Kelley Tate is a financial advisor with Raymond James Financial Services Advisors, Inc. in Venice, FL, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. Prior to joining Raymond James in 2026, Tate worked at Stifel Independent Advisors, LLC and Wells Fargo Advisors. Outside of advisory work, Tate serves on the finance council of Epiphany Cathedral Church, reviewing budgets for the church and school. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and analytical tools to support client goals and is noted for its municipal advisor affiliation and customized SIMPLE IRA advisory services.

James Tate Jr. is a CFP®-certified financial advisor with 10 years of industry experience, currently with Raymond James Financial in Venice, FL. His prior roles include positions at Stifel Independent Advisors, LLC and Wells Fargo Advisors. He serves as a board member and Sargent of Arms for the Sertoma Club of Venice and is also involved with Family Promise of South Sarasota County, a nonprofit supporting housing for children and families. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and investment consulting that incorporates analytical tools and risk profiling, supporting client implementation through its advisory programs and partnerships.

Anthony Marino is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and its Private Bank since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and advisory services without providing individual security recommendations in its standalone plans.

Cody Daniels is a CFP®-designated financial advisor with 16 years of industry experience. He has worked at Wells Fargo Clearing since 2018 and previously spent eight years at Edward Jones. Outside of his advisory role, Daniels is involved in music as a freelance musician and owns a band called Storm Warning Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics to evaluate investment options and offers a range of brokerage and advisory solutions.

Amanda Johnson is a financial advisor with Primerica Advisors in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has worked with PFS Investments, Inc. since 2010 and has been involved with Primerica Financial Services since 2007. Outside of her advisory roles, she serves on the Laurel Nokomis School PTO Board. Primerica Advisors manages a wrap-fee asset management program primarily for 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 overseen by third-party asset managers and provides advisory services through a large network of financial advisors.

Timothy Raynor is a financial advisor with Merrill, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He has been with Merrill since 2009. 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, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Daniel Espenscheid Jr. is a financial advisor at Raymond James Financial with two years of industry experience. Prior to joining Raymond James in 2025, he worked at Commonwealth Financial Network for eleven years. He also holds a Series 66 designation. Outside of advisory services, he occasionally sells life insurance policies to current clients with specific needs. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools and supports municipal advisory services and customized retirement plan consulting.

Christian Sahlmann is a financial advisor with Cetera in Sarasota, FL, holding Series 65 and Series 66 licenses and five years of industry experience. His work history includes positions at Merrill, Bank OZK, Fisher Investments, and Ideal Retirement Solutions, where he was also a licensed insurance agent. He joined Cetera in 2026. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to multiple program structures and third-party money managers.

William Marsh is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. He holds the CFP® and ChFC® designations and has been with Wells Fargo Advisors Financial Network LLC since 2010. Marsh has ownership interests in several financial consulting and investment-related businesses based in Sarasota, Florida. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu including retirement, education, risk, and wealth-transfer planning, utilizing Wells Fargo research and tools to develop tailored recommendations for clients.

Steven Markovic Sr. is a financial advisor with Primerica Advisors in Port Charlotte, FL, holding Series 63 and Series 65 licenses and offering 39 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1987. In addition to his advisory work, he is involved in non-investment business activities related to home security and automation product referrals through affiliated companies. Primerica Advisors sponsors 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 delivers advisory services through a large network of advisors and emphasizes model-driven investment strategies supported by third-party asset managers and custodians.

Glen Simmonds is a CFP® with 22 years of industry experience currently affiliated with Morgan Stanley. His prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He also serves as power of attorney for his father, dedicating a small amount of time monthly to managing related matters. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs and tailored financial planning to both individual and institutional clients.

James Milde is a financial advisor at UBS Financial Services with six years of industry experience. He holds a Series 66 designation and has worked at UBS since 2019. Prior to joining UBS, he spent 11 years at NTT Data. Outside of his advisory role, Milde serves as the president of Summit Advisors LLC, a professional consulting firm providing expert witness services related to technology and systems integration, and he is a board director at Astreya, an information technology company. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates proprietary research and model-based asset allocation to tailor investment strategies and combines institutional trading capabilities with wealth management services.

James Sproul is a CFP® and holds a Series 66 license with 19 years of experience in the financial industry. He has been with Edward Jones since 2007. Based in Port Charlotte, FL, Sproul's professional background is focused on wealth management under the Edward Jones platform. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Whitis Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and over 36 years of industry experience. He has worked at Cetera and its affiliated entities since 2022, and previously spent 17 years with First Allied Securities and its related firms. Outside of advising, he serves as treasurer for a nonprofit organization and is involved in retail sales through a partnership. Cetera Investment Advisers LLC is an SEC-registered firm offering a range of portfolio management and financial planning services to individual, corporate, institutional, and charitable clients. The firm supports a multi-manager platform with a variety of program options and serves a large client base through an extensive network of advisors.

Daniel Berger is a financial advisor at Raymond James & Associates with 41 years of industry experience. Prior to joining Raymond James in 2026, he worked for 17 years at UBS Financial Services Inc. He holds Series 63 and Series 66 licenses. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, charitable organizations, and government entities, offering financial planning, investment consulting, and institutional advisory services through various portfolio management styles and affiliated research.

Thomas Bergen III is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity entities since 1997, including Strategic Advisers and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages its oversight with a focus on addressing conflicts of interest.

James Huck is a CFP® professional with 25 years of industry experience, currently serving at Morgan Stanley in Venice, FL. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as treasurer and a member of the finance committee for Spring Meadows Country Club in Linden, Michigan. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions. The firm provides tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Alina Huffman is a financial advisor at Raymond James Financial Services Advisors, Inc. with 12 years of industry experience. She holds a Series 66 designation and has held roles at Gulfstream Advisors, Inc. and Raymond James Financial Services, Inc. Outside of financial advisory, she is involved with Better Homes & Gardens Real Estate: Destinations and Star Properties. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, pension plans, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and consulting using risk profiling and analytical modeling to support client goals.

Joen Van Oppen is a financial advisor at Thrivent Investment Management with 27 years of industry experience. He has held positions at Thrivent Investment Management and Thrivent Financial For Lutherans since 2007. Outside of his advisory role, he is the owner of an LLC established to purchase land and develop a retirement home in New Mexico. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm focuses on holistic, goal-based planning and offers a consolidated billing option that combines planning with managed-account services, while maintaining planning and portfolio management as separate offerings.

Cassie Collins is a financial advisor at Edward Jones with nine years of industry experience. She holds the ChFC® designation and Series 66 license and has been with Edward Jones since 2016. Based in Venice, FL, her career has been focused entirely within the firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.