Adam Mastromarino is a financial advisor at Raymond James & Associates with 11 years of industry experience. He previously worked at Wells Fargo Clearing Services and Wells Fargo Bank. He holds Series 63 and Series 66 licenses. 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 diverse client base including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

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.

Robert Smith is a Series 66-licensed financial advisor at Thrivent Investment Management with two years of industry experience. His prior work includes positions at Thrivent Financial, InstaCart, Starbucks, and Bayside Community Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based analyses and written recommendations on a wide range of planning topics. The firm’s approach includes ongoing or one-time planning engagements without discretionary trading authority and allows clients to combine planning with managed accounts under a consolidated billing option.

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.

Markus Bates is a financial advisor at Bates Real Estate and Financial Advisory Services in Sarasota, FL, with six years of industry experience. He holds a Series 65 designation and has worked at Coldwell Banker and Energy Capital Research Group. Since 2009, he has also operated Bankers Energy LLC, providing analytical research and advisory services to Wall Street hedge funds, global banks, and consulting firms on real estate, commodities, and company fundamentals. Bates Real Estate and Financial Advisory Services is an independent firm serving clients with tailored financial and real estate advisory solutions.

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.

Christopher Smith Sr. is a financial advisor at Waterside Investment Advisers LLC in Sarasota, FL, holding a Series 65 license with four years of industry experience. He is also the owner and president of SmithLaw Attorneys PA, a civil law firm he has managed since 2005, focusing on real estate, litigation, probate, estate planning, trust management, bankruptcy, and personal injury. Waterside Investment Advisers LLC is an independent firm that serves clients seeking personalized investment advice.

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 27 years of industry experience. He founded Bauer Financial Services, Inc., where he has served as the sole advisor since 1994. In addition to his advisory work, Bauer is the president of an income tax preparation and planning business. Bauer Financial Services, Inc. is an independent registered investment adviser providing portfolio management and advisory services to individual clients. The firm manages approximately $21 million in assets across about 67 accounts and is noted for its integration of tax and accounting considerations into its 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.