Adam Mastromarino is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. He has been with Wells Fargo Clearing Services since 2017 and previously worked at Wells Fargo Bank NA from 2012 to 2018. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Frederick Scheerle IV is a financial advisor at Edward Jones with 12 years of industry experience. He holds the CFP®, ChFC®, and Series 66 credentials and has been with Edward Jones since 2014. 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 and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brian Kelly is a financial advisor at Morgan Stanley with 61 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, serving in roles at both Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. He is based in Longboat Key, Florida. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate agreements.

Catherine Cooper is a CFP® and CFA® credentialed financial advisor with 17 years of industry experience. She has been leading Azure Financial Advisors LLC since 2016. Based in Sarasota, FL, she operates as an independent advisor. Azure Financial Advisors LLC is a single-advisor firm focused on providing personalized financial guidance.

Larry Tummonds is a CFP® professional with 11 years of experience in financial planning. He has been with Larry Allan Financial Planning Services LLC since 2015. The firm is an independent advisory serving clients with personalized financial planning and investment management.

Albert Bartolomeo is a CFP® and holds a Series 65 license with 18 years of industry experience. He has been the sole advisor at Broad Reach Wealth Management, LLC since 2008. Bartolomeo also holds Florida licenses for life, health, and annuities products. Broad Reach Wealth Management is an independent firm based in Sarasota, FL, focused on providing personalized financial advisory services.

Timothy Fannin is a financial advisor with Cadalyst, LLC, holding a Series 66 designation and 20 years of industry experience. He has worked at Datamind Advisors since 2016. Cadalyst, LLC is an independent firm serving clients with personalized financial advice.

Donald Ames is a financial advisor at Ames Capital Management, Inc. in Sarasota, FL, with 12 years of industry experience. He holds Series 63 and Series 65 licenses and is also a licensed attorney in New York and a CPA, with consulting work comprising about 20% of his time. Ames has worked at LEVEL FOUR ADVISORY SERVICES, LLC and has been self-employed since 2004. Ames Capital Management, Inc. is an independent firm serving individual clients with personalized investment advisory services.

Eric Kuchera is a financial advisor at Cypress Stone Capital LLC with 27 years of industry experience. He holds Series 63 and Series 65 designations. Prior to founding Cypress Stone Capital in 2021, he worked at Raymond James Financial Services Advisors Inc. and Ecliptic Wealth Management from 2016 to 2021. Cypress Stone Capital operates as an independent firm.

Raul Elizalde is a financial advisor with Path Financial, LLC in Sarasota, FL. He holds Series 63 and Series 66 licenses and has 17 years of industry experience. He has been with Path Financial since 2008. Path Financial is an independent firm providing financial advisory services.

Bruce Hearon is the sole advisor at Hearon Advisory Group, LLC, an independent firm based in Bradenton, FL. He holds a Series 65 designation and has 16 years of industry experience. In addition to his advisory role, he works with Keller Williams Realty assisting clients with real estate transactions. Hearon Advisory Group provides personalized financial advisory services tailored to individual clients.

Hayden Lipp is the sole advisor at Hayden Lipp Registered Investment Advisor in Sarasota, FL, holding Series 63 and Series 66 licenses with 33 years of industry experience. He has worked at Fortune Financial Services Inc. since 2007. Outside of his advisory role, Lipp is an insurance sales agent specializing in life, health, long-term care, disability, and annuities. His firm operates independently, providing personalized financial services tailored to individual client needs.

Clarence Bush Jr. is the sole advisor at Bush Capital Management, LLC, an independent firm based in Sarasota, FL. He holds Series 66, 65, and 63 licenses and has 24 years of industry experience, including prior roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and METLIFE SECURITIES Inc. Outside of advising, he owns and manages an agricultural hauling company and is a licensed real estate agent working part-time in property sales. Bush Capital Management serves clients with personalized financial advisory services, operating as a single-advisor independent firm.

Frank Digiovanni Jr. is a financial advisor with Digiovanni Financial Group, LLC in Sarasota, FL. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. He has been with Digiovanni Financial Group since 2005. The firm is an independent advisory practice.

Thomas Bauer is a CFP® professional with 26 years of industry experience. He is the principal advisor at Bauer Financial Services, Inc., an independent firm he has led since 1994. In addition to his advisory role, Bauer is the president of a separate income tax preparation and planning practice, which he has managed since 1991. Bauer Financial Services, Inc. provides portfolio management and advisory services to individual clients, managing approximately $21 million across about 67 accounts. The firm operates as a single-advisor practice and is notable for its affiliation with an accounting practice, allowing for integrated tax and investment guidance.

Ronald Vioni is a financial advisor with Vioni Capital Management, LLC, holding Series 63, 65, and 66 licenses and 37 years of industry experience. He has been with Vioni Capital Management since 2009. The firm provides advisory services from its location in Sarasota, FL, with a team of two advisors.

Lisa Vioni is a financial advisor with Vioni Capital Management, LLC, holding Series 65 and Series 63 designations and 20 years of industry experience. She has been with Vioni Capital Management since 2013 and also serves as President of Hedge Connection Inc., a business development and event production firm focused on investment-related marketing platforms. Additionally, she is a co-director of Astraeus Fund, Ltd., advising on corporate governance. Vioni Capital Management serves clients with tailored investment advisory services and operates alongside a team of two advisors.