Luke Tannariello is a PWM, Investment Management Consultant at Fidelity Investments. In this role, he partners with clients and their Wealth Management Advisors to design, implement, and monitor investment strategies aimed at pursuing long-term investment goals. Luke has extensive experience in investment management, having held various positions at Fidelity Investments since 2007. His career progression includes roles such as Investment Management Consultant III, Portfolio Specialist, Client Management Representative, and several others, demonstrating a broad understanding of investment solutions and client services. Outside of his professional work, Luke's personal interests include spending time at the beach, boating, parenthood, and caring for pets.

Randall Ridenour is a financial advisor with Morgan Stanley, holding a Series 63 designation and bringing 45 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and economic modeling techniques.

Mikael Newman is a CFP® professional at LPL Financial with 44 years of industry experience. He previously worked with Waddell & Reed, Inc. and various insurance carriers for 40 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including model portfolios and retirement plan consulting, supported by research and technology-driven solutions.

Stephen Tucci is a CFP® with 18 years of experience in financial advising. He is currently with RBC Capital Markets and City National Bank, both since 2022. His prior roles include positions at Truist Advisory Services, BB&T Securities, and SunTrust Investment Services. Outside of finance, Tucci operates SCUBA Steve's Certification & Underwater Tours, providing SCUBA certifications and underwater tours. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored strategies that incorporate in-house and third-party investment managers, emphasizing portfolio customization and integrated financial services.

Austin Collins is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. He holds the Series 66 designation and operates out of Sarasota, FL. Edward Jones is a full-service wealth management firm serving over 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brenton Hunter is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 15 years of industry experience. His prior roles include positions at Charles Schwab and TD Ameritrade. Outside of his advisory work, he is a partial owner of a cleaning and restoration business operated by his wife. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm follows an IPS-driven advisory process grounded in modern portfolio theory and offers a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Frank Planes is a financial advisor with Ameriprise in Lakewood Ranch, FL, holding a Series 63 designation and bringing 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations, with a focus on assets held in Ameriprise Managed Accounts.

Trey Stern is a Financial Consultant currently working with Fidelity Investments since 2022. He has experience in financial advisory roles, having previously served as an Associate Financial Consultant at Charles Schwab from 2021 to 2022 and as a Financial Advisor at Edward Jones from 2018 to 2021. He helps families and individuals plan for important life events and partners with them to avoid pitfalls and work towards their long-term financial goals.

Tonya Andrello is a Series 66 licensed financial advisor with 14 years of industry experience. She currently works at Morgan Stanley and has previously been with Raymond James & Associates, Northern Trust Securities, Northern Trust Bank, and Wells Fargo Advisors. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide 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 planning services both directly and through 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 with RBC Capital Markets in Sarasota, FL, holding Series 65 and Series 66 licenses and seven years of industry experience. Her prior work includes positions at Wells Fargo Private Bank and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves individual, institutional, and charitable clients with tailored investment solutions and advisory programs that include discretionary portfolio management, financial planning, and brokerage services. The firm utilizes a combination of in-house and third-party investment managers and offers specialized options such as tax management and responsible investing.

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.