David Huffman is a financial advisor with Cambridge Investment Research Advisors in Lakewood Ranch, FL. He holds the ChFC® designation and Series 63 license and has 26 years of industry experience. His prior roles include positions at H. Beck, Inc. and Transamerica Capital Inc. Outside of advisory work, he is also an independent insurance agent with Huffman Financial Group. Cambridge Investment Research Advisors serves a diverse client base, including individual, pension, and charitable clients, offering financial planning, investment management, and retirement-plan advisory services. The firm utilizes multiple platforms and proprietary model strategies while supporting both discretionary and non-discretionary management.

John Huffman is a financial advisor with Morgan Stanley in Bradenton, FL, holding Series 65 and Series 66 licenses and bringing 14 years of industry experience. His prior roles include positions at U.S. Bancorp Investments and Edward Jones. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning through advisory programs and estate planning services, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by proprietary tools and provides a broad range of investment options and services.

Theresa Phelps is a financial advisor at Edward Jones with nine years of industry experience. She holds the Series 63 and Series 66 designations. Her prior work includes roles at Investment Distributors Inc and Protective Life. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets.

Edward Luecke is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on assisting individuals and families with a range of financial services, including corporate executive services, divorce transition planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, and retirement income. Edward and his team employ a disciplined process to help clients achieve long-term financial success. This process involves creating tailored financial plans to provide clarity and confidence, building and managing diversified portfolios adaptable to various market conditions, simplifying clients' financial lives by serving as a trusted resource, and delivering direct personal service. Their work emphasizes fostering financial well-being and building multigenerational relationships anchored on trust and consistent service. Edward holds a Bachelor's Degree from the University of Rhode Island and has earned professional designations including Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). Outside of his professional role, he has personal interests that include antiquing, cooking, fishing, painting, scuba diving, and traveling.

Claudio Ceron is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2022. He has been with Fidelity since 2012, progressing through positions as Investments Representative and Financial Consultant. Prior to his tenure at Fidelity, Claudio worked as a Financial Advisor with Edward Jones from 2010 to 2012. Claudio brings over 15 years of experience in financial consulting, focusing on partnering with clients to understand their goals and develop clear, realistic plans. His approach centers on providing straightforward guidance and utilizing Fidelity's resources to benefit clients, with an emphasis on open and consistent communication. He holds a California Insurance License. Outside of his professional work, Claudio has interests in comedy, family activities, food, snowboarding, soccer, and traveling.

Jacqueline Luckner is a financial advisor with Merrill in Bradenton, FL, holding Series 63, 65, and 66 designations and 21 years of industry experience. She has been with Merrill since 2018 and has prior work experience primarily in the fitness and early childhood education sectors. Outside of finance, she works as a delivery employee for Door Dash. 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 plans, corporations, and charitable organizations.

Rochele Diantonio is a financial advisor with OSAIC Wealth, Inc. She holds Series 63 and Series 65 licenses and has 12 years of industry experience. Her prior roles include positions at LPL Financial and SII Investments, Inc. OSAIC Wealth, Inc. serves a diverse client base including individual investors, retirement plan sponsors, and corporate clients, offering a range of financial planning, advisory, and brokerage services through a multi-advisor platform. The firm utilizes a model-based investment process with tools for portfolio optimization and supports various discretionary and third-party managed strategies.

Brandon High is a financial advisor with Edward Jones in Sarasota, FL, holding a Series 66 designation and nine years of industry experience. Prior to joining Edward Jones in 2017, he worked at Brixey & Meyer from 2014 to 2017. He serves as a board member of CHESS Christian School in Centerville, OH. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of advisory programs and investment options. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers discretionary and non-discretionary strategies, including tax-efficient services and affiliated investment products.

Victor Mweu is a Financial Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 2019. In his role, Victor focuses on family wealth management strategies, liquidity management, personal retirement planning, portfolio management services, and tax minimization. He aims to build deep client relationships by understanding their unique ambitions and creating personalized financial plans that reflect their priorities. Victor holds a Bachelor's Degree and a Master of Business Administration (MBA), both from Anderson University. He is a Personal Investment Advisor (PIA) and a member of several professional organizations, including Phi Eta Sigma National Honor Society, Alpha Chi College Honor Society, Pi Sigma Alpha Political Science Honors Society, and is a Center for Public Service (CPS) Fellow. His community involvement includes supporting the Gleaners Food Bank of Indiana, part of Feeding America. Outside of his professional work, Victor enjoys basketball, football, golfing, and soccer. He is committed to helping clients uncover what matters most to them and their families to develop strategies that pursue their financial goals.

Mark Monaghan is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His career includes roles at Wells Fargo Clearing, Independent Financial Partners, and LPL Financial. He is based in Sarasota, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory services with other financial products and referral channels.

Christopher Guido is a financial advisor with Morgan Stanley in Sarasota, FL, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at J.P. Morgan Securities and NutraElite, LLC. He is also a partner in a real estate investment venture, LWM REIT LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market analysis.

Philip Pasho is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing 20 years of experience in financial advising. His client focus areas include college education planning, corporate benefits, corporate executive services, divorce transition planning, executive compensation, equity compensation services, family wealth management strategies, international wealth management, managing new wealth, and personal retirement planning. Prior to his financial advisory career, Philip gained professional experience in marketing, finance, and general management within the technology industries, including semiconductors, contract manufacturing, robotics, and computer software. He also founded two early-stage companies backed by private equity and institutional venture capital. Philip attended Northeastern University and took courses at the University of Massachusetts and the University of Maine, though no degree was conferred. He holds the Personal Investment Advisor (PIA) designation. Philip resides in Sarasota, Florida with his spouse and has two grown children and two grandchildren. His community involvement includes serving as Treasurer of the Hammocks Condominium Association, Executive Director of the Literacy Council of Sarasota from 2004 to 2006, participation in the Stewardship Committee of St. Boniface Church in 2005, and Executive Director of The Dyslexia Foundation from 2003 to 2006. His personal interests include antiquing, chess, cooking, football, genealogy, reading, spending time with family, and traveling.

Michael Matash is a financial advisor at Morgan Stanley with 15 years of industry experience and holds a Series 66 designation. He has been with Morgan Stanley since 2011, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he is employed with Cirrus Aviation, where he provides general aviation flight training in small aircraft. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling in its financial planning process.

Kristina Pino is a financial advisor at Morgan Stanley with 30 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers planning services both directly and through corporate agreements.

Philip Gauntlett is a financial advisor at Cetera with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Cetera and affiliated firms since 2014. Prior to that, he worked at Raymond James & Associates and Morgan Keegan & Company, LLC. He serves as a successor co-trustee on an in-laws trust. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Dawn Newland is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She previously worked at UBS Financial Services for six years and has had multiple tenures with Morgan Stanley, beginning in 2012. Outside of her advisory role, she owns and operates a residential pool cleaning service called First Responders Pool Service LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services that encompass broad retail, institutional, and specialized investment activities.

David Piano is a financial advisor with Morgan Stanley in Bradenton, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm employs structured planning tools and investment committee insights while offering a variety of retail and institutional investment services.

Christopher Erickson is a financial advisor with RBC Capital Markets in Longboat Key, FL. He holds Series 63 and Series 66 designations and has 32 years of industry experience. Erickson has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, with tailored strategies implemented through a combination of in-house and third-party managers.

Jillien Fry is a financial advisor at Morgan Stanley in Sarasota, FL, holding a Series 66 designation with seven years of industry experience. She previously worked at Morgan Stanley Private Bank, N.A. and has experience with Habitat for Humanity Mississippi Capital Area. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools to model financial outcomes, while clients are responsible for implementing and maintaining their plans.

Charles Mott is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets and Legg Mason Wood Walker. Mott is also a U.S. Navy Captain on terminal leave. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides both retail and institutional investment services.