John Hamilton is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings to tailor plans based on proprietary research and asset allocation models.

Anthony Meyer is a financial advisor with Wells Fargo Clearing in Bradenton, FL, holding Series 63 and Series 65 licenses and having 23 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Outside of his advisory role, he holds a one-third ownership in University Club Group, LLC, a real estate business. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Its advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Zachary Van De Yacht is a Series 66-credentialed financial advisor with six years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior roles include positions at Baird, William Blair, and Russell Investments. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing a range of proprietary and third-party model strategies across multiple custody platforms.

Henry Debski Jr. is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 credential and over 44 years of industry experience. He has been with Cambridge since 2005. Outside of his advisory role, he operates a small business selling books, magazines, and comic books on eBay. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory, using both proprietary and third-party strategies tailored to client objectives.

Bruce Bittles is a financial advisor at Robert W. Baird & Co. with 47 years of industry experience. He has been with Robert W. Baird since 2002. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides tailored consulting and portfolio services, utilizing a range of investment strategies from traditional to complex, including discretionary management and overlay services.

Vincent Dotterweich is a financial advisor with Ameriprise in Sarasota, FL, holding a Series 63 designation and 33 years of industry experience. He has been with Ameriprise and its affiliates since 2010. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide personalized recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Carilyn Eanes is a financial advisor at Morgan Stanley with 24 years of industry experience. She has been with Morgan Stanley since 2013 and holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate planning services, managing approximately $2.74 trillion in client assets.

Frederic Golden is a financial advisor with Merrill in Bradenton, Florida, holding a Series 66 credential and 20 years of industry experience. He has worked at Merrill since 2006 and concurrently with Bank of America since 2015. Outside of his advisory role, he serves as a general partner and managing member of Golden Dynasty, LLC, an entity formed to manage family-related business matters, and acts as a fiduciary in a guardianship capacity. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Stuart Haw is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 28 years of industry experience. His career includes roles at Investors Capital and Cetera Advisors LLC, and he has been self-employed since 1996. Outside of advisory work, he is active as an insurance agent specializing in fixed insurance products such as life, health, disabilities, annuities, long-term care, and travel insurance. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors 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 multi-manager platform with access to both affiliated and third-party managers.

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.

Keith Wolff is a financial advisor with Mass Mutual Investors Services in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and was previously with MetLife Securities Inc. from 2015 to 2017. Wolff serves on the board of trustees for Hartford Youth Scholars and acts as a sounding board advisor to a corporate client’s leadership team. Mass Mutual Investors Services, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers by providing financial planning, asset management, and educational seminars. The firm’s advisory approach involves collaborative, annual planning engagements using advanced analytical tools, with implementation of recommendations handled through separate brokerage or insurance arrangements.

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.

Steven Grossman is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He worked at UBS Financial Services Inc. for nine years before joining Raymond James in 2018. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional consulting services.

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.