Dana Manley is a financial advisor with Edward Jones in Bradenton, FL, holding Series 63 and Series 66 designations and 26 years of industry experience. Prior to joining Edward Jones in 2018, he worked at USAA Investment Management and USAA Financial Planning Services from 2011 to 2018. He is involved with the FL West Coast High School Soccer Officials Association as a soccer referee in Tampa, FL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment strategies supported by a nationwide network of approximately 23,701 financial advisors.

Robert Siracusano is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he is involved in multiple aviation-related businesses, including aircraft ownership, maintenance, and aviation services. Wells Fargo Advisors Financial Network is a 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 and integrates advisory recommendations with other financial products and referral channels.

Lawrence Rose is a financial advisor at LPL Enterprise with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at The Prudential Insurance Company of America, Pruco Securities, and LPL Financial. Rose serves as president of the board for Replay Outreach, Inc., a nonprofit focused on working with at-risk teens. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management through advisory and brokerage channels.

Rebecca Gill is a financial advisor at LPL Financial with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with LPL Financial since 2013. In addition to her advisory work, she provides tax preparation and accounting services as a CPA. 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 adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement consulting.

Sabrina Wiesel Crammer is a Senior Financial Advisor with Merrill Lynch Wealth Management and a founding partner of The Beacon Group. She brings over two decades of experience in the financial services industry, including more than ten years as a financial advisor and compliance director at a major financial firm prior to joining Merrill in 2013. Sabrina specializes in family wealth management strategies, personal retirement planning, portfolio management services, and addressing the unique needs of women and wealth. Her expertise lies in creating and implementing individualized financial analyses that encompass both assets and liabilities of her clients. Sabrina emphasizes extensive dialogue to develop strategic approaches that often incorporate trusts and other tax-efficient vehicles, while staying mindful of current regulations and opportunities. She collaborates with clients’ CPAs and attorneys when appropriate to ensure an integrated financial strategy aligned with clients’ short- and long-term objectives. Sabrina holds a bachelor’s degree from Fairleigh Dickinson University and professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She has been recognized in the Financial Times “401 Top Retirement Advisers” list in 2017 and Forbes “Best-in-State Wealth Management Teams” list in 2023 and 2024. Outside of her professional role, Sabrina enjoys global travel with her son Elliot, as well as reading, cooking and bicycling.

John Destefano Jr. is a financial advisor at Fidelity with 12 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic methods to manage portfolios and serves registered investment companies with formal proxy-voting and governance procedures.

Dale Herndon is a financial advisor at Equitable Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Stifel Independent Advisors and Wells Fargo Advisors. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, and access to third-party asset management programs through a combination of advisory and brokerage solutions.

James Lohnes II is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He previously worked at PlanMember Securities Corporation for 10 years and is the owner of Lohnes Wealth Management. Cetera Investment Advisers LLC is an SEC-registered firm with a nationwide network of over 10,000 advisors, managing assets for individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with various program structures and custodial relationships.

Rhyanna Broomfield Gilman is a financial advisor with Cambridge Investment Research Advisors holding a Series 65 credential and two years of industry experience. She has worked at Cambridge since 2024 and concurrently at SmartPro Financial since 2022. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing both proprietary models and unaffiliated strategists across multiple platform arrangements.

Joseph Santana is a financial advisor at RBC Capital Markets with 24 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, Santana actively manages short-term rental properties in Georgia and Florida. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs tailored to clients’ risk profiles, providing portfolio management, financial planning, custody, and brokerage services through a combination of in-house and third-party managers.

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.

Joshua Nelson is a financial advisor with Edward Jones in Sarasota, FL, holding a Series 66 designation and one year of experience at the firm. His prior work includes roles within the Department of the Navy at multiple commands and Jacobs Engineering Group Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Anisa Redhead is a financial advisor at Fidelity with Series 65 and Series 63 credentials and four years of industry experience. She has previously worked at Sequoia Financial Group, Charles Schwab & Co., Inc., and Principal Financial Group. Outside of finance, she has experience in the fitness industry with roles at Drip Fit and Palm Beach Gym. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

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.

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 roles include positions at Waddell & Reed, the Prudential Insurance Company of America, and PNC Financial Group. Guilford is based in Sarasota, FL. 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 retirement plan consulting, utilizing model portfolios and research to support diversified investment strategies.