Pamela Miller is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 33 years of industry experience. She worked at UBS Financial Services Inc. for nine years before joining Raymond James in 2018. Outside her advisory role, she is also a commissioned notary public in Sarasota, Florida. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and municipal advisory services, drawing on a range of portfolio management styles and affiliated research.

Mark Tobias is a financial advisor with Morgan Stanley in Long Boat Key, FL, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. His career includes roles at Citigroup Global Markets from 1993 to 2009 and Morgan Stanley Smith Barney since 2009, transitioning into Morgan Stanley Private Bank in 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm utilizes structured planning processes supported by proprietary tools and investment research to assist clients in developing and managing their financial plans.

Robert Pesce is a financial advisor with Raymond James & Associates in Sarasota, FL, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Raymond James & Associates since 2015. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting services that leverage a range of portfolio management styles and affiliated research.

Tanner Owens is a financial advisor at Morgan Stanley in Sarasota, FL, holding a Series 66 designation with three years of industry experience. His prior roles include positions at UBS Securities LLC, Rotech, Stones River Country Club, and Middle Tennessee State University. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual 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 delivers its services through both direct and corporate financial planning agreements.

Rebecca Fisher is a financial advisor with Cetera and holds the Series 66 designation. She has 24 years of industry experience, including 12 years with Cetera and more than 20 years with Achieva Credit Union. She is based in Sarasota, FL. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Mary Carr is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has been with Morgan Stanley since 2016. Outside of her advisory role, she is involved in personal sales through Avon and sells nail products for Color Street. Morgan Stanley Wealth Management serves both individual and institutional clients by providing tailored financial planning and a wide array of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Christopher De Michele is a financial advisor with Edward Jones in Sarasota, FL, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a large nationwide network of advisors and branch offices.

Harry Pinkham is a CFP® professional with 33 years of industry experience. He is currently with Wells Fargo Advisors, where he has worked since 2022. His prior experience includes six years at Wells Fargo Clearing and 14 years at A. G. Edwards & Sons, Inc. Outside of his advisory role, he owns ESJ Investment Co, LLC and is an agent with Capstan Insurance Consulting LLC. 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 tailored to clients who meet a net-worth threshold, utilizing Wells Fargo’s research and planning tools to develop customized recommendations.

Maura Guthrie is a CFP® professional with 24 years of industry experience. She has worked at Wells Fargo Clearing Services LLC since 2017 and was previously with UBS Financial Services Inc for nine years. Wells Fargo Advisors provides investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and delivers both brokerage and advisory solutions.

Jon Waggoner is a financial advisor at Equitable Advisors with 26 years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory work, he is the owner of Waggoner Holdings LLC, a limited liability company. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and utilizes both proprietary and third-party investment solutions.

Charles Belluardo is a Senior Financial Advisor and a founding partner of The Beacon Group. With over 25 years as a licensed investment professional, he specializes in portfolio management, focusing on managing risk through technical analysis, portfolio hedging strategies, and portfolio management policy. He is dedicated to building long-term client relationships and delivering client service by aligning financial strategies with clients' goals and values. Charlie holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification as well as the Certified Plan Fiduciary Advisor (CPFA) designation. He also holds titles as a Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and in Sports & Entertainment (SE). He earned a High School Diploma from Southern Regional High School and attended Georgian Court College without obtaining a degree. Outside of his financial advisory role, Charlie has been a professional and amateur automobile racecar driver for over 15 years, competing across the U.S. and Canada. He has two children and has also raised two foster children. His personal interests include adventure sports, spending time with his family, traveling, and watching movies.

Paul Castro is a CFP® with 21 years of experience in the financial services industry. He has been with Ameriprise since 2005, currently serving as a financial advisor in Sarasota, FL. Outside of his advisory role, he is employed by CMA 92 LLC, an Ameriprise franchise owned by William Munn. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations primarily for clients holding assets in Ameriprise Managed Accounts.

Robert Rosenberg is a financial advisor with Cetera, holding a Series 66 designation and 22 years of industry experience. He has worked at Cetera Wealth Services, Summit Financial Group, and Summit Brokerage Services. Rosenberg serves on the board of Cardinal Mooney High School and is involved in organizing fundraising events for local schools and nonprofits in Sarasota, FL. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Alexander Gelbert is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Chase Bank and Janus Henderson Distributors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to build model asset allocations and incorporates ESG criteria within eligible strategies.

John Price is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Wells Fargo Clearing and Ameriprise Financial Services in various roles since 1999. Outside of his advisory work, he serves as a co-trustee for a family trust. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, 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 supported by research from Wells Fargo Investment Institute.

Cole Mc Hargue is a Wealth Management Advisor at Merrill Lynch Wealth Management, having joined the Picazio McHargue Group in 2020. He specializes in retirement planning, tax minimization, and portfolio strategies for individuals, particularly in the Venice area. Cole also focuses on wealth management, estate planning services, and wealth transfer strategies for multigenerational families. He holds a Bachelor's degree in Finance and a Bachelor's degree in Economics from Northeastern University in Boston. Additionally, Cole earned his CERTIFIED FINANCIAL PLANNER™ certification in 2022 and is a Personal Investment Advisor (PIA). His areas of expertise include family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, socially responsible and values-based investing, tax minimization, and retirement income strategies. Cole is involved in the community through organizations such as Take Stock in Children and the Venice Arts Center. His professional focus is on assisting clients with investment planning, risk management, and tax minimization strategies to help optimize the financial outcomes for clients and their families.

Christine Purser is a financial advisor with Ameriprise in Sarasota, FL, holding a Series 66 credential and 17 years of industry experience. She has been with Ameriprise and its related entities since 2008. Outside of her advisory role, she owns and operates a tax preparation business under The Purser Group and Purser Enterprises, LLC, and is involved with Sunny Paradise Life LLC. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research-driven modeling and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Angelo Tramontelli is a financial advisor with Wells Fargo Clearing in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Kelly Crockett is a financial advisor with Raymond James & Associates in Sarasota, FL, holding a Series 66 designation and nine years of industry experience. She has worked at Raymond James & Associates since 2016 and was previously employed at TGS Siesta Properties for four years. 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 individuals, institutions, pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Jose Flores Jr. is a financial advisor with Edward Jones in Sarasota, FL, holding the CFP® and ChFC® designations. He has 21 years of industry experience, including 11 years with Edward Jones. He was previously the owner of JJMG ENTERPRISES L.L.C., a business involved in various lawful activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products through a large network of financial advisors and branch offices nationwide.