual, institutional, and charitable clients with tailored investment solutions and advisory programs that include discretionary portfolio management, financial planning, and brokerage services. The firm utilizes a combination of in-house and third-party investment managers and offers specialized options such as tax management and responsible investing.

Joe Malave is a financial advisor with Raymond James & Associates in Sarasota, FL, holding Series 63 and Series 65 designations and 30 years of industry experience. He previously worked at UBS Financial Services and is currently involved with ETU LLC, where he works as a musical DJ and entertainer. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services with a variety of portfolio management styles, municipal advisory services, and a comprehensive affiliate ecosystem.

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.

Derek Delagrange is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His career includes roles at Wells Fargo Bank and Clearing, Bank of America, and currently J.P. Morgan. Outside of his advisory work, he is the owner of Best Dads Corp, a nonprofit organization focused on supporting fathers. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and plan sponsors, offering asset allocation advice and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory capabilities with broker-dealer and investment advisory functions, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

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.

Blase Sparma is a financial advisor at Stifel with 25 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, N.A. from 2011 to 2020. Outside of his advisory role, he serves on the board of the Boosters Foundation Inc., supporting local charities focused on children and young adults with learning disabilities. Stifel serves a diverse client base including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary capital market assumptions and probabilistic modeling to guide asset allocation, retirement, insurance, and estate planning decisions.