Robert Rosnack is a financial advisor at Raymond James Financial with two years of industry experience. He holds a Series 66 designation and has been associated with Raymond James Financial and Rosnack Financial Group, Inc. since 2023. Outside of his advisory role, he is involved with Rosnack Financial Group, Inc., a support company where he works as an associate. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm focuses on non-discretionary financial planning and investment consulting, using detailed risk profiling and asset-allocation analysis to develop tailored recommendations.

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 licenses and has been with Fidelity Investments since 2006, including roles at Fidelity Personal and Workplace Advisors. Outside of his advisory work, he owns a business consulting firm that provides coaching to local businesses and is involved in recreational fishing. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator and advises multiple registered investment companies.

David Yaegers is a financial advisor with LPL Financial in Sarasota, FL, holding Series 63 and Series 65 credentials and possessing 55 years of industry experience. He has been with LPL Financial since 2002. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

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 with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Securities America Advisors and National Planning Corporation. Outside of his advisory role, he is involved in insurance agency ownership and the management of commercial real estate interests. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated financial advisors. The firm integrates brokerage and advisory services with a range of investment platforms and uses asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across various asset classes.

Christopher Nichols is a financial advisor at Ameriprise with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Nichols is based in Sarasota, FL. Ameriprise offers a retirement-income planning service targeting clients with significant investable assets, combining research, modeling, and tax-efficient strategies to provide non-discretionary recommendations. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

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.

Owen Thiessen serves as a Resident Director and Wealth Management Advisor leading the Thiessen Group since joining Merrill Lynch Wealth Management in 2006. He provides advice and guidance to individuals and families focusing on portfolio management, retirement planning, corporate retirement planning, and wealth transfer and preservation strategies. Owen adopts a long-term outlook, emphasizing minimizing risk to investment portfolios and developing tax-minimizing cash flow strategies. He earned a bachelor's degree in Aeronautical Science from Embry-Riddle Aeronautical University in Daytona Beach, Florida. Owen holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP®) awarded in 2006, Certified Investment Management Analyst® (CIMA®), and Certified Private Wealth Advisor® (CPWA®), credentials administered by the Investments & Wealth Institute and taught in conjunction with the Yale School of Management. Residing in Osprey, Florida, Owen has lived in the Sarasota area for over 30 years and is a member of The Oaks Club. His personal interests include boating, football, golfing, music, spending time with family, and traveling.

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, where she has been working since 1999. She focuses on comprehensive financial planning, including family wealth management strategies, services for endowments, foundations, and non-profits, legacy and philanthropic planning, as well as retirement income and tax minimization. Johanna integrates her clients' financial situations with their goals and risk preferences, coordinating with other professionals to tailor strategies in their best interests. She holds a Bachelor of Science degree in Finance and Economics from the University of South Florida, and she has earned the Certified Investment Management Analyst (CIMA) designation, sponsored by the Investments & Wealth Institute at the Wharton School. Johanna is also a Personal Investment Advisor (PIA) and is fluent in English and Swedish. Residing in Sarasota with her husband and two children, Johanna is involved in fundraising and volunteering for local charities such as Easter Seals, Girls Incorporated of Sarasota County, JFCS of the Suncoast, and Meals on Wheels. She is an Ironman triathlete and enjoys activities including biking, boating, gardening, reading, running, skiing, swimming, traveling, and 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 financial advisor with Raymond James & Associates, holding CFP®, Series 65, and Series 63 designations, with four years of industry experience. He previously worked at PNC Bank and IAB Financial Bank. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500 billion in assets and serving a diverse client base including individuals, institutions, and government entities. The firm provides wealth advisory planning and investment consulting primarily on a non-discretionary basis, with notable expertise in municipal and public finance.

Andrew Siegel is a financial advisor with LPL Financial in Sarasota, FL, holding the Series 66 designation and having nine years of industry experience. He has been with LPL Financial since 2018 and previously worked at INVEST Financial Corporation in 2017-2018. Siegel has also operated as a self-employed advisor since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management along with research and model portfolios from multiple sources.

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.

Yann Gehan is a Series 66 licensed financial advisor with Edward Jones in Lakewood Ranch, FL, where he has worked since 2013. He has 12 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Bill Kwon is a financial advisor with Morgan Stanley in Peoria, IL, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, Mr. Kwon serves as Chief Operating Officer of Endovascular Electronics and holds board positions in several organizations related to education and healthcare. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individual and institutional clients. The firm offers customized financial planning supported by structured discovery processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.