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.

Levi Wiget is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 2006, including roles at Fidelity Personal and Workplace Advisors. Outside of his advisory work, he owns a business consulting firm that provides coaching to local businesses and is involved in recreational fishing. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator and advises multiple registered investment companies.

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, where she has been working since 1999. She focuses on comprehensive financial planning, including family wealth management strategies, services for endowments, foundations, and non-profits, legacy and philanthropic planning, as well as retirement income and tax minimization. Johanna integrates her clients' financial situations with their goals and risk preferences, coordinating with other professionals to tailor strategies in their best interests. She holds a Bachelor of Science degree in Finance and Economics from the University of South Florida, and she has earned the Certified Investment Management Analyst (CIMA) designation, sponsored by the Investments & Wealth Institute at the Wharton School. Johanna is also a Personal Investment Advisor (PIA) and is fluent in English and Swedish. Residing in Sarasota with her husband and two children, Johanna is involved in fundraising and volunteering for local charities such as Easter Seals, Girls Incorporated of Sarasota County, JFCS of the Suncoast, and Meals on Wheels. She is an Ironman triathlete and enjoys activities including biking, boating, gardening, reading, running, skiing, swimming, traveling, and yoga.

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 CFP® with four years of industry experience, currently advising at Raymond James & Associates. He previously worked at PNC Bank and IAB Financial Bank, accumulating seven years at PNC Bank and one year at IAB Financial Bank. He holds Series 65 and Series 63 licenses. Raymond James & Associates, Inc. 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, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Andrew Siegel is a financial advisor with LPL Financial in Sarasota, FL, holding the Series 66 designation and having nine years of industry experience. He has been with LPL Financial since 2018 and previously worked at INVEST Financial Corporation in 2017-2018. Siegel has also operated as a self-employed advisor since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management along with research and model portfolios from multiple sources.

Jennifer Brugnola is a Financial Consultant currently working at Fidelity Investments since 2021. She has been involved in the financial advisory field for over a decade, with a career that began as an Executive Assistant at Lincoln Financial Advisors from 2008 to 2010. Her experience includes roles at Charles Schwab, where she served as a Client Relationship Specialist from 2010 to 2014, Associate Financial Consultant from 2014 to 2017, and Vice President, Financial Consultant from 2017 to 2021. Throughout her career, Jennifer has focused on creating personalized financial strategies that align with her clients' goals, simplifying complex decisions and providing tailored guidance. Jennifer's approach centers on understanding what matters most to her clients to help them feel more in control and intentional about their financial futures.

Winifred Ryan is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 27 years of industry experience. Her career includes long tenures at Next Financial Group and Norm Grant & Associates. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and consulting services with access to model portfolios, third-party research, and various investment strategies.

Yann Gehan is a Series 66 licensed financial advisor with Edward Jones in Lakewood Ranch, FL, where he has worked since 2013. He has 12 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Dean Mourfield is a financial advisor at LPL Financial with 37 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Waddell & Reed, Inc. for over three decades before joining LPL Financial in 2021. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a broad range of financial planning and advisory programs with both discretionary and non-discretionary management options, supported by extensive research and advanced technologies.

Kaileigh Sparks is a financial advisor with Merrill and holds a Series 66 designation. She has nine years of industry experience and has worked at both Merrill and Bank of America, N.A. since 2014 and 2016, respectively. 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, offering model-based and discretionary strategies for a range of individual and institutional investors.

Gregory Capozzi is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He previously spent over three decades with The Windmill Group, Inc. Outside of his advisory work, he serves as a youth baseball umpire. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using collaborative, software-supported planning tools to deliver tailored recommendations.

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 with LPL Financial in Sarasota, FL, holding a Series 63 designation and over 34 years of industry experience. He has been with LPL Financial since 1997 and has been affiliated with Seton Hall University since 1990. Connington is also involved in selling non-variable insurance products through outside insurance companies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and a variety of investment strategies.