C Snyder III is a financial advisor with Morgan Stanley based in Sarasota, FL, holding Series 63 and Series 65 licenses and has 37 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he volunteers for the FINRA Continuing Education Content Committee and is involved with Common Sense Carry, providing training and instruction to students. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individual and institutional clients. The firm emphasizes structured financial planning supported by proprietary tools and offers both retail and institutional investment solutions.

Skye Scott is a financial advisor at Morgan Stanley with eight years of industry experience. Scott holds Series 66 and Series 63 designations and has worked at Morgan Stanley in various roles since 2017, including at Morgan Stanley Private Bank, N.A., and Fisher Investments prior to rejoining Morgan Stanley. Scott also has experience working at the University of Tampa and Gregory Advisors. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and firm-approved tools, incorporating investment outlooks and modeling techniques.

Randi Sanders is a financial advisor at Osaic with 22 years of industry experience. She holds Series 63 and Series 66 registrations and previously worked at Securities America Advisors, Inc. and Securities America, Inc. Sanders is also a published fiction and poetry writer and serves as president of the Florida Gulf Coast chapter of Sisters in Crime. She teaches poetry workshops through the Osher Lifelong Learning Institute. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, using asset allocation tools and risk-tolerance assessments to build portfolios across multiple asset classes, with both discretionary and non-discretionary management options.

Johnathan Hendrix is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He worked at Sagepoint Financial, Inc. for 14 years before joining Osaic in 2023. Hendrix is also the president of Harley Roy LLC, an entity created to hold a commercial office building used as a branch location for his group. Osaic Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, using asset-allocation tools and third-party platforms to construct diversified portfolios across various investment types.

Cherie Duriez is a financial advisor with Primerica Advisors holding Series 65 and Series 63 licenses. She began her financial services career in 2025 following nine years of military service. Primerica Advisors sponsors and manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies created by unaffiliated asset managers and supports trade execution and account custody through Pershing and BNY Mellon Advisors.

Jeremy Ruccio is a financial advisor with RBC Capital Markets in Sarasota, FL, holding a Series 66 designation and 18 years of industry experience. His prior experience includes roles at Bank of America, N.A., Merrill Lynch, and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers multiple wrap fee advisory programs with customizable portfolio management and financial planning services, utilizing a combination of in-house and third-party investment managers.

James Dailey is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. He has worked at Raymond James since 2018 and previously spent five years with Franklin Templeton Distributors. Outside of his advisory role, he serves as a durable power of attorney and personal representative for his wife. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, with both non-discretionary advisory relationships and institutional consulting services.

Richard Chojnacki is a financial advisor at Robert W. Baird & Co. with 22 years of industry experience. He holds the Series 66 designation and has worked at Robert W. Baird & Co. since 2018, following prior roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides customized consulting and portfolio services, including financial planning and discretionary management, utilizing a range of investment strategies and both in-house and third-party managers.

Scott Woods is a financial advisor with Robert W. Baird & Co., holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Robert W. Baird & Co. since 2012. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The team provides a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Andrew Garbarini is the Vice President and Branch Leader at Fidelity Investments. He leads a team of associates who collaborate with clients to understand their unique situations and develop personalized financial plans. His professional experience includes serving as Vice President and Platinum Services Manager at Morgan Stanley from 2023 to 2025, and as Vice President and Branch Manager at E*TRADE from 2013 to 2023. outside of his professional role, Andrew has interests in baseball, cooking and baking, fishing, military service, parenthood, and volunteering.

Richard Godfrey is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with Cambridge Investment Research Advisors since 2020 and has prior experience at several firms, including CCF Investments and Ameritas Investment Corp. Godfrey is also an independent insurance agent and a member of the SmartVestor Council. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing a variety of portfolio management strategies and platform arrangements tailored to client objectives.

Christopher Pinckney is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2008 and holds the CERTIFIED FINANCIAL PLANNER™ certification, the Chartered Retirement Planning Counselor designation, and the Personal Investment Advisor credential. Christopher earned both his Bachelor's and Master's degrees from St. John Fisher College. He focuses on areas including college education planning, family wealth management strategies, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, retirement income, and women and wealth. A native of Rochester, NY, Christopher currently resides in Sarasota. He is active in his community, serving on the boards of Girls Inc. of Sarasota and the Paradise Resource Center. Outside of work, he is an Ironman triathlete, marathon runner, skier, and enjoys activities such as basketball, biking, boating, fishing, football, music, running, and spending time with his family.

John Bordages is a financial advisor with Morgan Stanley in Sarasota, FL, holding a Series 66 designation and 20 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of his advisory work, he serves as the executor for the Estate of James Bartley. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process and a variety of investment programs without providing individual security recommendations as part of its standalone planning services.

John Murphy IV is a CFP® professional with 27 years of experience in financial advising, currently with Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. He is also involved in a business ownership role with JVM Group, LLC, which supports his planning practice. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, delivering tailored recommendation reports focused on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to produce these recommendations, serving a wide range of clients with advisory, brokerage, and insurance solutions.

Pamela Miller is a financial advisor with Raymond James & Associates in Sarasota, FL, holding a Series 63 designation and 32 years of industry experience. She previously worked at UBS Financial Services Inc. for nine years before joining Raymond James in 2018. Outside of her advisory role, she is a commissioned Notary Public. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, with a focus that includes municipal finance and institutional consulting.

Mark Tobias is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets beginning in 1993. He is based in Long Boat Key, Florida. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market outlook models.

Robert Pesce is a financial advisor with Raymond James & Associates in Sarasota, FL, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has been with Raymond James since 2015. Raymond James & Associates offers financial planning and investment consulting services through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also provides institutional consulting and public finance services, including municipal work and related financing solutions.

Tanner Owens is a financial advisor with Morgan Stanley in Sarasota, FL, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, he worked at UBS Securities LLC and Rotech, and he has a background that includes employment at Stones River Country Club and Middle Tennessee State University. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, providing tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.

Rebecca Fisher is a financial advisor at Cetera with 23 years of industry experience. She holds a Series 66 designation and has worked at Cetera and Cetera Investment Services LLC since 2014. Additionally, she has been associated with Achieva Credit Union since 1998. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individual, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management and retirement services through a multi-manager platform, allowing advisors to implement model portfolios, select third-party managers, or create customized strategies.

Mary Carr is a financial advisor at Morgan Stanley in Sarasota, FL, holding Series 63 and Series 65 licenses with 32 years of industry experience. She has worked at Morgan Stanley since 2010. Outside of her advisory role, she participates in personal sales with Avon and works as an employee selling nail products for Color Street. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside broad retail and institutional offerings.