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.

Robert Evans is a financial advisor with J.P. Morgan Securities and holds Series 66 and Series 63 licenses. He has 14 years of industry experience, with a continuous tenure at J.P. Morgan entities since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. Its approach combines quantitative asset-allocation modeling with centralized due diligence, applying an ESG eligibility framework when recommending strategies.

Michael Conway is a CFP® professional with 43 years of industry experience, currently affiliated with Cetera. His career includes roles at Commonwealth Financial Network, Black Diamond Custom Wealth Management, and Lincoln Financial Securities Corporation. He has also operated Conway Financial Services since 1978. Outside of advisory work, he is involved in fixed insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various investment strategies and third-party managers.

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 who holds the Series 66 designation and has 27 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance, and MetLife Securities. Outside of his advisory work, he owns GatorTrails, a recreational rental business that operates guided tours using LSVs within a local state park in Sarasota, Florida. 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 advisory programs, financial planning services, and access to model portfolios and research from both internal and third-party sources.

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 with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She has held positions at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as Dowling & Yahnke, LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and 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.

Alice Ann Zemelman is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. She holds Series 63 and Series 65 designations and has been with Wells Fargo in various capacities since 2016. Outside of her advisory work, she is an independent consultant involved in direct sales for skincare companies Rodan + Fields and New U Life. 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 research from Wells Fargo Investment Institute and third-party providers.

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.

Jonathan Schaechter is a CFP®-certified financial advisor with 35 years of industry experience, currently affiliated with Morgan Stanley in Bradenton, FL. He has been with Morgan Stanley and its Private Bank since 2017, following over two decades at Mercer Allied Company, L.P., and a long tenure at The Ayco Corporation. He serves on the selection committee for the University of Maryland Incentive Awards Program, helping determine scholarship recipients. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, combining tailored financial planning with various investment strategies and extensive resources. The firm manages approximately $2.74 trillion in client assets and offers comprehensive planning supported by proprietary tools and analyses.

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.

Reese Vita is a financial advisor at Morgan Stanley in Bradenton, FL, holding a Series 66 designation with seven years of industry experience. Prior to joining Morgan Stanley, he worked at SkyBridge Capital and Furman University. He has been with Morgan Stanley since 2019, including a role at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm-approved tools to model outcomes, serving a broad range of clients with both retail and institutional offerings.