Jack Matuszewski is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. Prior to joining Fidelity, 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, including charitable funds and registered investment companies. The firm combines proprietary research with quantitative analysis and algorithmic portfolio construction to manage diversified portfolios and deliver model solutions through intermediary platforms.

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 with Merrill, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has worked at Merrill since 1983 and has been associated with Bank of America since 2009. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

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.

Joe Lee is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at several firms including Wells Fargo Clearing and Raymond James Financial Services prior to joining MassMutual in 2021. MassMutual Investors Services is 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 using firm-approved software and offers event-driven planning services such as estate settlement and divorce planning.

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 at RBC Capital Markets with 19 years of industry experience. She holds the Series 66 designation and has worked at RBC Capital Markets since 2015 and City National Bank since 2017. Lodge serves on the Board of Directors for the Sarasota County Public Hospital, overseeing the healthcare system's mission and supporting its foundation's efforts. RBC Wealth Management, a division of RBC Capital Markets, serves a broad range of clients including individuals, institutions, corporations, and charitable organizations, offering tailored advisory programs and portfolio management through a mix of in-house and third-party investment managers.

Wilber Geiger is a financial advisor with Wells Fargo Clearing in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Prior to joining Wells Fargo in 2019, he worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC for a combined ten years. He has a partial ownership interest in JWGEIGER LLC, a firm that holds investment property. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm's approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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 in Sarasota, FL, 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 SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by internal and third-party research and technology.

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.

Elizabeth LaBoone is a Wealth Management Advisor at Merrill Lynch Wealth Management, bringing over thirty years of experience to her role. She started her career at Barnett Bank and has been with Merrill Lynch since 1992. Elizabeth focuses on client-centered wealth management, emphasizing consistent communication, goal-based strategies, and customized portfolio management. Her areas of expertise include family wealth management strategies, personal retirement planning, socially responsible and ESG investing, as well as women and wealth. Elizabeth holds a Bachelor's degree from Stetson University and a Master's degree from the University of North Florida. She has earned several professional designations including Certified Investment Management Analyst (CIMA®), Chartered Retirement Planning Counselor (CRPC®), Accredited Domestic Partnership Advisor (ADPA®), and Personal Investment Advisor (PIA). Outside of her professional duties, Elizabeth enjoys biking, cooking, reading, and running. She has been involved with community organizations such as The Haven of Sarasota, where she served on the board of directors, contributing to programs supporting adults and children with disabilities. She lives in Lakewood Ranch with her husband Perry.