Travis Abbott is a financial advisor with Edward Jones in Sarasota, FL, holding a Series 66 designation and one year of industry experience. He previously worked at AmeriFactors Financial Group for five years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual and institutional investors. The firm offers a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Adrienne Brown is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. Her career includes multiple roles at Wells Fargo, Fidelity Investments, MVP Soflo West, and Amuni Financial. Brown is based in Sarasota, FL. 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 manages approximately $671 billion in assets through more than 14,000 advisors and offers a range of brokerage and advisory solutions.

Rani Jeffries is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2012. She began her role at Fidelity at The Park Avenue office in Manhattan. Prior to joining Fidelity, she worked as a Financial Consultant at AXA Advisors from 2008 to 2012. Rani has over 15 years of experience in the financial services industry. She partners with clients to develop and implement financial plans aimed at increasing confidence and reducing uncertainty. Building trusting relationships with clients is a fundamental part of her approach. Outside of her professional role, Rani and her husband enjoy boating, traveling, and exploring food. She also has personal interests in biking and Pilates.

David Hood is a CFA® charterholder and holds Series 63 and Series 65 licenses, with 38 years of industry experience. He has been with Morgan Stanley since 2009, currently serving at Morgan Stanley Private Bank, N.A. since 2015 in Sarasota, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutions, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Eric Walther is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he worked for Franklin Templeton Distributors Inc for ten years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Aimee Cogan is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Paul Carico is a financial advisor with LPL Financial in Sarasota, FL, holding a Series 66 designation and 27 years of experience in the industry. His prior roles include positions at Mass Mutual Investors Services, Massmutual Life Insurance Co, and MetLife Securities. Outside of his advisory work, Carico owns GatorTrails, a business operating recreational tours using rental vehicles within a local state park. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other 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.

James Pass is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. His prior roles include positions at Sky UK Ltd, IMG Arena, UBS, and Embry-Riddle Aeronautical University. Stifel serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Aria Falahee is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various JPMorgan entities as well as Dowling & Yahnke, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a centralized due diligence team and incorporates a range of eligible strategies, including an ESG eligibility framework.

M Janet Jason is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. She has been with Morgan Stanley since 2009 and is currently associated with Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning supported by structured discovery and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and combines broad investment programs with specialized services such as estate planning and corporate financial plans.

Jesse Horton is a financial advisor with Wells Fargo Clearing in Sarasota, FL, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Consumers Credit Union, Cuso Financial Services, State Farm, Bank of America, and Merrill. 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.

Alice Ann Zemelman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 27 years of industry experience. She has worked at Wells Fargo Clearing since 2016, following ten years at Merrill and three years at Citigroup Global Markets. Outside of her advisory role, she is an independent consultant for direct sales in the skincare industry. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by extensive research and analytics.

Jeffrey Stillwell is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. Before joining Raymond James in 2026, he spent 11 years with Ameriprise Financial Services, LLC. Outside of financial advising, he owns businesses involved in residential roofing and business consultation. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm provides tailored non-discretionary planning and consulting using analytical tools and supports clients through advisory programs, with specialized municipal and public finance services and a SIMPLE IRA Employer Advisory program.

Michael Tutcher II is a financial advisor with Raymond James Financial in Sarasota, FL, holding a Series 66 designation and bringing nine years of industry experience. He has been associated with Raymond James in various capacities since 2012 and serves as Vice President of Main Street Financial Group, a support company where he is involved in business management and financial advising. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary consulting and supports institutional consulting and portfolio management through an extensive advisor network and affiliated firms.

Michael Haas is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been working in financial services since 1991, bringing over 30 years of experience to his role. Michael’s expertise includes asset diversification, liability management, and cash flow analysis to address clients’ personal, business, and wealth transfer needs. He develops investing approaches that align with each client's unique objectives and risk tolerance. Michael holds a Bachelor's Degree in Business from Indiana University at Bloomington and has earned the Chartered Retirement Planning Counselor™ designation as well as the Personal Investment Advisor (PIA) designation. Outside of his professional responsibilities, Michael is involved with the Cystic Fibrosis Foundation. He resides in Indianapolis with his wife, Lisa.

Adam Barclay is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2023. He specializes in working with families to develop tailored financial strategies, focusing on investment management, retirement planning, and risk mitigation. Adam emphasizes a client-first approach and is dedicated to maintaining high ethical standards in his practice. Adam's career in financial consulting began in 2015, with roles at M Barc Investment Group, Scottrade, TD Ameritrade, and Fidelity Investments. Throughout his professional journey, he has built a strong foundation in financial planning principles and continuously seeks to expand his knowledge to address the evolving needs of his clients. Outside of his professional work, Adam enjoys baseball, fitness, football, golf, and outdoor adventures.

Lewis Howard is a financial advisor at Robert W. Baird & Co. with four years of industry experience. He holds the Series 66 designation and has worked at Baird Private Wealth Management since 2024. His prior experience includes roles at JP Morgan Chase Bank, JP Morgan Securities, Regions Bank, Suntrust Bank, PNC Bank, and Publix. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income to more complex approaches, including discretionary management and overlay services.

Alexandra Hatfield is a financial advisor with Raymond James & Associates in Lakewood Ranch, FL, holding a Series 66 designation and two years of industry experience. Prior to joining Raymond James, she worked at Chen Med and Heartland Dental. Hatfield serves as a finance and investment committee member for Meals on Wheels of Sarasota, where she supports budgeting and financial reporting for the nonprofit. 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 charitable organizations—and offers a range of financial planning and advisory services supported by extensive research and portfolio management options.

Heather Duquette is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. She has worked at Wells Fargo Advisors and ViewTrade Securities, Inc., among other firms. Outside of her advisory role, she coaches volleyball at Riverview High School and an elite volleyball prep academy in Sarasota, FL. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Jon David Bowe is a financial advisor with Stifel, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Stifel since 2014 and previously worked at Advisors Management Group Inc., M&I Investment Management Corp., M&I Financial Advisors, Inc., and RBC Capital Markets. Outside of his advisory role, he is a co-owner of Sunflowco, a landholding entity involved in crop rental activities. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that supports asset allocation and financial planning analyses, with client discretion over implementation.