Joshiwa Graham is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has seven years of industry experience, including roles at Cambridge Investment Research, Inc. Prior to entering the financial sector, he worked in the automotive repair industry. Graham also works as an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a network of thousands of financial professionals.

James Milde is a financial advisor at UBS Financial Services with six years of industry experience. He holds a Series 66 designation and has worked at UBS since 2019. Prior to joining UBS, he spent 11 years at NTT Data. Outside of his advisory role, Milde serves as the president of Summit Advisors LLC, a professional consulting firm providing expert witness services related to technology and systems integration, and he is a board director at Astreya, an information technology company. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates proprietary research and model-based asset allocation to tailor investment strategies and combines institutional trading capabilities with wealth management services.

Roman Sessa is a financial advisor at Equitable Advisors with three years of industry experience. He holds a Series 66 designation and has previously worked at Keyes, Stange & Wooten Wealth Management, LLC, and Stetson University. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs delivered through its network of Investment Adviser Representatives and third-party asset managers, focusing on personalized client assessment and model-based investment solutions.

Kirk Reimer is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2013. In his role, he partners with individuals, business owners, and organizations to develop personalized financial strategies aligned with their goals and priorities. Kirk provides clear guidance on available options and focuses on implementing tax-efficient investment strategies. He brings 18 years of industry experience, including financial advisory roles at USAA Financial Advisors, Inc from 2009 to 2013, and Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2007 to 2008. Kirk holds a California Insurance License. Outside of his professional work, Kirk has interests that include the beach, boating, cars, fishing, fitness, and pets.

Jason Hughes is a CFP® with 25 years of industry experience, currently serving as a financial advisor at RBC Capital Markets since 2025. Prior to joining RBC, he worked at UBS Financial Services for 13 years. He is involved with the Church of the Redeemer as Chairman of the Endowment Committee and serves on the Board of Directors for Pines of Sarasota, Inc. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, and charitable organizations, offering multiple advisory programs and tailored investment strategies implemented through a mix of in-house and third-party providers.

Kelly Mullin is a financial advisor with Merrill in Lakewood Ranch, FL, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with Merrill Lynch Pierce Fenner & Smith, Inc. since 2001. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Christina Carey is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and eight years of industry experience. She has previously worked at Cetera Advisors LLC, Cetera Investment Advisors, First Allied Securities, and Retirement Strategies of Maryland. In addition to her advisory role, Carey is involved in insurance through Carey Insurance Group and provides services as a certified public accountant with 55 Plus Tax Pros. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Dean Mackey is a CFP® with five years of industry experience, currently serving as a financial advisor at Edward Jones in Sarasota, FL. His previous roles include positions at Merrill Lynch and The Gabor Agency/Lincoln Investments. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a range of segments, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory strategies and affiliated investment products through a nationwide network of financial advisors and branch offices.

Esther Kuznetz is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. Her career includes roles at Kovack Securities, The Investment Center, International Assets Advisory, H. Beck, Raymond James, and Sara-Bay Financial Corp. Outside of her advisory work, she serves as president of Star Financial Solutions, a separate financial services business. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and custodians. The firm also provides access to third-party advisers and proprietary model strategies under the Founders Gate Capital brand.

William Chase III is a financial advisor with Mass Mutual Investors Services in Sarasota, FL, holding a Series 63 designation and with 33 years of industry experience. He has been with MML Investors Services, Inc. since 1992 and with Massachusetts Mutual Life Insurance Company since 1979. Outside of his advisory role, he is involved in a business selling life, health, group life/health insurance, and fixed annuities. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals—including high-net-worth clients—business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with planning engagements structured as annual, collaborative relationships that focus on investment categories and strategies rather than specific product selections.

Wesley Gottesman is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds a Series 66 designation and has worked at Raymond James entities since 2016, including a two-year period at Tradezing. Outside of his advisory role, he is a partner at KORE Capital Partners LLC, where he contributes to real estate development through capital investment and due diligence. 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 wide range of clients—including individuals, institutions, and municipal entities—and offers financial planning and consulting services with a variety of portfolio management strategies and affiliated research resources.

Kimberly Snyder is a financial advisor with Raymond James & Associates in Lakewood Ranch, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Her prior roles include positions at Truist Advisory Services, Truist Investment Services, and BB&T across various capacities from 2015 to 2021. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving a diverse client base that includes individuals, institutions, and municipalities. The firm provides financial planning and non-discretionary investment consulting through multiple programs and offers a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Susan Wilson is a financial advisor at Morgan Stanley with 45 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at various Morgan Stanley entities since 2006. Outside of her advisory role, she serves as a committee member for the Bird Key Yacht Club Foundation, a nonprofit organization in Sarasota, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Fern Schwartz is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 40 years of experience in the financial services industry since beginning her career in 1982 as a Merrill Financial Advisor. Throughout her career, Fern has built a practice serving more than 150 individuals, multi-generational families, and small business clients by focusing on their unique challenges and goals in areas including college education planning, family wealth management, LGBT wealth and personal retirement planning, philanthropic planning, portfolio management services, small business strategies, and tax minimization. Fern graduated with high honors from the Rochester Institute of Technology with a bachelor's degree in business and holds the Personal Investment Advisor (PIA) designation. She has received multiple firm recognitions for her service and leads her practice according to a philosophy of integrity, respect, and personalized client engagement. Beyond her professional pursuits, Fern is actively involved in community leadership. She has served on the boards of the Magee Womens Research Foundation, Jewish Family and Children Services, Pittsburgh Association for the Education of Young Children, and the Women’s Leadership Council for United Way in Pittsburgh. She has also co-chaired the Jewish Women’s Foundation and The Center for Women. Outside of work, Fern enjoys gardening, traveling, reading, photography, and spending time with her family. Her husband Steve was part of the practice for 20 years before retiring in 2024, and their son Zach joined The Schwartz Group as a Financial Advisor in 2021.

Douglas Roselieb is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Equitable Advisors since 1999, including time under its prior name, Axa Advisors. Roselieb serves on the boards of the Red Door Program, which funds Methodist churches in Northern Illinois, and Watts of Love, a nonprofit that provides solar lighting to families. Equitable Advisors serves a broad client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party asset managers.

James Whitis Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and over 36 years of industry experience. He has worked at Cetera and its affiliated entities since 2022, and previously spent 17 years with First Allied Securities and its related firms. Outside of advising, he serves as treasurer for a nonprofit organization and is involved in retail sales through a partnership. Cetera Investment Advisers LLC is an SEC-registered firm offering a range of portfolio management and financial planning services to individual, corporate, institutional, and charitable clients. The firm supports a multi-manager platform with a variety of program options and serves a large client base through an extensive network of advisors.

Bradley Sublett is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of advising, Sublett serves as chairman of a local business network organization in Louisville, Kentucky, volunteers with the Leukemia & Lymphoma Society, and sits on the board of a charitable foundation for the Kentucky School for the Blind. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a variety of advisory models, including third-party managers and proprietary programs, and offers ERISA fiduciary services through credentialed representatives.

Benjamin Winter is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Before joining Edward Jones in 2024, he worked at Maersk for four years and has been involved with the Lions Hockey Club since 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Jeffrey Luedke is a financial advisor at Stifel in Sarasota, FL, holding Series 63 and Series 65 licenses with 46 years of industry experience. He has been with Stifel since 1998. Stifel serves a broad range of clients, including individuals, institutional clients, and municipal entities, providing both brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Daniel Berger is a financial advisor at Raymond James & Associates with 41 years of industry experience. Prior to joining Raymond James in 2026, he worked for 17 years at UBS Financial Services Inc. He holds Series 63 and Series 66 licenses. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, charitable organizations, and government entities, offering financial planning, investment consulting, and institutional advisory services through various portfolio management styles and affiliated research.