Jay Hesdorffer is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, Hesdorffer serves on the board of the Goldring Woldenberg Institute of Southern Jewish Life, a religious nonprofit organization. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, with a financial planning process that incorporates firm-approved tools and models to support tailored client solutions.

Miguel Ortigao is a CFP® with 15 years of experience in financial advising. He is currently with Cetera and has previously worked at Avantax Investment Services, Avantax Advisory Services, Aksala Wealth Advisors, Capital Investment Advisors, and Gratus Capital. He serves as a director for Tampa Club Epicurean, a nonprofit focused on vocational culinary training for youth. Cetera is an SEC-registered firm that supports more than 10,000 independent advisors and serves a diverse client base, including individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes both affiliated and third-party investment strategies.

Meghan Corcoran is a financial advisor with Edward Jones in Lakewood Ranch, FL, holding a Series 66 designation and six years of industry experience. Her prior work includes roles at Bank of America, N.A. and Merrill. She was also involved with the Jay Corcoran Memorial Scholarship Foundation for 16 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a wide range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Cynthiea Locala is a CFP®-certified financial advisor with 32 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. She previously worked at UBS Financial Services for ten years. Locala is also involved as an officer and financial advisor in two support companies, Just Cindy LLC and Momentum Wealth Partners LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutions. The firm offers financial planning and non-discretionary investment consulting, emphasizing advisory roles that support client decision-making through tailored financial plans and a range of implementation options.

Daniel Molineaux is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Bank of America, Merrill Lynch, Wells Fargo Clearing, and Scottrade. In addition to his advisory work, he serves as a Staff Sergeant in the U.S. Army National Guard. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including funds of funds and model portfolios.

Robert Armstrong Jr. is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. His prior experience includes roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, Armstrong is involved in retail beauty business ownership and co-owns salon suite ventures in Florida. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting high-net-worth individuals, combining research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Jeffrey Moll is a financial advisor with Mass Mutual Investors Services in Lakewood Ranch, FL, holding Series 63 and Series 65 designations and 40 years of industry experience. He worked at Metlife Securities Inc. for 32 years before joining Mass Mutual Life Insurance Company in 2016 and Mass Mutual Investors Services in 2017. He is also an independent insurance agent specializing in dental and group disability income, disability, life/accident/health, LTC, and Medicare-related products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to deliver written recommendations and structured, ongoing collaborative planning relationships.

Chadd Brown is a financial advisor with Cambridge Investment Research Advisors and holds a Series 65 designation. He has one year of industry experience with Cambridge and has also been affiliated with Lexington Cutter, Inc. since 2011. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing a range of portfolio management strategies and platform options.

Brian Maddox is a financial advisor at Stifel with 43 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel since 2015. Maddox serves as a board member of the Rotary Club of Sarasota Bay, where he is involved in promoting the club, growing membership, and raising funds for charitable causes. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutional clients, and charitable organizations. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning, with clients maintaining discretion over implementation.

Andrea Merritt is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 65 and Series 63 licenses and 11 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and analytics.

Ieva Navarro is a financial advisor with LPL Financial in Sarasota, FL, holding Series 65 and Series 63 licenses and having nine years of industry experience. She previously worked at PFS Investments Inc and Primerica Financial Services from 2016 to 2023. Outside of advisory roles, Navarro has experience in mortgage and real estate loan origination. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and third-party research.

Matthew Berka is a financial advisor with Morgan Stanley in Sarasota, FL, holding a Series 66 designation and eight years of industry experience. His work history includes positions at Merrill and Progressive Employer Management Company prior to joining Morgan Stanley. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm’s approach incorporates structured discovery conversations and firm-approved planning tools, managing approximately $2.74 trillion in client assets.

James Hardy is a financial advisor with OSAIC in Sarasota, FL, holding the ChFC® and Series 63 designations and having 46 years of industry experience. He previously worked at FSC Securities Corporation for 33 years and Group H Advisory Corporation for 32 years. Outside of his advisory role, Hardy is the owner of an insurance agency through Group H Capital Corporation. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing various investment platforms and third-party solutions to construct and manage client portfolios.

Douglas Machado is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and previously worked at Independent Financial Group Branch 1928. Outside of finance, he was involved with CrossFit Lena and CrossFit Lakewood Ranch for several years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a systematic investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction.

Daniel Hoffe is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2016. He holds the Series 66 designation and is based in Sarasota, Florida. Outside of his advisory role, he is involved in two investment-related business activities, including ownership of A VERY GOOD DAY !, LLC and acting as an agent for Capstan Insurance Consulting LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services, including cash-flow, retirement, education, risk, and wealth-transfer planning, utilizing proprietary research and planning tools to tailor recommendations.

Julia Laginess is a financial advisor at Raymond James & Associates with two years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Star Wealth Advisors and John Hancock. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets with over 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting for a diverse client base, including individuals, institutions, and government entities, delivering non-discretionary advice supported by comprehensive analytical tools and a broad affiliate network.

Scot Jaffe is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Advisors since 2014. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition planning and special-needs analysis, using proprietary research and planning tools.

Elizabeth Green is a financial advisor with Raymond James & Associates, holding the CFP® designation and 16 years of industry experience. Her prior roles include positions at Gulfside Bank, LPL Financial, Truist Advisory Services, BB&T, and Morgan Stanley Smith Barney. She serves on the finance and investment committees of local nonprofit organizations, including the Education Foundation of Sarasota and the Lakewood Ranch Business Alliance, and is a silent partner in a bookkeeping business. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 advisors. The firm provides wealth advisory planning and investment consulting to a broad client base, including individuals, institutions, and municipal entities, with a focus on non-discretionary financial planning and recommendations supported by an extensive affiliate network.

Fred Brickel is a CFP®-certified financial advisor at Wells Fargo Advisors with 44 years of industry experience. He has worked within various Wells Fargo entities since 2009, including Wells Fargo Clearing. Brickel is also involved in outside business activities related to investment and insurance consulting through BRICKEL GP, LLC and Capstan Insurance Consulting LLC. Wells Fargo Advisors provides investment and fee-based financial planning services to individuals, trusts, and institutions, offering a broad range of planning options including retirement, education, risk, and wealth-transfer planning. The firm uses its own research and planning tools to deliver tailored recommendations, with clients having the option to implement these through multiple available programs.

Kevin Dichillo is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. His prior work includes roles at TD Ameritrade, Bank of America, Merrill Lynch, and Charles Schwab Bank. Dichillo is based in Sarasota, FL. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, and managed-account services through its integrated Schwab Wealth Advisory wrap fee program. The firm combines non-discretionary and discretionary investment options with centralized custodial and supervisory functions.