John Smyth is a financial advisor at J.P. Morgan Securities with 34 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Fidelity Personal and Workplace Advisors, Fifth Third Securities, and Williams Trading LLC. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis.

James Fryrear is a financial advisor with Wells Fargo Advisors, holding Series 65 and Series 63 credentials and bringing 29 years of industry experience. Prior to joining Wells Fargo Advisors in 2023, he worked at Wells Fargo Clearing from 2016 to 2023. Outside of his advisory role, he is a co-trustee for his father’s trust and holds a significant ownership interest in MAGIS, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services tailored to clients who meet a net-worth threshold, with planning engagements typically structured as discrete projects using Wells Fargo’s research and tools.

Joseph Santana is a financial advisor with RBC Capital Markets who holds a Series 66 credential and has 25 years of industry experience. His prior work includes positions at City National Bank, Wells Fargo Clearing, and Merrill. Outside of his advisory role, he manages a short-term rental property in Rabun Gap, Georgia, handling guest communications and property maintenance. 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 investment strategies through various advisory programs, combining in-house and third-party investment managers with options for tax management and responsible investing.

Joseph Soranno is a financial advisor at Ameriprise with 25 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2018, following prior roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of his advisory work, he serves as president and director on the board of 188 E 75th Street Owners Corp. in New York. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement, using a combination of research, modeling, and tax-efficiency analysis to produce personalized, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Gregory Mills is a CFP®-credentialed financial advisor with Edward Jones in Sarasota, FL, where he has worked since 2011. He has 14 years of industry experience and holds a Series 66 license. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets nationwide.

Matthew Giresi is a financial advisor with Morgan Stanley in Bradenton, FL, holding a Series 66 designation and having 20 years of industry experience. He has worked with Morgan Stanley since 2012 and has been with Morgan Stanley Private Bank, N.A. since 2018. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services through direct individual plans and Corporate Financial Planning agreements.

Jonathan Morris is a Planning Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2021, progressing through various roles including Fixed Income Specialist, Investment Solutions Representative 1, Retirement Representative, and Customer Relationship Advocate. Jonathan's experience spans multiple areas within financial services, focusing on planning and investment solutions. He is committed to helping clients by serving as a trusted partner who understands their goals and supports them in working towards their envisioned future. Outside of his professional responsibilities, Jonathan has personal interests in boating, cars, fishing, golf, soccer, and tennis.

Thomas Feeney is a financial advisor with Morgan Stanley in Venice, Florida, holding Series 63 and Series 65 registrations and 29 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Feeney serves as a successor trustee in an investment-related trust outside of his advisory role. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning supported by proprietary tools and offers access to diverse investment strategies through its extensive network.

Gayle Logan is a financial advisor at Robert W. Baird & Co. in Sarasota, FL, holding a Series 66 designation with 24 years of industry experience. She has been with Robert W. Baird & Co. since 2012. Robert W. Baird & Co.’s DDK Group, where Logan practices, serves individuals, families, pensions, corporations, and institutional clients with customized financial planning and portfolio management services. The firm offers a range of investment strategies, including traditional and non-traditional allocations, and provides municipal advisory and public finance services alongside its wealth management capabilities.

Alejandro Bolivar is a financial advisor at J.P. Morgan Securities with four years of industry experience and holds a Series 66 designation. His prior experience includes roles at Bank of America/Merrill Lynch and positions managing small businesses such as a charcuterie services company and a real estate holding company. 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 eligibility framework in its recommendations.

Patricia Kropp is a financial advisor with Merrill in Sarasota, FL, holding Series 63 and Series 66 credentials and having 25 years of industry experience. She has been with Merrill since 2004. 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.

Robert Guilford is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. His prior work includes roles at firms such as Waddell & Reed, The Prudential Insurance Company of America, and Morgan Stanley. He has also been involved with Big Brothers Big Sisters. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Joseph Giacobbo is a financial advisor with Stifel, holding a Series 66 designation and beginning his industry career in 2022. His work history includes tenures at Morgan Stanley, Northwestern Mutual, and Surety Title. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs proprietary investment analysis and allocation methods developed by its Investment Strategy Group to support client decision-making.

Courtney Cornwell is a financial advisor at Robert Baird & Co. with a Series 66 designation and three years of industry experience. Prior to joining Baird in 2022, she worked for over two decades at Icard Merrill Cullis Timm Furen & Ginsburg PA. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and uses a combination of manager-traded and model-traded strategies supported by internal research and tools.

Kimberly Bleach is a Certified Financial Planner (CFP®) with 17 years of industry experience. She has been with Merrill and Bank of America, N.A. since 2010. Based in Sarasota, FL, she holds a Series 66 license. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Robert Rieck is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Thrivent Investment Management Inc and Thrivent Financial for Lutherans from 2008 to 2018. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, delivering written recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic automation to support its advisory process, emphasizing products from affiliated firms.

Trevor Mudrak is a financial advisor with Raymond James & Associates in Sarasota, FL, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked at several country and golf clubs, including Heritage Oaks, Esplanade, and Belmont Hills. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, and offers financial planning, investment consulting, and institutional fiduciary solutions through a nationwide network of advisors.

Rebecca Bolletti is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group and managing approximately $2.74 trillion in client assets. Its planning process incorporates structured discovery conversations and firm-approved tools, employing quantitative models such as Monte Carlo simulations.

Kristi Andersen is a financial advisor at OSAIC with 34 years of industry experience. She holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining OSAIC in 2023, she worked at Cetera and Advisornet Wealth Management. Andersen is the owner of Kristi L Andersen Financial Partners, LLC, a financial services firm. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a wide network of affiliated advisers. The firm provides integrated brokerage and advisory services with a multi-platform approach, utilizing asset-allocation tools and third-party managers to construct diversified portfolios.

Jonathan Spafford is a financial advisor at Ameriprise with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he is involved in a real estate business through J Spaff LLC. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm uses a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver personalized, written recommendations.