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.

Susan Bordash is a financial advisor with UBS Financial Services in Sarasota, FL, holding Series 63 and Series 65 registrations and bringing 46 years of industry experience. She has been with UBS Financial Services since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a range of capital markets services and proprietary research to tailor client solutions.

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 CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors in Sarasota, FL since 2022. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2022. In addition to his advisory work, he is involved with Capstan Insurance Consulting LLC as an agent. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting a net-worth threshold, utilizing Wells Fargo research and planning tools to develop customized recommendations.

Timothy Mariano is a financial advisor with LPL Enterprise, holding Series 63 and 66 licenses and 28 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities, MML Investors Services, MassMutual, and Gfi (HK) Securities. Outside of his advisory work, he serves as 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 including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm emphasizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Lisa Gallagher is a financial advisor with Merrill in Sarasota, FL, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Prior to joining Merrill in 2021, she worked at Securities America Advisors and Securities America Inc. Gallagher serves as Chair-Elect of the Estate Planning & Probate section of the Sarasota County Bar Association and acts as a trustee for the P. K. Irrevocable Trust. Merrill, along 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, and institutional investors.

Peter Krause is a financial advisor with Stifel in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Stifel since 2009 and was previously with UBS Financial Services. Krause serves on the boards of LaCrosse Festivals Inc. and the Gateway Area Council Boy Scouts of America, where he is also a member of the endowment committee. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment strategy methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Timothy Gabriele is a financial advisor with RBC Capital Markets in Sarasota, FL, holding Series 63 and Series 66 registrations and possessing 36 years of industry experience. He has been with RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

James Huck is a CFP® professional with 25 years of industry experience, currently serving at Morgan Stanley in Venice, FL. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as treasurer and a member of the finance committee for Spring Meadows Country Club in Linden, Michigan. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions. The firm provides tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Alina Huffman is a financial advisor at Raymond James Financial with 11 years of industry experience. She holds the Series 66 credential and has a diverse background including roles at Better Homes & Gardens Real Estate: Destinations and Star Properties. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored non-discretionary planning and consulting, using analytical tools and risk profiling, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Joen Van Oppen is a financial advisor at Thrivent Investment Management with 27 years of industry experience. He has held positions at Thrivent Investment Management and Thrivent Financial For Lutherans since 2007. Outside of his advisory role, he is the owner of an LLC established to purchase land and develop a retirement home in New Mexico. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm focuses on holistic, goal-based planning and offers a consolidated billing option that combines planning with managed-account services, while maintaining planning and portfolio management as separate offerings.

Cassie Collins is a financial advisor at Edward Jones with nine years of industry experience. She holds the ChFC® designation and Series 66 license and has been with Edward Jones since 2016. Based in Venice, FL, her career has been focused entirely within the firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Bogdan Korszen is a financial advisor at Raymond James & Associates in Venice, Florida, with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Raymond James since 2007. Outside of his advisory role, he is a partner in HT Central LLC and participates in managing trust-related activities as a trustee. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles, research resources, and specialized advisory services, including municipal advisory and employer consulting programs.

Kenneth Ross is a financial advisor with RBC Capital Markets in Sarasota, FL, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with RBC Capital Markets since 2012. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to each client's risk profile.

Joanne Fabec is a financial advisor at RBC Capital Markets with 12 years of industry experience. She holds the Series 66 designation and has worked at RBC Capital Markets since 2015 and City National Bank since 2021. Outside of her advisory role, she is involved as a co-chair for the Johns Hopkins All Children's Foundation educational breakfast and serves on its AWJ committee. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse range of clients including individuals, institutions, and charitable organizations. The firm offers tailored investment programs combining in-house and third-party management, with features such as tax management and responsible investing screens.

Kenneth Reitz is a financial advisor with Cambridge Investment Research Advisors, holding the Series 66 designation and bringing 20 years of industry experience. He has been with Cambridge in various capacities since 2012. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals and provides diverse investment solutions including proprietary models and third-party strategies tailored to client objectives.

Nancy Marciniak is a financial advisor with Merrill in Sarasota, FL, holding Series 63 and Series 65 credentials and 38 years of industry experience. She has worked with Bank of America and Merrill since 2011. Outside of her advisory role, she assists with shipping and administrative tasks for a hat company started by her husband. 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 for individuals, high-net-worth clients, and institutional investors.

Bruce Lubatkin is a CFP® professional with over 32 years of experience in financial advisory. He is currently affiliated with LPL Financial and has held prior roles at Cetera and within his own Lubatkin Financial Group, which he has led since 2003. 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 portfolios, third-party asset management, and institutional platforms.

Jill Bruenning is a financial advisor with Morgan Stanley in Sarasota, FL, holding a Series 66 designation and having 22 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and was previously with Citigroup Global Markets starting in 2005. Outside of her advisory role, she is involved in selling essential oils through doTerra. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and 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 modeling techniques.

Christopher Hain is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Robert W. Baird & Co. since 2013. He holds the Series 66 designation and is based in Siesta Key, Florida. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that provides tailored financial planning and portfolio management services to individuals, families, institutions, and charitable organizations. The group offers a range of investment strategies and consulting services, including discretionary and non-discretionary management, separately managed accounts, and overlay solutions.