Jacqueline Kulle is a financial advisor with Raymond James & Associates in Sarasota, FL, holding Series 63 and Series 65 designations and three years of industry experience. Her previous roles include CEO and positions at Wealth Strategies Partners and Passage Global Capital Management. Raymond James & Associates, Inc. is a large 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 and investment consulting with a range of portfolio management styles and affiliated research.

Murray Snow III is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds the Series 63 designation and has been with Morgan Stanley Private Bank, National Association since 2015, and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that incorporates structured discovery conversations and firm-approved planning tools.

James Morrison III is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He is also a board member of the Robinson Hearts and Minds Foundation, which raises funds through charitable events for research and engineering scholarships. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and investment solutions, supported by a large network of advisors and branch offices nationwide.

Christopher Mazza is a financial advisor at Wells Fargo Advisors with 34 years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes roles at Wells Fargo Clearing and Banc of America Investment Services, Inc. Mazza is involved in insurance consulting through Capstan Insurance Consulting LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering comprehensive investment and financial planning services using proprietary research and tools, with options for brokerage or advisory program implementation.

Rylan Lanham is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its Private Bank since 2017. Prior to that, he was with FDX Capital LLC and Global Financial Private Capital, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and analyses such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and offers a broad range of retail and institutional financial services.

Robert Elkins is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at UBS Financial Services and Morgan Stanley DW Inc. Outside of advising, he is a part-owner of Allodex Systems LLC, a dental product manufacturer and distributor, and holds joint ownership of an aircraft through N4421X LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting. The firm employs a research-driven investment approach and offers a broad range of brokerage and advisory solutions.

Thomas Redden III is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 13 years of industry experience. He has worked with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2011. Outside of his advisory role, he operates a small online business selling art and various household items on platforms such as eBay and Etsy. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm delivers its program on a non-discretionary basis, combining institutional advisory operations with brokerage, distribution, and investment management capabilities.

Drew Wilson is a Wealth Management Planning Consultant currently working with Fidelity Investments since 2022. He focuses on helping clients and their families develop, implement, and maintain personalized financial plans that are comprehensive and easy to follow. He has over two decades of experience in the financial services industry, having held roles such as Internal Regional Consultant at Principal Global Investors from 2011 to 2022, Financial Consultant at Clarion Advisors, Inc from 2010 to 2011, and Financial Consultant at Wells Fargo Advisors from 2007 to 2010. Earlier in his career, he worked as a Fund Information Specialist at Franklin Templeton Investments from 1993 to 2007. Drew holds a California Insurance License. Further education details and personal interests were not provided.

Brandon Kuban is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Bank of America/Merrill Lynch and several other financial institutions. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Steven Victor is a financial advisor with Raymond James & Associates who holds Series 63 and Series 65 licenses and has 43 years of industry experience. He previously worked at Janney Montgomery Scott for seven years and RBC Capital Markets Corporation for nine years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including high-net-worth individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, drawing on a range of portfolio management styles and emphasizing tailored advice supported by firm research and model manager options.

Andrew Minor is the Senior Resident Director and Wealth Management Advisor at Merrill Lynch, where he leads the office in Bradenton, Florida. Since joining Merrill Lynch Wealth Management in 2004, he has held leadership roles and developed expertise in guiding clients toward their financial goals. Andy holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and has earned several professional designations including Chartered Life Underwriter (CLU), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment specialist. Andy graduated from the University of Alabama with a Bachelor of Science degree in Chemical Engineering. He has been involved in training programs within Merrill Lynch and was appointed Resident Director in 2015. His professional approach emphasizes a disciplined, client-focused financial strategy tailored to individual needs, including areas like college education planning, retirement income, tax minimization, and socially responsible investing. In addition to his professional responsibilities, Andrew Minor is active in his community. He serves on the boards of the Manatee County Fair Association and the Early Learning Coalition of Manatee County and is the 2024 President of the Bradenton Kiwanis Club. He is also a member of the Manatee County Chamber of Commerce. Andy resides in Bradenton with his wife, Kirstin, and their three children, and enjoys football, golfing, running, and family activities.

Janice French is a financial advisor at Edward Jones with four years of industry experience. She holds a Series 66 designation and previously worked at Jabil for 17 years before joining Edward Jones in 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

Matthew Estrada is a financial advisor at Morgan Stanley with eight years of industry experience. He has worked at several firms, including Merrill, Raymond James & Associates, Keystone Management Group, and JPMorgan Chase. Outside of his advisory role, he volunteers as a DJ for Sarasota Christian School. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Darren Janakis is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with LPL Financial since 2004, following prior roles at Main Street Management Company and Commonwealth Financial Network. Janakis is also involved in a non-securities related insurance agency and maintains an accounting entity, Janakis Financial. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and extensive operational tools.

Joseph Maldonado is a Series 66-licensed financial advisor with Equitable Advisors in Bradenton, FL, bringing 15 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2010. Outside of his advisory role, Maldonado is involved as a referral sales agent in real estate and is a licensed CPA. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm uses a variety of advisory models and third-party asset managers to deliver customized investment solutions and fiduciary services.

Christine Drone is a CFP® with 22 years of industry experience. She is currently with RBC Capital Markets in Sarasota, FL, and has previously worked at City National Bank, Wells Fargo Clearing, and SunTrust Advisory Services. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a variety of advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers.

Jesse Perez is a financial advisor at Wells Fargo Advisors in Sarasota, FL, holding a Series 66 designation and bringing 13 years of industry experience. His prior work includes roles at UBS, Merrill, Bank of America, and Morgan Stanley. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. Advisors at the firm use proprietary research and planning tools to develop tailored recommendations, with clients choosing how to implement those recommendations through various brokerage or advisory programs.

George O'Brien Jr. is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and Legg Mason Wood Walker. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and customized financial planning using firm-approved tools and methodologies.

Joseph Hennessey is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017, following prior roles at J.P. Morgan Securities and JPMorgan Chase Bank. Outside of his advisory work, he serves on the investment committee for United Way Suncoast. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning solutions and manages approximately $2.74 trillion in client assets, utilizing structured planning tools and advisory services across a broad range of investment programs.

Marc Miller is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. His prior work includes roles at M&M Wealth Advisors LLC and several positions outside finance, including work with Fellowship Jiu-Jitsu and at the University of South Florida. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, ranging from individual and high-net-worth clients to institutional clients. The firm utilizes analytical tools like deterministic and probability modeling to provide non-discretionary planning tailored to clients' goals and supports its services through a large advisor network and institutional consulting.