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.

Cody Poepperling is a financial advisor at Cetera with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fisher Investments, Bank of America, Merrill, and Prudential Financial. He is also involved with Aksala Wealth Advisors LLC, which focuses on retirement transition planning and comprehensive financial planning. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and operates a multi-manager platform with access to various investment strategies and program structures.

John Hutchens is a Series 66-registered financial advisor with UBS Financial Services in Boulder, Colorado. He has 23 years of industry experience and has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Kenneth Andrews is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Fidelity Investments since 2022, following prior roles at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, the Town of West Hartford Public Works, and the University of Rhode Island. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base, including registered investment companies and charitable funds, and is known for its use of systematic methodologies and oversight in managing model portfolios.

Lisa Simms is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Edward Jones since 2024. She previously worked at Morgan Stanley Smith Barney from 2002 to 2024. Outside of her advisory role, she owns and manages a rental property in Sarasota, FL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and affiliated financial services supported by a large national network of advisors and branches.

Stephen Schweigart is a financial advisor with Edward Jones in Sarasota, FL, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Waste Connections from 2010 to 2018. Outside of advising, he is a co-owner of a short-term vacation rental. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Todd Hogan is a financial advisor with Edward Jones in Bradenton, FL, holding a Series 63 designation and 24 years of industry experience. He has been with Edward Jones since 2002. Hogan serves on the board of directors for Meridian Healthcare in Youngstown, OH. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jaquelyn M Singh is a financial advisor at Morgan Stanley with eight years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank. Outside of her advisory work, she is involved in real estate ventures through multiple LLCs jointly owned with family and friends. Morgan Stanley Wealth Management serves 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 employs structured planning tools to support its advisory services.

Myrna Kassis is a Series 66-licensed financial advisor at Osaic with 20 years of industry experience. She spent 10 years at Lincoln Financial Advisors before joining Osaic in 2025. Outside of advising, she is involved in real estate as the owner of a condo rental property. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisors and various advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party money managers to construct diversified portfolios across multiple asset classes.

Blake Caldwell is a financial advisor with Raymond James & Associates, holding a Series 66 designation and nine years of industry experience. He previously worked at UBS from 2015 to 2018 before joining Raymond James in 2018. 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 high-net-worth individuals, institutions, and municipal entities, offering financial planning and investment consulting primarily through non-discretionary relationships.

Isaac Valley is a CFP® and Series 66-registered advisor with Edward Jones in Bradenton, FL, bringing seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at The Scion Group: The Woodlands of W. Tennessee. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

Michael Trosset is a financial advisor at Fidelity with Series 66 and Series 63 licenses and three years of industry experience. Prior to joining Fidelity, he worked for six years as a public defender in Otsego County and operated Trosset Group Attorneys for sixteen years. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Scott Rockwell is a financial advisor at Morgan Stanley with 24 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, currently serving at Morgan Stanley Private Bank, National Association. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Jay Jurkovich is a financial advisor with Ameriprise, holding Series 65 and Series 63 licenses and 17 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2009. Outside of his advisory role, he owns and operates Jay Jurkovich LLC, an S Corporation for managing operational expenses. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Colin Gardner is a financial advisor with Ameriprise in Sarasota, FL, holding Series 65 and Series 63 licenses. He has one year of industry experience, including prior roles at Wayne State University and Barton Hills Country Club. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income, employing an investment approach supported by proprietary research and algorithmic tools.

Robert Kniceley Sr. is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds a Series 66 designation and has been associated with Wells Fargo Bank, N.A. since 2010. 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 a range of brokerage and advisory solutions supported by extensive research and analytics.

Kelsey Lebeda is the Vice President and Branch Leader at the Sarasota Fidelity Investor Centers. In this role, Kelsey leads a team of financial professionals dedicated to assisting clients in creating and working toward their financial goals. Kelsey focuses on delivering a positive experience for every client. Kelsey's experience at Fidelity Investments spans over a decade, beginning in 2012. Prior to becoming Vice President and Branch Leader in 2022, Kelsey held positions as Assistant Branch Manager from 2017 to 2018, Financial Consultant from 2014 to 2017, Investments Representative from 2013 to 2014, and Financial Representative from 2012 to 2013.