John Smyth is a financial advisor at J.P. Morgan Securities with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity and Fifth Third Securities prior to joining J.P. Morgan in 2021. 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. Their advisory process combines quantitative and qualitative research and offers access to a range of eligible investment strategies, including ESG considerations.

Joseph Santana is a financial advisor with RBC Capital Markets who holds a Series 66 credential and has 25 years of industry experience. His prior work includes positions at City National Bank, Wells Fargo Clearing, and Merrill. Outside of his advisory role, he manages a short-term rental property in Rabun Gap, Georgia, handling guest communications and property maintenance. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment strategies through various advisory programs, combining in-house and third-party investment managers with options for tax management and responsible investing.

Joseph Soranno is a financial advisor at Ameriprise with 25 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2018, following prior roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of his advisory work, he serves as president and director on the board of 188 E 75th Street Owners Corp. in New York. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement, using a combination of research, modeling, and tax-efficiency analysis to produce personalized, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Anisa Redhead is a financial advisor at Fidelity with Series 65 and Series 63 licenses and four years of industry experience. Her prior roles include positions at Sequoia Financial Group, Charles Schwab, and Principal Financial Group. Outside of finance, she has worked in fitness-related roles, including at Drip Fit and Palm Beach Gym. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, advisory role to multiple registered investment companies, and incorporation of AI and algorithmic tools in its investment processes.

Gregory Mills is a CFP®-credentialed financial advisor with Edward Jones in Sarasota, FL, where he has worked since 2011. He has 14 years of industry experience and holds a Series 66 license. Edward Jones is a full-service wealth management firm serving over 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, managing approximately $1.01 trillion in assets nationwide.

Matthew Giresi is a financial advisor with Morgan Stanley in Bradenton, FL, holding a Series 66 designation and having 20 years of industry experience. He has worked with Morgan Stanley since 2012 and has been with Morgan Stanley Private Bank, N.A. since 2018. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services through direct individual plans and Corporate Financial Planning agreements.

Jonathan Morris is a Planning Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2021, progressing through various roles including Fixed Income Specialist, Investment Solutions Representative 1, Retirement Representative, and Customer Relationship Advocate. Jonathan's experience spans multiple areas within financial services, focusing on planning and investment solutions. He is committed to helping clients by serving as a trusted partner who understands their goals and supports them in working towards their envisioned future. Outside of his professional responsibilities, Jonathan has personal interests in boating, cars, fishing, golf, soccer, and tennis.

Gayle Logan is a financial advisor at Robert W. Baird & Co. in Sarasota, FL, holding a Series 66 designation with 24 years of industry experience. She has been with Robert W. Baird & Co. since 2012. Robert W. Baird & Co.’s DDK Group, where Logan practices, serves individuals, families, pensions, corporations, and institutional clients with customized financial planning and portfolio management services. The firm offers a range of investment strategies, including traditional and non-traditional allocations, and provides municipal advisory and public finance services alongside its wealth management capabilities.

Alejandro Bolivar is a financial advisor with J.P. Morgan Securities in Bradenton, FL, holding a Series 66 designation and having four years of industry experience. He has previously worked at Bank of America/Merrill Lynch and currently has ownership interests in small private businesses, including a charcuterie service and a real estate holding company. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. Their advisory process integrates centralized due diligence and quantitative and qualitative research, with offerings that include derivatives and commodities capabilities.

Patricia Kropp is a financial advisor with Merrill in Sarasota, FL, holding Series 63 and Series 66 credentials and having 25 years of industry experience. She has been with Merrill since 2004. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Guilford is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. His prior work includes roles at firms such as Waddell & Reed, The Prudential Insurance Company of America, and Morgan Stanley. He has also been involved with Big Brothers Big Sisters. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Courtney Cornwell is a financial advisor at Robert Baird & Co. with a Series 66 designation and three years of industry experience. Prior to joining Baird in 2022, she worked for over two decades at Icard Merrill Cullis Timm Furen & Ginsburg PA. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and uses a combination of manager-traded and model-traded strategies supported by internal research and tools.

William Panaro Jr. Jr. is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. 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, utilizing firm-approved tools and modeling techniques, and manages approximately $2.74 trillion in client assets.

Zachary Brown is a Series 66-licensed financial advisor with Morgan Stanley in Bradenton, FL, and has two years of industry experience. Prior to joining Morgan Stanley in 2023, he held roles at John Cannon Homes and several healthcare and educational organizations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm‑approved tools and methodologies.

Kimberly Bleach is a Certified Financial Planner (CFP®) with 17 years of industry experience. She has been with Merrill and Bank of America, N.A. since 2010. Based in Sarasota, FL, she holds a Series 66 license. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Harrison Van Der Noord is a financial advisor with Edward Jones in Bradenton, FL. He holds a Series 66 designation and has one year of experience in the financial industry. Prior to joining Edward Jones, he worked in the hospitality and retail sectors. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and branches and offers a range of advisory strategies under a fiduciary standard.

Brandan Kools is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Fidelity. He previously worked at Ameriprise Financial Services, Inc. for six years before joining Fidelity in 2021. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a diverse client base including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios using mutual funds, ETFs, and ETPs.

Robert Rieck is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Thrivent Investment Management Inc and Thrivent Financial for Lutherans from 2008 to 2018. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, delivering written recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic automation to support its advisory process, emphasizing products from affiliated firms.

Trevor Mudrak is a financial advisor with Raymond James & Associates in Sarasota, FL, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked at several country and golf clubs, including Heritage Oaks, Esplanade, and Belmont Hills. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, and offers financial planning, investment consulting, and institutional fiduciary solutions through a nationwide network of advisors.

Rebecca Bolletti is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group and managing approximately $2.74 trillion in client assets. Its planning process incorporates structured discovery conversations and firm-approved tools, employing quantitative models such as Monte Carlo simulations.