Jeffrey Burgess is a financial advisor with Morgan Stanley in Sarasota, FL, holding a Series 66 designation and eight years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with 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 offers a broad range of retail and institutional investment services.

Mitchell Halperin is a financial advisor at RBC Capital Markets with 33 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. He is based in Sarasota, FL. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various wrap fee advisory programs that provide discretionary and non-discretionary portfolio management and financial planning, tailoring strategies to each client’s Advisory Risk Profile.

Christopher Vining is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and models, while managing approximately $2.74 trillion in client assets.

Corey Schaul is a financial advisor at LPL Financial with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services, Morgan Stanley, and Nadler Financial Group. In addition to his advisory role, he is commissioned as a notary in Sarasota, FL. 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 broad range of advisory and brokerage services, utilizing model portfolios, third-party managers, and customized strategies supported by research and technology tools.

Neal Abravanel is a CFP® professional with 41 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a power of attorney for his mother. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Lina Morales Corredor is a financial advisor at Merrill with Series 63 and Series 66 credentials and eight years of industry experience. She has worked at Bank of America and Santander Securities, and also has experience working with Uber in a transportation-related role. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Angela Johnson is a financial advisor with Robert W. Baird & Co. in Sarasota, FL, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. She has been with Robert W. Baird since 2000. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, addressing a range of investment strategies including traditional and non-traditional allocations.

Kale Youtzy is a financial advisor at Ameriprise with seven years of industry experience. He previously worked at Edward Jones for seven years and has experience in the restaurant industry as well as in education. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to create tailored, non-discretionary recommendations delivered through a centralized consulting team.

Brett Martinsen is a financial advisor with Ameriprise in Sarasota, FL, holding a Series 66 designation and five years of industry experience. He has worked with Ameriprise since 2020 and is also involved with N2 and Martinsen Financial Consultants LLC. Outside of finance, he is a sales professional for CUTCO, providing branded client gifting solutions for real estate professionals. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement planning, tax-aware withdrawal strategies, and dependable income sources. The firm uses proprietary research and third-party data to develop personalized, non-discretionary recommendations within a defined investment universe.

Stanwood Sweetser is a CFP® with 35 years of industry experience, currently advising at Raymond James & Associates since 2019. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he holds a 30% ownership in a real estate venture focused on buying and reselling condominium units in Sarasota, FL. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers non-discretionary financial planning and investment consulting supported by a nationwide adviser force and a variety of portfolio management strategies.

Daniel Antioho is a CFP® with 41 years of industry experience, currently affiliated with LPL Financial since 2008. He previously worked at Citigroup Global Markets from 2001 to 2008. Antioho also operates the Antioho Investment Planning Group, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with a range of advisory and brokerage services.

John Huffman is a financial advisor at Morgan Stanley with 14 years of industry experience. He previously worked at U.S. Bancorp Investments, INC. for seven years before joining Morgan Stanley Smith Barney LLC, where he has been since 2022. He holds Series 65 and Series 66 designations. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning services that utilize firm-approved tools and investment modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct financial planning and corporate financial planning agreements.

Theresa Phelps is a financial advisor at Edward Jones with nine years of industry experience. She holds the Series 63 and Series 66 designations. Her prior work includes roles at Investment Distributors Inc and Protective Life. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets.

Edward Luecke is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on assisting individuals and families with a range of financial services, including corporate executive services, divorce transition planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, and retirement income. Edward and his team employ a disciplined process to help clients achieve long-term financial success. This process involves creating tailored financial plans to provide clarity and confidence, building and managing diversified portfolios adaptable to various market conditions, simplifying clients' financial lives by serving as a trusted resource, and delivering direct personal service. Their work emphasizes fostering financial well-being and building multigenerational relationships anchored on trust and consistent service. Edward holds a Bachelor's Degree from the University of Rhode Island and has earned professional designations including Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). Outside of his professional role, he has personal interests that include antiquing, cooking, fishing, painting, scuba diving, and traveling.

Claudio Ceron is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2022. He has been with Fidelity since 2012, progressing through positions as Investments Representative and Financial Consultant. Prior to his tenure at Fidelity, Claudio worked as a Financial Advisor with Edward Jones from 2010 to 2012. Claudio brings over 15 years of experience in financial consulting, focusing on partnering with clients to understand their goals and develop clear, realistic plans. His approach centers on providing straightforward guidance and utilizing Fidelity's resources to benefit clients, with an emphasis on open and consistent communication. He holds a California Insurance License. Outside of his professional work, Claudio has interests in comedy, family activities, food, snowboarding, soccer, and traveling.

Jacqueline Luckner is a financial advisor with Merrill in Bradenton, FL, holding Series 63, 65, and 66 designations and 21 years of industry experience. She has been with Merrill since 2018 and has prior work experience primarily in the fitness and early childhood education sectors. Outside of finance, she works as a delivery employee for Door Dash. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Rochele Diantonio is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. She worked at SII Investments, Inc. from 2016 to 2018 before joining LPL Financial, where she has been since 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and technology tools.

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.