Cornelius Vaughan IV is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 credentials and six years of industry experience. Prior to his current advisory role, he served for 26 years with the City of Pembroke Pines Police Department. He is also the owner of CJV4 Solutions, where he works as an executive coach and consultant trainer. Cambridge Investment Research Advisors serves a diverse client base that includes individual and institutional clients such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and custodians.

John Bradburn is a Wealth Management Advisor with Merrill Lynch Wealth Management. He leads J K Bradburn & Associates, managing several portfolios on a discretionary basis as fiduciaries through Merrill IAP. His work includes consulting on risk and performance matters, conducting manager searches, and evaluating progress toward clients' financial goals. With over 40 years of experience in the financial services industry, John specializes in family wealth management strategies and provides services to endowments, foundations, non-profits, and defined benefit plans. He focuses on traditional portfolio management using research resources to assist clients in building wealth. John holds a Bachelor's Degree from Georgetown University and has earned professional designations including Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He is involved in the Indianapolis Opera and participates in community volunteering.

Gregory Carlson is a financial advisor at Raymond James & Associates with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Stifel Nicolaus & Co Inc, Merrill, and Robert Baird & Co. Carlson is involved in business referral networking in Sarasota, FL, dedicating several hours monthly to this activity. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that serves a diverse client base including individuals, institutions, and municipal entities. The firm offers tailored financial planning and non-discretionary investment consulting, supported by a broad range of portfolio management styles and affiliated research.

Jenna Mennel is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2018. In this capacity, she partners with families to develop customized and holistic financial plans that align with their long-term objectives. Jenna has over a decade of experience in the financial services industry. Prior to her current role, Jenna worked as a Client Management Representative at Fidelity Investments from 2013 to 2018. She also has experience as a Financial Advisor at Morgan Stanley from 2011 to 2012. Outside of her professional career, Jenna's personal interests include cooking and baking, music, parenthood, and yoga.

Joseph Lizzio is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 65 credentials. He has 41 years of industry experience and has been with Morgan Stanley and its affiliated entities since 2009. Outside of his advisory work, he is involved in a musical band through his sole proprietorship, Something In Between, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Andrew Garver is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering financial planning services supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers customized plans through its Financial Advisors and Estate Planning Strategies Group.

Steven Kramer is a financial advisor at Edward Jones in Sarasota, FL, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Compass, Inc., SmartAsset, and Zoom. Edward Jones is a full-service wealth management firm serving more than 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, operating under a fiduciary standard.

Austin Nixon is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He supports local clients in achieving their financial goals and focuses on creating plans that provide confidence and peace of mind. His experience at Fidelity Investments includes several positions that demonstrate progression in financial consulting. He has served as an Investor Center Planning Consultant from 2023 to 2024, Workplace Planning Consultant II from 2022 to 2023, Workplace Planning Consultant I in 2022, and Workplace Planning Associate from 2021 to 2022. Austin's mission centers on helping people pursue financial peace of mind through tailored planning. No additional information regarding education, credentials, personal interests, or community involvement has been provided.

Alan Irving II is a financial advisor at LPL Financial with 24 years of industry experience. He holds a Series 66 designation and previously worked at Cetera and its related entities for over a decade. Irving has also operated Irving Financial Group LLC since 2005. 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 advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers, supported by a large network of investment adviser representatives.

Christian Sahlmann is a financial advisor with Cetera in Sarasota, FL, holding Series 65 and Series 66 licenses and five years of industry experience. His work history includes positions at Merrill, Bank OZK, Fisher Investments, and Ideal Retirement Solutions, where he was also a licensed insurance agent. He joined Cetera in 2026. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to multiple program structures and third-party money managers.

Julian Grubbs is a financial advisor at Osaic Wealth with six years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors, Inc. and Walmart. Outside of his advisory role, he is involved as an insurance agent offering fixed and indexed annuities, disability insurance, and traditional life insurance through Heritage Financial Consultants, LLC. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a variety of brokerage and advisory services, utilizing a model-based investment process with asset allocation and portfolio optimization tools.

John Palotas is a financial advisor at Ameriprise with 34 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliates since 1991. Outside of his advisory work, he has involvement in multi-family real estate ownership. Ameriprise is a large institutional firm that offers retirement-income planning services targeted at individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations, supported by a centralized consulting team and a range of advisory, brokerage, and insurance solutions.

Robert Yan is a Senior Financial Advisor with Merrill Lynch Wealth Management in Sarasota. Since joining Merrill in 2012, he has leveraged over thirty years of experience in wealth management and investing to provide clients with practical guidance and tailored financial strategies. Robert works closely with individuals, couples, and families, addressing diverse needs such as retirement planning, managing new wealth, tax minimization, college education funding, and socially responsible investing. He assists clients at various financial junctures, including preparing businesses for sale, portfolio diversification, and liquidity management. Before joining Merrill, Robert spent more than seven years as a Financial Advisor at Morgan Stanley Smith Barney and began his career on Wall Street with Kidder Peabody and Citigroup as a bond trader. He holds a Bachelor of Science degree in Finance and Economics from New York University and has earned the Personal Investment Advisor (PIA) designation. Within the firm, Robert is active in business strategy through Bank of America’s Asian Leadership and LGBTQ employee networks. Outside of his professional role, Robert enjoys golfing, traveling, dining, and playing video games. He also has interest in adventure sports, football, and music. Robert emphasizes integrity and diligence in his work and is committed to serving clients who have traditionally been underserved in wealth management, including members of the Asian and LGBTQ+ communities.

Regina Beatty is a CFP®-certified financial advisor with 36 years of industry experience, currently with OSAIC since 2025. Her prior experience includes 17 years at Lincoln Financial Advisors Corp and 5 years at SPC. Outside of her advisory role, she is the owner and president of Women’s Wealth Conversations, a project focused on creating educational content and resources aimed at increasing financial engagement among women. OSAIC serves a diverse client base including retail and institutional investors, offering both brokerage and advisory services through a multi-advisor platform. The firm’s investment approach includes model-based asset allocation and portfolio optimization, with a broad range of managed account options and third-party manager programs.

Peter Genersich is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Bank of America, Merrill, Wells Fargo Clearing, and JPMorgan Chase Bank. Outside of his advisory work, he serves as a committee member for the Ringling Museum, assisting with its annual UnGala event. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm employs a centralized due diligence process combining quantitative and qualitative research to develop model asset allocations, and offers broader derivatives and commodities capabilities compared with many institutional advisory programs.

Lucy Sowers is a Planning Consultant at Fidelity Investments, a position she has held since 2026. She began her career in the financial industry in 1998 and has accumulated extensive experience in various advisory and planning roles across multiple firms. Prior to her current role, Lucy served in positions including Financial Consultant and Investment Consultant at Fidelity Investments, Director Retirement Planner, Sr. Financial Advisor at Merrill Lynch and Santander Investments, Financial Advisor II at Citizens Investment Services, and Financial Investment Officer at Susquehanna Wealth Strategies. Throughout her career, Lucy has developed expertise in financial planning and investment consulting. She leverages her years of experience to create comprehensive financial plans tailored to meet clients' goals. Her work emphasizes understanding client priorities as a foundational element in the planning process. Outside of her professional responsibilities, Lucy has personal interests that include beach activities, boating, cooking and baking, supporting military service, and caring for pets.

Dianna Weaver is a financial advisor at Raymond James Financial with 19 years of industry experience. She holds Series 63 and Series 65 designations. Her prior roles include positions at Truist Advisory Services and Truist Investment Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers non-discretionary planning and uses analytical tools to tailor recommendations, supporting clients through advisory programs and maintaining specialized services such as municipal advisory work and SIMPLE IRA Employer Advisory & Consulting Services.

James Lebaron is a financial advisor with Stifel, holding Series 63 and Series 65 licenses, and has 33 years of industry experience. His prior roles include positions at Janney Montgomery Scott, Oppenheimer, Stanford Group Company, and UBS Financial Services. Outside of his advisory work, he serves as president of the Country Club Shores Civic Association in Longboat Key, Florida. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to offer asset allocation and financial planning guidance.

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.

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.