Michael Reich is a financial advisor at OSAIC with 24 years of industry experience. He holds a Series 66 designation and previously worked at Signator Investors, Inc. for 17 years before joining OSAIC in 2018. Reich is also involved with Signature Financial Solutions, where he serves as an Investment Advisor Representative focusing on sales and marketing of investment advisory and insurance products. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, offering portfolios constructed with a range of securities using firm-supported asset allocation tools and third-party money managers.

Nicholas Feather is a financial advisor with Wells Fargo Advisors in Sarasota, FL, holding Series 63 and Series 66 credentials and over 21 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2010. Outside of his advisory role, he serves on the board of directors for the Palmer Lake Home Owners Association in Sarasota. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to clients meeting net-worth thresholds. The firm utilizes proprietary research and planning tools to develop customized recommendations, with implementation offered through various brokerage and advisory programs.

Paul Lavezzoli is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2019. He brings 17 years of experience in the financial services industry, focusing on developing strategies and providing investment guidance tailored to individuals, their families, and their businesses. His approach emphasizes understanding clients' short and long-term financial objectives. Paul holds the CERTIFIED FINANCIAL PLANNER™ certification and the Personal Investment Advisor (PIA) designation. He is also a member of the CME Group and the PGA of America. Paul earned his Bachelor's degree from The Pennsylvania State University. Prior to his current role, he began his career on the Trading Floor of the Chicago Mercantile Exchange, where he developed a deep understanding of risk in asset decision-making processes. He applies this expertise in creating wealth plans specific to each client's goals. His client focus areas include college education planning, executive and equity compensation services, family wealth management strategies, international wealth management, personal retirement planning, small business strategies, sports and entertainment, and tax minimization. Living in Sarasota with his wife, Amy, and their daughter, Paul is engaged in the Southwest Florida community through volunteer work. He enjoys various personal interests such as cooking, football, golfing, ice hockey, reading, skiing, soccer, surfing, tennis, and traveling. Paul's professional philosophy centers on educating clients about their financial lives, providing transparent and actionable advice to help them understand how their decisions impact future goals.

David Yaegers Jr. is a financial advisor with LPL Financial in Sarasota, FL, holding Series 63 and Series 65 designations and 29 years of industry experience. He has been with LPL Financial since 2002. Outside of his advisory role, he operates a non-variable insurance business under the name Yaegers Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational tools and oversight of substantial discretionary assets.

Matthew Wilson is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Morgan Stanley, E*Trade Securities LLC, and Equity Trust Company. Based in Sarasota, FL, he has been with J.P. Morgan Securities since 2021. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Harvey Small is a financial advisor with Equitable Advisors in Sarasota, FL, holding Series 63 and Series 65 credentials and over 39 years of industry experience. He has been with Equitable Advisors since 1999, including its prior iteration as Axa Advisors. Outside of his advisory role, he operates a small woodworking business, Whispering Winds Woodcrafting. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm emphasizes personalized risk assessment and matches clients to suitable advisory programs, utilizing both proprietary and third-party investment solutions.

Craig Pontlitz is a financial advisor at UBS Financial Services with 33 years of industry experience. He has been with UBS since 2008 and holds the Series 63 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Joseph Mancini is a financial advisor with Morgan Stanley in Venice, FL, holding Series 63 and Series 65 licenses and possessing 35 years of industry experience. He has worked at Morgan Stanley since 2009 and also at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Their financial planning process uses firm-approved tools and modeling techniques, offering both direct and corporate financial planning solutions.

Daniel Connelly is a financial advisor with Primerica Advisors in Sarasota, FL, holding Series 63 and Series 65 licenses and over 33 years of industry experience. He has been with Primerica Advisors since 1992 and with Primerica Financial Services since 1988. Outside of his advisory role, Connelly is the founder of South Sarasota Social, a local networking group. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Debra Maxwell is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Bank of America, N.A. and Merrill since 2010. 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 plans, corporations, and charitable organizations.

Amanda Evans is a financial advisor at Morgan Stanley with six years of industry experience. She holds the Series 66 designation and has worked previously at Baird, UBS Financial Services, and Southwest Concrete and Masonry Systems. Outside of her advisory role, she is involved in property management as a partner in several real estate entities in Sarasota, Florida. Morgan Stanley Wealth Management serves individual and institutional clients by providing tailored financial planning and a broad range of investment advisory programs. The firm employs structured planning tools and offers comprehensive services supported by extensive client assets and diverse product offerings.

Michael Armour is a CFP® professional with 27 years of industry experience. He has been with Cetera since 2004 and also serves as a bank director at the First National Bank of Raymond. Additionally, Armour holds board positions with a homeowners association and a Lutheran church in Florida. Cetera Investment Advisers LLC is a large nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with diverse program structures and supervisory arrangements.

Karin Rettger is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. She has worked with Cambridge Investment Research Advisors since 2014 and has been president of Principal Resource Group since 1996. Rettger is a co-author of two books focusing on employee benefits strategies and retirement planning. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm provides financial planning, investment management, and retirement plan advisory services through independent Financial Professionals utilizing various portfolio management platforms and both proprietary and third-party strategies.

Marc Kanoff is a financial advisor at Raymond James & Associates with 14 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2012. Outside of his advisory role, he serves as Vice Chair of the Board and is a Finance and Investment Committee member at JFCS of the Suncoast, a nonprofit organization. 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, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

C Snyder III is a financial advisor with Morgan Stanley based in Sarasota, FL, holding Series 63 and Series 65 licenses and has 37 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he volunteers for the FINRA Continuing Education Content Committee and is involved with Common Sense Carry, providing training and instruction to students. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individual and institutional clients. The firm emphasizes structured financial planning supported by proprietary tools and offers both retail and institutional investment solutions.

Skye Scott is a financial advisor at Morgan Stanley with eight years of industry experience. Scott holds Series 66 and Series 63 designations and has worked at Morgan Stanley in various roles since 2017, including at Morgan Stanley Private Bank, N.A., and Fisher Investments prior to rejoining Morgan Stanley. Scott also has experience working at the University of Tampa and Gregory Advisors. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and firm-approved tools, incorporating investment outlooks and modeling techniques.

Randi Sanders is a financial advisor at Osaic with 22 years of industry experience. She holds Series 63 and Series 66 registrations and previously worked at Securities America Advisors, Inc. and Securities America, Inc. Sanders is also a published fiction and poetry writer and serves as president of the Florida Gulf Coast chapter of Sisters in Crime. She teaches poetry workshops through the Osher Lifelong Learning Institute. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, using asset allocation tools and risk-tolerance assessments to build portfolios across multiple asset classes, with both discretionary and non-discretionary management options.

Cherie Duriez is a financial advisor with Primerica Advisors holding Series 65 and Series 63 licenses. She began her financial services career in 2025 following nine years of military service. Primerica Advisors sponsors and manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies created by unaffiliated asset managers and supports trade execution and account custody through Pershing and BNY Mellon Advisors.

Jeremy Ruccio is a financial advisor with RBC Capital Markets in Sarasota, FL, holding a Series 66 designation and 18 years of industry experience. His prior experience includes roles at Bank of America, N.A., Merrill Lynch, and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers multiple wrap fee advisory programs with customizable portfolio management and financial planning services, utilizing a combination of in-house and third-party investment managers.

Richard Chojnacki is a financial advisor at Robert W. Baird & Co. with 22 years of industry experience. He holds the Series 66 designation and has worked at Robert W. Baird & Co. since 2018, following prior roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides customized consulting and portfolio services, including financial planning and discretionary management, utilizing a range of investment strategies and both in-house and third-party managers.