Timothy Parker is a financial advisor at Fidelity with 19 years of industry experience. He has previously worked at J.P. Morgan Securities, Merrill, and Bank of America. Outside of his advisory role, he is a sole proprietor of Parker Media Group LLC, focusing on content creation, and serves on the corporate board of Big Brothers Big Sisters of The Sun Coast. Fidelity, through its Strategic Advisers LLC division, provides investment management and advisory services to a broad client base including retail and institutional investors, offering discretionary and non-discretionary portfolio management with an investment process that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

David Theriault is a financial advisor with Wells Fargo Clearing in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank, National Association. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings than typical large institutional advisers, including insurance-related vehicles and bank deposit sweep options.

Nate Bennett is a Financial Consultant at Fidelity Investments, where he focuses on delivering a high-quality planning experience. He works closely with clients to understand their goals, evaluate options, and create clear, actionable strategies. Through personalized guidance, Fidelity's resources, and consistent communication, he helps clients make confident financial decisions and build long-term trust. Nate has held several roles at Fidelity Investments, including Planning Consultant (2025-2026), Relationship Manager (2024-2025), Client Services Help Desk Tier 1 (2023-2024), High Net Worth Associate (2022-2023), and Customer Relationship Advocate (2021-2022). Prior to joining Fidelity, he was an Intern at Ryan Insurance Strategy Consultants from 2020 to 2021. Outside of his professional career, Nate enjoys attending concerts, fitness activities, football, social events with friends, music, and parenthood.

William Kastin is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Before joining Merrill and Bank of America in 2021, he worked for six years at Enterprise Rent-A-Car. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a broad range of investment strategies including model-based and discretionary options. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Heather Forte is a financial advisor at LPL Financial with 22 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. for 23 years before joining LPL Financial in 2024. She holds a Series 66 license and is based in Lakewood Ranch, Florida. Forte is also a licensed public notary. 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 advisors. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by research from LPL and third-party providers.

Ryan Bloom is a Financial Consultant currently working at Fidelity Investments. He has held several roles within Fidelity, including Planning Consultant, Fixed Income Specialist, and Investment Solutions Representative. Prior to joining Fidelity, he worked as a Financial Professional at Equitable Advisors. Throughout his career, Ryan has developed expertise in financial planning and investment solutions. He focuses on understanding and prioritizing his clients' goals to co-create financial roadmaps that align with their objectives. Outside of his professional work, Ryan has personal interests that include spending time at the beach, enjoying food, watching football, playing golf, and caring for pets.

Kristina Scapin is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at The Vanguard Group from 2016 to 2022 before joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs, and it oversees delegated management and addresses potential conflicts of interest.

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.

William Delizza is a financial advisor with Wells Fargo Advisors in Red Bank, NJ, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Wells Fargo Advisors and its affiliates since 1999. Delizza is also a part owner of DDS Financial, LLC, an investment-related business in which he is involved. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, delivering tailored recommendations through research, planning tools, and client consultations.

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 at Merrill with four years of industry experience. She holds a Series 66 designation and has worked previously at Equitable Advisors. Her background also includes roles outside finance, such as positions at Columbia Restaurant and Geckos Grill & Pub. Merrill provides managed account services through the Select Portfolio Solutions program for Bank of America fiduciary clients, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, and other organizations.

Karen Sites is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at both Morgan Stanley and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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.