Michelle Reynolds is a financial advisor with Raymond James Financial Services Advisors, Inc. in Sarasota, FL, holding Series 63 and Series 66 credentials and eight years of industry experience. She previously worked at Truist Advisory Services and SunTrust Bank. Raymond James Financial Services Advisors, Inc. provides 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 employs analytical tools and risk profiling to tailor non-discretionary planning and investment consulting to client goals and supports its offerings with technology and municipal advisory capabilities uncommon among large institutional advisors.

Michael Gibson is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2017. He focuses on helping clients protect and strengthen their financial security through planning and guidance. Michael emphasizes the importance of consistent and long-lasting relationships in implementing sound financial plans. His professional experience includes serving as Regional Director at Principal Financial Group from 2012 to 2017, and as Founder and President of Redwood Investments from 2005 to 2012. Prior to that, he worked as an Investment Representative at Edward Jones Investments from 2001 to 2005. Michael has been serving clients in the financial industry since 2001. Michael holds a California Insurance License.

Christine Pierce is a financial advisor at Morgan Stanley with 26 years of industry experience. She has worked previously at Merrill and has spent multiple years at Morgan Stanley Smith Barney LLC. Outside of finance, she works part-time in customer service at Kohl's Department Store. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Juan Limon is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked with firms including Capital Choice Financial Services and Ameritas Investment Corp. Outside of his advisory role, he is also a musician. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm provides access to multiple platforms and custodians, supporting both discretionary and non-discretionary management with proprietary model strategies under the Founders Gate Capital brand.

Craig Smith is a CFP® with 20 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked with LPF Advisors, Securities America, and operated as a sole proprietor. Smith also operates as an independent agent in non-variable insurance and is involved with tax preparation and accounting-related activities. 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 and access to third-party asset management and institutional platforms.

Gary Liebel is a financial advisor with Morgan Stanley in Bradenton, FL, holding Series 63, 65, and 66 licenses and possessing 39 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney LLC from 2011 through the present. Outside of his advisory role, he is involved in several private businesses, including serving as vice president of Presque Isle Boat Tours Inc. and owning a restaurant called Woodys BARge and Grill. 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. Their planning process incorporates firm-approved tools and models but generally does not include individual security recommendations as part of standalone plans.

Karissa Campbell is a CFP®-designated financial advisor with six years of industry experience, currently serving clients at Cambridge Investment Research Advisors. Prior to her advisory role, she worked for seven years at the Sarasota Herald Tribune. Outside of her financial advisory work, she is involved in yoga instruction through her business, Karissa Karma Yoga, LLC. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutions such as pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides services through multiple platforms and custodians.

Dennis Kruk is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in providing personalized wealth management strategies that are designed to be flexible and responsive to changing market conditions and his clients’ evolving needs. His approach focuses on understanding the full financial picture of clients and their families to create comprehensive and customized plans. He offers access to investment insights from Merrill as well as banking and lending solutions from Bank of America to address various aspects of clients' financial lives. Dennis holds a Bachelor's Degree from Baruch College and has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment (SE). His client focus areas include family wealth management strategies, managing new wealth, personal retirement planning, portfolio management, tax minimization, and retirement income. In addition to his advisory work, Dennis is involved in his community through volunteering with organizations such as Habitat for Humanity and Southeastern Guide Dogs. Outside of work, he enjoys biking, golfing, swimming, and spending time with his family.

Brian Best is a financial advisor at J.P. Morgan Securities with 31 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at PNC Wealth Management, Trustmont Advisory Group, Best & Company Investment Management, and Raymond James & Associates. Outside of his advisory work, he is an owner and partner of Blue Horseshoe Ranch LLC, a family-run cattle ranch and wedding barn. 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’s advisory process integrates systematic quantitative screening with qualitative research and includes a broader range of derivatives and commodities capabilities than many institutional programs.

Donald Paxton is a Series 65-licensed financial advisor with Cambridge Investment Research Advisors in Bradenton, FL, and has two years of industry experience. His prior work includes positions at Citrin Cooperman and Company LLP, Hard Rock Digital, Kreischer Miller, and Marcum LLP. He is also involved with Smart Pro Financial in Bradenton, where he engages in trading activities. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual, pension, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through various platforms and offers access to third-party advisers and proprietary model strategies under the Founders Gate Capital brand.

Patrick Cummings is a financial advisor with Ameriprise in Sarasota, FL, holding CFP®, ChFC®, and Series 66 credentials and bringing 26 years of industry experience. He has been with Ameriprise and its related entities since 2000. Outside of his advisory role, he serves as Chair of the Board of Directors for the National MS Society Alabama-Mississippi Chapter. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning through a collaborative approach involving a centralized service team and the client's advisor.

Michael Long Jr. is a CFP®-designated advisor with Stifel in Sarasota, FL, bringing 22 years of industry experience. He previously worked at Bank of America and Merrill before joining Stifel in 2020. Outside of his financial career, he serves as Vice President of SODO Design LLC, an interior design business, and leads a men's ministry group at the Church of the Redeemer. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses intended as a basis for client decisions.

Richard Eaton is a financial advisor with Morgan Stanley in Bradenton, FL, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009, following seven years at Citigroup Global Markets. Morgan Stanley Wealth Management serves individual and institutional clients, offering a wide 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 proprietary tools and market modeling.

Rachel Redington is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has held positions at J.P. Morgan Securities since 2023 and J.P. Morgan Chase Bank since 2022. Her work history includes roles outside finance, such as positions at Lululemon Athletica and Sirius Day Spa & Med Spa. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Its program offers non-discretionary, written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Brian Smith is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 31 years of industry experience. Prior to joining Cetera in 2022, he worked at Fidelity Personal and Workplace Advisors and Hancock Whitney Bank, where he also served as a wealth advisor providing financial planning and referrals to specialists. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supporting over 10,000 advisors and managing assets totaling more than $256 billion.

Mathieu Danon is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. He has worked at Wells Fargo and Wells Fargo Clearing Services since 2019, and previously held a position at Applebee's. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, incorporating a broader set of financial products including insurance-related vehicles and bank deposit sweep options.

David Nicewarner is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and over 31 years of industry experience. He previously worked at Grove Point Advisors, LLC and Grove Point Investments, LLC, and has operated as a CPA providing tax preparation and accounting services since 1986. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Daniel Wood is a financial advisor with LPL Financial in Bradenton, FL, holding a Series 66 designation and 16 years of industry experience. Prior to joining LPL Financial in 2014, he worked at Edward Jones from 2010 to 2014. He also serves as a Financial Peace University class instructor. 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 and access to third-party asset management, with platforms that support both discretionary and non-discretionary investment strategies.

Thomas Ware is a financial advisor with UBS Financial Services in Sarasota, FL, holding Series 63 and Series 65 licenses with 35 years of industry experience. He has been with UBS since 1997. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and providing fee-based financial planning, portfolio management, and access to proprietary research and capital markets products.

Thomas Hagigh is a CFP® professional with over 31 years of experience in the financial services industry. He is currently with LPL Financial and has held positions at firms including Janney Montgomery Scott, Wells Fargo Clearing, Morgan Stanley, Citigroup Global Markets, and Legg Mason Wood Walker. He is also licensed to sell fixed annuity insurance. 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 portfolio programs, third-party asset management, and institutional platforms.