Cheryl Christensen is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC from 2009 to 2016. 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 grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Dorothy Sperry is a financial advisor with Charles Schwab in Sarasota, FL, holding Series 63 and Series 65 licenses and 22 years of industry experience. Her prior roles include multiple positions at TD Ameritrade, Scottrade, and Edelman Financial Engines. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a centralized platform for advisory, brokerage, custody, and cash-sweep services.

Michael Gray is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Merrill since 2008 and Bank of America, N.A. since 2009. Outside of his advisory role, he serves as a trustee for a nonprofit trust, monitoring its investments. 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, and various institutional investors.

David White is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 65 and Series 66 licenses and bringing 26 years of industry experience. He has worked with Morgan Stanley since 2014 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved in family estate planning through a qualified personal residence trust and manages a real estate investment entity. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and emphasizes structured planning processes supported by firm-approved tools and modeling techniques.

Jamie Shapiro is a Series 66-licensed financial advisor with Morgan Stanley in Bradenton, FL, having 24 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is a co-owner of JMS of Sarasota, LLC, which operates Animal Crackers Pets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools.

Conor O'Brien is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and previously worked at Webull Financial LLC. His background includes roles outside the financial sector, such as playing for hockey teams including the Fayetteville Marksmen, Iowa Heartlanders, and Indy Fuel. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets. The firm’s approach includes a structured financial planning process that utilizes firm-approved tools and broad investment offerings.

Robert Jones is a financial advisor at Wells Fargo Advisors with 17 years of industry experience. He holds Series 66 and Series 65 licenses and has been with Wells Fargo Advisors since 2016. Outside of his advisory role, he owns Anticus Services, LLC, a non-investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo. The firm provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions tailored to clients who meet a net-worth threshold.

Jeffrey Alexander is a ChFC® credentialed financial advisor with 53 years of industry experience. He is currently with Cambridge Investment Research Advisors and has held positions at firms including Royal Alliance Associates and LPL Financial. Alexander serves as a volunteer president for the Washington Township United Fund and is a board member of the Washington Community Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a range of portfolio management options and proprietary as well as third-party strategies.

Eldin Hadziabdic is a Financial Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 2007 and joined Merrill in 2016. He holds the Accredited Asset Management Specialist (AAMS) designation from The College for Financial Planning Institutes Corp. and a bachelor's degree in Business Administration from SUNY. Eldin focuses on family wealth management strategies, personal retirement planning, portfolio management services, and retirement income. His approach to financial planning centers on understanding each client's life priorities, enabling him to develop personalized plans that align with their goals and aspirations. He provides access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. Outside of his professional responsibilities, Eldin and his family reside in Lakewood Ranch, where they participate in community activities supporting organizations such as F.E.L.T. and All Faiths Food Bank. He also holds a National C Soccer Coaching License and coaches soccer at Lakewood Ranch Chargers. His personal interests include soccer, tennis, and traveling.

Tara Meyer is a Planning Consultant at Fidelity Investments. She has held multiple roles within the company, including Relationship Manager and Financial Representative, spanning from 2023 to 2026. Her work focuses on collaborating with clients to develop financial plans that prioritize their unique goals, values, and priorities. Tara emphasizes an approach to financial planning that empowers clients by providing the insight, tools, and strategies necessary to align their financial decisions with their long-term objectives. She is committed to supporting clients in managing their assets intentionally to achieve their financial goals. In her personal time, Tara enjoys activities such as beach outings, boating, fitness, outdoor adventures, and traveling.

Kevin Hines is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Securities America Advisors, THE O.N. Equity Sales Company, and Ohio National Financial Services. He also operates Hines Financial Services, Inc., where he handles insurance planning for clients. OSAIC serves a diverse client base ranging from individual investors to institutions, offering brokerage and advisory services alongside financial planning and retirement consulting. The firm employs various portfolio construction tools and supports multiple advisory platforms, integrating third-party managers and model solutions.

Alexander Garner is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 10 years of industry experience, including prior roles at CETERA Advisor Networks LLC and First Command Advisory Services. Outside of his advisory work, he teaches part-time for Manatee County and serves as a board member for the Florida Institute for Saltwater Heritage. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, offering financial planning and investment management through a network of independent professionals. The firm provides a range of portfolio solutions with both proprietary and third-party strategies, delivering services tailored to client objectives across multiple custody platforms.

Travis Abbott is a financial advisor with Edward Jones in Sarasota, FL, holding a Series 66 designation and one year of industry experience. He previously worked at AmeriFactors Financial Group for five years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual and institutional investors. The firm offers a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Robert Evans is a financial advisor with J.P. Morgan Securities and holds Series 66 and Series 63 licenses. He has 14 years of industry experience, with a continuous tenure at J.P. Morgan entities since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. Its approach combines quantitative asset-allocation modeling with centralized due diligence, applying an ESG eligibility framework when recommending strategies.

Michael Conway is a CFP® professional with 43 years of industry experience, currently affiliated with Cetera. His career includes roles at Commonwealth Financial Network, Black Diamond Custom Wealth Management, and Lincoln Financial Securities Corporation. He has also operated Conway Financial Services since 1978. Outside of advisory work, he is involved in fixed insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various investment strategies and third-party managers.

Rani Jeffries is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2012. She began her role at Fidelity at The Park Avenue office in Manhattan. Prior to joining Fidelity, she worked as a Financial Consultant at AXA Advisors from 2008 to 2012. Rani has over 15 years of experience in the financial services industry. She partners with clients to develop and implement financial plans aimed at increasing confidence and reducing uncertainty. Building trusting relationships with clients is a fundamental part of her approach. Outside of her professional role, Rani and her husband enjoy boating, traveling, and exploring food. She also has personal interests in biking and Pilates.

David Hood is a CFA® charterholder and holds Series 63 and Series 65 licenses, with 38 years of industry experience. He has been with Morgan Stanley since 2009, currently serving at Morgan Stanley Private Bank, N.A. since 2015 in Sarasota, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutions, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Eric Walther is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he worked for Franklin Templeton Distributors Inc for ten years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Aimee Cogan is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Paul Carico is a financial advisor with LPL Financial who holds the Series 66 designation and has 27 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance, and MetLife Securities. Outside of his advisory work, he owns GatorTrails, a recreational rental business that operates guided tours using LSVs within a local state park in Sarasota, Florida. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and access to model portfolios and research from both internal and third-party sources.