Gabriel Alba is a financial advisor with Fidelity in Sarasota, FL, holding a Series 66 designation and 27 years of industry experience. He previously worked at Icma Retirement Corporation from 2005 to 2021 before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and is noted for its roles as a commodity pool operator and advisor to multiple registered investment companies.

John Letourneau is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior work includes roles at CITY NATIONAL BANK and RBC Capital Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and emphasizes structured planning processes supported by firm-approved tools.

Kelsey Brink is a Certified Financial Planner® with four years of experience currently with RBC Capital Markets. She has worked previously at CWM, SRQ Wealth, and The Dickerson Group. Outside of her advisory role, she owns Sunshine and Spaghetti LLC, a handmade gift business. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities, offering advisory programs with tailored portfolio management and financial planning services. The firm integrates in-house and third-party investment managers with options for tax management and responsible investing.

Gary Gray is a financial advisor with Edward Jones in Sarasota, FL, holding the Series 63 and Series 66 designations and over 32 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, Gray serves as a board member of the Herrin Education Foundation in Herrin, Illinois. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates through a broad network of financial advisors and branch offices nationwide.

David Barcomb is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he leads The Barcomb Group, a customized wealth management team. He has been managing this team for over 28 years and was named Managing Director in 2013, which is Merrill's highest recognition title for advisors. David and his eleven-person team focus on goals-based wealth planning strategies and asset management, serving families, non-profits, and emerging businesses. David holds a Bachelor's Degree from Trinity College, where he studied economics and political science. He is a Personal Investment Advisor and holds Series 7 and 66 FINRA registrations. He also serves as an Investment Advisory Program Portfolio Manager. His areas of expertise include college education planning, corporate executive services, services for endowments, foundations, and non-profits, legacy planning, managing new wealth, tax minimization, and retirement income. Outside of his professional role, David is involved in his community as a trustee of the South Shore Hospital Charitable Foundation. He is a member of several clubs including Cohasset Golf Club, Laurel Oak Tennis Club, Sarasota Sports Club, and Sarasota Yacht Club. He enjoys biking, boating, cooking, football, golfing, music, tennis, and traveling. David resides with his wife Mindy in Sarasota, Florida, and Hingham, Massachusetts, and they have three adult children.

Alexander Lallman is a financial advisor with Charles Schwab in Sarasota, FL, holding Series 66 and Series 63 licenses and 12 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2020 and previously at TD Ameritrade from 2015 to 2020. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and provides centralized supervisory, custody, and order-routing services across a large client base.

Adrienne Lambers is a financial advisor with Morgan Stanley in Sarasota, FL, holding a Series 66 designation and eight years of industry experience. She previously worked at AXA Advisors, New York Life Insurance, and has been affiliated with Calvin College in various capacities since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning approach includes structured discovery conversations and proprietary planning tools, serving clients directly and through corporate financial planning agreements.

Robert Rosnack is a financial advisor at Raymond James Financial with three years of industry experience. He holds a Series 66 designation and has worked with Rosnack Financial Group, Inc., a support company where he is an associate. His background also includes various roles at The University of Tampa. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports municipal and public finance through an affiliated municipal advisor.

Yulia Kuzenko is a Financial Advisor with Merrill Lynch Wealth Management in Sarasota, Florida. She is bilingual in English and Russian and holds the Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA) designations. Yulia has a Bachelor's and Master's degree from Pacific National University and has completed a certificate program at the Universal Accounting Center. Yulia focuses on helping women, professionals, business owners, and families with wealth management strategies, managing concentrated stock positions, retirement planning, and portfolio management. Her approach emphasizes clear, strategic, and personalized financial planning that adapts to clients' life changes, enabling informed and confident decisions. She is involved in her community through organizations such as Impact 100 SRQ, Lakewood Ranch Business Alliance, and TeamUp/Rocking Reader. Her personal interests include gardening, golfing, horseback riding, interior decorating, music, painting, photography, spending time with family, watching movies, and yoga.

Randale Honaker is a financial advisor with UBS Financial Services in Sarasota, FL, holding Series 63 and Series 65 credentials and over 45 years of industry experience. He has been with UBS since 2014. Outside of his advisory role, he serves as president of the Summercove Condominium Association. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm delivers advisory work using proprietary capital market assumptions and research to tailor plans according to clients’ goals and risk tolerances.

Jacob Reeves is a Series 66 licensed financial advisor with Morgan Stanley in Sarasota, FL, and has six years of industry experience. He has worked at Morgan Stanley since 2020, including a role with Morgan Stanley Private Bank, N.A. since 2021. Prior to that, he held positions at Equitable Advisors, Axa Advisors, and Northwestern Mutual. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market models.

Richard Gress Jr. is a financial advisor with RBC Capital Markets in Sarasota, FL, holding Series 63 and Series 65 credentials and possessing 38 years of industry experience. He has been with RBC Capital Markets since 2015 and also works with City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment resources.

Michael Fink is a financial advisor with Wells Fargo Clearing and holds Series 63 and Series 65 licenses. He has 28 years of industry experience, including ten years at Wells Fargo Clearing and five years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven, grounded in modern portfolio theory, and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Jeffrey Buchanan is a financial advisor at Osaic with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Securities America Advisors and National Planning Corporation. Outside of his advisory role, he is involved in insurance agency ownership and the management of commercial real estate interests. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated financial advisors. The firm integrates brokerage and advisory services with a range of investment platforms and uses asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across various asset classes.

Christopher Nichols is a financial advisor at Ameriprise with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Nichols is based in Sarasota, FL. Ameriprise offers a retirement-income planning service targeting clients with significant investable assets, combining research, modeling, and tax-efficient strategies to provide non-discretionary recommendations. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Renee' Martone Cecil is a CFP® professional with 32 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Beginning in 2026, she will share office space with a business lending firm, Allcott Capital Consulting Inc., which operates independently and does not have access to Ameriprise client data. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Johanna Gustafsson is a Wealth Management Advisor at Merrill Lynch Wealth Management. She joined Merrill Lynch in 1999 and holds the Certified Investment Management Analyst (CIMA) designation, sponsored by the Investments & Wealth Institute at the Wharton School. Johanna holds a Bachelor's Degree in Finance and Economics from the University of South Florida and also has an Associate's Degree from Manatee Community College and a High School Diploma from Lars Kagg Kalmar in Sweden. Johanna works with clients on a range of services including family wealth management strategies, legacy planning, philanthropic planning, personal retirement planning, and portfolio management services. She integrates clients' balance sheets, goals, risk attitudes, and liquidity needs into comprehensive strategies and coordinates with other professionals such as CPAs and attorneys where appropriate. Outside of her professional work, Johanna resides in Sarasota with her husband and two children. She is involved in volunteering and fundraising for local charitable organizations including Easter Seals, Girls Incorporated of Sarasota County, JFCS of the Suncoast, and Meals on Wheels.

Sheri Stamm is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 65 credentials and 19 years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2015 and 2019, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by the Global Investment Committee’s tools to model financial outcomes.

Jared Wurtzel is a financial advisor with Raymond James & Associates in Sarasota, FL, holding the CFP® designation and Series 65 and 63 licenses. He has four years of industry experience, including prior roles at PNC Bank, IAB Financial Bank, and Merrill. Raymond James & Associates is a large firm serving a diverse client base, including high-net-worth individuals, institutions, and municipal entities. The firm provides financial planning, non-discretionary investment consulting, and institutional advisory services, supported by a wide range of portfolio management styles and affiliated research.

Andrew Siegel is a financial advisor at LPL Financial in Sarasota, FL, holding a Series 66 designation with nine years of industry experience. He has worked at LPL Financial since 2018 and previously at INVEST Financial Corporation. Siegel has also operated as a self-employed advisor since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms.