Christopher Hain is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Robert W. Baird & Co. since 2013. He holds the Series 66 designation and is based in Siesta Key, Florida. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that provides tailored financial planning and portfolio management services to individuals, families, institutions, and charitable organizations. The group offers a range of investment strategies and consulting services, including discretionary and non-discretionary management, separately managed accounts, and overlay solutions.

Christopher Murrer is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Valic Financial Advisors, Western Southern Life, and New York Life. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

James Fryrear is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo and its affiliates since 2009. Outside of his advisory role, he is a co-owner of MAGIS, LLC and serves as co-trustee for his father's trust. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations using proprietary research and planning tools, with a broad range of specialized planning services available to clients who meet certain net-worth thresholds.

Dylan Kakley is a Financial Consultant currently working at Fidelity Investments since 2023. In this role, he partners with clients to develop customized financial plans aimed at helping them achieve their goals with comfort and confidence. He emphasizes integrity and personalized guidance in his client relationships. Dylan has experience in various financial advisory roles, including positions as an Investment Consultant and Investment Solutions Representative at Fidelity Investments from 2021 to 2023, a Private Client Banker at J.P. Morgan Chase Private Client from 2020 to 2021, and a Financial Advisor at Merrill Lynch from 2018 to 2020. Outside of his professional work, Dylan's personal interests include boating, family activities, fitness, music, reading, and volunteering.

Thomas Feeney is a financial advisor with Morgan Stanley in Venice, Florida, holding Series 63 and Series 65 registrations and 29 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Feeney serves as a successor trustee in an investment-related trust outside of his advisory role. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning supported by proprietary tools and offers access to diverse investment strategies through its extensive network.

Joseph Giacobbo is a financial advisor with Stifel, holding a Series 66 designation and beginning his industry career in 2022. His work history includes tenures at Morgan Stanley, Northwestern Mutual, and Surety Title. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs proprietary investment analysis and allocation methods developed by its Investment Strategy Group to support client decision-making.

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.

Jonathan Spafford is a financial advisor at Ameriprise with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he is involved in a real estate business through J Spaff LLC. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm uses a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver personalized, written recommendations.

John Moses is a CFP® with 46 years of industry experience, currently affiliated with Morgan Stanley in Venice, FL. His prior roles include positions at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of finance, he writes and performs music as a pianist. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and modeling techniques.

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.

Lisa Morse is a financial advisor at Morgan Stanley in Venice, FL, with 9 years of industry experience. She holds Series 63 and Series 66 licenses. Outside of her advisory role, she is a co-owner and operations partner of The Seaspray Group LLC, a business involved in healthy vending machines. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning approach involves structured discovery and firm-approved tools, offering tailored solutions without individual security recommendations as part of standalone plans.

Robert Crouch is the sole advisor at Crouch Investment Group, Inc., an independent registered investment adviser based in Port Charlotte, FL. He holds the CFP® designation along with Series 63 and Series 65 licenses and has 25 years of experience in the financial industry. He has been with Crouch Investment Group since 2003. Crouch Investment Group provides portfolio management and financial planning services exclusively to individual clients, managing approximately $11.5 million for a small client base of 12 households. The firm operates with a highly concentrated and personalized approach, with all advisory and compliance responsibilities handled by Robert Crouch himself.

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.

Michael Lonier is a financial advisor at The Financial Preserve at Lonier Financial Advisory LLC in Osprey, FL, holding a Series 65 designation with 14 years of industry experience. He has been with Lonier Financial Advisory LLC since 2015. The firm operates independently and serves clients seeking personalized financial advisory services.