Lisa Sheehan is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Truist Investment Services. Outside of advising, she works as a fitness instructor teaching Zumba and other classes in the Lakewood Ranch, Florida area. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning solutions tailored to clients meeting certain net-worth thresholds, utilizing proprietary research and tools to develop personalized recommendations.

Jeffrey Porasik is a financial advisor at Raymond James & Associates with 38 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Wells Fargo Clearing and RBC Capital Markets. He is based in Sarasota, FL. Raymond James & Associates is a large 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 financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Corey Elliott is a financial advisor at Charles Schwab with 11 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. His prior work includes roles at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment options supported by multi-asset model portfolios and alternative investment due diligence.

Noelle Cartier is a financial advisor at Robert W. Baird & Co. with 22 years of industry experience. She has been with Robert W. Baird since 2011 and holds a Series 66 designation. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides tailored consulting and portfolio services, including discretionary and non-discretionary management, utilizing a range of investment strategies and overlays to meet client goals and risk tolerances.

Jason Albano is a financial advisor at Merrill with 19 years of industry experience. He has been with Merrill since 2006 and holds a Series 66 designation. He is based in Sarasota, FL. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party teams.

Joshua Fitzmorris is a financial advisor with Cambridge Investment Research Advisors in Bradenton, FL, holding the Series 63 and Series 65 designations and five years of industry experience. Prior to joining Cambridge in 2021, he worked at Ramsey Solutions for seven years and briefly operated a catering business. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers multiple portfolio management options, including proprietary and third-party strategies, with implementation across various custody platforms and both discretionary and non-discretionary approaches.

Michael Johnson is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2009. He holds Series 65 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Christopher Bouley is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He previously worked at UBS Financial Services for nine years before joining Wells Fargo in 2024. Outside of his advisory role, he co-hosts a radio show on WNRI Radio Station. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Brian Jensen is a financial advisor with LPL Financial in Sarasota, FL, holding the CFP®, ChFC®, and Series 63 designations. He has 42 years of industry experience, including prior roles at Sii Investments and 1717 Capital Management Company. Jensen is also a for-profit board member of Reeds Jewelers. 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 extensive operational tools and a large network of over 22,800 advisors.

Steven Guggenheim is a Managing Director and Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on employee benefits planning, family wealth management strategies, managing new wealth, personal retirement planning, individual and corporate investment strategy, and retirement income. Steven works one-on-one with clients to develop personalized financial strategies designed to help pursue their long-term goals. Steven graduated from Indiana University's Kelley School of Business in 1982. He began his career at a Cincinnati-based financial institution, where he assisted in taking the company public in 1987 and later helped sell it to a regional bank in 1993. Retained by the bank, he played a role in launching brokerage services in the mid-1990s before joining Merrill Lynch as a Financial Advisor in 1997. He holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, Steven follows the Merrill tradition of community involvement and volunteers with organizations in his area. He enjoys baseball, basketball, football, and spending time with his family.

Janet Clark is a financial advisor with LPL Enterprise and holds Series 63 and Series 66 designations. She has 17 years of industry experience, including 14 years at Pruco Securities, LLC, and has been involved with Wealth Protection Strategies since 2010 in a marketing assistant role. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers and a range of financial planning and consulting services.

Steven Delizza is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Advisors since 2020, following four years at Wells Fargo Clearing. He also holds a 33% ownership in DDS Financial, LLC, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services tailored to clients meeting a net-worth threshold, utilizing firm research and planning tools to develop personalized recommendations.

Barbora Hawkins is a Series 66 licensed financial advisor with LPL Enterprise, based in Sarasota, FL, and has three years of industry experience. Prior to joining LPL Enterprise, she worked at The Prudential Insurance Company of America and Pruco Securities LLC. Before her financial services career, she spent eight years at St. Francis Winery & Vineyards. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Ben Hatcher is a financial advisor at Wells Fargo Advisors with 22 years of industry experience. He holds the Series 63 and Series 66 credentials and has been with Wells Fargo Advisors since 2010. Outside of his advisory role, he serves as a board member for the Hidden Oaks Estates Homeowners Association in Sarasota, FL. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, utilizing a broad range of planning tools and Wells Fargo research to develop tailored recommendations.

Jorge Romero is a financial advisor at LPL Financial with 25 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. Prior to joining LPL Financial in 2023, he worked at Oppenheimer & Co., Inc., Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Nationwide Investment Advisors. Outside of his advisory role, he is involved with Certification Tutor LLC. 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 services including financial planning, model portfolio programs, and third-party asset management, supported by a large network of investment adviser representatives and proprietary operational tools.

Lori Rogers is a Series 65 licensed financial advisor with Equitable Advisors in Sarasota, FL, where she has worked since 1999. She has 33 years of industry experience, including a tenure at AXA Advisors, LLC from 1999 to 2020. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives and third-party platforms.

Michael Kreuziger is a financial advisor with Ameriprise, holding CFP® and Series 63 designations, and has 32 years of industry experience. He has been with Ameriprise since 1993, including its affiliated entities. Outside of advising, he is involved in real estate ownership and operates a consulting business. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, delivering personalized, research-supported recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Jeffrey Gordon is a financial advisor with Mass Mutual Investors Services in Sarasota, FL, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He previously worked at Metlife Securities, Inc. for 12 years before joining Mass Mutual and currently operates an outside insurance business focused on life, health, disability, long-term care insurance, and fixed annuities. He also manages a personal investment-related business entity for bookkeeping and accounting purposes. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, with a focus on collaborative, annual planning relationships and event-driven services such as divorce and estate settlement planning.

Hector Rodriguez is a financial advisor with LPL Financial in Venice, FL, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has been with LPL Financial, formerly Linsco Private Ledger Corp, since 2002. In addition to his advisory role, he operates as an independent insurance agent specializing in fixed insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Isabelle Striplin is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds the Series 66 designation and previously worked at Bank of America and Merrill from 2015 to 2024 before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2024. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and scenario modeling in its financial planning process and serves clients through both direct and corporate financial planning agreements.