Christopher Bouley is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He previously worked at UBS Financial Services for nine years before joining Wells Fargo in 2024. Outside of his advisory role, he co-hosts a radio show on WNRI Radio Station. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Brian Jensen is a financial advisor with LPL Financial in Sarasota, FL, holding the CFP®, ChFC®, and Series 63 designations. He has 42 years of industry experience, including prior roles at Sii Investments and 1717 Capital Management Company. Jensen is also a for-profit board member of Reeds Jewelers. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools and a large network of over 22,800 advisors.

Steven Guggenheim is a Managing Director and Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on employee benefits planning, family wealth management strategies, managing new wealth, personal retirement planning, individual and corporate investment strategy, and retirement income. Steven works one-on-one with clients to develop personalized financial strategies designed to help pursue their long-term goals. Steven graduated from Indiana University's Kelley School of Business in 1982. He began his career at a Cincinnati-based financial institution, where he assisted in taking the company public in 1987 and later helped sell it to a regional bank in 1993. Retained by the bank, he played a role in launching brokerage services in the mid-1990s before joining Merrill Lynch as a Financial Advisor in 1997. He holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, Steven follows the Merrill tradition of community involvement and volunteers with organizations in his area. He enjoys baseball, basketball, football, and spending time with his family.

Janet Clark is a financial advisor with LPL Enterprise and holds Series 63 and Series 66 designations. She has 17 years of industry experience, including 14 years at Pruco Securities, LLC, and has been involved with Wealth Protection Strategies since 2010 in a marketing assistant role. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers and a range of financial planning and consulting services.

Barbora Hawkins is a Series 66 licensed financial advisor with LPL Enterprise, based in Sarasota, FL, and has three years of industry experience. Prior to joining LPL Enterprise, she worked at The Prudential Insurance Company of America and Pruco Securities LLC. Before her financial services career, she spent eight years at St. Francis Winery & Vineyards. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Ben Hatcher is a financial advisor at Wells Fargo Advisors with 22 years of industry experience. He holds the Series 63 and Series 66 credentials and has been with Wells Fargo Advisors since 2010. Outside of his advisory role, he serves as a board member for the Hidden Oaks Estates Homeowners Association in Sarasota, FL. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, utilizing a broad range of planning tools and Wells Fargo research to develop tailored recommendations.

Jorge Romero is a financial advisor at LPL Financial with 25 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. Prior to joining LPL Financial in 2023, he worked at Oppenheimer & Co., Inc., Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Nationwide Investment Advisors. Outside of his advisory role, he is involved with Certification Tutor LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, and third-party asset management, supported by a large network of investment adviser representatives and proprietary operational tools.

Lori Rogers is a Series 65 licensed financial advisor with Equitable Advisors in Sarasota, FL, where she has worked since 1999. She has 33 years of industry experience, including a tenure at AXA Advisors, LLC from 1999 to 2020. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives and third-party platforms.

Michael Kreuziger is a financial advisor with Ameriprise, holding CFP® and Series 63 designations, and has 32 years of industry experience. He has been with Ameriprise since 1993, including its affiliated entities. Outside of advising, he is involved in real estate ownership and operates a consulting business. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, delivering personalized, research-supported recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Jeffrey Gordon is a financial advisor with Mass Mutual Investors Services in Sarasota, FL, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He previously worked at Metlife Securities, Inc. for 12 years before joining Mass Mutual and currently operates an outside insurance business focused on life, health, disability, long-term care insurance, and fixed annuities. He also manages a personal investment-related business entity for bookkeeping and accounting purposes. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, with a focus on collaborative, annual planning relationships and event-driven services such as divorce and estate settlement planning.

Hector Rodriguez is a financial advisor with LPL Financial in Venice, FL, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has been with LPL Financial, formerly Linsco Private Ledger Corp, since 2002. In addition to his advisory role, he operates as an independent insurance agent specializing in fixed insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving 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 investment adviser representatives.

Isabelle Striplin is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds the Series 66 designation and previously worked at Bank of America and Merrill from 2015 to 2024 before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2024. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and scenario modeling in its financial planning process and serves clients through both direct and corporate financial planning agreements.

Michael Rothstein is a financial advisor with Ameriprise in Sarasota, FL, holding a Series 63 designation and over 44 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services since 2005. Rothstein serves on the investment committee of the Columbus Jewish Foundation, where he reviews investment strategies and recommends changes. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on income sources and tax-aware withdrawal strategies.

Edward Magda is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individual and institutional clients. The firm provides tailored financial planning services supported by proprietary planning tools and investment models, managing approximately $2.74 trillion in client assets.

John Churilla is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 37 years of industry experience. He has worked with Wells Fargo since 2016, previously holding roles at Citigroup Global Markets and Merrill. Outside of his advisory work, he has an ownership interest in a non-investment related rental property in Nokomis, Florida. 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 other sources.

Christopher Erbeck is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at Wells Fargo Clearing, Raymond James & Associates, Morgan Keegan & Company, and Morgan Stanley. He is also employed as a financial advisor at Centennial Bank in Sarasota, FL. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, featuring a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Kirk List is a financial advisor with Stifel in Sarasota, FL, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Leslie Maskewitz is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 15 years of industry experience. Prior to joining LPL Enterprise in 2024, Leslie worked at Prudential Insurance Co. of America and Pruco Securities, LLC. She is also involved with MDM Wealth Advisors in a finance and insurance capacity. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm’s investment approach is largely model-driven, utilizing portfolios developed by internal research and third-party strategists, and offering access to various financial planning and asset management services.

Melanie Barber is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she owns and operates a retail/online store on Amazon. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Michael Bowers is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2011. Outside of his advisory work, he serves on the Finance Committee of the Artist Series Concert of Sarasota. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market simulations.