Nicole Gardner is a financial advisor with Ameriprise in Sarasota, FL, holding a Series 66 designation and 12 years of industry experience. She has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2012. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide structured recommendation reports through a centralized consulting team.

Stacey Crawford is a Series 66-licensed financial advisor with eight years of industry experience, currently with Wells Fargo Advisors since 2019. Prior to joining Wells Fargo, she worked at Raymond James & Associates and Nelson Homes, Inc. She is involved in investment-related activities through her ownership of Bayshore Wealth LLC and serves as an insurance agent for Capstan Insurance Consulting LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients who meet net-worth thresholds, utilizing proprietary research and planning tools to develop customized recommendations.

Courtney Craig is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. She has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of her advisory role, she serves as secretary and treasurer for ECO LOGICAL MANAGEMENT CONSULTING, LLC, a non-investment-related business based in Bradenton, FL. 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 advisory services. The firm’s approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Tunde Nagy is a financial advisor at Edward Jones in Sarasota, FL, holding a Series 66 designation with 13 years of industry experience. His prior roles include positions at UBS Financial Services, Oppenheimer & Co. Inc, and Morgan Stanley Private Bank, National Association. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm is notable for its extensive retail advisor and branch network as well as additional services such as a trust company and securities-based lending.

Michael Brusso is a financial advisor with Wells Fargo Clearing in Sarasota, FL, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. 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 advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Joseph St Onge is a financial advisor at Edward Jones with 30 years of industry experience and holds the ChFC®, Series 63, and Series 66 designations. He has been with Edward Jones since 2012. Outside of his advisory role, he coaches girls varsity soccer at Riverview High School in Sarasota, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a broad range of advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Matthew Boehm is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 25 years of industry experience. His prior roles include positions at OSAIC, Woodbury Financial Services, and Lion Street Financial. He is the owner of Legacy Private Wealth Advisors and Seaside Key Financial, indicating engagement in entrepreneurial and business management activities alongside his advisory work. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm provides financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, offering a range of discretionary and non-discretionary portfolio management solutions and proprietary and third-party investment strategies.

Emily Chandlee is a Financial Advisor with Merrill Lynch Wealth Management. She works with both retail and institutional clients, assisting business owners and corporate executives with implementing and maintaining their retirement benefit programs. For retail clients, she focuses on developing wealth management strategies and helping clients make informed financial decisions. Emily has been in the financial services industry since 2006 and holds the Personal Investment Advisor (PIA) designation. She earned a Bachelor of Science in Business Administration from the University of Central Florida and a Master of Business Administration from the University of Florida. Outside of her professional work, Emily enjoys spending time with her two sons and attending live music events.

Thomas Gayer IV is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. His prior work history includes positions at Janney Montgomery Scott, Bank of America, and Merrill. Morgan Stanley Wealth Management provides a comprehensive range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and utilizing firm-approved tools and modeling techniques to support client decision-making.

Ryan Henderson is a financial advisor at Raymond James Financial with 20 years of industry experience. He holds the CFP® and ChFC® designations along with Series 66 and Series 63 licenses. His prior roles include positions at Fidelity Brokerage Services, Creative Planning, and The Estate Settlement Company. He is also associated with Four Pillars Financial Planning Group in a non-investment support capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional entities. The firm employs a non-discretionary, tailored approach to planning and consulting, utilizing risk profiling and modeling tools to support client decision-making.

John Jones IV is a financial advisor at Merrill with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has been associated with Bank of America and Merrill Lynch 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 and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Gibson is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2017. He focuses on helping clients protect and strengthen their financial security through planning and guidance. Michael emphasizes the importance of consistent and long-lasting relationships in implementing sound financial plans. His professional experience includes serving as Regional Director at Principal Financial Group from 2012 to 2017, and as Founder and President of Redwood Investments from 2005 to 2012. Prior to that, he worked as an Investment Representative at Edward Jones Investments from 2001 to 2005. Michael has been serving clients in the financial industry since 2001. Michael holds a California Insurance License.

Christine Pierce is a financial advisor at Morgan Stanley with 26 years of industry experience. She has worked previously at Merrill and has spent multiple years at Morgan Stanley Smith Barney LLC. Outside of finance, she works part-time in customer service at Kohl's Department Store. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Juan Limon is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior work includes roles at Capital Choice Financial Services and Ameritas Investment Corp. Outside of advising, he is also a musician. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using various portfolio management and model-based solutions.

Craig Smith is a CFP® professional with 19 years of industry experience. He is currently with LPL Financial and has previously worked at LPF Advisors, LLC and Securities America Inc. Outside of his advisory work, he is involved in non-variable insurance sales and tax preparation services. LPL Financial serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, with access to model portfolios, research, and various portfolio management options.

Karissa Campbell is a CFP® and holds a Series 66 license with Cambridge Investment Research Advisors, where she has worked since 2020. She has six years of industry experience, including seven years at the Sarasota Herald Tribune prior to her current role. Outside of financial advising, she is involved in yoga instruction through Karissa Karma Yoga, LLC. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Maha Elkhateib is a financial advisor with Wells Fargo Clearing in Sarasota, FL, holding a Series 66 designation and five years of industry experience. Prior to joining Wells Fargo in 2025, she worked at Merrill and Bank of America from 2020 to 2025. 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 advice grounded in modern portfolio theory. The firm includes insurance-related products and bank deposit sweep options among its investment offerings.

Brian Best is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with J.P. Morgan Securities since 2013. Outside of his advisory role, he is a co-owner of Blue Horseshoe Ranch LLC, a family-operated cattle ranch and wedding barn. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory capabilities with broker-dealer, investment adviser, and commodity-related registrations.

William Yaegers is a CFP® professional with 17 years of experience, currently serving as an advisor at LPL Financial since 2009. He is based in Sarasota, FL. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by model portfolios, research, and advanced technologies.

Donald Paxton is a Series 65-licensed financial advisor with two years of industry experience. He is currently with Cambridge Investment Research Advisors and has prior experience at Citrin Cooperman and Company LLP, Hard Rock Digital, Kreischer Miller, and Marcum LLP. Paxton is also involved in Smart Pro Financial, a trading-related business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing multiple custody platforms and both proprietary and third-party investment strategies.