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 in Sarasota, FL, holding Series 63 and Series 65 credentials and 25 years of industry experience. She previously worked at Woodbury Financial Services for six years before joining LPL Financial in 2022. 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 financial planning and advisory programs, utilizing both discretionary and non-discretionary management and providing access to model portfolios, third-party research, and various institutional services.

Benjamin Johns is a financial advisor with Wells Fargo Advisors in Sarasota, FL, holding a Series 66 designation and 15 years of industry experience. He has worked within various Wells Fargo entities since 2016. In addition to his advisory role, he owns Johns Financial, LLC, an independent investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services supported by Wells Fargo research and tools, with clients selecting the implementation of recommendations through brokerage or advisory programs.

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.

William Maegerlein is a financial advisor at Edward Jones in Bradenton, FL, with nine years of industry experience and a Series 66 designation. He has been with Edward Jones since 2017 and has also been involved with Strata Consulting since 2015. Outside of his advisory work, he participates as a pitmaster in competitive barbecue events. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Kim Meissner is a financial advisor at Edward Jones with six years of industry experience, including six years at New York Life prior to joining Edward Jones in 2025. She holds Series 66 and Series 63 designations. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad offering of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages over $1 trillion in assets through a nationwide network of financial advisors and branch offices.

Austin Haines is a financial advisor at Morgan Stanley in Sarasota, FL, holding a Series 66 designation with one year of industry experience. His prior work includes positions at Heritage Financial Group, Uber, Wawa Inc, and RJM Gourmet Sandwiches. Outside of financial advising, he has experience working as a contractor in customer service for Uber. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools.

Gennadiy Yankiv is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC for the past 10 years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Oscar Lopez Gutierrez is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His work history includes roles at Bank of America and Merrill, as well as a position at J-Los Beauty Supply. Merrill, together with its affiliate Managed Account Advisors LLC (MAA), provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

James Richards is a financial advisor at UBS Financial Services with 15 years of industry experience. He has worked at UBS since 2019 and was previously employed at Morgan Stanley Smith Barney from 2015 to 2019. Richards holds Series 63 and Series 66 licenses. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

Leif Olson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Wells Fargo Clearing since 2020 and previously held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2010 to 2020. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Heather Clark is a financial advisor with Merrill in Sarasota, FL, holding Series 63 and Series 66 designations and over 31 years of industry experience. She has been with Merrill since 2009 and has concurrently worked at Bank of America, N.A. since 2007. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Joshua Mc Coy is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Ameriprise since 2023. Prior to joining Ameriprise, he worked at Edward Jones for 10 years. Outside of his advisory role, he owns a farm business in Cortez, FL, and serves on the Board of Directors for Young Life of Manatee County. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Matthew Bower is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 11 years of industry experience. Prior to joining Raymond James in 2024, he spent nine years with Edward Jones. He is president of Bower Wealth Management and is involved in a partnership marketing venture under Gilmore, Bower & Fernandez. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, institutional, and charitable clients. The firm offers tailored non-discretionary planning and investment consulting through a large advisor network and supports municipal and public finance work with a distinctive affiliate municipal advisor arrangement.