Cole Kendrick is a financial advisor with Wells Fargo Clearing in Sarasota, FL, holding a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo in 2026, he worked at Edward Jones for three years. Kendrick has also held various positions outside of finance, including roles in education and retail. 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 through more than 14,000 advisors and offers both brokerage and advisory solutions.

Jeffrey Day is a Series 66 licensed financial advisor at Wells Fargo Advisors in Sarasota, FL, with 25 years of industry experience. He has been with Wells Fargo Advisors since 2014. Outside of his advisory role, he is a 50% owner of DAY/JAFFE, LLC, involved in residential real estate. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services tailored to clients who meet certain net-worth criteria and combines advisory offerings with other financial products and referral channels.

Jane Mcginty is a financial advisor at Robert W. Baird & Co. with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Robert W. Baird since 2012. Outside of finance, she is a co-owner of a veterinary clinic in Sarasota, Florida. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, with a range of investment strategies from traditional to complex allocations.

Aystin Martinez is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Their prior work includes roles at Bank of America, Raymond James & Associates Inc., and Bankers Life, as well as experience at Georgia Southwestern State University and in the solar energy sector with PlugPV. 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 both model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Kirstin Minor is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she collaborates with her husband, Andy, to provide comprehensive financial guidance. She has been part of the financial services industry since 2017 and focuses on areas such as college education planning, family wealth management strategies, and women and wealth. She holds a Bachelor of Arts degree in Finance and a Bachelor of Arts degree in Criminal Justice, both earned in 2005 from Michigan State University. Kirstin also has the Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA®) designation and the Personal Investment Advisor (PIA) designation, catering to the unique needs of professionals in the sports and entertainment industries. Originally from Michigan, Kirstin has lived in Florida for 20 years and resides in Bradenton with her husband and three children. She contributes to her community through involvement with St. Joseph's Catholic School, reflecting her commitment to support families across generations.

Hermann Carcamo is a financial advisor at Edward Jones with six years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2025, he worked for Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Co. He has also been involved in teaching at the University of South Florida Sarasota Manatee since 2018. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing over $1 trillion in assets through a broad network of advisors and branch offices. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and providing services such as tax-efficient strategies and discretionary wrap fee portfolios.

Patrick Handley is a financial advisor with Morgan Stanley, holding a Series 63 designation and bringing 40 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009. Outside of his advisory role, he is a rental property owner in Sarasota, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Russell Skibicki is a financial advisor with Raymond James & Associates in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior roles include positions at Carillon Tower Advisers, Inc., Eagle Fund Distributors, and STS Tampa Tarpons. He has been with Raymond James & Associates since 2017. 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, institutions, and municipal entities—and offers financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research resources.

Nicole Gardner is a financial advisor with Ameriprise in Sarasota, FL, holding a Series 66 designation and 12 years of industry experience. She has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2012. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide structured recommendation reports through a centralized consulting team.

Stacey Crawford is a Series 66-licensed financial advisor with eight years of industry experience, currently with Wells Fargo Advisors since 2019. Prior to joining Wells Fargo, she worked at Raymond James & Associates and Nelson Homes, Inc. She is involved in investment-related activities through her ownership of Bayshore Wealth LLC and serves as an insurance agent for Capstan Insurance Consulting LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients who meet net-worth thresholds, utilizing proprietary research and planning tools to develop customized recommendations.

Courtney Craig is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. She has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of her advisory role, she serves as secretary and treasurer for ECO LOGICAL MANAGEMENT CONSULTING, LLC, a non-investment-related business based in Bradenton, FL. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Tunde Nagy is a financial advisor at Edward Jones in Sarasota, FL, holding a Series 66 designation with 13 years of industry experience. His prior roles include positions at UBS Financial Services, Oppenheimer & Co. Inc, and Morgan Stanley Private Bank, National Association. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm is notable for its extensive retail advisor and branch network as well as additional services such as a trust company and securities-based lending.

Michael Brusso is a financial advisor with Wells Fargo Clearing in Sarasota, FL, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Joseph St Onge is a financial advisor at Edward Jones with 30 years of industry experience and holds the ChFC®, Series 63, and Series 66 designations. He has been with Edward Jones since 2012. Outside of his advisory role, he coaches girls varsity soccer at Riverview High School in Sarasota, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a broad range of advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Matthew Boehm is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 25 years of industry experience. His prior roles include positions at OSAIC, Woodbury Financial Services, and Lion Street Financial. He is the owner of Legacy Private Wealth Advisors and Seaside Key Financial, indicating engagement in entrepreneurial and business management activities alongside his advisory work. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm provides financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, offering a range of discretionary and non-discretionary portfolio management solutions and proprietary and third-party investment strategies.

Thomas Gayer IV is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. His prior work history includes positions at Janney Montgomery Scott, Bank of America, and Merrill. Morgan Stanley Wealth Management provides a comprehensive range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and utilizing firm-approved tools and modeling techniques to support client decision-making.

Ryan Henderson is a financial advisor at Raymond James Financial with 20 years of industry experience. He holds the CFP® and ChFC® designations along with Series 66 and Series 63 licenses. His prior roles include positions at Fidelity Brokerage Services, Creative Planning, and The Estate Settlement Company. He is also associated with Four Pillars Financial Planning Group in a non-investment support capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional entities. The firm employs a non-discretionary, tailored approach to planning and consulting, utilizing risk profiling and modeling tools to support client decision-making.

John Jones IV is a financial advisor at Merrill with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has been associated with Bank of America and Merrill Lynch since 2009. 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. The firm offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christine Pierce is a financial advisor at Morgan Stanley with 26 years of industry experience. She has worked previously at Merrill and has spent multiple years at Morgan Stanley Smith Barney LLC. Outside of finance, she works part-time in customer service at Kohl's Department Store. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Craig Smith is a CFP® professional with 19 years of industry experience, currently affiliated with LPL Financial since 2023. His prior experience includes roles at LPF Advisors, LLC, Securities America Inc, and operating as a sole proprietor. Smith is also involved in insurance sales, including non-variable and Medicare Advantage products, and provides tax preparation and accounting services on a limited basis. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives using various investment strategies and operational tools.