Dean Mackey is a CFP® with five years of industry experience, currently serving as a financial advisor at Edward Jones in Sarasota, FL. His previous roles include positions at Merrill Lynch and The Gabor Agency/Lincoln Investments. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a range of segments, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory strategies and affiliated investment products through a nationwide network of financial advisors and branch offices.

William Chase III is a financial advisor with Mass Mutual Investors Services in Sarasota, FL, holding a Series 63 designation and with 33 years of industry experience. He has been with MML Investors Services, Inc. since 1992 and with Massachusetts Mutual Life Insurance Company since 1979. Outside of his advisory role, he is involved in a business selling life, health, group life/health insurance, and fixed annuities. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals—including high-net-worth clients—business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with planning engagements structured as annual, collaborative relationships that focus on investment categories and strategies rather than specific product selections.

Wesley Gottesman is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds a Series 66 designation and has worked at Raymond James entities since 2016, including a two-year period at Tradezing. Outside of his advisory role, he is a partner at KORE Capital Partners LLC, where he contributes to real estate development through capital investment and due diligence. 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 wide range of clients—including individuals, institutions, and municipal entities—and offers financial planning and consulting services with a variety of portfolio management strategies and affiliated research resources.

Susan Wilson is a financial advisor at Morgan Stanley with 45 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at various Morgan Stanley entities since 2006. Outside of her advisory role, she serves as a committee member for the Bird Key Yacht Club Foundation, a nonprofit organization in Sarasota, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Fern Schwartz is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 40 years of experience in the financial services industry since beginning her career in 1982 as a Merrill Financial Advisor. Throughout her career, Fern has built a practice serving more than 150 individuals, multi-generational families, and small business clients by focusing on their unique challenges and goals in areas including college education planning, family wealth management, LGBT wealth and personal retirement planning, philanthropic planning, portfolio management services, small business strategies, and tax minimization. Fern graduated with high honors from the Rochester Institute of Technology with a bachelor's degree in business and holds the Personal Investment Advisor (PIA) designation. She has received multiple firm recognitions for her service and leads her practice according to a philosophy of integrity, respect, and personalized client engagement. Beyond her professional pursuits, Fern is actively involved in community leadership. She has served on the boards of the Magee Womens Research Foundation, Jewish Family and Children Services, Pittsburgh Association for the Education of Young Children, and the Women’s Leadership Council for United Way in Pittsburgh. She has also co-chaired the Jewish Women’s Foundation and The Center for Women. Outside of work, Fern enjoys gardening, traveling, reading, photography, and spending time with her family. Her husband Steve was part of the practice for 20 years before retiring in 2024, and their son Zach joined The Schwartz Group as a Financial Advisor in 2021.

Douglas Roselieb is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Equitable Advisors since 1999, including time under its prior name, Axa Advisors. Roselieb serves on the boards of the Red Door Program, which funds Methodist churches in Northern Illinois, and Watts of Love, a nonprofit that provides solar lighting to families. Equitable Advisors serves a broad client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party asset managers.

Benjamin Winter is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Before joining Edward Jones in 2024, he worked at Maersk for four years and has been involved with the Lions Hockey Club since 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Jeffrey Luedke is a financial advisor at Stifel in Sarasota, FL, holding Series 63 and Series 65 licenses with 46 years of industry experience. He has been with Stifel since 1998. Stifel serves a broad range of clients, including individuals, institutional clients, and municipal entities, providing both brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Daniel Berger is a financial advisor at Raymond James & Associates with 41 years of industry experience. Prior to joining Raymond James in 2026, he worked for 17 years at UBS Financial Services Inc. He holds Series 63 and Series 66 licenses. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, charitable organizations, and government entities, offering financial planning, investment consulting, and institutional advisory services through various portfolio management styles and affiliated research.

Anthony Falco is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Janney Montgomery Scott Inc. for 25 years. 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. The firm’s advisory process is IPS-driven and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Maureen Maritim is a Series 66 licensed financial advisor at Merrill with four years of industry experience. She has worked at Merrill since 2018 and Bank of America, N.A. since 2022. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kevin Schroepfer is a financial advisor at Stifel with 32 years of industry experience. He has been with Stifel since 2009 and previously worked at UBS Financial Services from 1994 to 2009. Schroepfer holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm uses proprietary investment methodologies developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Catherine Daniel is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 65 designations and totaling 14 years of industry experience. She has been with Morgan Stanley and its Private Bank since 2015. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individuals and institutional clients, using structured financial planning tools and firm-approved methodologies to support client goals.

Erik Fischer is a financial advisor with MassMutual Investors Services in Sarasota, FL, holding a Series 66 designation and 11 years of industry experience. His career includes multiple roles within MassMutual and affiliated firms since 2015. He serves on the boards of two charitable organizations, Round of a Lifetime and A Kid’s Place, where he contributes to leadership and financial oversight. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing comprehensive financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers.

Jeffrey Tibbs is a financial advisor with Robert W. Baird & Co. in Sarasota, Florida, holding a Series 66 designation and 19 years of industry experience. He has been with Robert W. Baird since 2011. Outside of his advisory role, he serves as Treasurer for the Long View Society, a local luncheon and social group. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, including discretionary and non-discretionary management, separately managed accounts, and overlay services.

Steven Dodson is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career in the financial services industry in 1995 with PaineWebber (now UBS) and has since focused on retirement income planning, education savings, and wealth management strategies. Steven holds Series 7, 63, and 66 FINRA registrations, along with life, health, and variable annuity licenses. He also holds the Chartered Retirement Planning Counselor™ designation, among other professional credentials including CFP, CPFA, PIA, and RAFA. Steven works with individuals, families, and corporate executives to develop and proactively manage personalized wealth management strategies designed to preserve income and grow assets. His areas of client focus include corporate executive services, divorce transition planning, legacy planning, managing new wealth, personal retirement planning, tax minimization, and retirement income. He emphasizes building enduring relationships based on trust, integrity, and confidentiality. He holds a Bachelor's Degree from Oakland University and resides in Rochester, MI with his wife and two sons. In his free time, Steven enjoys biking, boxing, golfing, music, running, swimming, and yoga.

Susan Bordash is a financial advisor with UBS Financial Services in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. She has been with UBS Financial Services Inc. since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a range of capital markets offerings.

Connor Harrington is a financial advisor with Morgan Stanley in Sarasota, FL, holding a Series 66 license and four years of industry experience. His prior work includes roles outside finance such as positions at Barnes and Noble and several hospitality establishments. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured planning processes and a variety of investment tools while managing approximately $2.74 trillion in client assets.

Troy Moore is a Certified Financial Planner (CFP®) with 31 years of industry experience. He currently works at Wells Fargo Advisors, joining in 2022, and previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He is also involved in an outside insurance consulting business based in Sarasota, Florida. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, using proprietary research and tools to deliver tailored recommendations, with optional implementation through its brokerage or advisory programs.

Timothy Mariano is a financial advisor with LPL Enterprise who holds Series 63 and Series 66 licenses and has 29 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at firms including The Prudential Insurance Company of America, Pruco Securities LLC, MML Investors Services, MassMutual, and GFI (HK) Securities LLC. Outside of his advisory role, he is president of two healthcare insurance companies, First United Benefit Groups and First United Benefit Corp. LPL Enterprise provides investment advisory and brokerage services to a diverse client base that includes individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers access to financial planning, third-party asset managers, and insurance products through affiliated entities.