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, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at LPL Financial since 2009, following prior roles at Citigroup Global Markets and Legg Mason Wood Walker, Incorporated. Outside of his advisory practice, he occasionally manages financial affairs for his son, who is serving in the U.S. Navy. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment services through a large network of advisers, with access to model portfolios, third-party management, and institutional platforms.

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 at J.P. Morgan Securities with 19 years of industry experience. He holds the CFP® designation as well as Series 63, 65, and 66 licenses. His prior experience includes over a decade at Northern Trust and roles at Wells Fargo Clearing and AmSouth Investment Services. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG 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®-certified financial advisor with LPL Financial, where he has worked since 2002. He has 34 years of industry experience and holds a Series 63 license. He is based in Venice, FL. 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 advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and extensive operational resources.

Joe Lee is a financial advisor with Mass Mutual Investors Services in Sarasota, FL, holding Series 63 and Series 65 licenses and having 25 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Raymond James Financial Services, Transamerica Financial Advisors, Global Financial Private Capital, J.P. Morgan Securities, and Fidelity. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative financial planning with tools such as Monte Carlo simulations and offers specialized planning services including divorce planning, estate settlement, and employer-sponsored programs.

Edward Thomas is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2016. He has been with Fidelity since 2006, progressing through several positions including Investment Solutions Consultant - Managed Accounts, Portfolio Specialist, and Premium Services Representative. His long tenure at Fidelity reflects a deep familiarity with the company's tools and resources aimed at helping clients achieve their financial goals. Throughout his career, Edward has developed expertise in financial consulting and investment solutions. He emphasizes a compassionate, dedicated approach with a family-first attitude in his work with clients. This approach is supported by his extensive experience across multiple roles within Fidelity. Outside of his professional responsibilities, Edward enjoys football, golf, outdoor adventures, spending time with pets, and traveling.

Joseph Carretta is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Sarah Lodge is a financial advisor with RBC Capital Markets in Sarasota, FL, holding a Series 66 designation and bringing 20 years of industry experience. Her career includes roles at Morgan Stanley and City National Bank. She serves on the board of directors for the Sarasota County Public Hospital, participating in governance and educational activities. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs that combine portfolio management, financial planning, and custody services using both in-house and third-party investment managers.

Wilber Geiger is a financial advisor at Stifel with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at major firms including Wells Fargo Clearing, Morgan Stanley, and Merrill. He is a 50% owner of JWGEIGER LLC, an investment-related business based in Bradenton, FL. Stifel serves a broad range of clients including individuals, institutions, and nonprofit organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology through its Investment Strategy Group to provide asset allocation and planning analyses.

Susan Knight is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering a variety of advisory programs and financial planning services supported by structured discovery conversations and firm-approved planning tools.

Brian Hensley is Vice President and Wealth Planner at Fidelity Investments, a role he has held since 2020. In this capacity, he works with clients and their families to grow and protect their wealth, assist with investment decisions, and simplify financial lives through customized financial planning. Prior to joining Fidelity Investments, Brian served as a Financial Advisor at Intellicents Advisory Services from 2017 to 2019 and at Intego Financial Group, LLC from 2013 to 2017. He began his career as a Legacy Advisor at Water Street Solutions, where he worked from 2011 to 2013. His professional experience spans over a decade in wealth planning and financial advisory. Outside of his professional work, Brian has personal interests in boating, concerts, football, and scuba diving.

Aaron Chao is a Financial Consultant currently working at Fidelity Investments since 2022. He has held various roles in the financial services industry, including Financial Consultant Partner and High Net Worth Broker Specialist at Charles Schwab from 2018 to 2022, and Financial Representative at Northwestern Mutual from 2017 to 2018. Aaron focuses on helping individuals and families develop and understand their retirement plans, aiming to provide a clear roadmap for clients to achieve their financial goals. He values open and honest communication as a foundation for building lifelong relationships with clients and their families. Outside of his professional work, Aaron has interests in camping, cooking and baking, food, music, pets, and skiing.

Shane Yoest is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been associated with Cetera Wealth Services, LLC since 2013 and is the owner of Yoest Premier Wealth Management LLC. Outside of his advisory work, he is involved in fundraising for Toys for Tots, supporting a seasonal bike drive. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

David Dalton is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with LPL Financial since 2002. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Richard Pinkham is a financial advisor with Wells Fargo Advisors in Sarasota, FL, holding a Series 66 credential and 16 years of industry experience. He previously worked at Wells Fargo Clearing for 13 years before joining Wells Fargo Advisors in 2022. Outside of his advisory role, Pinkham owns MRP Investment Co, LLC and serves as an agent for Capstan Insurance Consulting LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, utilizing Wells Fargo research and tools to develop tailored client recommendations.