Douglas Elliott is a financial advisor at Edward Jones in Sarasota, FL, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at Voalte Inc. and completed graduate studies leading to an MBA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

James Desisto is a financial advisor at Cetera with 22 years of industry experience and holds the Series 66 designation. Prior to joining Cetera, he held positions at Voya Financial Advisors and has been involved in manufacturing consulting through his ownership of Management Consulting Services since 2012. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services delivered through a nationwide network of over 10,000 advisors.

Christopher Moss is a financial advisor with Edward Jones in Lakewood Ranch, FL, holding the CFP® designation and Series 66 license with 16 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient services, operating under a fiduciary standard.

Michelle Tauchen is a Financial Advisor at Merrill Lynch Wealth Management. She assists individuals, businesses, and families in building, preserving, and transitioning wealth by providing integrated strategies for investing, retirement, estate, insurance, and tax planning. Michelle has experience in closely held businesses, agriculture, healthcare, and community service, and she works one-on-one with clients to tailor strategies that adapt to their evolving goals and circumstances. She holds a Bachelor's Degree from the University of Florida and a Certificate in Financial Planning from Florida State University. Michelle earned the CERTIFIED FINANCIAL PLANNER (CFP) designation and is also a Personal Investment Advisor (PIA). She is a member of professional organizations including the Florida Cattlemen's Association, Leadership Highlands Class of 2026, and Sarasota County Gator Club. Michelle is involved in her community through the Highlands County CattleWomen's Association. In her personal time, she enjoys boating, cooking, music, running, spending time with her family, and traveling.

Jay Mchargue is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Venice, Florida. He has been with Merrill Lynch since 1981, focusing on portfolio management of individual assets. His client focus areas include family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, socially responsible and ESG investing, tax minimization, and retirement income. Jay holds a Bachelor's Degree in Economics from Indiana State University. He has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). His professional affiliations have included serving on the Board of Directors of the Indiana State University Foundation and the Gulf Coast Community Foundation, where he was also board chair, as well as serving on the board for Historic Spanish Point. He is a member of the Venice Yacht Club and resides in Sarasota, Florida, with his wife, Beth. Jay enjoys biking, gardening, and hiking. After years of involvement with the Gulf Coast Community Foundation and the Indiana State University Foundation, he is currently taking a break from community board activities.

Matthew Burkhalter is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2017. Prior to his financial services career, he worked at iHeart Media Honolulu and Lanikai Bath and Body. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party portfolio managers.

Nicholas Holton is a financial advisor at Ameriprise with seven years of industry experience. He holds the Series 66 designation and has worked previously at Cambridge Investment Research Advisors and White Glove. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a 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.

Luke Holloway is a financial advisor at Merrill in Sarasota, FL, holding Series 65 and Series 66 licenses. He has been in the industry for one year with prior experience at Bank of America, Ameriprise Financial, and Florida Financial Advisors. Outside of his advisory roles, he spent time working in hospitality with Daiquiri Deck and Oak and Stone. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Richard Godfrey II is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 14 years of industry experience and has worked with multiple firms including Ameritas Investment Corp and Capital Choice Financial Services. Godfrey is also a member of the SmartVestor Council through Ramsey Solutions. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Andre Prince is a financial advisor at Primerica Advisors with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with government agencies and private firms including Prince George's County Government DOE and Lane Construction. His other business activities include the sale of investment-related products and non-investment referrals associated with Primerica-affiliated companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages a wrap-fee asset management program using model-delivery strategies developed by unaffiliated asset managers and supports trade execution through BNY Mellon Advisors and Pershing custody services.

Alan Cicora is a CFP® professional with 26 years of experience in the financial industry. He has worked at Morgan Stanley since 2019 and has previous experience at Wells Fargo Clearing, LPL Financial, Independent Financial Partners, Fidelity, Merrill, Fifth Third Securities, and Ameriprise Advisor Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models as part of its advisory process.

Vanja Mikanovic is a Financial Consultant at Fidelity Investments, a position she has held since 2015. She has been with Fidelity Investments since 2011, progressing through roles including Investment Consultant, Retirement Representative, Private Client Specialist, and Financial Representative. Her professional focus is on collaborating with families and business owners to build financial freedom, utilizing her skills, knowledge, and experience to assist clients in achieving their financial goals. Vanja aims to serve as a lifetime resource for her clients. Outside of her professional work, Vanja has personal interests in cooking and baking, skiing, soccer, and traveling.

Elizabeth Oldham Grissom is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Morgan Stanley since 2016, including a role at Morgan Stanley Private Bank, National Association from 2017 to 2018. Grissom is also involved in a trust and investment-related business based in Sarasota. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions. The firm provides tailored financial planning using structured discovery conversations and planning tools, managing approximately $2.74 trillion in client assets.

Michael Martell is a Series 66-licensed financial advisor with Morgan Stanley in Sarasota, FL, having eight years of industry experience. He has worked with Morgan Stanley and its Private Bank since 2018 and has prior experience with Florida State University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individuals and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models without providing individual security recommendations as part of its standalone planning services.

Eric Caplinger is a financial advisor with Cetera and holds Series 63, 65, and 66 licenses. He has 37 years of industry experience, including 18 years at Eaton Vance Management before joining Cetera. Outside of advising, he is CEO and 49% owner of CAP-SNACKS LLC, a business specializing in high-end vending machines. Cetera Investment Advisers LLC serves a broad range of clients from individuals to institutional accounts through a large network of independent advisors. The firm offers diversified portfolio management and financial planning services with multiple program structures, including access to third-party managers and customized investment strategies.

Ashley Wilks is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 66 licenses and 26 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an 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 employs structured planning tools and investment models as part of its financial planning process.

Carmen Alaimo Jr. is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Wells Fargo Advisors Financial Network since 2009. Alaimo also serves as a trustee for First Quality Wealth Management Inc.’s retirement plans and has ownership in the firm, dedicating limited time to this outside business. 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 investment and financial planning services, including specialized planning for business-owner transitions, special needs, and divorce, leveraging Wells Fargo’s research and tools to develop tailored recommendations.

James Levin is a CFP® professional with nine years of industry experience. He currently works at Osaic Wealth Inc and previously spent nine years at Edward Jones. Levin serves as vice president of Connection Corner, a local networking group, and offers life insurance through his insurance agency. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm’s investment approach utilizes model-based asset allocation, portfolio optimization, and multiple program options delivered through a multi-advisor platform.

Wayne Reid II is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he focuses on creating personalized financial strategies that address the individual wealth management planning needs of his clients. His approach utilizes the investment insights of Merrill and the banking and lending services of Bank of America to help clients pursue their long-term financial goals. Wayne brings extensive experience to his role, having served as Chief Investment Officer of a family office and fund of hedge funds. His expertise spans business, legal and operational due diligence, portfolio strategies, technical and quantitative analysis, hedging, risk management, and derivative instruments. This diverse background informs his tailored strategies across client focus areas such as family wealth management, institutional investment consulting, legacy planning, and tax minimization. He holds a Bachelor's Degree from the University of South Carolina, as well as multiple Master's degrees from Georgia State University, including an MBA and degrees in Decision Sciences and Computer Information Systems. Wayne is also a charterholder of the Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), and Chartered Market Technician (CMT) designations, and is a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). In addition to his professional work, Wayne engages with his community through volunteer activities.

John Meany III is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Cetera and its affiliated entities since 2019 and previously at Summit Financial Group Inc. Additionally, he is a managing partner of Freedom Capital Group LLC. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to multiple investment platforms and third‑party managers. The firm operates a large multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.