Robin Bauer is a financial advisor with Morgan Stanley in Sarasota, FL, holding a Series 63 designation and 38 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and models.

Seann Wooten is a financial advisor with J.P. Morgan Securities in Sarasota, FL, holding Series 63 and Series 65 licenses and 22 years of industry experience. His career includes prior roles at Morgan Stanley, UBS Financial Services, Merrill, and Bank of America. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative analysis supported by a manager solutions team, with a distinctive range of regulatory registrations and derivatives capabilities.

Sandra Wagner is a financial advisor at UBS Financial Services with 13 years of industry experience. She holds the Series 66 designation and has worked primarily at UBS since 2013, with a brief tenure at Raymond James & Associates. Outside of her advisory work, she serves as treasurer on the board of directors for the Watercolor Place Home Owners Association in Bradenton, Florida. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management and employs proprietary research and model-based asset allocations to tailor client plans.

Richard Rosnack is a CFP® and ChFC® with 41 years of experience in the financial industry. He has been with Raymond James Financial since 2009 and also owns and manages Rosnack Financial Group, Inc. Outside of his advisory work, he serves as a guardian overseeing personal well-being matters. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary consulting and employs analytical tools to support client goals, while maintaining specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Lucas Noble is a financial advisor with MassMutual Investors Services in Sarasota, FL, holding CFP® and ChFC® designations and 19 years of industry experience. He has worked at MassMutual Investors Services since 2017 and previously spent 11 years at MetLife Securities Inc. Outside of financial advising, he manages multiple family-owned real estate ventures. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved tools and also delivers specialized planning programs and educational seminars.

Robert Clifton is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 2003 and joined Merrill Lynch in 2012. Robert focuses on developing strategies and recommendations tailored to individuals, families, and businesses aiming to meet their short- and long-term financial goals. His approach to wealth management is consultative and objective, emphasizing a comprehensive understanding of each client’s financial situation, preferences, and goals. Robert offers recommendations for asset allocation based on income, growth expectations, time horizon, risk tolerance, and liquidity needs. He collaborates closely with clients, their families, Merrill specialists, and outside professionals to address specialized planning needs, including investments, credit and lending, retirement, and estate planning services. Robert’s client focus areas include employee benefits planning, family wealth management strategies, services for endowments, foundations, and non-profits, personal retirement planning, portfolio management services, sports and entertainment, and retirement income. Robert earned a High School Diploma from Denbigh High School and holds the Personal Investment Advisor (PIA) designation. Originally from southeastern Virginia, he has lived in the Sarasota/Bradenton area for ten years with his wife, Robin. They participate actively in community projects and volunteer work. Outside of work, Robert enjoys chess, cooking, golfing, tennis, traveling, yoga, and spending time with his family.

Richard Manankil is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Janney Montgomery Scott, Raymond James & Associates, Banc of America Investment Services, Inc., and Legg Mason Wood Walker, Incorporated. He is also the owner of Reagan Espie Inc., through which he manages his Ameriprise advisory business. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement planning focused on dependable income and tax-efficient withdrawal strategies.

Eric Williams is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds the CFP® and ChFC® designations. His prior experience includes roles at Truist Advisory Services and BB&T Securities. Outside of advising, he owns several limited liability companies unrelated to investment management. 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 diverse client base including individuals, institutional clients, and municipal entities, offering a range of financial planning, investment consulting, and municipal advisory services.

Bradley Ohmes is a financial advisor with LPL Financial in Sarasota, FL, holding Series 63 and Series 65 credentials and 16 years of industry experience. His prior experience includes roles at Mass Mutual Investors Services and Metlife Securities Inc. Outside of his advisory work, he is involved in tax preparation and accounting through The Incompass Group and holds a non-variable insurance agent license. 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, and third-party asset management, supported by technology tools and a broad range of non-advisory financial activities.

James Springer is a financial advisor at Stifel with 32 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2014 and previously spent 12 years at UBS Financial Services. Outside of his advisory role, he is involved in community and philanthropic activities, including serving as president of the Sigma Chi Area Alumni Group and as a board member of the Gamma Theta Foundation, which supports scholarships for the Sigma Chi Fraternity. Stifel serves a broad range of clients, including individual investors, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis from its Investment Strategy Group, which provides forward-looking market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Connor Knapp is a financial advisor with RBC Capital Markets in Sarasota, FL, holding Series 63 and Series 65 licenses and has two years of industry experience. His prior roles include positions at City National Bank and Service For Profit Group. Outside of finance, he has worked in the hospitality sector at Evies Tavern and has teaching experience at both the university and secondary school levels. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored portfolio strategies implemented through in-house and third-party managers, supported by integrated capital-markets and lending capabilities.

Joseph Grimm is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in compensation and benefit plan consulting and services, with a focus on 401(k) retirement plans, defined benefit pensions, non-qualified deferred compensation (NQDC), and equity plans. Mr. Grimm holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Equity Plan Consultant (EPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned his bachelor's degree from Trinity College.

Glenn Scharf is a financial advisor with LPL Financial in Sarasota, FL, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has previously worked at Next Financial Group Inc and Cumberland Brokerage Corporation and is the CEO and sole member of Scharf Group, LLC, a business he has led since 1995. Additionally, he serves as a Chapter Success and Launch Coach for Business Network International. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of investment solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Daniel Freed is a CFP® professional with 26 years of experience in the financial services industry. He is currently affiliated with Wells Fargo Clearing, where he has worked since 2018. His prior experience includes roles at Southwestern Investment Group and Raymond James Financial Services. 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 offers brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party data.

Mark Heinemann is a financial advisor with Edward Jones in Bradenton, FL, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million 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.

Nicole Macek is a financial advisor at Edward Jones with a Series 66 designation. She has one year of experience in the financial industry, having joined Edward Jones in 2026 after a 28-year career at Walgreens Co. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services through a large national network of advisors and branch offices, managing approximately $1.01 trillion in assets under management.

Mounira Ben Aissa is a financial professional with 13 years of industry experience, currently with LPL Enterprise since 2024. She holds Series 65 and Series 63 licenses and has a lengthy background at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of her advisory role, she is involved in real estate development and rental through her ownership of Mouni and Associates LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach, offering access to third-party asset managers, financial planning, and a range of non-securities products including affiliated trust and insurance services.

Michelle Fleter is a financial advisor with Morgan Stanley in Sarasota, FL, holding a Series 66 designation and 18 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and offers services that combine structured planning tools with broad investment and financial product offerings.

Geir Fjugstad is a financial advisor with UBS Financial Services, holding a Series 63 designation and 33 years of industry experience. His prior roles include positions at Credit Suisse Securities, Harrisdirect, and Wells Fargo Clearing. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans according to clients' goals and risk tolerances. The firm combines wealth management services with institutional trading capabilities and provides a broad range of financial products and capital markets services.

Robert Caesar is a financial advisor at Equitable Advisors with 19 years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 2007. Outside his advisory role, he serves as controlling shareholder and president of RPC Capital Corp. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers a range of advisory programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party asset management solutions.