Jessica Lil Reedman is a financial advisor at Edward Jones in Nokomis, FL, holding a Series 66 designation. She joined Edward Jones in 2026 and has prior experience running Lil Snaps Photography for 14 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Jonathan Knott is a CFP® professional with 17 years of experience, currently serving at Raymond James Financial Services Advisors. He has been affiliated with Raymond James and its related entities since 2013. Knott also owns and operates two non-investment related support companies, Venice Wealth Advisors and Four Pillars Financial Planning Group, both based in Florida. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored, typically non-discretionary advisory solutions and a specialized SIMPLE IRA Employer Advisory & Consulting Services program for small businesses.

Jeffrey Stern is a CFP® professional with 20 years of experience in financial advising. He is currently with Raymond James & Associates, where he has worked since 2021, and previously spent eight years at Robert W. Baird. Stern volunteers with Wings for Widows, providing pro bono financial planning services. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm also provides institutional consulting and municipal finance services.

Joshua Long is a financial advisor at Wells Fargo Clearing with a Series 66 designation and six years of industry experience. He has worked at multiple firms including Cetera Investment Services, Regions Bank, Edward Jones, and Transamerica Financial Advisors. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Ashley Spradley is a financial advisor at Charles Schwab with six years of industry experience. She holds a Series 66 designation and has worked at firms including Charles Schwab Bank, Centene Management Co., Scharf Group/Next Financial, and Edward Jones. Charles Schwab primarily serves high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment options supported by affiliated managed accounts and financial planning services. The firm is notable for its scale, integrated structure, and a combination of advisory relationships with access to affiliated discretionary separately managed accounts.

Thomas Hanks is a financial advisor at Raymond James Financial Services Advisors, Inc. with one year of industry experience. He previously worked at Young, Hanks & Hanks CPAs PA and other CPA firms. Outside of his advisory role, he serves as chair of the board for the nonprofit Village on the Isle. Raymond James Financial Services Advisors serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing advisory and implementation-support services rather than delegated management.

Silvana Nandin is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliated entities since 2007. She is based in Sarasota, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and utilizes firm-approved tools and models in its planning process.

Luisa Montana is a financial advisor with Wells Fargo Clearing in Sarasota, FL, holding a Series 66 designation and four years of industry experience. She has been with Wells Fargo Bank, N.A. since 2016 and Wells Fargo Clearing since 2021. Outside of her financial advisory role, she also works as a delivery driver for Uber. 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.

Xochitl Napoles is a financial advisor with Morgan Stanley in Sarasota, FL, holding a Series 66 designation and six years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019, and previously held positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and Huntington National Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Rochelle Nigri is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 65 and Series 63 licenses and possessing nine years of industry experience. She has been with Morgan Stanley and its Private Bank since 2016 and 2017, respectively. Outside of her advisory role, she is involved in fitness as an employee at Pure Barre Sarasota and works as an independent stylist consultant. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a broad range of advisory programs, including tailored financial planning that utilizes firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Kristen Kohler is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process using proprietary tools and market simulations.

Brett Gardner is a financial advisor at Ameriprise with four years of industry experience. He holds Series 65 and Series 63 credentials and has worked at Ameriprise since 2020. Prior to his advisory role, he was involved with Gardner & Gardner Insurance Co. and Northwood University. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing advice focused on retirement income planning, integrating proprietary research and third-party data.

Randy Seymour is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Stifel since 2020. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Seymour is a board member of the Ebensburg Country Club and serves as secretary of the Young Peoples Community Center, a nonprofit organization focused on recreational fundraising. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services built on proprietary methodology developed by its Investment Strategy Group. The firm provides fee-based financial planning and model allocations intended to support client decision-making.

Michael Robertson is a financial advisor with Raymond James Financial, holding a Series 65 designation and currently based in Nokomis, FL. He has one year of industry experience, including roles at Four Pillars Financial Planning Group and Raymond James Financial Services Advisors, Inc. Prior to entering the financial sector, he worked in education at Liberty University, University of Florida, Venice High School, and Venice Middle School. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individual investors, pension plans, charitable organizations, and state and municipal entities. The firm offers tailored, typically non-discretionary advisory solutions and operates programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

Danielle Walls is a financial advisor at Raymond James & Associates with four years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Before her career in finance, she spent eleven years at The Ritz-Carlton in Sarasota. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and supports institutional consulting and public finance activities.

David Haile is a financial advisor with RBC Capital Markets in Sarasota, FL. He holds a Series 66 designation and has four years of industry experience. Prior to joining RBC Capital Markets in 2021, he worked at Whole Foods Market and Hawthorne Healthcare & Rehabilitation. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored portfolio management and integrates both in-house and third-party investment managers.

Geoffrey Fedurek is a CFP®-designated financial advisor with 32 years of industry experience. He is affiliated with Mass Mutual Investors Services and previously spent 19 years with Metlife Securities Inc. He is also licensed as an agent in life insurance, health, and disability income products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning, asset management, and educational seminars to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual financial planning engagements using firm-approved tools and offers a range of planning services including a recent Divorce Planning offering.

Todd Sacks is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 65 licenses and has 33 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm employs structured planning tools and market modeling techniques to support client outcomes and manages approximately $2.74 trillion in client assets.

Ryan Gardner is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and began his career with Ameriprise in 2020. Prior to advising, he worked in education and mediation from 2016 to 2019. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendations and annual retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Benjamin Krich is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds the Series 63 and Series 66 licenses and has previously worked at Edward Jones, Stifel, and Northwestern Mutual Investment Management. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support its recommendations.