Garth Case is a financial advisor at Edward Jones in Bradenton, FL, holding a Series 66 designation with six years of industry experience. His prior work includes roles at Conagra Brands, Inc., BlueForge LLC, and Uber. Outside of advising, he is a certified US Soccer Federation Grassroots Referee and operates Captain Garth Charters LLC, offering local boat charters as a Coast Guard certified captain. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory strategies and affiliated investment products supported by a large network of financial advisors and branch offices.

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.

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.

Jason Kintner serves as a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to develop personalized wealth management strategies that align with their long-term financial goals. Drawing on the investment insights of Merrill and the banking solutions of Bank of America, he helps clients pursue their objectives through flexible financial planning tailored to evolving market conditions. Before joining Merrill Lynch Wealth Management in 2012, Jason was involved in founding and managing several businesses in the Los Angeles area. His experience as a business owner informs his passion for assisting business owners and individuals with concentrated wealth positions in integrating their personal and business financial benefits. He emphasizes understanding each client's unique situation and designing plans that account for investments, taxes, and legal considerations to optimize financial outcomes. Jason earned a Bachelor's degree in Biochemistry and Molecular Biology from the University of California at Berkeley. He holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Additionally, he participates in community volunteer activities consistent with Merrill’s tradition of local engagement.

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.

Sejla Hadziabdic is a Financial Advisor with Merrill Lynch Wealth Management. She specializes in family wealth management strategies, personal retirement planning, portfolio management services, and retirement income. Sejla works closely with clients to develop personalized wealth management strategies that align with their life priorities and financial goals, providing access to Merrill's investment insights and the banking and lending solutions of Bank of America. Sejla holds the Accredited Asset Management Specialist (AAMS) and Personal Investment Advisor (PIA) designations. She earned a bachelor's degree in Business Administration from SUNY. In addition to her professional responsibilities, Sejla volunteers with community organizations, reflecting her commitment to serving the communities Merrill supports. Her personal interests include soccer, tennis, and traveling.