Roberta Simpson is a financial advisor at Ameriprise with 31 years of industry experience. She holds Series 63 and Series 65 designations and has been with Ameriprise and its affiliated entities since 2010. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate income strategies. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Brian Mariash is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at Bank of America and Merrill before joining UBS in 2023. Outside of his advisory role, he owns New2$: a nonprofit welcome service for new movers in Sarasota, and serves as a director on the advisory council of the Child Protection Center, a local charitable organization. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor investment plans aligned with clients’ goals and risk tolerances.

Mariah Cudlipp Gant is a financial advisor at OSAIC with eight years of industry experience. She holds a Series 66 designation and has worked at firms including Sagepoint Financial, Inc. and United Planners Financial Services of America. Gant is also president of MEC Financial Services, Inc., a fixed insurance firm, and maintains ownership of an independent insurance business. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to manage portfolios that include a wide range of investment products.

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 previously worked at FSC Securities Corporation and James R.K. Hardy & Associates. Outside of advisory work, she is a licensed realtor for personal real estate transactions. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisors, offering integrated brokerage, investment advisory, and financial planning services across multiple platforms.

James White is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 65 registrations and has previously worked at Oppenheimer & Co. Inc, Wells Fargo Clearing, and Wells Fargo Advisors, LLC. In addition to his advisory work, he is an author. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing model portfolios, research, and technology-driven approaches.

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, holding Series 63 and Series 65 credentials and 25 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. over a ten-year period. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.

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 licenses and over 31 years of industry experience. Her prior roles include positions at Kovack Advisors, Cetera Advisor Networks, and Summit Financial Group. She serves as a board member of Artist Series Concerts Friends in Sarasota, Florida. Cambridge Investment Research Advisors serves a diverse client base, offering financial planning, investment management, and retirement plan advisory through a network of independent professionals using a range of customizable investment strategies and platforms.

William Hazel is a financial advisor at LPL Financial with 22 years of industry experience. He previously worked at Cedar Wealth Management from 2016 to 2024 before joining LPL Financial. Hazel holds Series 63 and Series 65 licenses. Outside of his advisory role, he has involvement in real estate investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

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 32 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he assists with overseeing maintenance and budgeting for the Henley Homeowners Association in University Park, FL. Raymond James & Associates provides 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 offers institutional consulting and manages public finance and municipal services alongside its retail advisory offerings.

Dylan Page is a financial advisor with Raymond James & Associates in Tampa, FL, holding a Series 66 designation and nine years of industry experience. He has been with Raymond James & Associates since 2015. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, with a focus that also includes municipal and institutional consulting services.

Michael Tutcher is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Raymond James in various capacities since 2006 and is also the CEO and owner of Main Street Financial Group. Outside of finance, he owns and oversees a fat-burning fitness center operating under Tutcher Family Enterprises. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes tailored financial planning and non-discretionary investment consulting, providing access to a wide range of advisory and brokerage solutions supported by an extensive affiliate network.

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 with Ameriprise in Lakewood Ranch, FL, holding Series 65 and Series 63 licenses and having 6 years of experience at Ameriprise. She previously worked at Chase Bank for three years and DRB Capital for ten years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.