Brian Best is a financial advisor at J.P. Morgan Securities with 31 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at PNC Wealth Management, Trustmont Advisory Group, Best & Company Investment Management, and Raymond James & Associates. Outside of his advisory work, he is an owner and partner of Blue Horseshoe Ranch LLC, a family-run cattle ranch and wedding barn. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates systematic quantitative screening with qualitative research and includes a broader range of derivatives and commodities capabilities than many institutional programs.

William Yaegers is a CFP® professional with 17 years of experience in the financial services industry, serving with LPL Financial since 2009. He is based in Sarasota, FL. Outside of his advisory role, he is involved in business activities including operating a financial services entity and managing investment-related ventures. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions supported by extensive resources and a large network of investment adviser representatives.

Donald Paxton is a Series 65-licensed financial advisor with Cambridge Investment Research Advisors in Bradenton, FL, and has two years of industry experience. His prior work includes positions at Citrin Cooperman and Company LLP, Hard Rock Digital, Kreischer Miller, and Marcum LLP. He is also involved with Smart Pro Financial in Bradenton, where he engages in trading activities. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual, pension, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through various platforms and offers access to third-party advisers and proprietary model strategies under the Founders Gate Capital brand.

Patrick Cummings is a financial advisor with Ameriprise in Sarasota, FL, holding CFP®, ChFC®, and Series 66 credentials and bringing 26 years of industry experience. He has been with Ameriprise and its related entities since 2000. Outside of his advisory role, he serves as Chair of the Board of Directors for the National MS Society Alabama-Mississippi Chapter. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning through a collaborative approach involving a centralized service team and the client's advisor.

Michael Long Jr. is a CFP®-designated advisor with Stifel in Sarasota, FL, bringing 22 years of industry experience. He previously worked at Bank of America and Merrill before joining Stifel in 2020. Outside of his financial career, he serves as Vice President of SODO Design LLC, an interior design business, and leads a men's ministry group at the Church of the Redeemer. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses intended as a basis for client decisions.

Rachel Redington is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has held positions at J.P. Morgan Securities since 2023 and J.P. Morgan Chase Bank since 2022. Her work history includes roles outside finance, such as positions at Lululemon Athletica and Sirius Day Spa & Med Spa. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Its program offers non-discretionary, written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Mathieu Danon is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. He has worked at Wells Fargo and Wells Fargo Clearing Services since 2019, and previously held a position at Applebee's. 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 grounded in modern portfolio theory, incorporating a broader set of financial products including insurance-related vehicles and bank deposit sweep options.

Thomas Ware is a financial advisor with UBS Financial Services in Sarasota, FL, holding Series 63 and Series 65 licenses with 35 years of industry experience. He has been with UBS since 1997. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and providing fee-based financial planning, portfolio management, and access to proprietary research and capital markets products.

Thomas Hagigh is a CFP® professional with over 31 years of experience in the financial services industry. He is currently with LPL Financial and has held positions at firms including Janney Montgomery Scott, Wells Fargo Clearing, Morgan Stanley, Citigroup Global Markets, and Legg Mason Wood Walker. He is also licensed to sell fixed annuity insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Becky Tochip is a financial advisor with Mass Mutual Investors Services in Sarasota, FL, holding Series 63 and Series 65 licenses and 26 years of industry experience. She has worked with Massachusetts Mutual Life Insurance Company and its affiliated firms since 2016. In addition to her advisory role, she operates an outside business selling life and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using collaborative, annual planning engagements that include firm-approved software tools.

Mark Occhipinti is a Series 66-licensed financial advisor with Morgan Stanley, where he has worked since 2009 and at the Morgan Stanley Private Bank since 2015, totaling 27 years of industry experience. He is based in Longboat, Florida. Outside of his advisory role, he is a partner in an LLC that manages rental storage units in Pennsylvania. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Omar Butt is a Series 66-licensed advisor with J.P. Morgan Securities, based in Sarasota, FL. He has eight years of industry experience, including prior work at PwC from 2013 to 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and incorporates a range of specialized regulatory registrations and derivatives capabilities.

Elliott Kugel is a financial advisor at Merrill with 34 years of industry experience. He has held roles at Merrill since 1992 and at Bank of America, N.A. since 2011. He holds Series 63 and Series 65 designations. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via 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.

Adam Kendall is a financial advisor with Morgan Stanley in Sarasota, FL, holding a Series 66 license and 25 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007. Outside of his advisory work, he serves on the board of directors for the New College Alumnae Association and is involved with the New College Foundation and the Kendall Family Foundation. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, including tailored financial planning supported by proprietary tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services that span retail and institutional markets.

Jared Sweetser is a financial advisor at Raymond James & Associates with two years of industry experience. Prior to his current role, he served 20 years in the US Navy under the Department of Defense. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Lisa Sheehan is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Truist Investment Services. Outside of advising, she works as a fitness instructor teaching Zumba and other classes in the Lakewood Ranch, Florida area. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning solutions tailored to clients meeting certain net-worth thresholds, utilizing proprietary research and tools to develop personalized recommendations.

Jeffrey Porasik is a financial advisor at Raymond James & Associates with 38 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Wells Fargo Clearing and RBC Capital Markets. He is based in Sarasota, FL. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Corey Elliott is a CFP® professional based in Sarasota, FL, with 11 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2018, following prior roles at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm provides a combination of non-discretionary and discretionary investment options, supported by multi-asset model portfolios and due diligence from the Schwab Center for Financial Research.

Noelle Cartier is a financial advisor at Robert W. Baird & Co. with 22 years of industry experience. She has been with Robert W. Baird since 2011 and holds a Series 66 designation. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides tailored consulting and portfolio services, including discretionary and non-discretionary management, utilizing a range of investment strategies and overlays to meet client goals and risk tolerances.

Jason Albano is a financial advisor at Merrill with 19 years of industry experience. He has been with Merrill since 2006 and holds a Series 66 designation. He is based in Sarasota, FL. 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 teams.