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 34 years of industry experience. He has worked at Wells Fargo Clearing since 2018 and previously held positions at Morgan Stanley Private Bank and Morgan Stanley from 2009 to 2018. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources to guide investment decisions.

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.

Heather Forte is a financial advisor at LPL Financial with 23 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. for 23 years. Heather holds the Series 66 designation and is also a public notary. 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 financial planning and investment solutions, including advisory and brokerage services supported by technology and a large network of advisors.

Ellen Cycotte is a financial advisor at Merrill with a Series 66 designation and 19 years of industry experience. She has been with Merrill 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

Charles Polis is a Senior Consultant with Merrill Lynch Wealth Management. He joined the firm in 1998 and is a partner in the Polis Jerome Group. Mr. Polis holds a Bachelor of Arts degree in Marketing from the University of South Florida and a Master of Business Administration degree from Webster University. He has earned the Certified Investment Management Analyst® designation awarded by the Investments & Wealth Institute™ and has completed certification programs in Investment Strategist, Endowments and Foundations, and Alternative Investments at the Wharton School of the University of Pennsylvania. Additionally, he holds the Personal Investment Advisor (PIA) professional designation. Outside of his professional role, Charles Polis enjoys fishing, running, and spending time with his family.

Jesse Shaw is a CFP® and CFA® with 11 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors, where he has worked since 2017. Prior to this, he was self-employed and held a position at David Vaughan Investments, LLC. Outside of his advisory role, Shaw is also an independent insurance agent. Cambridge Investment Research Advisors, Inc. serves a wide range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

William Delizza is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Wells Fargo Advisors since 2020 and was previously with Wells Fargo Clearing from 2016 to 2020. Delizza is also a part-owner of DDS Financial, LLC, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services and integrates advisory solutions with banking and other financial products.

Lori Van Zandt is a financial advisor at Ameriprise with six years at the firm and a total of 12 years in the industry. She holds Series 63 and Series 65 licenses and is based in Sarasota, FL. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, emphasizing dependable income sources and tax-aware withdrawal strategies.

Gianni Valenti is a financial advisor with LPL Financial in Sarasota, FL, holding a Series 66 credential and seven years of industry experience. He previously worked at Edward Jones and Eagle Wealth Advisors. Outside of finance, Valenti is the general manager of Valentis Ristorante, a family restaurant he has been involved with since 2005. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Cynthia Robertson is a financial advisor at Cambridge Investment Research Advisors with eight years of industry experience. She holds Series 63 and Series 65 licenses and previously worked with Travel Team USA and the Manatee County School Board. Cambridge Investment Research Advisors serves a diverse client base, including individual, institutional, pension, and charitable clients, providing financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.

Laura Sanchez is a financial advisor with Merrill in Sarasota, FL, holding a Series 66 designation and five years of industry experience. Her work history includes roles at Bank of America, Merrill, Equitable Advisors, Primerica, and involvement in the hospitality sector with Columbia Restaurant and Geckos Grill & Pub. 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 individuals, high-net-worth clients, and institutional investors.

Karen Sites is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Her career includes roles at JPMorgan Chase Bank, Morgan Stanley Private Bank, and Wells Fargo Clearing. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research to build model asset allocations and incorporates an ESG eligibility framework where applicable.

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.

Mark Edwards is a financial advisor with UBS Financial Services in Bradenton, FL, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with UBS since 2000. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

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 Langello is a financial advisor at Ameriprise with 27 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its related entities since 2005. Langello serves on the Board of Directors for Palm Lakes HOA in Tallevast, FL. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.