Colin Gardner is a financial advisor with Ameriprise in Sarasota, FL, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Ameriprise, he worked at Wayne State University and has experience in various roles including at Barton Hills Country Club and Fiamma Grill. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

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.

Gregory Eastman is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 14 years of industry experience. His prior roles include positions at Cetera, Summit Financial Group, and Questar Asset Management. He is also a commissioned notary in the state of Maine. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, and institutional platforms, with advice delivered primarily by investment adviser representatives using a variety of investment strategies.

Kelli Morrison is a financial advisor with Morgan Stanley in Bradenton, FL, holding a Series 66 credential and seven years of industry experience. She has worked with Morgan Stanley and its Private Bank since 2018 and had prior experience at Crowder Brothers Ace Hardware. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services that combine broad retail and institutional offerings with specialized investment and planning strategies.

Kathleen Scholz is a financial advisor with LPL Financial in Bradenton, FL, holding a Series 66 credential and seven years of industry experience. Her prior roles include positions at Edward Jones and Fisher Investments. She is co-owner of a handyman services business in Palmetto, FL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, institutions, and retirement plan participants, offering advisory and brokerage services through a large network of investment adviser representatives. The firm provides various investment solutions, including financial planning and third-party asset management, supported by extensive operational and research tools.

Rebecca Gore is a financial advisor with LPL Financial based in Sarasota, FL, holding the Series 66 designation and bringing 10 years of industry experience. Her career includes roles at BMO Bank NA, SunTrust Bank, Truist Advisory Services, and Raymond James. She currently serves as a premier banker at BMO Bank NA. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, with a range of investment options supported by research and operational tools.

Jonna Keller is a financial advisor at OSAIC with 27 years of industry experience. She holds the Series 63, Series 65, and Series 66 credentials. Her prior experience includes roles at SagePoint Financial, SPC, and Sigma Financial Corporation. Keller is also a managing partner at First Security Investments of SWF, LLC, an insurance sales business. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

David Leifer is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes roles across several Morgan Stanley entities since 2007 and a prior position at Citigroup Global Markets from 2002 to 2007. Outside of finance, he is involved in an art-related business, David Leifer Art. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment committee inputs.

John Franz is a Wealth Management Advisor associated with Merrill Lynch Wealth Management. He works with a limited number of financially independent clients, typically individuals or families with investable assets of $1 million to over $5 million, providing ongoing oversight, second-opinion guidance, and strategic coordination. His practice is focused on high-net-worth wealth management, including portfolio management, retirement planning, tax minimization, and services for endowments, foundations, and non-profits. John's expertise includes wealth preservation, legacy planning, and assisting clients with complex financial decisions such as career transitions, executive moves, and 401(k) rollovers. He often collaborates with clients' estate attorneys and CPAs to unify planning strategies, emphasizing goals-based investment frameworks and tax-sensitive growth portfolios. Many client relationships begin with confidential second opinions to assess alignment across investments, tax strategy, and long-term planning. He holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). John earned an Accredited Certificate from the College for Financial Planning. He is a member of professional organizations such as the Investment Consulting Association and the NFLPA, and participates in community involvement with the American Cancer Society. Outside of his professional work, John enjoys biking, boating, golfing, swimming, traveling, and spending time with his family.

Ernest Dean Jr. is a financial advisor with Morgan Stanley in Sarasota, FL, holding a Series 66 designation and 17 years of industry experience. He has been with Morgan Stanley since 2010 and also works with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including customized financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-sponsored arrangements.

Peter Borho is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 20 years of industry experience, including prior roles at Benjamin F Edwards & Co and Kovack Securities, Inc. Outside of financial advising, he is the owner of 5Plus 1 Holdings LLC, an active business since 2000. Cambridge Investment Research Advisors serves a broad client base—including individuals, retirement plans, charitable organizations, and trusts—by providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers multiple investment platforms and both discretionary and non-discretionary strategies, including proprietary and third-party model portfolios.

Kevin St John is a financial advisor with Edward Jones in Lakewood Ranch, FL, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, he worked at State College of Florida and PGT Innovations. He serves as a board member of the Sarasota Economic Development Corporation and is the president of Goalkeeper World, a sports training and merchandise business. Kevin also organizes events for the Vanderbilt University Sarasota Alumni Chapter. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors. The firm manages approximately $1.01 trillion in assets and provides discretionary and non-discretionary strategies, overlay and tax-efficient services, and maintains affiliated capabilities such as a trust company and proprietary mutual funds.

Donna Gora is a Senior Financial Advisor with Merrill Lynch Wealth Management. She works alongside a team of firm specialists to provide goals-based wealth management services to a diverse range of clients. Donna focuses on developing strategies, offering investment guidance, succession planning, and exit strategies tailored for individuals, families, their businesses, as well as nonprofit organizations and foundations. Her expertise includes family wealth management strategies, services for endowments, foundations, and non-profits, personal retirement and philanthropic planning, small business strategies, socially responsible and ESG investing, women and wealth, sports and entertainment, and retirement income. Donna holds the Personal Investment Advisor (PIA) designation and has earned a High School Diploma from Oldsmar Christian School, an Associate's Degree from Edward Williams College, and both a Bachelor's and a Master's Degree from Fairleigh Dickinson University. Outside of her professional work, Donna is involved in community activities focused on early childhood development and education, as well as theater and the arts. Her personal interests include biking, gardening, and music.

Gypsy Daniel is a financial advisor at Merrill with 15 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2016, following four years at UBS Financial Services. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies managed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Thomas Osterman is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 65 licenses. He has 33 years of industry experience and has been with Morgan Stanley and its Private Bank since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and firm-approved methodologies to support client financial goals.

Beth Robak is a Senior Financial Advisor with Merrill Lynch Wealth Management. She works closely with clients and their families to develop tailored financial strategies aimed at addressing complex financial challenges and achieving both short- and long-term goals. Her collaborative approach involves coordinating with clients' CPAs, attorneys, and other professionals to deliver comprehensive wealth management solutions. Beth leverages investment insights from Merrill and the banking services of Bank of America to assist clients in navigating changing market conditions and financial opportunities. Beth has particular expertise in serving entrepreneurs, business owners, and women professionals. She understands the complexities involved in managing business growth, succession planning, and employee benefits, as well as balancing business and family financial needs. She also focuses on helping women engage actively with their family's financial planning and supports female business owners in aligning their personal and professional goals. She holds a Bachelor’s degree from Illinois State University and an MBA from Lake Forest Graduate School of Management. Beth is a Certified Exit Planning Advisor (CEPA) and a Personal Investment Advisor (PIA). In addition to her professional role, she participates in community volunteer activities. Her personal interests include boating, golfing, reading, skiing, swimming, traveling, volleyball, and spending time with her family.

Felipe Lewis is a Financial Consultant at Fidelity Investments, where he assists clients in understanding and navigating the company's offerings to develop and implement personalized financial plans. He has been with Fidelity Investments since 2020, progressing through roles including Financial Representative, Relationship Manager, and Investment Consultant before his current position. Prior to joining Fidelity, Felipe held positions in the banking industry, including Branch Manager at Credit Union 1 from 2012 to 2017, Licensed Personal Banker at JPMorgan Chase Bank from 2009 to 2012, and Senior Personal Banker at Parkway Bank & Trust Co. from 2003 to 2009. His experience spans various aspects of financial services, emphasizing client relationships and investment consulting.

Jorge Lopez Balboa is a financial advisor with UBS Financial Services in Sarasota, FL. He holds Series 63, Series 65, and Series 66 designations and has 52 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client plans.

Jon Lowther is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 65 licenses and 29 years of industry experience. His prior roles include positions at Wells Fargo Clearing, SunTrust Advisory Services, Fifth Third Securities, and Merrill. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.