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 with LPL Enterprise, LLC, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. His prior experience includes roles at Cetera Advisor Networks, Blue Monarch Consulting, TD Ameritrade, PNC Investments, Alchemy Advisors, and Chase Investment Services. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in a wrap program while also providing affiliated trust, insurance, and lending services.

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 been with Morgan Stanley or its affiliates since 2009, including prior roles at Citigroup Global Markets and Legg Mason Wood Walker. Outside of his advisory work, he has a passive investment in a mobile music application startup involving a small group of investors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

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.

Edward Behm is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. He previously worked at FSC Securities Corporation and MSI Financial Services, Inc. Behm is involved in a tax preparation and accounting business related to his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of financial planning and investment management services through a large network of advisers.

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.

Richard Flood is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 57 years of industry experience. His prior roles include ten years at Lincoln Financial Securities Corporation and nearly three decades at Flood Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing various portfolio models and third-party asset managers while supporting its platform with advanced operational tools.

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 with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and Legg Mason Wood Walker. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including customized financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process that incorporates firm-approved tools and market outlook estimates.

Brian Calka is a CFP® and Series 66-licensed advisor with Edward Jones, based in Venice, FL. He has six years of industry experience, including six years at Edward Jones and prior roles in construction companies. 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.

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 been with Fidelity Brokerage Services LLC since 2016. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.

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.

Carol Mcnamara is a financial advisor at Merrill with 17 years of industry experience. She holds a Series 66 designation and has been with Merrill Lynch since 2005. Outside of her advisory role, she writes and self-publishes fiction books and is involved with Sisters in Crime, a writers' organization where she supports community events and programming. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for individual and institutional clients.