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.

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 designations and has been with Fidelity Investments since 2006. Outside of his advisory role, he owns a consulting business coaching local businesses and is involved in recreational fishing through FLW Outdoors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and systematic methodologies to construct model portfolios from mutual funds, ETFs, and ETPs.

Michael Fink is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Investments, LLC. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

David Yaegers is a financial advisor with LPL Financial in Sarasota, FL, holding Series 63 and Series 65 credentials and bringing 55 years of industry experience. He has been with LPL Financial since 2002. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice and account management provided through a large network of investment adviser representatives.

Meredith Woods is a financial advisor at Robert W. Baird & Co. with 14 years of industry experience. She holds the Series 66 designation and has been with Baird since 2012. Outside of her advisory role, she is involved in managing residential rental properties in Durango, Colorado. She is part of the DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlays to meet diverse client goals and risk tolerances.

Jeffrey Buchanan is a financial advisor at Osaic Wealth with 26 years of experience in the industry. He holds Series 63 and Series 65 licenses and previously worked at National Planning Corporation and Securities America Advisors. Outside of his advisory role, Buchanan is an owner of a property and casualty insurance agency and is involved in managing S corporation real estate interests. Osaic Wealth serves a diverse range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting various investment strategies and programs tailored to individual and corporate clients.

Christopher Nichols is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Truist Investment Services. He is based in Sarasota, FL. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, utilizing a centralized team that provides written recommendations and ongoing advice tailored to dependable income sources and tax-aware withdrawal strategies.

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.

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 has been with Merrill Lynch since 1999 and specializes in areas such as family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, LGBT wealth planning, personal retirement planning, philanthropic planning, portfolio management services, women and wealth, tax minimization, and retirement income. Johanna holds a Bachelor of Science degree in Finance and Economics from the University of South Florida. She also earned the Certified Investment Management Analyst (CIMA) designation, sponsored by the Investments & Wealth Institute at the Wharton School. Additionally, she holds a Personal Investment Advisor (PIA) designation. Born and raised in Sweden, she brings a distinct perspective to her client relationships, combining discipline and resilience developed through completing two Ironman triathlons with her professional expertise. She is actively involved in the Sarasota community, supporting organizations such as Easter Seals, Girls Incorporated of Sarasota County, JFCS of the Suncoast, and Meals on Wheels through fundraising and volunteering. Johanna resides in Sarasota with her husband and two children and enjoys activities including running marathons, skiing, biking, boating, gardening, reading, swimming, traveling, and practicing 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®-certified financial advisor at Raymond James & Associates with five years of industry experience. His prior roles include positions at PNC Bank, IAB Financial Bank, and Merrill. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, pension plans, and charitable organizations. The firm offers tailored financial planning and non-discretionary investment consulting, supported by extensive research and a range of portfolio management options.

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.

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.

Craig Zaikov is a Senior Financial Advisor specializing in wealth management within Merrill Lynch Wealth Management. He works with high net worth individuals to develop personalized financial strategies and portfolios aimed at achieving their long-term financial goals. His areas of expertise include liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income planning. Craig holds several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a bachelor's degree from the University of Virginia and completed his high school education at Cresskill High School. Craig is also committed to community involvement, volunteering with local organizations, and enjoys basketball, golfing, skiing, and spending time with his family.

Winifred Ryan is a financial advisor with LPL Financial and holds Series 63 and Series 66 designations. She has 27 years of industry experience, including long tenures at Next Financial Group and Norm Grant & Associates. Ryan is also involved in insurance-related activities as an agent for non-variable insurance commission trails. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.