Lisa Sheehan is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Truist Investment Services. Outside of advising, she works as a fitness instructor teaching Zumba and other classes in the Lakewood Ranch, Florida area. 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 solutions tailored to clients meeting certain net-worth thresholds, utilizing proprietary research and tools to develop personalized recommendations.

Jeffrey Porasik is a financial advisor at Raymond James & Associates with 38 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Wells Fargo Clearing and RBC Capital Markets. He is based in Sarasota, FL. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Corey Elliott is a CFP® professional based in Sarasota, FL, with 11 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2018, following prior roles at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC. Charles Schwab & Co., Inc. 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. The firm provides a combination of non-discretionary and discretionary investment options, supported by multi-asset model portfolios and due diligence from the Schwab Center for Financial Research.

Arik Jacobson is a Series 66-licensed financial advisor with OSAIC, based in Bradenton, FL, with 14 years of industry experience. He previously worked at Financial Dimensions Group, Inc. for 12 years. Outside of advising, he is an independent insurance agent selling personal life insurance and serves as a member of the finance committee for a local YMCA. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporations. The firm uses a multi-advisor platform offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization.

Noelle Cartier is a financial advisor at Robert W. Baird & Co. with 22 years of industry experience. She has been with Robert W. Baird since 2011 and holds a Series 66 designation. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides tailored consulting and portfolio services, including discretionary and non-discretionary management, utilizing a range of investment strategies and overlays to meet client goals and risk tolerances.

Jason Albano is a financial advisor at Merrill with 19 years of industry experience. He has been with Merrill since 2006 and holds a Series 66 designation. He is based in Sarasota, FL. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party teams.

Rebecca Mc Swain is a financial advisor at Edward Jones in Bradenton, Florida, holding the ChFC® and Series 66 designations with 18 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, she coordinates activities for Young Life of Manatee County and coaches the junior varsity tennis team at Bradenton Christian School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options, supported by a nationwide network of over 23,000 financial advisors.

Joshua Fitzmorris is a financial advisor with Cambridge Investment Research Advisors in Bradenton, FL. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to his current role, he worked at Ramsey Solutions for seven years and briefly operated a catering business. Cambridge Investment Research Advisors serves a diverse client base including individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and provides access to proprietary model strategies and various account platforms.

Michael Johnson is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2009. He holds Series 65 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving more than 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 through a large nationwide network of financial advisors and branch offices.

George Elliott is a financial advisor with Raymond James & Associates who holds a Series 66 designation and has 26 years of industry experience. Prior to joining Raymond James in 2016, he worked at UBS Financial Services, Citigroup Global Markets, and Legg Mason Wood Walker. Outside of advising, he is involved in managing a rental real estate property on Anna Maria Island, FL. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning, investment consulting, and institutional fiduciary solutions, employing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Brian Jensen is a financial advisor with LPL Financial in Sarasota, FL, holding the CFP®, ChFC®, and Series 63 designations. He has 42 years of industry experience, including prior roles at Sii Investments and 1717 Capital Management Company. Jensen is also a for-profit board member of Reeds Jewelers. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools and a large network of over 22,800 advisors.

Steven Guggenheim is a Managing Director and Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on employee benefits planning, family wealth management strategies, managing new wealth, personal retirement planning, individual and corporate investment strategy, and retirement income. Steven works one-on-one with clients to develop personalized financial strategies designed to help pursue their long-term goals. Steven graduated from Indiana University's Kelley School of Business in 1982. He began his career at a Cincinnati-based financial institution, where he assisted in taking the company public in 1987 and later helped sell it to a regional bank in 1993. Retained by the bank, he played a role in launching brokerage services in the mid-1990s before joining Merrill Lynch as a Financial Advisor in 1997. He holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, Steven follows the Merrill tradition of community involvement and volunteers with organizations in his area. He enjoys baseball, basketball, football, and spending time with his family.

Janet Clark is a financial advisor with LPL Enterprise and holds Series 63 and Series 66 designations. She has 17 years of industry experience, including 14 years at Pruco Securities, LLC, and has been involved with Wealth Protection Strategies since 2010 in a marketing assistant role. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers and a range of financial planning and consulting services.

Steven Delizza is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Advisors since 2020, following four years at Wells Fargo Clearing. He also holds a 33% ownership in DDS Financial, LLC, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services tailored to clients meeting a net-worth threshold, utilizing firm research and planning tools to develop personalized recommendations.

Barbora Hawkins is a Series 66 licensed financial advisor with LPL Enterprise, based in Sarasota, FL, and has three years of industry experience. Prior to joining LPL Enterprise, she worked at The Prudential Insurance Company of America and Pruco Securities LLC. Before her financial services career, she spent eight years at St. Francis Winery & Vineyards. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Lea Smith Johnson is a CFP® with 27 years of industry experience, currently serving at OSAIC since 2023. Her prior roles include positions at FSC Securities Corporation, Csenge Advisory Group, LLC, and Thrivent Investment Management. She is a founder of Triple Crown Wealth Finance, LLC, and serves as President of LSJ Equities LLC. Johnson is also a trustee board member of the International Association of Registered Financial Consultants. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, supporting diverse investment programs and maintaining multiple custodial and legacy arrangements.

Mark Carnes is a CFP® with 46 years of industry experience, currently affiliated with Cetera. He has worked with Cetera Advisors LLC since 2013 and held prior roles at Prosperity Network, Inc. and Vestax Securities Corporation. He is also a one-third owner of Prosperity Wealth Management LLC, a financial services business. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Ben Hatcher is a financial advisor at Wells Fargo Advisors with 22 years of industry experience. He holds the Series 63 and Series 66 credentials and has been with Wells Fargo Advisors since 2010. Outside of his advisory role, he serves as a board member for the Hidden Oaks Estates Homeowners Association in Sarasota, FL. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, utilizing a broad range of planning tools and Wells Fargo research to develop tailored recommendations.

Lori Rogers is a Series 65 licensed financial advisor with Equitable Advisors in Sarasota, FL, where she has worked since 1999. She has 33 years of industry experience, including a tenure at AXA Advisors, LLC from 1999 to 2020. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives and third-party platforms.

Frank Fontanella is a financial advisor at Fisher Investments with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Fisher Investments since 2013. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and uses tax-aware strategies alongside risk management techniques.