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 22 years of industry experience. His career includes prior roles at Morgan Stanley, UBS Financial Services, Merrill, and Bank of America. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative analysis supported by a manager solutions team, with a distinctive range of regulatory registrations and derivatives capabilities.

Sandra Wagner is a financial advisor at UBS Financial Services with 13 years of industry experience. She holds the Series 66 designation and has worked primarily at UBS since 2013, with a brief tenure at Raymond James & Associates. Outside of her advisory work, she serves as treasurer on the board of directors for the Watercolor Place Home Owners Association in Bradenton, Florida. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management and employs proprietary research and model-based asset allocations to tailor client plans.

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 in Sarasota, FL, holding CFP® and ChFC® designations and 19 years of industry experience. He has worked at MassMutual Investors Services since 2017 and previously spent 11 years at MetLife Securities Inc. Outside of financial advising, he manages multiple family-owned real estate ventures. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved tools and also delivers specialized planning programs and educational seminars.

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.

James Springer is a financial advisor at Stifel with 32 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2014 and previously spent 12 years at UBS Financial Services. Outside of his advisory role, he is involved in community and philanthropic activities, including serving as president of the Sigma Chi Area Alumni Group and as a board member of the Gamma Theta Foundation, which supports scholarships for the Sigma Chi Fraternity. Stifel serves a broad range of clients, including individual investors, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis from its Investment Strategy Group, which provides forward-looking market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Connor Knapp is a financial advisor with RBC Capital Markets in Sarasota, FL, holding Series 63 and Series 65 licenses and has two years of industry experience. His prior roles include positions at City National Bank and Service For Profit Group. Outside of finance, he has worked in the hospitality sector at Evies Tavern and has teaching experience at both the university and secondary school levels. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored portfolio strategies implemented through in-house and third-party managers, supported by integrated capital-markets and lending capabilities.

Joseph Grimm is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in compensation and benefit plan consulting and services, with a focus on 401(k) retirement plans, defined benefit pensions, non-qualified deferred compensation (NQDC), and equity plans. Mr. Grimm holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Equity Plan Consultant (EPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned his bachelor's degree from Trinity College.

Glenn Scharf is a financial advisor with LPL Financial in Sarasota, FL, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has previously worked at Next Financial Group Inc and Cumberland Brokerage Corporation and is the CEO and sole member of Scharf Group, LLC, a business he has led since 1995. Additionally, he serves as a Chapter Success and Launch Coach for Business Network International. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of investment solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Daniel Freed is a CFP® professional with 26 years of experience in the financial services industry. He is currently affiliated with Wells Fargo Clearing, where he has worked since 2018. His prior experience includes roles at Southwestern Investment Group and Raymond James Financial Services. 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 brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party data.

Nicole Macek is a financial advisor at Edward Jones with a Series 66 designation. She has one year of experience in the financial industry, having joined Edward Jones in 2026 after a 28-year career at Walgreens Co. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services through a large national network of advisors and branch offices, managing approximately $1.01 trillion in assets under management.

Mounira Ben Aissa is a financial professional with 13 years of industry experience, currently with LPL Enterprise since 2024. She holds Series 65 and Series 63 licenses and has a lengthy background at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of her advisory role, she is involved in real estate development and rental through her ownership of Mouni and Associates LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach, offering access to third-party asset managers, financial planning, and a range of non-securities products including affiliated trust and insurance services.

Michelle Fleter is a financial advisor with Morgan Stanley in Sarasota, FL, holding a Series 66 designation and 18 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and offers services that combine structured planning tools with broad investment and financial product offerings.

Shannon King is a financial advisor with Wells Fargo Clearing in Sarasota, FL, holding Series 63 and Series 66 licenses and having seven years of industry experience. King has been with Wells Fargo Clearing Services since 2018 and has also worked at Wells Fargo Bank since 2013. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

William Mc Ginty is a Series 66-licensed financial advisor with Robert W. Baird & Co., where he has worked since 2020. He has six years of industry experience and operates from Siesta Key, Florida. Outside of his advisory role, he owns and manages McGinty Marine International, a yacht delivery service that he runs on weekends. He is part of the DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing manager-traded and model-traded strategies, tax management, and internal research tools, with approximately $394 billion in assets under management as of December 2025.

Janet Hroncich is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She has been with Morgan Stanley and its associated entities since 2012, previously working at Ameriprise from 1999 to 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and offers structured planning processes utilizing firm-approved tools and proprietary modeling techniques.

Michael Long is a financial advisor at Stifel with 46 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Bank of America and Stifel Nicolaus & Co. In addition to his advisory work, Long serves on several non-investment-related boards, including a homeowners association, a country club finance committee, and a church endowment fund. Stifel serves a diverse client base, including individuals, institutions, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Terri Nelson is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill, she worked in law enforcement with the Sarasota County and Jefferson County Sheriff's Offices and held roles at LifeLock/Symantec Corporation and Ann Taylor Factory Store. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies constructed by internal and third-party managers for individuals, high-net-worth clients, and institutional investors.