Tracy Woodin is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Morgan Stanley and its predecessor, Morgan Stanley Smith Barney, since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process that incorporates firm-approved tools and market-based modeling techniques.

Judith Schwartzbaum is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. She has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, following 14 years at Citigroup Global Markets. She has a lender role in an investment-related loan business. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and does not provide individual security recommendations as part of standalone planning.

Sherry Hernandez is a financial advisor at Raymond James Financial with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Raymond James in various capacities since 2011. Outside of advising, she works as a registered assistant with Main Street Financial Group in Sarasota, FL. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, employing analytical tools such as risk profiling and probability modeling to support client goals.

Robert Smith is a Series 66 licensed financial advisor with seven years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2018 and previously spent twelve years at EBSCO Industries. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on a range of financial planning topics without implementing those recommendations. The firm emphasizes holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

Marco Herrera is a financial advisor at Fidelity with five years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at firms including Pershing Advisor Solutions, Insight Global, and Charles Schwab. His background also includes roles outside the financial sector, such as work with Dairy, LLC and the City of Orlando. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Anastasiya Rybak is Vice President and Branch Leader at Fidelity Investments, a position she has held since 2024. In this role, she coaches and mentors associates in their professional development and career growth, fostering a culture of trust and support to help clients pursue their goals. Anastasiya's career at Fidelity Investments began in 2018, where she has held several roles including Assistant Branch Leader, Financial Consultant I, Planning Consultant, Relationship Manager, and Financial Representative. Before joining Fidelity, Anastasiya worked at Global Financial Private Capital as a Compliance Officer from 2016 to 2018 and as a Broker Dealer Home Office Representative from 2015 to 2016. Her extensive experience spans compliance, client relationship management, and financial consulting. Outside of her professional responsibilities, Anastasiya enjoys camping, fitness, gardening, visiting museums, running, and spending time with pets.

Paige Woodlock is a financial advisor with Fidelity, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments, she was a PGA Tour Professional from 2019 to 2024. Fidelity’s affiliate, Strategic Advisers LLC, serves retail and institutional clients with investment management and advisory services that combine fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs. The firm also employs algorithmic and AI-driven methodologies and acts as an advisor to multiple registered investment companies and fund-of-funds.

Lisa Turner is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley and Citigroup Global Markets. She is based in Bradenton, Florida. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics to guide investment selection within a large-scale platform.

Walter Ruesch is a financial advisor with Edward Jones in Sarasota, FL, holding Series 63 and Series 66 designations and over 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, his family is involved in leasing a home to support individuals with disabilities. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a large network of advisors and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

Marc Slone is currently serving as Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2026. In this role, he focuses on helping families simplify financial complexity and build confidence in managing their wealth. He prioritizes understanding clients' values beyond their financial statements to provide collaborative planning and genuine partnership, assisting them in making informed decisions about their life, family, and legacy goals. His professional experience includes previous roles within Fidelity Investments, such as Financial Consultant from 2021 to 2025, Investment Consultant from 2019 to 2021, and Customer Relationship Advocate from 2017 to 2019. Marc also worked as a Portfolio Counselor at Fisher Investments during 2025 to 2026. Outside of his professional work, Marc enjoys activities such as spending time at the beach, attending concerts, cooking and baking, exploring food, socializing with friends, and playing golf.

Ryan Brems is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has worked at Northwestern Mutual and Merrill, among other firms. Brems is involved in community service as Vice-President of the Rotary Club of Lakewood Ranch and is set to serve as its President from 2025 to 2026. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and various asset management programs through a network of Investment Adviser Representatives.

Sarah Jackson is a Series 66 licensed advisor with Merrill in Bradenton, Florida, where she has worked since 2006. She has 13 years of industry experience. Merrill, alongside 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.

David Crew is a financial advisor at LPL Financial with 30 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. Prior to joining LPL Financial in 2011, he worked at Securities America Advisors, Inc. for eight years and at Veravest Investment Advisors, Inc. for one year. He serves as a trustee for a family trust and is a minor owner of a family LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a broad range of financial planning and investment management services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers customizable strategies through a large network of advisors, supported by research tools and a variety of advisory platforms.

Stephen Tavano is a financial advisor with LPL Enterprise holding a Series 66 designation and 12 years of industry experience. He has worked at firms including Edward Jones and Prudential Insurance Company of America. Outside of his advisory work, he is a business owner who notarizes documents for friends and neighbors. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach and offers services such as financial planning, access to third-party asset managers, and affiliated trust and insurance products.

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 in Sarasota, FL, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. His prior roles include positions at FSC Securities Corporation and MSI Financial Services, Inc. Outside of advisory work, he is involved with The InCompass Group LLC, a tax preparation and accounting business, and is also a licensed notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational tools and oversight of more than $819 billion in discretionary assets.

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 bringing 39 years of industry experience. His prior roles include positions at Wells Fargo Clearing and UBS Financial Services. 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 tailored retirement-income planning and ongoing advice focused on reliable income sources and tax-efficient withdrawal strategies.