Owen Thiessen serves as a Resident Director and Wealth Management Advisor leading the Thiessen Group since joining Merrill Lynch Wealth Management in 2006. He provides advice and guidance to individuals and families focusing on portfolio management, retirement planning, corporate retirement planning, and wealth transfer and preservation strategies. Owen adopts a long-term outlook, emphasizing minimizing risk to investment portfolios and developing tax-minimizing cash flow strategies. He earned a bachelor's degree in Aeronautical Science from Embry-Riddle Aeronautical University in Daytona Beach, Florida. Owen holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP®) awarded in 2006, Certified Investment Management Analyst® (CIMA®), and Certified Private Wealth Advisor® (CPWA®), credentials administered by the Investments & Wealth Institute and taught in conjunction with the Yale School of Management. Residing in Osprey, Florida, Owen has lived in the Sarasota area for over 30 years and is a member of The Oaks Club. His personal interests include boating, football, golfing, music, spending time with family, and traveling.

Steven Martinucci is a financial advisor with Primerica Advisors in Sarasota, FL, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 1999. Outside of his advisory role, he is also a musician. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Johanna Gustafsson is a Wealth Management Advisor at Merrill Lynch Wealth Management. She began her career with Merrill Lynch in 1999 and has since built extensive experience in areas including family wealth management strategies, legacy planning, philanthropic planning, and retirement income. Johanna works with clients to craft comprehensive financial strategies tailored to their specific goals and coordinates with other professionals such as CPAs and attorneys when appropriate. Johanna holds a Bachelor of Science degree in Finance and Economics from the University of South Florida. She has earned the Certified Investment Management Analyst® designation, sponsored by the Investments & Wealth Institute at the Wharton School, and holds the Personal Investment Advisor (PIA) designation. Born and raised in Sweden, she brings a unique perspective to her work in wealth management. In her community involvement, Johanna supports and volunteers with organizations including Easter Seals, Girls Incorporated of Sarasota County, JFCS of the Suncoast, and Meals on Wheels. She resides in Sarasota with her husband and two children and enjoys activities such as running marathons, downhill skiing, and participating in triathlons.

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.

Gregory Perrone is a financial advisor with Raymond James Financial in Sarasota, FL, holding a Series 63 designation and 26 years of industry experience. He has been with Raymond James Financial since 2009 and has operated Gabrielle Financial since 2003. Perrone has also worked at Seven Rivers Christian School from 2014 to 2018. He is the owner of Gabrielle Financial, a support company unrelated to investment activities. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutional investors, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by advanced analytical tools and maintains specialized programs such as municipal advising and SIMPLE IRA Employer Advisory and Consulting Services.

Bill Kwon is a financial advisor with Morgan Stanley in Peoria, IL, holding Series 63 and Series 65 licenses and over 30 years of industry experience. 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, Mr. Kwon serves as Chief Operating Officer of Endovascular Electronics and holds board positions in several organizations related to education and healthcare. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individual and institutional clients. The firm offers customized financial planning supported by structured discovery processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

William Connington III is a financial advisor at LPL Financial with 34 years of industry experience. He has been with LPL Financial since 1997 and has a background in academia at Seton Hall University since 1990. Outside of his advisory role, he has been involved in non-variable insurance sales since 2003. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services through a large network of advisors supported by advanced research tools and diversified investment strategies.

John Hoffman is a financial advisor with Raymond James & Associates in Sarasota, FL, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has worked at Raymond James since 2017 and previously was employed at Federal Refreshment from 2010 to 2017. 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, and municipal entities—and offers financial planning, investment consulting, and institutional fiduciary solutions through a variety of portfolio management styles and affiliated research resources.

Kurt Schummer is a financial advisor with LPL Enterprise in Sarasota, FL, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked at Prudential Insurance Company of America since 2006 and joined LPL Enterprise in 2024. Outside of his advisory role, he owns a wholesale home goods e-commerce business. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm offers financial planning, access to third-party asset managers, and utilizes model-driven investment implementation.

Shonna Parker is a financial advisor at Stifel with three years of industry experience. She holds a Series 66 designation and has worked at Stifel since 2022. Prior to her current role, she was involved in pet care services through a part-time dog walking business in Sarasota, FL. Stifel serves a broad range of clients, including individuals, institutional clients, and nonprofit organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Michael Cudlipp is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His prior roles include positions at Sagepoint Financial, Inc. and United Planners' Financial Services. Outside of advisory work, he is president of MC Charters, Inc., a fishing charter business. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, and institutional entities, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include various asset classes, supporting both discretionary and non-discretionary accounts.

Jamie Hatfield is a financial advisor with Cetera in Venice, FL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Commonwealth Financial Network for 13 years and operates multiple businesses, including financial services firms and a livestock operation. Hatfield also oversees a courier service and owns a real estate company. Cetera Investment Advisers LLC serves a nationwide clientele including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

Mark Signor is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. He holds the Series 66 designation and has previously worked at Merrill Lynch and Bank of America. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients meeting certain net-worth thresholds.

Paul Saitta Jr. is a financial advisor at Ameriprise with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Neuberger Berman LLC. Outside of his advisory role, he serves as COO of Halite Capital LLC, where he oversees general accounting, operational management, and custodial oversight. Ameriprise offers a retirement-income planning service primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Lisa Bosco is a financial advisor with Ameriprise in Sarasota, FL, holding Series 63 and Series 65 licenses and 17 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2012. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and emphasizes managed accounts within its product-selection process.

Jason Saikaley is a financial advisor at Ameriprise Financial Services with 20 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Perry Korszen is a financial advisor with Raymond James & Associates in Venice, FL, holding a Series 66 designation and 13 years of industry experience. He has been with Raymond James & Associates since 2013 and has served with the Military Officers Association of America since 2016. 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 wide range of clients including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by diverse portfolio management styles and affiliated research.

Jeffrey Davis is a financial advisor with LPL Financial in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior roles include positions at PKS Advisory Services, Purshe Kaplan Sterling Investments, and Michigan Securities. In addition to his advisory work, he serves as president and operations manager of PKS Advisory d/b/a Davis Brinks Wealth Management, focusing on investment, insurance advice, and comprehensive financial planning. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning and diverse investment programs supported by advisor-facing technology, with a broad platform that includes insurance services and banking partnerships.