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.

Christopher De Michele is a financial advisor with Edward Jones in Sarasota, FL, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a large nationwide network of advisors and branch offices.

Harry Pinkham is a CFP® professional with 33 years of industry experience, currently serving at Wells Fargo Advisors since 2022. He previously worked with Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he owns ESJ Investment Co, LLC, and is an agent with Capstan Insurance Consulting LLC. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that offers comprehensive investment and financial planning services to individuals, trusts, and institutional clients, utilizing Wells Fargo’s research and planning tools to develop tailored recommendations.

Maura Guthrie is a CFP® professional with 24 years of industry experience. She has worked at Wells Fargo Clearing Services LLC since 2017 and was previously with UBS Financial Services Inc for nine years. Wells Fargo Advisors provides investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and delivers both brokerage and advisory solutions.

Jon Waggoner is a financial advisor with Equitable Advisors in Lakewood Ranch, FL, holding a Series 66 designation and 26 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors LLC, since 1999. Outside of his advisory role, he is the owner of Waggoner Holdings LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm utilizes a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels tailored to client goals and risk tolerance.

Charles Belluardo is a Senior Financial Advisor and a founding partner of The Beacon Group. With over 25 years as a licensed investment professional, he specializes in portfolio management, focusing on managing risk through technical analysis, portfolio hedging strategies, and portfolio management policy. He is dedicated to building long-term client relationships and delivering client service by aligning financial strategies with clients' goals and values. Charlie holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification as well as the Certified Plan Fiduciary Advisor (CPFA) designation. He also holds titles as a Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and in Sports & Entertainment (SE). He earned a High School Diploma from Southern Regional High School and attended Georgian Court College without obtaining a degree. Outside of his financial advisory role, Charlie has been a professional and amateur automobile racecar driver for over 15 years, competing across the U.S. and Canada. He has two children and has also raised two foster children. His personal interests include adventure sports, spending time with his family, traveling, and watching movies.

Paul Castro is a CFP® with 21 years of experience in the financial services industry. He has been with Ameriprise since 2005, currently serving as a financial advisor in Sarasota, FL. Outside of his advisory role, he is employed by CMA 92 LLC, an Ameriprise franchise owned by William Munn. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations primarily for clients holding assets in Ameriprise Managed Accounts.

Robert Rosenberg is a financial advisor with Cetera, holding a Series 66 designation and 22 years of industry experience. He has worked at Cetera Wealth Services, Summit Financial Group, and Summit Brokerage Services. Rosenberg serves on the board of Cardinal Mooney High School and is involved in organizing fundraising events for local schools and nonprofits in Sarasota, FL. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Alexander Gelbert is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 registrations and has worked at JP Morgan Chase Bank and Janus Henderson Distributors. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Cole Mc Hargue is a Wealth Management Advisor with Merrill Lynch Wealth Management, joining the Picazio McHargue Group in 2020. He specializes in retirement planning, tax minimization, portfolio strategies, wealth management, estate planning services, and wealth transfer strategies for multigenerational families. Cole focuses on serving individuals and families in the Venice area to help optimize financial outcomes across generations. He holds a Bachelor of Science degree in Finance and a Bachelor of Science degree in Economics from Northeastern University in Boston. Cole earned his CERTIFIED FINANCIAL PLANNER™ certification in 2022 and is also a Personal Investment Advisor (PIA). Cole is involved in his community through organizations such as Take Stock in Children and the Venice Arts Center.

Christine Purser is a financial advisor with Ameriprise in Sarasota, FL, holding a Series 66 credential and 17 years of industry experience. She has been with Ameriprise and its related entities since 2008. Outside of her advisory role, she owns and operates a tax preparation business under The Purser Group and Purser Enterprises, LLC, and is involved with Sunny Paradise Life LLC. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research-driven modeling and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Angelo Tramontelli is a financial advisor at Wells Fargo Clearing with 41 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kelly Crockett is a financial advisor at Raymond James & Associates with nine years of industry experience and holds the Series 66 designation. Prior to joining Raymond James in 2016, Crockett worked at TGS Siesta Properties for four years. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, including high-net-worth clients, pension plans, corporations, charitable organizations, and government entities, providing wealth advisory planning and investment consulting primarily on a non-discretionary basis.

Jose Flores Jr. is a financial advisor with Edward Jones in Sarasota, FL, holding the CFP® and ChFC® designations. He has 21 years of industry experience, including 11 years with Edward Jones. He was previously the owner of JJMG ENTERPRISES L.L.C., a business involved in various lawful activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products through a large network of financial advisors and branch offices nationwide.

Jonathon Seaton is a financial advisor with OSAIC in Sarasota, FL, holding Series 63 and Series 66 designations and five years of industry experience. He has worked previously at FSC Securities Corporation and SPAN Digital. Outside of his advisory role, Seaton owns M-6 Technology, a consulting business focused on technology and software development. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with portfolio construction supported by asset-allocation tools and access to third-party money managers.

Katherine Johnson is a financial advisor with Morgan Stanley in Sarasota, FL, holding a Series 66 designation and 18 years of industry experience. She has worked with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Christine Levine is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She previously worked at Janney Montgomery Scott from 2013 to 2024 before joining Morgan Stanley Smith Barney in 2024. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and firm‑approved processes to support clients' financial goals.

Jack Heiss is a financial advisor at UBS Financial Services with 38 years of industry experience. He previously worked at Bank of America and Merrill for a combined 29 years. He serves as President of the Board for YMCA South Tampa, leading monthly meetings and overseeing committees. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm provides a broad range of services including portfolio management, market-making, and capital markets support.

Daniel Burris is a financial advisor at Edward Jones in Venice, FL, holding a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2018 and has prior experience in retail and entertainment-related roles. Outside of his advisory career, Burris serves as president of a community outreach nonprofit. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including wrap fee strategies and separately managed accounts. The firm manages over $1 trillion in assets and operates a nationwide network of advisors and branch offices.

Benjamin Yzeiri is a financial advisor at Merrill with a Series 66 credential and five years of industry experience. He has worked at Bank of America and Merrill since 2015 and is also the managing member of Apollonia Restaurant LLC, where he provides accounting, marketing, and finance services. Additionally, he serves as a committee and board member for the University of Michigan Alumni Social Club. Merrill offers managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, and institutional investors. The firm integrates model-based and discretionary investment strategies and is part of Bank of America’s wider platform, providing access to a range of financial products and services.