Christopher Burt is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. His prior work includes roles at Thrivent Financial, Lacy Boots, LLC, and Charles Schwab & Co., Inc. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Gary Mesko is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. He previously worked at FSC Securities Corporation for six years before joining LPL Financial in 2019. Outside of advising, he operates The InCompass Group LLC, which provides tax preparation, accounting, and insurance services, and he is also a Florida-licensed notary public. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with model portfolios and research from various sources.

Kellie Russell is a financial advisor at Edward Jones with four years of industry experience. She holds the Series 66 designation and previously worked at Bank of America, N.A. / Merrill Lynch, Medaille College, and South Buffalo Charter School. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of financial advisors and branch offices.

Halle Macerelli is a financial advisor with Cetera, holding a Series 66 designation and bringing eight years of industry experience. Her prior roles include positions at Bank of America, Merrill, Wells Fargo Clearing, Fragasso Financial Advisors, LPL Financial, and BNY Mellon. She is based in Parrish, FL. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that supports discretionary and non-discretionary strategies with significant scale and a broad advisor network.

Neerja Chaudhry is a financial advisor with Ameriprise in Sarasota, FL, holding the CFP® designation and Series 63 and 66 licenses. She has 32 years of industry experience, including over 18 years with Ameriprise and its affiliated entities. Outside of her advisory role, she manages a family limited partnership focused on estate planning and has interests in a solar power business. She also plans to launch a travel blog centered on her passion for travel after retirement. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets and offers a range of advisory, brokerage, and insurance solutions through its affiliated companies. The firm utilizes a centralized consulting team and algorithmic tools to deliver tailored retirement income recommendations.

Mitchell Haberman is a financial advisor with Ameriprise in Sarasota, FL, holding a Series 63 designation and 38 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC, spanning from 2009 to 2025. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, offering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis through a centralized consulting team and emphasizes managed accounts and algorithmic automation in its approach.

Gabriel Iglesias is a financial advisor with Wells Fargo Clearing, holding a Series 66 license and two years of industry experience. His prior roles include positions at Bank of America, Merrill, Van Clemens & Co. Incorporated, and Eastern National Bank. Outside of finance, he is an owner and officer of a plumbing repair and construction business in Port Charlotte, Florida. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to a broad client base including individuals, corporations, and institutions. The firm utilizes research and analytics from Wells Fargo Investment Institute and third parties, applying diversification and modern portfolio theory in its investment evaluations.

Jessica Campos is a financial advisor at Merrill with eight years of industry experience and holds the Series 66 designation. She has worked at Merrill and Bank of America since 2017 and previously held roles at All in one Solutions and One Cell. Outside of advising, she is the sole owner of two private rental businesses in Bradenton, Florida. 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 institutional investors.

Wallis Delrosario is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 65 and Series 63 designations. His prior experience includes roles at Lincoln Financial Advisors Corporation, USI Consulting Group, MML Investors Services, and MassMutual Financial Group. 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 affiliated discretionary separately managed accounts and offers a distinctive operational structure serving a large client base.

Andy Matheson is a financial advisor with Merrill in Sarasota, FL, holding the Series 66 designation and seven years of industry experience. He has worked at Merrill and Bank of America since 2007. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations by offering model-based and discretionary investment strategies supported by internal and third-party managers.

Julie Bartley is a financial advisor with Equitable Advisors in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of advising, she owns and operates a property management business, provides bookkeeping services for a homeowners association, and works as a real estate agent. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement-plan support, and access to asset management through various third-party programs. The firm uses a hybrid referral and implementation model that combines advisory and brokerage channels to tailor services according to client goals and risk tolerance.

Christine Hicks is a financial advisor with Morgan Stanley in Sarasota, FL, holding a Series 63 designation and 25 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and has worked at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering 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 planning process supported by firm-approved tools and analyses.

Matthew Bucher is a financial advisor at UBS Financial Services with 42 years of industry experience. He previously worked at Bank of America and Merrill. Outside of his advisory role, he owns and manages a sole proprietorship involving real estate activities. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor financial plans to clients.

Walter Stern IV is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He holds the Series 66 designation and is based in Bradenton, Florida. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors.

Charles Pearson is a CFP® professional with 24 years of industry experience, currently serving as an advisor at LPL Financial since 2007. He holds the Series 66 designation and operates out of Sarasota, FL. Outside of his advisory role, he is co-owner of a commercial office rental business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, and institutions. The firm offers a range of advisory programs, financial planning, and brokerage services supported by proprietary and third-party research.

William Body is a financial advisor with Raymond James & Associates in Lakewood Ranch, FL, holding a Series 63 designation and 40 years of industry experience. He has been with Raymond James & Associates since 1995. He serves as Treasurer on the Board of Directors at the Herrig Center for the Arts and is a partner in Tollis Enterprises, Inc. 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, providing financial planning, non-discretionary investment consulting, and municipal advisory services.

Michael Melton is a financial advisor with RBC Capital Markets in Sarasota, FL, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with RBC Capital Markets since 2013. 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 advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile and investment preferences.

Kevin Hill is a financial advisor with Ameriprise in Apollo Beach, FL, holding a Series 66 designation and 10 years of industry experience. He previously worked at Edward Jones for seven years before joining Ameriprise in 2022. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Beckie Clark is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and 16 years of industry experience. She has been with Robert W. Baird since 2012. Beckie is based in Siesta Key, Florida. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Richard Hynes is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in retirement planning strategies for businesses and families. He works closely with business owners, corporate executives, and their employees to design and manage employee financial benefit programs, including equity compensation, defined benefit, defined contribution, and nonqualified deferred compensation plans. His approach connects all aspects of a client’s financial life to prioritize and pursue their goals, helping them plan for and transition into retirement. With over 20 years of experience in the financial services industry, Richard joined Merrill (formerly Banc of America Investments) in 2006. He holds several professional designations, including Retirement Benefits Consultant (RBC), Chartered Retirement Plans Specialist™ (CRPS™), Certified 401(k) Professional (C(k)P®), Certified Plan Fiduciary Advisor (CPFA), and Personal Investment Advisor (PIA). He earned a Bachelor of Science degree in Finance from the University of South Florida. Outside of his professional work, Richard enjoys spending time with his wife, Angie, and their four children. He engages in activities such as soccer, adventure sports, cooking, football, hiking, and woodworking.