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.

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.

Clifford Schulz is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Schulz is a partner in Schulz Farm, an agricultural business in La Crosse, Wisconsin. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs and tailored financial planning supported by a structured discovery process and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides a broad range of investment and planning services.

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.

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.

Miguel Ortigao is a CFP® with 15 years of experience in financial advising. He is currently with Cetera and has previously worked at Avantax Investment Services, Avantax Advisory Services, Aksala Wealth Advisors, Capital Investment Advisors, and Gratus Capital. He serves as a director for Tampa Club Epicurean, a nonprofit focused on vocational culinary training for youth. Cetera is an SEC-registered firm that supports more than 10,000 independent advisors and serves a diverse client base, including individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes both affiliated and third-party investment strategies.

Robert Latessa is a financial advisor with Morgan Stanley in Bradenton, FL, holding a Series 66 designation and 13 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2014. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and employer-sponsored financial planning arrangements.

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.

David Cohen is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been involved in the financial services industry since 1998 and joined Merrill Lynch Wealth Management as a Financial Advisor in 2002. David focuses on working with high-net-worth clients and their families, emphasizing a planning-based approach to help them understand and achieve financial independence. His primary areas of focus include Retirement Income Planning, Portfolio Management, and Wealth Transfer. He collaborates closely with clients' tax and legal advisors to deliver comprehensive wealth management plans. David holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He maintains several registrations with the Financial Industry Regulatory Authority (FINRA) and holds Life, Health, and Long-Term Care insurance licenses. He earned a Bachelor of Science degree in Finance from the University of Tampa and completed the Wharton Business School Executive Education Program. Outside his professional role, David is an avid sport fisherman and a US Coast Guard licensed Captain. Over more than two decades, his practice has become multi-generational, serving clients across several family generations.

Chadd Brown is a financial advisor with Cambridge Investment Research Advisors and holds a Series 65 designation. He has one year of industry experience with Cambridge and has also been affiliated with Lexington Cutter, Inc. since 2011. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing a range of portfolio management strategies and platform options.

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.

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.

Ronald Valdez is a financial advisor with Fidelity who holds Series 63 and Series 65 designations and has 22 years of industry experience. His prior experience includes seven years at Edward Jones before joining Fidelity in 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves in advisory roles for multiple registered investment companies and fund-of-funds.