Dina Debs is a Financial Advisor at Merrill Lynch Wealth Management. She works with clients to define their financial goals and develop portfolio strategies tailored to their individual needs. Her role involves providing ongoing advice and adapting portfolios as clients' situations change. She holds the Personal Investment Advisor (PIA) designation and completed high school through The Commonwealth of Massachusetts Department of Education. She also attended the University of Phoenix without obtaining a degree. Dina is fluent in Arabic and English. Dina's approach focuses on helping clients manage competing financial demands, such as buying a home, saving for college, caring for elderly parents, and preparing for healthcare needs.

Scott Truitt is a financial advisor at Merrill with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Merrill since 1993 and Bank of America since 2009. Outside of his advisory work, he serves as a basketball coach for AAU. 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.

Andrew Lowther is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Based in Sarasota, FL, Lowther holds the Series 66 designation. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, including a broader range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Rachael Reeves is a financial advisor with Stifel in Sarasota, FL, holding a Series 63 designation and 27 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2014. Stifel serves a broad client base including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment guidance utilizes proprietary methodologies from its Investment Strategy Group to support asset allocation and planning decisions.

Peter Barresi is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He worked at J.P. Morgan Securities for 13 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2025. Outside of advisory work, he owns several rental properties in Sarasota and Brooklyn. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Michael Galliano is a Financial Consultant currently with Fidelity Investments, where he has been serving the Sarasota branch since 2013. He brings a total of 19 years of financial advisory experience, having previously worked as a Financial Advisor at MetLife Securities from 2009 to 2013 and at Merrill Lynch from 2007 to 2009. Michael’s professional focus is on assisting families and business owners in building financial freedom by leveraging his skills and knowledge to help clients work towards their established financial goals. He aims to be a lifetime resource for each client he serves. He holds a California Insurance License. Outside of his professional commitments, Michael engages in personal interests such as boating, cooking and baking, family activities, skiing, tennis, and traveling.

Rill Baxter is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 1993. Morgan Stanley Wealth Management offers advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm emphasizes a structured planning process using proprietary tools and serves a broad client base with a range of investment and financial services.

Lisa Keverian Press is a financial advisor with Robert W. Baird & Co. in Sarasota, FL, holding a Series 63 designation and bringing 45 years of industry experience. She has been with Baird since 1999. Outside of her advisory role, she serves on the investment committees for The Pines Foundation, Sarasota Circus Arts Conservatory, and All Faiths Food Bank. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services supported by internal research, manager selection, and specialized investment strategies.

Emma Lee Holmes is a financial advisor with Morgan Stanley in Bradenton, FL, holding a Series 66 designation and two years of industry experience. Before joining Morgan Stanley in 2023, she worked at Galati Yacht Sales from 2021 to 2023 and Bellabrava from 2020 to 2021. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Edward Booth is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Morgan Stanley and UBS Financial Services before joining Wells Fargo Advisors in 2016. Outside of his advisory work, he serves as treasurer for Fairfield Youth Football and is a co-trustee of the Shearwater Creek 401(k) plan. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering comprehensive investment and financial planning services that include retirement, education, risk management, and specialized planning areas. The firm’s advisory approach combines proprietary research and planning tools with optional implementation through brokerage or advisory programs.

Paul Alexander is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2021. Prior to that, he was with Bank of America and Merrill from 2010 to 2021. Morgan Stanley Wealth Management serves individual and institutional clients by offering various advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides a broad range of investment and planning services.

Carmel Harrell is a financial advisor at RBC Capital Markets with 24 years of industry experience. She holds the Series 66 designation and has been with RBC since 2014. Harrell serves as a member of the Florida Securities Dealers Association, attending board meetings on industry-related topics. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through both in-house and third-party managers.

Margaret Strausser is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2014. Outside of her advisory role, she serves as a successor co-trustee in a trust based in Sarasota, Florida. Morgan Stanley Wealth Management provides investment advisory and broker-dealer services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process uses firm-approved tools and market simulations to support client decision-making.

Justin Salom is a Financial Consultant at Fidelity Investments, where he has been serving since 2026. In this role, he works closely with clients to develop tailored financial plans that align with their individual needs. Prior to this, he held the position of Investment Consultant at Fidelity Investments from 2024 to 2026. Justin's professional background includes experience as an Assistant Vice President - Private Client Banker at JPMorgan Chase from 2023 to 2024, and as an Investment Specialist at Merrill Lynch from 2022 to 2023. Throughout his career, he has focused on fostering long-term client relationships and maintaining open communication channels to continuously improve financial plans over time.

David Theriault is a financial advisor with Wells Fargo Clearing in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Wells Fargo Clearing since 2018 and previously held positions at Morgan Stanley Private Bank and Morgan Stanley from 2009 to 2018. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources to guide investment decisions.

Nate Bennett is a Financial Consultant at Fidelity Investments, where he focuses on delivering a high-quality planning experience. He works closely with clients to understand their goals, evaluate options, and create clear, actionable strategies. Through personalized guidance, Fidelity's resources, and consistent communication, he helps clients make confident financial decisions and build long-term trust. Nate has held several roles at Fidelity Investments, including Planning Consultant (2025-2026), Relationship Manager (2024-2025), Client Services Help Desk Tier 1 (2023-2024), High Net Worth Associate (2022-2023), and Customer Relationship Advocate (2021-2022). Prior to joining Fidelity, he was an Intern at Ryan Insurance Strategy Consultants from 2020 to 2021. Outside of his professional career, Nate enjoys attending concerts, fitness activities, football, social events with friends, music, and parenthood.

Heather Forte is a financial advisor at LPL Financial with 23 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. for 23 years. Heather holds the Series 66 designation and is also a public notary. 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 broad range of financial planning and investment solutions, including advisory and brokerage services supported by technology and a large network of advisors.

Ellen Cycotte is a financial advisor at Merrill with a Series 66 designation and 19 years of industry experience. She has been with Merrill since 2009. 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.

Ryan Bloom is a Financial Consultant currently working at Fidelity Investments. He has held several roles within Fidelity, including Planning Consultant, Fixed Income Specialist, and Investment Solutions Representative. Prior to joining Fidelity, he worked as a Financial Professional at Equitable Advisors. Throughout his career, Ryan has developed expertise in financial planning and investment solutions. He focuses on understanding and prioritizing his clients' goals to co-create financial roadmaps that align with their objectives. Outside of his professional work, Ryan has personal interests that include spending time at the beach, enjoying food, watching football, playing golf, and caring for pets.

Kristina Scapin is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at The Vanguard Group from 2016 to 2022 before joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs, and it oversees delegated management and addresses potential conflicts of interest.