Fred Brickel is a CFP®-certified financial advisor at Wells Fargo Advisors with 44 years of industry experience. He has worked within various Wells Fargo entities since 2009, including Wells Fargo Clearing. Brickel is also involved in outside business activities related to investment and insurance consulting through BRICKEL GP, LLC and Capstan Insurance Consulting LLC. Wells Fargo Advisors provides investment and fee-based financial planning services to individuals, trusts, and institutions, offering a broad range of planning options including retirement, education, risk, and wealth-transfer planning. The firm uses its own research and planning tools to deliver tailored recommendations, with clients having the option to implement these through multiple available programs.

Kevin Dichillo is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. His prior work includes roles at TD Ameritrade, Bank of America, Merrill Lynch, and Charles Schwab Bank. Dichillo is based in Sarasota, FL. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, and managed-account services through its integrated Schwab Wealth Advisory wrap fee program. The firm combines non-discretionary and discretionary investment options with centralized custodial and supervisory functions.

Roberta Simpson is a financial advisor at Ameriprise with 31 years of industry experience. She holds Series 63 and Series 65 designations and has been with Ameriprise and its affiliated entities since 2010. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate income strategies. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Brian Mariash is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at Bank of America and Merrill before joining UBS in 2023. Outside of his advisory role, he owns New2$: a nonprofit welcome service for new movers in Sarasota, and serves as a director on the advisory council of the Child Protection Center, a local charitable organization. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor investment plans aligned with clients’ goals and risk tolerances.

Amy Wrightson is a financial advisor at Ameriprise with six years of industry experience. She previously worked at Edward Jones for six years and spent nearly two decades in behavioral healthcare. Wrightson serves on the Board of Directors for Centerstone of Florida, where she participates in CEO appointment and organizational governance. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Ryan Stevens is a financial advisor at Ameriprise Financial Services with 28 years of industry experience. He has held positions at Ameriprise since 2020 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors from 2012 to 2020. Outside of his advisory role, Stevens serves as an assistant tennis coach at Wayne State 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 retirement planning advice, focusing on income sources and tax-aware withdrawal strategies.

John Robinson is a financial advisor with Wells Fargo Advisors in Sarasota, FL, holding a Series 63 designation and possessing 54 years of industry experience. He has been with Wells Fargo Advisors since 2015. Outside of his advisory role, he is an agent for Capstan Insurance Consulting LLC, an insurance-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu to clients meeting a net-worth threshold, utilizing research and planning tools to deliver tailored recommendations through discrete planning engagements.

Brigette Christiansen is a Series 66 licensed financial advisor with Morgan Stanley in Sarasota, FL, with 16 years of industry experience. She has been with Morgan Stanley and its Services Group since 2014 and 2017, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory services to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning arrangements.

Christopher Wilkinson is a financial advisor at Morgan Stanley with seven years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2019. His prior roles include positions at Stellar Partners, The Prudential Insurance Company of America, and Pruco Securities, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with various advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and offers a structured planning process supported by firm-approved tools and modeling techniques.

John Strang is a financial advisor with LPL Financial in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Merrill, and Citigroup Global Markets. 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 through a large network of advisors, utilizing model portfolios, third‑party subadvisors, and customized strategies.

Sherril Morse is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and over 31 years of industry experience. Her prior roles include positions at Kovack Advisors, Cetera Advisor Networks, and Summit Financial Group. She serves as a board member of Artist Series Concerts Friends in Sarasota, Florida. Cambridge Investment Research Advisors serves a diverse client base, offering financial planning, investment management, and retirement plan advisory through a network of independent professionals using a range of customizable investment strategies and platforms.

Jeffrey Nydick is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he assists with overseeing maintenance and budget matters for the Henley Homeowners Association in University Park, Florida. 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, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a range of portfolio management strategies and affiliated research.

Michael Tutcher is a financial advisor at Raymond James Financial with 33 years of industry experience. He has held various roles within Raymond James since 2006 and is also the owner and CEO of Main Street Financial Group. Outside of financial advising, he owns and oversees a fat burning fitness center under Tutcher Family Enterprises. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting supported by analytical tools and maintains specialized programs in municipal advisory and SIMPLE IRA employer consulting.

Eric Abbott is a financial advisor with Morgan Stanley in Sarasota, FL, holding a Series 66 license and having 23 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019, and previously at JP Morgan Securities LLC and EMA Partners of Florida LLC. Outside of his advisory role, he is a partner in Onaway Properties LLC, a real estate business. Morgan Stanley Wealth Management provides a wide array of advisory programs to individual and institutional clients, delivering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s structured financial planning process uses firm-approved tools and modeling techniques to assist clients.

William Rasmussen Jr. is a financial advisor at Ameriprise with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in commercial real estate ownership. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm serves clients with substantial investable assets and integrates advisory, brokerage, and insurance solutions typical of a large institutional firm.

Vergil Rorer is a financial advisor at Wells Fargo Clearing with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following a seven-year tenure at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Valerie Quartiere is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her prior roles include positions at Woodbury Financial Services, MSI Financial Services, and MetLife Investment Fund Services. She is also involved with Walter Genuin USA in a non-investment-related capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a broad range of advisory and brokerage services. The firm supports its network of investment adviser representatives with model portfolios, third-party asset management, and institutional platforms, combining extensive scale with integrated financial services.

Benjamin Johns is a financial advisor with Wells Fargo Advisors in Sarasota, FL, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Morgan Stanley and various Wells Fargo entities. He also owns Johns Financial, LLC, a financial practice based in Bradenton, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of investment and financial planning services tailored to clients who meet specific net-worth criteria, utilizing proprietary research and planning tools.

Andrea Milano is a financial advisor at Raymond James & Associates with 30 years of industry experience. Prior to joining Raymond James in 2025, Milano worked at Wells Fargo Clearing and Wells Fargo Advisors from 2013 to 2024. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers financial planning and investment consulting with a range of portfolio management styles and affiliated research, emphasizing non-discretionary planning and municipal advisory services.

Daniel Rothschild is a financial advisor with Ameriprise based in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior work includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of advising, he is a member-owner of STARDUST ATLANTIC LLC, a business involved in real estate and land holdings. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, combining research-driven modeling and tax-efficiency analysis to deliver personalized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.