James Crites is a financial advisor with Edward Jones in Venice, FL, holding a Series 66 designation and four years of industry experience. Before joining Edward Jones in 2022, he worked at Palm Beach Quote Insurance and Northwestern Mutual, among other roles across various industries. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Nicklaus Van Vleet is a financial advisor at Morgan Stanley in Sarasota, FL, holding a Series 66 designation with one year of industry experience. His prior roles include positions at IDS Real Estate Group and The Spirit Network, as well as entrepreneurial experience with Van Vleet Meat Company. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process.

Jesse Shaw is a CFP® and CFA® with 11 years of industry experience. He has been affiliated with Cambridge Investment Research Advisors since 2017 and is also self-employed. In addition to his advisory work, he operates as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension plans, charitable organizations, and other clients. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Lori Van Zandt is a financial advisor with Ameriprise Financial Services in Sarasota, FL. She holds Series 65 and Series 63 licenses and has six years working with Ameriprise Financial Services, LLC, and an additional ten years with Ameriprise Financial Services Inc., totaling 16 years of industry experience. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Gianni Valenti is a Series 66-credentialed financial advisor at LPL Financial with seven years of industry experience. Prior to joining LPL Financial in 2020, he worked at Eagle Wealth Advisors and Edward Jones. Outside of finance, Valenti has been the general manager of Valentis Ristorante, a family restaurant in Sarasota, FL, since 2005. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services supported by model portfolios, third-party subadvisors, and advanced technologies.

Cynthia Robertson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and possessing eight years of industry experience. Her career includes roles at Cambridge Investment Research, Inc. since 2018 and prior experience with Travel Team USA and the Manatee County School Board. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Laura Sanchez is a financial advisor with Merrill in Sarasota, FL, holding a Series 66 designation and five years of industry experience. Her work history includes roles at Bank of America, Merrill, Equitable Advisors, Primerica, and involvement in the hospitality sector with Columbia Restaurant and Geckos Grill & Pub. 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 individuals, high-net-worth clients, and institutional investors.

Tyler Shambora is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2022. Prior to his advisory role, he spent five years with Sarasota County Schools and one year at the University of Virginia. Outside of his financial advisory work, Shambora coaches high school and youth baseball, focusing on athlete recruitment and player development. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charities. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated financial services through a large network of advisors and branch offices.

Graham Cox is a Series 66-licensed financial advisor with UBS Financial Services in Sarasota, FL, where he has worked since 2009. He has 15 years of experience in the financial industry. Outside of his advisory role, he is involved in local music as a bass player in a cover band and records music as a hobby for online streaming. He is also a 50% member of a salon and spa business. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

John Hegener is a financial advisor with Ameriprise in Bradenton, FL, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Bank of America, Merrill, MML Investors Services, Massachusetts Mutual Life Insurance Company, and as an independent insurance broker. Outside of his advisory work, he is involved in tennis coaching through his business, Winstons Tennis Coaching. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Anthony Venetta is a financial advisor with UBS Financial Services in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with UBS Financial Securities, Inc. since 2005. Outside of his advisory role, he is a co-general partner of Delco Properties LLC, a real estate business. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing model-based asset allocations and proprietary research to tailor financial plans. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets and advisory services.

Amanda De La Hunt is a CFP® professional with 12 years of industry experience, currently serving at Edward Jones since 2013. She holds a Series 66 license and is based in Sarasota, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Jack Matuszewski is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles including at Fidelity Investments since 2023. Prior to his advisory career, he held positions at Lakeland Valet, Whole Foods, and Balch Lake Marina. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, delegated portfolio management, and its advisory role to multiple registered investment companies.

Thomas Agostinelli is a financial advisor with LPL Financial in Venice, FL, holding Series 63 and 65 credentials and 27 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory work, he acts in a fiduciary capacity managing financial affairs for his son, who is in the US Navy, during deployments. 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, financial planning, and brokerage services, providing both discretionary and non-discretionary management with access to model portfolios and research from various sources.

Allan Thiessen is a financial advisor at Merrill with 43 years of industry experience. He holds Series 63 and Series 65 designations and has been with Merrill since 1983, also working at Bank of America since 2009. 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 clients including individuals, high-net-worth investors, and institutions.

Daniel Vigne is a financial advisor with J.P. Morgan Securities holding CFP®, Series 66, Series 63, and Series 65 designations and has 19 years of industry experience. He previously worked at Northern Trust and Northern Trust Securities for over a decade before joining J.P. Morgan in 2024. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Ernie Garcia is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank, National Association since 2015. 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.

Kevin Farrow is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 20 years of industry experience. His prior work includes roles at Aegis Capital Corp, LPL Financial, and Suncoast Credit Union. Outside of his advisory work, he is the sole owner of Bruin Equity Holdings, which is involved in the purchase and sale of real estate. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and a multi-manager platform with access to both affiliated and third-party money managers.

Karmen Keup is a financial advisor at UBS Financial Services with 28 years of industry experience. She has been with UBS since 2006 and holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor solutions to clients’ goals and risk tolerances.

Floyd Rinehart is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at LPL Financial since 2002. He holds the Series 63 designation and is based in Venice, FL. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individual clients, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research, model portfolios, and various portfolio management options.