Michael Partee is a CFP® with 18 years of industry experience, currently affiliated with Cetera. His prior roles include positions at USAA Financial Advisors, Charles Schwab, and Avantax Advisory Services. He is also involved with Aksala Wealth Advisors, where he provides financial planning and investment management services in partnership with CPA firms. Cetera Investment Advisers LLC serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform allowing advisors to implement model portfolios, select third-party managers, or create bespoke strategies with a range of discretionary and non-discretionary options.

Katie Guyton is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Fidelity Brokerage Services since 2017. Prior to her career in finance, she held positions in education and the restaurant industry. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary portfolio management as well as fund advisory services.

Paul Schur is a financial advisor with LPL Financial in Sarasota, FL, holding a Series 66 credential and 23 years of industry experience. His career includes 14 years at Ameriprise Financial Services and five years with Merrill. He is involved with Schur Financial, LLC, which he owns and operates. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

David Whaley is a financial advisor at Ameriprise with 30 years of industry experience. He holds a Series 63 designation and has worked with Ameriprise since 2018, previously working at Wells Fargo Advisors from 2009 to 2018. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Yamen Elsaid is a CFP®-designated financial advisor at Morgan Stanley with 16 years of industry experience. He has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and J.P. Morgan in various roles since 2009. Outside of his advisory work, he is involved in real estate through his ownership and partnership in real estate investment entities based in Florida. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning and utilizing tools such as Monte Carlo simulations and secular return estimates to support client decision-making.

Michael Vann is a financial advisor with LPL Financial, holding a Series 66 credential and one year of industry experience. His prior roles include positions with BMO Harris Bank, Bank of America, Merrill, and BMO Bank. Outside of finance, he has experience managing Jersey Mike's Subs franchises. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, 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, supported by technology tools and oversight of substantial discretionary assets.

Brian Wells is a CFP®-certified financial advisor at Morgan Stanley with 41 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, and previously spent 12 years at UBS Financial Services. Based in Sarasota, FL, Wells holds Series 63 and Series 65 licenses as well. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market simulations.

Danelis Romero Del Sol Padron is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2018, with prior roles at Bank of America, Merrill Lynch, Centro Community Partners, and as an instructor at both the Lorry I. Lokey School of Business and Public Policy and Mills College. 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 manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering a range of brokerage and advisory solutions supported by research and analytics.

Jeffrey Lashway is a CFP® professional with 34 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC from 2009 to 2016. He holds Series 63 and Series 65 licenses and is based in Bradenton, FL. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advice. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Edward Semmerling IV is a CFP® professional with 15 years of industry experience, currently serving at Edward Jones in Bradenton, FL since 2013. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a broad range of financial needs. The firm offers discretionary and non-discretionary investment strategies, including access to separately managed accounts and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Jaleigh White is a financial advisor with Robert Baird & Co. in Sarasota, FL, holding a Series 66 designation and 14 years of industry experience. She has worked at Robert Baird & Co. since 2019 and concurrently with JJB Hilliard, WL Lyons, LLC since 2011. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, with ongoing manager selection supported by internal research and technology tools.

Karren Allen is a financial advisor with LPL Financial in Bradenton, FL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. Her prior roles include positions at Lincoln Financial Securities Corporation and Hornor, Townsend & Kent, LLC. Outside of advisory work, she operates as a self-employed insurance agent specializing in life, accident, health, disability, and long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, employing various investment strategies and providing access to third-party asset management and institutional platforms.

Frederick Wilke is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has been with Linsco/Private Ledger Corp., now part of LPL Financial, since 2004. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. It offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

James Campbell Jr. is a financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2018 and was self-employed in commercial fishing for six years prior, managing five vessels and work crews in Cortez, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

William Nickles is a financial advisor with Wells Fargo Advisors in Sarasota, FL, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2010. Nickles has ownership interests in several investment-related entities, including NWM21 LLC and Capstan Growth Partners, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services using proprietary research and tools, with a focus on tailored, discrete planning engagements for clients who meet certain net-worth criteria.

Shawn Kelly is a CFP®-certified financial advisor with over 40 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. He is based in Bradenton, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Maurice Tessier is a financial advisor with RBC Capital Markets in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at UBS Financial Services for nine years before joining RBC in 2024. RBC Wealth Management serves a broad client base including individuals, institutions, and charitable organizations. The firm offers customized portfolio management and financial planning services using a variety of advisory programs and integrates a range of investment managers and strategies tailored to client risk profiles.

Jeffrey Meyer is a financial advisor at LPL Financial with 24 years of industry experience. He holds the Series 66 designation and has worked previously at Sigma Planning Corporation, Sigma Financial Corporation, Ameriprise, Wells Fargo Clearing, and A. G. Edwards & Sons. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, 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.

Lauren Johnson is a financial advisor at Edward Jones in Longboat Key, FL, holding a Series 66 designation. She has been with Edward Jones since 2025 and has prior experience working in education and technology sectors. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Kristopher Phillips is a financial advisor with LPL Enterprise LLC in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. Prior to joining LPL Enterprise, he worked at firms including Fairway Wealth Management and Cetera. Outside of advisory services, he is the president of Agave Properties LLC, a property management company. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm’s investment approach is primarily model-driven, offering access to third-party asset managers and wrap programs while also providing affiliated trust custody, insurance services, and lending programs.