Tonya Andrello is a Series 66-licensed financial advisor with 14 years of industry experience. She has worked at Morgan Stanley since 2024, following roles at Raymond James & Associates, Northern Trust Securities, Northern Trust Bank, Wells Fargo Clearing, and Ameriprise. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a 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 services through direct client relationships and 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 at RBC Capital Markets with eight years of industry experience. She holds Series 65 and Series 66 licenses and has worked previously at Wells Fargo Private Bank and Wood Asset Management LLC. Butler is based in Sarasota, Florida. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and portfolio management services tailored to clients' risk profiles, utilizing both in-house and third-party investment managers.

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.

Justin Loukota is a financial advisor at OSAIC with three years of industry experience. He holds a Series 66 designation and previously worked at firms including Merrill and Raymond James Financial Services. His background also includes roles outside finance, such as with Rose Paving LLC and Stryker Medical. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm uses a model-based investment approach with tools like risk-tolerance questionnaires and efficient frontier analysis, offering a wide range of advisory and brokerage services through its multi-advisor platform.

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, holding Series 65 and Series 63 licenses with 20 years of industry experience. His career includes roles at LPL Financial, Cetera Advisor Networks, Blue Monarch Consulting, TD Ameritrade, PNC Investments, Alchemy Financial Group, and Chase Investment Services. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach with access to third-party asset managers and offers financial planning, consulting, and a range of 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.

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 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.

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.

Anthony Giordano is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise, Linsco Private Ledger, and Citigroup Global Markets. Outside of his advisory role, he is a 90% owner of GIORDANO GP, LLC, a merchant partnership based in Palm Beach Gardens, FL. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients who meet a net-worth threshold. The firm offers a broad range of planning services using proprietary research and tools, with planning engagements generally conducted on a discrete basis.

Timothy Sheerin is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016 and previously at Prudential Equity Group, LLC from 2000 to 2003. Outside of his advisory role, he has ownership in Shamrock Palms LLC, an investment-related entity in Holmes Beach, FL. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm utilizes research and analytics to evaluate investment options and offers a range of brokerage and advisory solutions.

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 in Sarasota, FL, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. He has worked at J.P. Morgan Securities since 2022 and concurrently at JPMorgan Chase Bank, N.A. since 2007. Outside of his advisory role, he is owner and partner of Automated Wealth Systems, LLC, a holding company involved in content creation, private angel investing, and real estate investments unrelated to the industry. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and incorporates ESG eligibility frameworks, with implementation supported by affiliated investment-management entities.