Marc Breuer is a financial advisor with LPL Financial in Sarasota, FL, holding Series 63 and Series 65 credentials and 29 years of industry experience. His prior firms include Ameriprise Financial Services and Benjamin F. Edwards & Co. He is involved in Breuer Wealth Management, an investment-related business operating under LPL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by research and model portfolios.

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.

Amanda Holmes is a financial advisor with LPL Financial in Bradenton, FL, holding Series 63 and Series 66 licenses and 13 years of industry experience. She previously worked at Cambridge Investment Research, Inc. and J.J.B. Hilliard, W.L. Lyons, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and research to support various investment strategies.

Christopher Moss is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2010. He is based in Lakewood Ranch, FL, and holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a nationwide network of advisors.

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.

Christopher Callero is a CFP® professional with 34 years of industry experience, currently affiliated with Cetera. He has held roles at Fortis Investors, Inc. for over three decades and manages Callero Capital Management, his wealth management entity established in 1992. Outside of his advisory work, he is involved with Simplicity Group, focusing on fixed insurance activities. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diverse portfolio management services and operates a multi-manager platform with access to affiliated and third-party investment strategies.

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.

Tram Nguyen is a financial advisor at Merrill with two years of industry experience. She holds a Series 66 designation and has prior experience at Edward Jones and Bank of America. Outside of finance, she has owned a now-inactive online business entity. Merrill, along 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 individual and institutional clients.

Richard Godfrey II is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2018 and is also affiliated with Manatee River Financial Group. Godfrey is a member of the SmartVestor Council through Ramsey Solutions. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals using a variety of portfolio management approaches and custodial platforms.

Alan Cicora is a Certified Financial Planner (CFP®) with 25 years of industry experience. He has worked at Morgan Stanley since 2019 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors from 2013 to 2019. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, delivering tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate-based financial planning services.

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.

Ryan Buckle is a financial advisor with LPL Financial in Bradenton, FL, holding a Series 66 designation and 18 years of industry experience. He previously worked at Cetera Advisor Networks LLC from 2013 to 2017 before joining LPL Financial. Outside of his advisory role, Buckle is employed as a pilot with Wheels Up. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by a range of model portfolios and research.

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.

James Levin is a CFP® professional with nine years of industry experience currently serving as a financial advisor at OSAIC Wealth Inc. He previously worked at Edward Jones for nine years and spent a decade at Enterprise Holdings. Outside of his advisory role, Levin is the vice president of a local networking group and owns an insurance agency where he offers life insurance to clients. OSAIC Wealth Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers. The firm provides integrated brokerage and advisory services with a range of portfolio management options and access to third-party money managers and wrap programs.

Charles Hanowell is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 26 years of industry experience. He has worked at Wells Fargo since 2017 and previously held positions at Sharebuilder 401K and Capital One Investment Services. 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 services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Wayne Reid II serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. In his role, he focuses on developing personalized financial strategies designed to help clients pursue their long-term goals. He brings a results-driven, client-focused approach to wealth management, working one-on-one with clients to tailor strategies around their individual financial needs. Wayne Reid II has an extensive background as a Chief Investment Officer of a family office and fund of hedge funds. His expertise encompasses business, legal and operational due diligence, portfolio strategies, technical and quantitative analysis, hedging, risk management, and knowledge of derivative instruments. His client areas include family wealth management strategies, institutional investment consulting, legacy planning, managing new wealth, portfolio management services, sports and entertainment, tax minimization, and retirement income. He earned a Bachelor's degree from the University of South Carolina and holds multiple master's degrees from Georgia State University, including a Master of Business Administration and two Master of Science degrees. Wayne holds several professional designations, including Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), Chartered Market Technician (CMT), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA).

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.