Amanda Johnson is a financial advisor with Primerica Advisors based in Sarasota, FL, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. Her work history includes roles at Suncoast Successes, PFS Investments, Inc., and Primerica Financial Services. Outside of her advisory work, she has been involved with the Laurel Nokomis School PTO Board for over a decade. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies created by unaffiliated asset managers and supports trade execution and custody via BNY Mellon Advisors and Pershing.

Stephen Grossman is a financial advisor with Mass Mutual Investors Services in Sarasota, FL, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has been with MML Investor Services, Inc. and MassMutual Life Insurance Company since 2008. Outside of his advisory role, Grossman is involved in buying and selling luxury watches, co-owns a home resale business, owns a design services company, and serves as vice president of a condominium board. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved software to analyze client goals and deliver written recommendations.

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 roles beginning in 2020, he served for 26 years with the City of Pembroke Pines Police Department. Outside of his financial advising work, he owns and operates CJV4 Solutions, an executive coaching and consultant training business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals across wealth levels, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing multiple custody and platform arrangements and a mix of proprietary and third-party investment strategies.

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 with Raymond James & Associates in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. Prior to joining Raymond James in 2025, he spent 16 years at Stifel Nicolaus & Co Inc. He is also involved in local business networking through his participation in a Sarasota-based business referral group. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse clientele, including individuals, institutions, and municipal entities. The firm provides a range of financial planning and advisory services with a non-discretionary approach, supported by diverse 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 with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior experience includes roles at Bank of America, N.A. and Merrill. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery conversations and firm-approved tools to model outcomes, while clients are responsible for implementing and updating their plans.

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 with LPL Financial, holding a Series 66 designation and over 24 years of industry experience. His prior experience includes more than a decade at Cetera Advisor Networks LLC and founding Irving Financial Group LLC, where he continues to be involved. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services, with access to model portfolios and research from LPL Research and third-party subadvisors.

Julian Grubbs is a financial advisor at OSAIC with six years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Financial Advisors and Walmart. In addition to his advisory role, he is involved as an agent offering fixed and indexed annuities, disability insurance, and traditional life insurance through Heritage Financial Consultants, LLC. OSAIC serves a broad range of retail and institutional clients with services including brokerage and investment advisory, financial planning, retirement plan consulting, and access to third-party money managers. The firm uses advanced asset-allocation tools and supports both discretionary and non-discretionary account management across multiple investment platforms.

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® with 36 years of industry experience, currently serving at OSAIC since 2025. She previously worked at Lincoln Financial Advisors Corp for 17 years. Outside of her advisory role, she is the owner and president of Women’s Wealth Conversations, a project focused on producing financial planning content aimed at increasing women’s engagement in their finances. OSAIC serves a wide range of retail and institutional clients through a large network of advisors, offering integrated brokerage, advisory, and financial planning services. The firm employs asset-allocation tools, risk assessments, and third-party platforms to manage diversified portfolios tailored to client needs.

Peter Genersich is a financial advisor with J.P. Morgan Securities in Sarasota, FL, holding a Series 66 credential and bringing 13 years of industry experience. His prior experience includes roles at Bank of America, Merrill, and Wells Fargo Advisors. Outside of his advisory work, he serves as a committee member for the Ringling Museum in Sarasota, assisting with their annual gala event. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling combined with centralized due diligence. The firm emphasizes ESG eligibility in its investment recommendations and delivers services on a non-discretionary basis.

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.

James Lebaron is a financial advisor with Stifel in Sarasota, FL, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2016 and previously at Janney Montgomery Scott from 2012 to 2016. Outside of his advisory role, he serves as president of the Country Club Shores Civic Association, overseeing board meetings and acting as the primary contact for homeowners. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to provide forward-looking asset allocation and planning analyses, supporting client decision-making across various financial needs.

Joshiwa Graham is a financial advisor with Cambridge Investment Research Advisors in Bradenton, FL, holding Series 63 and Series 65 credentials and seven years of industry experience. Prior to joining Cambridge, Graham worked in the automotive industry at several firms including Xpertech Auto Repair and Suncoast Auto Parts. Graham is also an independent insurance agent for various companies through SmartPro Financial. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services delivered through independent financial professionals, with a range of portfolio management options and both proprietary and third-party investment strategies.

Roman Sessa is a financial advisor at Equitable Advisors with three years of industry experience. He holds the Series 66 designation and previously worked at Keyes, Stange & Wooten Wealth Management, LLC, and spent time at Stetson University and Publix Supermarkets. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer and utilizes LPL-sponsored programs and endorsed third-party managers to provide advisory and brokerage solutions.