James Tate Jr. is a CFP®-certified financial advisor with 10 years of industry experience, currently with Raymond James Financial in Venice, FL. His prior roles include positions at Stifel Independent Advisors, LLC and Wells Fargo Advisors. He serves as a board member and Sargent of Arms for the Sertoma Club of Venice and is also involved with Family Promise of South Sarasota County, a nonprofit supporting housing for children and families. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and investment consulting that incorporates analytical tools and risk profiling, supporting client implementation through its advisory programs and partnerships.

Peter Abbott is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He is based in Sarasota, FL. Outside of his advisory role, Abbott serves on the board of Pines of Sarasota, an assisted-living and nursing home facility. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and supports its clients through a nationwide network of over 23,000 advisors.

Anthony Marino is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and its Private Bank since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and advisory services without providing individual security recommendations in its standalone plans.

Cody Daniels is a CFP®-designated financial advisor with 16 years of industry experience. He has worked at Wells Fargo Clearing since 2018 and previously spent eight years at Edward Jones. Outside of his advisory role, Daniels is involved in music as a freelance musician and owns a band called Storm Warning Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics to evaluate investment options and offers a range of brokerage and advisory solutions.

Amanda Johnson is a financial advisor with Primerica Advisors in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has worked with PFS Investments, Inc. since 2010 and has been involved with Primerica Financial Services since 2007. Outside of her advisory roles, she serves on the Laurel Nokomis School PTO Board. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies overseen by third-party asset managers and provides advisory services through a large network of financial advisors.

Stephen Grossman is a financial advisor with MML Investors Services, LLC, affiliated with MassMutual, holding Series 63 and Series 65 licenses and possessing 35 years of industry experience. He has worked with MML Investors Services and MassMutual Life Insurance Company since 2008. Outside of his advisory role, he is involved in buying and selling luxury watches, operates a design services business focused on space utilization, and serves as vice president of a condominium board in Sarasota, FL. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements supported by firm-approved software and offers various programs including wrap and money-manager options and educational seminars.

Gregory Carlson is a financial advisor at Raymond James & Associates with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Stifel Nicolaus & Co Inc, Merrill, and Robert Baird & Co. Carlson is involved in business referral networking in Sarasota, FL, dedicating several hours monthly to this activity. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that serves a diverse client base including individuals, institutions, and municipal entities. The firm offers tailored financial planning and non-discretionary investment consulting, supported by a broad range of portfolio management styles and affiliated research.

Joseph Lizzio is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 65 credentials. He has 41 years of industry experience and has been with Morgan Stanley and its affiliated entities since 2009. Outside of his advisory work, he is involved in a musical band through his sole proprietorship, Something In Between, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Andrew Garver is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering financial planning services supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers customized plans through its Financial Advisors and Estate Planning Strategies Group.

Steven Kramer is a financial advisor at Edward Jones in Sarasota, FL, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Compass, Inc., SmartAsset, and Zoom. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Daniel Espenscheid Jr. is a financial advisor at Raymond James Financial with two years of industry experience. Prior to joining Raymond James in 2025, he worked at Commonwealth Financial Network for eleven years. He also holds a Series 66 designation. Outside of advisory services, he occasionally sells life insurance policies to current clients with specific needs. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools and supports municipal advisory services and customized retirement plan consulting.

Christian Sahlmann is a financial advisor with Cetera in Sarasota, FL, holding Series 65 and Series 66 licenses and five years of industry experience. His work history includes positions at Merrill, Bank OZK, Fisher Investments, and Ideal Retirement Solutions, where he was also a licensed insurance agent. He joined Cetera in 2026. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to multiple program structures and third-party money managers.

William Marsh is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. He holds the CFP® and ChFC® designations and has been with Wells Fargo Advisors Financial Network LLC since 2010. Marsh has ownership interests in several financial consulting and investment-related businesses based in Sarasota, Florida. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu including retirement, education, risk, and wealth-transfer planning, utilizing Wells Fargo research and tools to develop tailored recommendations for clients.

Robert Yan is a Senior Financial Advisor with Merrill Lynch Wealth Management in Sarasota. Since joining Merrill in 2012, he has leveraged over thirty years of experience in wealth management and investing to provide clients with practical guidance and tailored financial strategies. Robert works closely with individuals, couples, and families, addressing diverse needs such as retirement planning, managing new wealth, tax minimization, college education funding, and socially responsible investing. He assists clients at various financial junctures, including preparing businesses for sale, portfolio diversification, and liquidity management. Before joining Merrill, Robert spent more than seven years as a Financial Advisor at Morgan Stanley Smith Barney and began his career on Wall Street with Kidder Peabody and Citigroup as a bond trader. He holds a Bachelor of Science degree in Finance and Economics from New York University and has earned the Personal Investment Advisor (PIA) designation. Within the firm, Robert is active in business strategy through Bank of America’s Asian Leadership and LGBTQ employee networks. Outside of his professional role, Robert enjoys golfing, traveling, dining, and playing video games. He also has interest in adventure sports, football, and music. Robert emphasizes integrity and diligence in his work and is committed to serving clients who have traditionally been underserved in wealth management, including members of the Asian and LGBTQ+ communities.

Peter Genersich is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Bank of America, Merrill, Wells Fargo Clearing, and JPMorgan Chase Bank. Outside of his advisory work, he serves as a committee member for the Ringling Museum, assisting with its annual UnGala event. 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 employs a centralized due diligence process combining quantitative and qualitative research to develop model asset allocations, and offers broader derivatives and commodities capabilities compared with many institutional advisory programs.

Dianna Weaver is a financial advisor at Raymond James Financial with 19 years of industry experience. She holds Series 63 and Series 65 designations. Her prior roles include positions at Truist Advisory Services and Truist Investment Services. 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, institutions, and charitable organizations. The firm offers non-discretionary planning and uses analytical tools to tailor recommendations, supporting clients through advisory programs and maintaining specialized services such as municipal advisory work and SIMPLE IRA Employer Advisory & Consulting Services.

James Lebaron is a financial advisor with Stifel, holding Series 63 and Series 65 licenses, and has 33 years of industry experience. His prior roles include positions at Janney Montgomery Scott, Oppenheimer, Stanford Group Company, and UBS Financial Services. Outside of his advisory work, he serves as president of the Country Club Shores Civic Association in Longboat Key, Florida. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to offer asset allocation and financial planning guidance.

James Milde is a financial advisor at UBS Financial Services with six years of industry experience. He holds a Series 66 designation and has worked at UBS since 2019. Prior to joining UBS, he spent 11 years at NTT Data. Outside of his advisory role, Milde serves as the president of Summit Advisors LLC, a professional consulting firm providing expert witness services related to technology and systems integration, and he is a board director at Astreya, an information technology company. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates proprietary research and model-based asset allocation to tailor investment strategies and combines institutional trading capabilities with wealth management services.

Roman Sessa is a financial advisor at Equitable Advisors with three years of industry experience. He holds a Series 66 designation and has previously worked at Keyes, Stange & Wooten Wealth Management, LLC, and Stetson University. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs delivered through its network of Investment Adviser Representatives and third-party asset managers, focusing on personalized client assessment and model-based investment solutions.

Jason Hughes is a CFP® with 25 years of industry experience, currently serving as a financial advisor at RBC Capital Markets since 2025. Prior to joining RBC, he worked at UBS Financial Services for 13 years. He is involved with the Church of the Redeemer as Chairman of the Endowment Committee and serves on the Board of Directors for Pines of Sarasota, Inc. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, and charitable organizations, offering multiple advisory programs and tailored investment strategies implemented through a mix of in-house and third-party providers.