Thomas Bardwell is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2014. Outside of his advisory role, Bardwell serves on the board of directors for the Hello Industry Music Band, where he provides business strategy advice. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market scenario modeling as part of its financial planning process.

Ronald Kuperman is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and with 43 years of industry experience. He previously worked at Janney Montgomery Scott LLC and Janney Montgomery Scott Inc., where he spent over four decades. His other business activities include outside insurance appointments. Equitable Advisors serves individual and institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm offers a range of advisory models through both proprietary and third-party managers, focusing on matching clients to appropriate investment solutions without sponsoring its own wrap fee program.

Patrick Compston is a financial advisor at Merrill with Series 63 and Series 65 licenses and two years of industry experience. He has been with Merrill since 2015 and also has prior experience at Western Governors University. Merrill provides managed account services through its Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Ryan Fruth is a financial advisor with Wells Fargo Advisors in Sarasota, FL, holding Series 63 and Series 66 licenses and having 12 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Bank NA. He is also involved in insurance consulting and owns a financial consulting firm. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services and develops tailored recommendations using proprietary research and tools.

John Hance is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. He has been with Cambridge Investment Research Advisors since 2009, and previously worked at The Capital Advisory Group Advisory Services, LLC and Investors Capital Corp. In addition to his advisory role, he operates Hance Financial LLC as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individual investors, pension funds, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm provides both discretionary and non-discretionary management and maintains proprietary investment strategies under the Founders Gate Capital brand.

Alina Gray is a financial advisor at Raymond James Financial Services Advisors, Inc. with 15 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at several notable firms including Truist Advisory Services and SunTrust Investment Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm delivers tailored, non-discretionary planning and investment consulting using risk profiling and analytical modeling, supporting clients through a broad network of advisors and specialized programs.

Michael Mcnamee is a financial advisor with Raymond James & Associates who holds Series 63 and Series 65 licenses and has 43 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Morgan Stanley. 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 high-net-worth individuals, institutions, and municipalities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Daniel Motyl is a financial advisor at Cambridge Investment Research Advisors with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Dempsey Lord Smith, LLC and H.D. Vest Advisory Services. Outside of his advisory role, he is president of Daniel H. Motyl, CPA, PA, providing tax services, and president of Parpari Asset Management Inc. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through a broad network of financial professionals.

Ruth Doepel is a CFP® with 30 years of industry experience and has been with Raymond James & Associates since 2008. She is based in Sarasota, FL, and holds a Series 63 license. Outside of her advisory role, she owns The DW Group LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and charitable organizations. The firm offers financial planning and consulting services with a non-discretionary approach and provides access to a range of portfolio management styles and affiliated research resources.

Thomas Mcdavitt is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He worked at Commonwealth Financial Network for 26 years before joining LPL Financial in 2023. Mcdavitt is also involved in providing various insurance products including term life, whole life, and long-term care insurance through affiliated business activities. 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 advisory and brokerage services with access to model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools for advisors.

Michael McDonald is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Fisher Investments since 2016. His practice is based in Venice, FL. Outside of his advisory role, he manages real estate holdings alongside his wife as a landlord, focusing on long-term investments unrelated to securities. Fisher Investments provides discretionary portfolio management to a diverse client base, including institutional investors and high-net-worth individuals, utilizing a centralized investment process that incorporates quantitative and qualitative research. The firm is notable for its global client reach and use of tax-aware and risk management strategies across various asset classes.

Michele Custer is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Comerica Securities and Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs supported by structured planning tools and a Global Investment Committee, managing approximately $2.74 trillion in client assets.

Bonnie Gaudreau is a financial advisor with Edward Jones in Venice, FL, holding a Series 66 designation and six years of industry experience. She has been with Edward Jones since 2018, following prior work at Zales, Inc. and involvement in professional photography and digital editing. Outside of advising, she performs video and photo editing on a part-time basis for a literacy program and commercial photography projects. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Alan Gorlick is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and having 24 years of industry experience. His prior experience includes roles at Next Financial Group Inc, Merrill, Banc of America Investment Services, Inc., and A. G. Edwards & Sons, Inc. He is also involved with Gorlick Financial Strategies, where he conducts speaking engagements and seminars. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology and a broad network of over 22,800 advisors.

Christopher Garcia is a financial advisor with Morgan Stanley in Sarasota, FL, holding a Series 66 designation and 12 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and tailored financial planning services supported by structured discovery processes and advanced modeling tools.

Stephen Wanvig is a financial advisor with Wells Fargo Advisors in Venice, FL, holding CFP® and Series 63 credentials and bringing 34 years of industry experience. He has been with Wells Fargo Advisors since 2013. Outside of his advisory work, he serves as vice president of the South Creek Homeowners Association and is involved in community beautification efforts. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutions. The firm offers a broad planning menu, including specialized services such as business-owner transition and special-needs planning, using proprietary research and planning tools to develop tailored recommendations.

David Russo is a financial advisor with OSAIC in Venice, Florida, holding Series 63 and Series 66 designations and over 30 years of industry experience. He previously worked at Woodbury Financial Services and Questar Capital Corporation. Outside of his advisory role, he occasionally engages in life insurance and fixed annuities business through Royal Palm Financial. OSAIC Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporations. The firm offers a range of brokerage and advisory services with an investment process centered on model-based asset allocation, portfolio optimization, and multiple program options delivered through its extensive affiliate network.

Sandra Hildebrand is a financial advisor with Ameriprise, holding a Series 66 designation and 30 years of industry experience. Her career includes roles at Ameriprise Financial Services and Planning Solutions Group, with extensive experience in financial planning and advisory services. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering personalized, non-discretionary recommendations through a centralized consulting team.

Richard Smalley is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has over 35 years of experience providing financial and wealth management advice and services. Since joining Merrill Lynch in 1997, Richard has focused on delivering personalized financial strategies tailored to his clients' long-term goals. His areas of expertise include family wealth management strategies, investment consulting for defined contribution plans, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Richard holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned his High School Diploma from Steel Valley High School. In addition to his professional work, Richard has been actively involved in his community, serving as a 20-year board member of the Boys and Girls Club of Sarasota and Desoto Counties. He also enjoys personal interests such as biking, cooking, fishing, and golfing.

Alfred Caliendo is a financial advisor with UBS Financial Services in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with UBS Financial Services since 2008. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.