Brett Gardner is a financial advisor at Ameriprise with four years of industry experience. He holds Series 65 and Series 63 credentials and has worked at Ameriprise since 2020. Prior to his advisory role, he was involved with Gardner & Gardner Insurance Co. and Northwood University. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing advice focused on retirement income planning, integrating proprietary research and third-party data.

Randy Seymour is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Stifel since 2020. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Seymour is a board member of the Ebensburg Country Club and serves as secretary of the Young Peoples Community Center, a nonprofit organization focused on recreational fundraising. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services built on proprietary methodology developed by its Investment Strategy Group. The firm provides fee-based financial planning and model allocations intended to support client decision-making.

Michael Robertson is a financial advisor at Raymond James Financial with a Series 65 designation and approximately one year of industry experience. Prior to his advisory role, he worked in education, teaching at both the University of Florida and Liberty University, as well as at Venice High School and Venice Middle School. 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, pension plans, corporations, and charitable organizations. The firm offers tailored, non-discretionary planning and employs analytical tools such as risk profiling and modeling to support client goals.

David Haile is a financial advisor with RBC Capital Markets in Sarasota, FL. He holds a Series 66 designation and has four years of industry experience. Prior to joining RBC Capital Markets in 2021, he worked at Whole Foods Market and Hawthorne Healthcare & Rehabilitation. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored portfolio management and integrates both in-house and third-party investment managers.

Geoffrey Fedurek is a CFP®-designated financial advisor with 32 years of industry experience. He is affiliated with Mass Mutual Investors Services and previously spent 19 years with Metlife Securities Inc. He is also licensed as an agent in life insurance, health, and disability income products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning, asset management, and educational seminars to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual financial planning engagements using firm-approved tools and offers a range of planning services including a recent Divorce Planning offering.

Todd Sacks is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 65 licenses and has 33 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm employs structured planning tools and market modeling techniques to support client outcomes and manages approximately $2.74 trillion in client assets.

Ryan Gardner is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and began his career with Ameriprise in 2020. Prior to advising, he worked in education and mediation from 2016 to 2019. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendations and annual retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Benjamin Krich is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds the Series 63 and Series 66 licenses and has previously worked at Edward Jones, Stifel, and Northwestern Mutual Investment Management. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support its recommendations.

Jay Hesdorffer is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, Hesdorffer serves on the board of the Goldring Woldenberg Institute of Southern Jewish Life, a religious nonprofit organization. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, with a financial planning process that incorporates firm-approved tools and models to support tailored client solutions.

Cynthiea Locala is a financial advisor at Raymond James Financial with 33 years of industry experience. She holds the CFP® designation and multiple securities licenses, including Series 63, 65, and 66. Prior to joining Raymond James, she worked for UBS Financial Services for 10 years. She is also involved in two support companies, Just Cindy LLC and Momentum Wealth Partners LLC, where she serves in advisory and executive roles. 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, pension plans, and institutions. The firm employs non-discretionary planning and consultative approaches tailored to client goals and supports municipal and public-finance work through its affiliation with a municipal advisor.

Daniel Molineaux is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Bank of America, Merrill Lynch, Wells Fargo Clearing, and Scottrade. In addition to his advisory work, he serves as a Staff Sergeant in the U.S. Army National Guard. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including funds of funds and model portfolios.

Robert Armstrong Jr. is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. His prior experience includes roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, Armstrong is involved in retail beauty business ownership and co-owns salon suite ventures in Florida. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting high-net-worth individuals, combining research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Brian Maddox is a financial advisor with Stifel, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with Stifel since 2015. Maddox serves as a board member of the Rotary Club of Sarasota Bay, where he works to promote the club, grow membership, and support fundraising efforts. Stifel provides brokerage and investment advisory services to a diverse client base including individuals, institutional clients, and charitable organizations. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, offering asset allocation and planning analyses intended to support client decision-making.

Andrea Merritt is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 65 and Series 63 licenses and 11 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and analytics.

Ieva Navarro is a financial advisor with LPL Financial in Sarasota, FL, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. She previously worked at PFS Investments Inc and Primerica Financial Services and has entrepreneurial experience through Spintop Designs. Navarro is involved in mortgage and real estate services with loan origination 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 financial planning and investment management services, using both proprietary and third-party strategies, supported by advanced operational and research tools.

Matthew Berka is a financial advisor with Morgan Stanley in Sarasota, FL, holding a Series 66 designation and eight years of industry experience. His work history includes positions at Merrill and Progressive Employer Management Company prior to joining Morgan Stanley. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm’s approach incorporates structured discovery conversations and firm-approved planning tools, managing approximately $2.74 trillion in client assets.

James Hardy is a financial advisor with OSAIC in Sarasota, FL, holding the ChFC® and Series 63 designations and having 46 years of industry experience. He previously worked at FSC Securities Corporation for 33 years and Group H Advisory Corporation for 32 years. Outside of his advisory role, Hardy is the owner of an insurance agency through Group H Capital Corporation. OSAIC 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, utilizing various investment platforms and third-party solutions to construct and manage client portfolios.

Douglas Machado is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and previously worked at Independent Financial Group Branch 1928. Outside of finance, he was involved with CrossFit Lena and CrossFit Lakewood Ranch for several years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a systematic investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction.

Daniel Hoffe is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2016. He holds the Series 66 designation and is based in Sarasota, Florida. Outside of his advisory role, he is involved in two investment-related business activities, including ownership of A VERY GOOD DAY !, LLC and acting as an agent for Capstan Insurance Consulting LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services, including cash-flow, retirement, education, risk, and wealth-transfer planning, utilizing proprietary research and planning tools to tailor recommendations.

Scot Jaffe is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Advisors since 2014. 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 options, including specialized services such as business-owner transition planning and special-needs analysis, using proprietary research and planning tools.