Mariah Cudlipp Gant is a financial advisor at OSAIC with eight years of industry experience and holds a Series 66 designation. Prior to joining OSAIC in 2023, she worked at Sagepoint Financial and has maintained roles at MEC Financial Services, Inc. since 2017, where she serves as President. She is also involved in fixed and non-variable insurance through her ownership of related business entities. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, leveraging risk-tolerance assessments, efficient frontier analysis, and access to various managed account programs and third-party managers.

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.

Janet Hardy is a financial advisor at OSAIC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Fsc Securities Corporation, James R.K. Hardy & Associates, and Group H Companies. Outside of advising, she is a licensed realtor handling personal real estate transactions. OSAIC Wealth serves both retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, with a platform supported by various custodial and third-party arrangements.

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.

Matthew Kotuby is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he specializes in retirement planning strategies for both businesses and families. Since beginning his career in the financial services industry in 2007 and joining Merrill in 2009 upon relocating to Florida, he has focused on assisting clients in establishing financial objectives and developing customized strategies to manage income, retirement planning, and estate planning. He seeks to simplify the complexity of clients' financial lives to allow them to concentrate on business, family, and enjoying retirement. Matthew holds a Bachelor of Business Administration and a Master of Business Administration with a concentration in finance, both from the University of Bridgeport. He has earned multiple professional designations including Certified Financial Planner® (CFP®), Chartered Financial Consultant® (ChFC®), and Certified Investment Management Analyst® (CIMA®). His expertise includes a range of financial planning areas such as divorce transition planning, employee benefits planning, institutional and corporate benefit services, tax minimization, and special needs planning strategies. Outside of his professional work, Matthew enjoys spending time outdoors in the Sarasota area with his wife, Teri, and their three children. His personal interests include baseball, biking, cooking, fishing, golfing, and gymnastics.

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.

Phyllis Gau is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley and its affiliated entities since 2007. Gau volunteers as a teacher with Junior Achievement of the Quad Cities. Morgan Stanley Wealth Management is an investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Sherril Morse is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She previously worked at firms including Kovack Advisors, Cetera Advisor Networks, Summit Financial Group, Stifel, Citigroup Global Markets, and A. G. Edwards & Sons. Morse serves as a board member for Artist Series Concerts Friends in Sarasota, FL. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

William Hazel is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cedar Wealth Management and Eubel Brady & Suttman. 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 network of investment adviser representatives. The firm offers a variety of advisory and brokerage services, including financial planning and access to model portfolios, third-party asset management, and institutional platforms.

Paul Buskey is a financial advisor with Robert W. Baird & Co., holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Robert W. Baird since 2012. Outside of his advisory role, he manages several residential rental properties in Sarasota, FL. He is part of The DDK Group at Robert W. Baird, which serves a range of clients including high-net-worth individuals, families, and institutional clients. The group offers tailored financial planning and portfolio management services using a mix of in-house and third-party managers across traditional and complex strategies.

Jeffrey Nydick is a financial advisor with Raymond James & Associates in Sarasota, FL, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His career includes roles at Wells Fargo Clearing and Citigroup Global Markets. He also serves on the Henley Homeowners Association board, assisting with maintenance and budget oversight. 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 and investment consulting with a variety of portfolio management styles and specialized municipal advisory services.

Dylan Page is a financial advisor with Raymond James & Associates in Lakewood Ranch, FL, holding a Series 66 designation and 10 years of industry experience. He has worked with Raymond James & Associates since 2015. 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, institutional clients, and municipalities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

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.

Paige Olin is a Series 66-licensed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, Paige worked in marketing and healthcare-related roles. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Jennifer Keller is a financial advisor at Ameriprise with six years of experience at the firm and a total of 12 years in the industry. She holds Series 65 and Series 63 licenses and previously worked at Chase Bank and DRB Capital. Keller is based in Lakewood Ranch, Florida. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Eric Abbott is a financial advisor at Morgan Stanley in Sarasota, FL, with 24 years of industry experience. He holds a Series 66 designation and has worked at several firms including JPMorgan Securities, Fidelity, and Merrill. Outside of advising, he is a partner in a property management business based in Sarasota. Morgan Stanley Wealth Management provides a wide array of advisory programs to individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers its services through both direct client relationships and corporate financial planning agreements.

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 with Wells Fargo Clearing in Sarasota, FL, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has previously worked at Morgan Stanley and Citigroup Global Markets. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research and analytics with a diversified investment approach while offering a broad range of brokerage and advisory solutions.