Tracie Manning is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. She has been with Morgan Stanley and its Private Bank since 2014. Manning is also involved as an owner in a separate investment-related business. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes structured financial planning using standardized tools and engages in various investment and trading activities through its affiliated entities.

Sydney Young is a financial advisor at Stifel with one year of industry experience. Prior to joining Stifel, Young worked at Young Hanks and Hanks CPAs PA from 2017 to 2024 and Robinson Hanks Young and Roberts PA from 2009 to 2017. Outside of finance, Young serves as a board member of Loveland Living Inc., an organization supporting adults with intellectual and developmental disabilities. Stifel serves a diverse client base including individuals, institutions, and municipalities, providing brokerage and investment advisory services. The firm employs a proprietary analytical methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Daniel Long is a financial advisor at Stifel with eight years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2019, following a two-year period at UBS Financial Services. Stifel serves a broad clientele, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Kara Cioffi is a financial advisor at Merrill with 14 years of industry experience and holds a Series 66 designation. She has worked at Merrill since 2015 with some interruptions and has prior experience at SunTrust Advisory Services and Wells Fargo Clearing. Outside of her advisory role, she is a member and partner of A&M Ceramic Coating, LLC, a business specializing in ceramic coating installations for vehicles and other surfaces. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, corporations, and charitable organizations.

Crystal Gil is a financial advisor at Raymond James & Associates with 12 years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Advisors and Walmart. Outside of her advisory role, she is a notary public in Sarasota, FL. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, drawing on a variety of portfolio management styles and affiliated research resources.

Alan Richmond is a financial advisor with Ameriprise in Venice, FL, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jeffrey Burgess is a financial advisor with Morgan Stanley in Sarasota, FL, holding a Series 66 designation and eight years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers a broad range of retail and institutional investment services.

Brian Angelillis is a CFP® professional with 10 years of industry experience, currently advising clients at Edward Jones since 2015. He holds the Series 66 designation and is based in Venice, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mitchell Halperin is a financial advisor at RBC Capital Markets with 33 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. He is based in Sarasota, FL. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various wrap fee advisory programs that provide discretionary and non-discretionary portfolio management and financial planning, tailoring strategies to each client’s Advisory Risk Profile.

Corey Schaul is a financial advisor at LPL Financial with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services, Morgan Stanley, and Nadler Financial Group. In addition to his advisory role, he is commissioned as a notary in Sarasota, FL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, utilizing model portfolios, third-party managers, and customized strategies supported by research and technology tools.

Scott Ferguson is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 23 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2019 and previously spent 14 years at FSC Securities Corporation, Inc. Ferguson is also the CEO and owner of Seaboard Capital Group LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm delivers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Neal Abravanel is a CFP® professional with 41 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a power of attorney for his mother. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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.

Lina Morales Corredor is a financial advisor at Merrill with Series 63 and Series 66 credentials and eight years of industry experience. She has worked at Bank of America and Santander Securities, and also has experience working with Uber in a transportation-related role. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Angela Johnson is a financial advisor with Robert W. Baird & Co. in Sarasota, FL, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. She has been with Robert W. Baird since 2000. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, addressing a range of investment strategies including traditional and non-traditional allocations.

Kale Youtzy is a financial advisor at Ameriprise with seven years of industry experience. He previously worked at Edward Jones for seven years and has experience in the restaurant industry as well as in education. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to create tailored, non-discretionary recommendations delivered through a centralized consulting team.

Brett Martinsen is a financial advisor with Ameriprise in Sarasota, FL, holding a Series 66 designation and five years of industry experience. He has worked with Ameriprise since 2020 and is also involved with N2 and Martinsen Financial Consultants LLC. Outside of finance, he is a sales professional for CUTCO, providing branded client gifting solutions for real estate professionals. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement planning, tax-aware withdrawal strategies, and dependable income sources. The firm uses proprietary research and third-party data to develop personalized, non-discretionary recommendations within a defined investment universe.

Stanwood Sweetser is a CFP® with 35 years of industry experience, currently advising at Raymond James & Associates since 2019. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he holds a 30% ownership in a real estate venture focused on buying and reselling condominium units in Sarasota, FL. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers non-discretionary financial planning and investment consulting supported by a nationwide adviser force and a variety of portfolio management strategies.

Rochele Diantonio is a financial advisor with LPL Financial in Sarasota, FL, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. Her previous roles include positions at OSAIC Wealth, Inc. and SII Investments, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions through a large network of advisors. The firm offers a wide range of advisory and brokerage services, utilizing various investment strategies and tools while managing over $819 billion in discretionary assets.

Brandon High is a financial advisor with Edward Jones in Sarasota, FL, holding a Series 66 designation and nine years of industry experience. Prior to joining Edward Jones in 2017, he worked at Brixey & Meyer from 2014 to 2017. He serves as a board member of CHESS Christian School in Centerville, OH. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of advisory programs and investment options. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers discretionary and non-discretionary strategies, including tax-efficient services and affiliated investment products.

Victor Mweu is a Financial Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 2019. In his role, Victor focuses on family wealth management strategies, liquidity management, personal retirement planning, portfolio management services, and tax minimization. He aims to build deep client relationships by understanding their unique ambitions and creating personalized financial plans that reflect their priorities. Victor holds a Bachelor's Degree and a Master of Business Administration (MBA), both from Anderson University. He is a Personal Investment Advisor (PIA) and a member of several professional organizations, including Phi Eta Sigma National Honor Society, Alpha Chi College Honor Society, Pi Sigma Alpha Political Science Honors Society, and is a Center for Public Service (CPS) Fellow. His community involvement includes supporting the Gleaners Food Bank of Indiana, part of Feeding America. Outside of his professional work, Victor enjoys basketball, football, golfing, and soccer. He is committed to helping clients uncover what matters most to them and their families to develop strategies that pursue their financial goals.