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.

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.

Kevin Henneman is a financial advisor with Ameriprise in Phoenix, MD, holding a Series 66 designation and eight years of industry experience. He has worked at Ameriprise since 2017 and previously at Primary Residential Mortgage Inc. Henneman is involved in charitable activities, including organizing an annual golf event benefiting the Folds of Honor Foundation. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet certain asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

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.

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.