Mark Monaghan is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His career includes roles at Wells Fargo Clearing, Independent Financial Partners, and LPL Financial. He is based in Sarasota, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory services with other financial products and referral channels.

Christopher Guido is a financial advisor with Morgan Stanley in Sarasota, FL, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at J.P. Morgan Securities and NutraElite, LLC. He is also a partner in a real estate investment venture, LWM REIT LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market analysis.

Philip Pasho is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing 20 years of experience in financial advising. His client focus areas include college education planning, corporate benefits, corporate executive services, divorce transition planning, executive compensation, equity compensation services, family wealth management strategies, international wealth management, managing new wealth, and personal retirement planning. Prior to his financial advisory career, Philip gained professional experience in marketing, finance, and general management within the technology industries, including semiconductors, contract manufacturing, robotics, and computer software. He also founded two early-stage companies backed by private equity and institutional venture capital. Philip attended Northeastern University and took courses at the University of Massachusetts and the University of Maine, though no degree was conferred. He holds the Personal Investment Advisor (PIA) designation. Philip resides in Sarasota, Florida with his spouse and has two grown children and two grandchildren. His community involvement includes serving as Treasurer of the Hammocks Condominium Association, Executive Director of the Literacy Council of Sarasota from 2004 to 2006, participation in the Stewardship Committee of St. Boniface Church in 2005, and Executive Director of The Dyslexia Foundation from 2003 to 2006. His personal interests include antiquing, chess, cooking, football, genealogy, reading, spending time with family, and traveling.

Michael Matash is a financial advisor at Morgan Stanley with 15 years of industry experience and holds a Series 66 designation. He has been with Morgan Stanley since 2011, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he is employed with Cirrus Aviation, where he provides general aviation flight training in small aircraft. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling in its financial planning process.

Dawn Newland is a financial advisor at Morgan Stanley with 19 years of industry experience. She has worked at Morgan Stanley and UBS Financial Services, holding credentials including Series 63 and Series 65. Outside of her advisory role, she owns and operates a residential pool cleaning service in Venice, Florida. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside broader investment offerings.

Samuel Stempler serves as a Financial Advisor with Merrill Lynch Wealth Management, based in Venice, Florida. He focuses on providing clients with thoughtful planning and flexible financial strategies, emphasizing clear communication, transparency, and long-term client relationships. His approach aims to help clients understand the importance of developing a financial plan and adapting it as life circumstances change. Originally from New York, Samuel relocated to Florida in 2023. He has been with Merrill since 2020 and assists clients with investment planning, risk management, and tax minimization strategies. He works alongside a team with over 70 years of collective wealth management experience. Samuel holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the State University of New York System. Samuel is an active member of the Sertoma organization in Venice, Florida. He resides in Parrish with his close family friend, Morgan, and their golden retriever, Oakley. His personal interests include chess, cooking, fishing, gardening, golfing, painting, pickleball, soccer, spending time with family, and swimming.

Jillien Fry is a financial advisor at Morgan Stanley in Sarasota, FL, holding a Series 66 designation with seven years of industry experience. She previously worked at Morgan Stanley Private Bank, N.A. and has experience with Habitat for Humanity Mississippi Capital Area. 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 and firm-approved tools to model financial outcomes, while clients are responsible for implementing and maintaining their plans.

Ronald Javate is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked at J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities since 2015. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Blake Lynn is a financial advisor at Edward Jones with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2002. 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 under management through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

Keri Hawk is a Series 66-licensed financial advisor with J.P. Morgan Securities in Sarasota, FL, and has 14 years of industry experience. She has been with J.P. Morgan Securities since 2012 and is also affiliated with JPMorgan Chase Bank. Outside of her advisory work, she holds a minority ownership interest in a collectibles grading business that assesses memorabilia and sports cards, primarily for estate planning. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through a non-discretionary program that combines quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework and offers access to a broad range of investment products, including security-based swaps and futures, within the larger J.P. Morgan financial organization.

Robert Nelson Jr. is a financial advisor with Edward Jones in North Port, FL, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he serves as Vice President of Summit Park LLC, a property management company, where he participates in board meetings and supports governance activities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and operates under a fiduciary standard, with notable scale in retail advisory services, branch offices, and affiliated financial capabilities.

Matthew Reall is a financial advisor with Raymond James & Associates based in Sarasota, FL, holding a Series 66 designation and four years of industry experience. Prior to joining Raymond James in 2026, he worked at Merrill for five years and Bank of America for eight years. 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, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Kristin Carter is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2015. She holds the Series 63 designation and is based in Sarasota, FL. Outside of her advisory role, she is involved in an insurance consulting business. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and business-owner transition planning. Advisors use Wells Fargo’s research and tools to develop tailored recommendations, with clients choosing whether to implement them through the firm’s brokerage or advisory programs.

Jeanette Williams is a financial advisor with Mass Mutual Investors Services, holding 33 years of industry experience. She previously worked for Metlife Securities Inc. for 25 years before joining Mass Mutual in 2016. In addition to her advisory role, she is a licensed insurance agent focusing on life, disability, long-term care, and fixed annuities, and she is also a notary. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning, asset management, and educational services to individuals, business owners, trusts, and charitable organizations. The firm offers collaborative, annual financial planning engagements that utilize firm-approved tools and strategies, emphasizing investment categories rather than specific product selections.

Robin Bauer is a financial advisor with Morgan Stanley in Sarasota, FL, holding a Series 63 designation and 38 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and models.

Seann Wooten is a financial advisor with J.P. Morgan Securities in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018 and previously held roles at Bank of America N.A. and Merrill from 2015 to 2018. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Sandra Wagner is a financial advisor at UBS Financial Services with 12 years of industry experience. She holds a Series 66 designation and has worked primarily at UBS, with a one-year period at Raymond James & Associates. Outside of her advisory role, Wagner serves as treasurer on the board of the Watercolor Place Homeowners Association in Bradenton, Florida. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings to tailor plans based on proprietary research and asset allocations.

Richard Rosnack is a CFP® and ChFC® with 41 years of experience in the financial industry. He has been with Raymond James Financial since 2009 and also owns and manages Rosnack Financial Group, Inc. Outside of his advisory work, he serves as a guardian overseeing personal well-being matters. 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, corporations, and institutional clients. The firm provides tailored, non-discretionary consulting and employs analytical tools to support client goals, while maintaining specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Lucas Noble is a financial advisor with MassMutual Investors Services, holding the CFP® and ChFC® designations, and has 19 years of industry experience. His career includes roles at MassMutual Life Insurance Company and METLIFE Securities Inc. Outside of his advisory work, he manages and owns several business entities related to property management and financial services. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-focused planning engagements supported by firm-approved analytical tools.

Bradley Ohmes is a financial advisor with LPL Financial in Sarasota, FL, holding Series 63 and Series 65 credentials and 16 years of industry experience. His prior experience includes roles at Mass Mutual Investors Services and Metlife Securities Inc. Outside of his advisory work, he is involved in tax preparation and accounting through The Incompass Group and holds a non-variable insurance agent license. 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 range of advisory and brokerage services, including financial planning, model portfolios, and third-party asset management, supported by technology tools and a broad range of non-advisory financial activities.