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. His prior work includes roles at Capital Choice Financial Services and Ameritas Investment Corp. Outside of advising, he is also a musician. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using various portfolio management and model-based solutions.

Craig Smith is a CFP® professional with 19 years of industry experience. He is currently with LPL Financial and has previously worked at LPF Advisors, LLC and Securities America Inc. Outside of his advisory work, he is involved in non-variable insurance sales and tax preparation services. LPL Financial serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, with access to model portfolios, research, and various portfolio management options.

Karissa Campbell is a CFP® and Series 66-registered financial advisor with Cambridge Investment Research Advisors, based in Bradenton, FL. She has six years with Cambridge and seven years of prior experience at the Sarasota Herald Tribune. Outside of financial advising, she is involved in yoga instruction through her own business, Karissa Karma Yoga, LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, and institutional clients with financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment implementation options, including proprietary and third-party strategies, delivered through a nationwide network of independent Financial Professionals.

Maha Elkhateib is a financial advisor with Wells Fargo Clearing in Sarasota, FL, holding a Series 66 designation and five years of industry experience. Prior to joining Wells Fargo in 2025, she worked at Merrill and Bank of America from 2020 to 2025. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm includes insurance-related products and bank deposit sweep options among its investment offerings.

Brian Best is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with J.P. Morgan Securities since 2013. Outside of his advisory role, he is a co-owner of Blue Horseshoe Ranch LLC, a family-operated cattle ranch and wedding barn. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory capabilities with broker-dealer, investment adviser, and commodity-related registrations.

William Yaegers is a CFP® professional with 17 years of experience, currently serving as an advisor at LPL Financial since 2009. He is based in Sarasota, FL. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by model portfolios, research, and advanced technologies.

Donald Paxton is a Series 65 licensed financial advisor with Cambridge Investment Research Advisors, joining the firm in 2024. He has one year of industry experience and previously worked at Citrin Cooperman and Company LLP, Hard Rock Digital, Kreischer Miller, and Marcum LLP. Outside of his advisory role, he is involved with Smart Pro Financial, operating in an investment-related capacity. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through a network of independent professionals, employing both proprietary and third-party model strategies across multiple custody platforms.

Patrick Cummings is a CFP® and ChFC® with 25 years of experience in the financial services industry. He has been with Ameriprise since 2000 and currently serves as an advisor in Lakewood Ranch, Florida. Outside of his advisory role, he is the Chair of the Board of Directors for the National MS Society Alabama-Mississippi Chapter. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm offers a range of advisory, brokerage, and insurance solutions and uses a centralized team to deliver non-discretionary, research-driven retirement income recommendations.

Michael Long Jr. is a CFP®-designated financial advisor at Stifel with 21 years of industry experience. He joined Stifel in 2020 after nine years at Bank of America. Outside of advisory work, he serves as vice president of an interior design business and leads a men's ministry group at his local church. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodology.

Casey Haggard is a Financial Consultant at Fidelity Investments, a position held since 2019. In this role, Casey guides clients through a planning process that helps define and prioritize their financial goals. By gaining a thorough understanding of clients' current situations and aspirations, Casey collaborates with them to implement strategies that support their financial journeys. Regular meetings are held to review progress and adjust plans as needed, aiming to provide clients with confidence and peace of mind for their retirement. Casey has extensive experience in the financial services industry, having worked in various advisory roles since 2008. Previous positions include Wealth Management Advisor at TIAA from 2014 to 2019, Investment Consultant at TD Ameritrade from 2013 to 2014, Financial Advisor at Merrill Lynch from 2010 to 2013 and again from 2008 to 2009, and Financial Consultant at PNC Investments from 2009 to 2010.

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.

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.

Becky Tochip is a financial advisor with Mass Mutual Investors Services in Sarasota, FL, holding Series 63 and Series 65 licenses and 26 years of industry experience. She has worked with Massachusetts Mutual Life Insurance Company and its affiliated firms since 2016. In addition to her advisory role, she operates an outside business selling life and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using collaborative, annual planning engagements that include firm-approved software tools.

Mark Occhipinti is a Series 66-licensed financial advisor with Morgan Stanley, where he has worked since 2009 and at the Morgan Stanley Private Bank since 2015, totaling 27 years of industry experience. He is based in Longboat, Florida. Outside of his advisory role, he is a partner in an LLC that manages rental storage units in Pennsylvania. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Omar Butt is a financial advisor with J.P. Morgan Securities in Sarasota, FL, holding a Series 66 designation and four years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018 and previously spent five years at PwC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Elliott Kugel is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He has been with Merrill since 1992 and also has a 15-year tenure at Bank of America, N.A. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s platform, providing access to various financial products and services beyond typical managed accounts.

Adam Kendall is a financial advisor with Morgan Stanley in Sarasota, FL, holding a Series 66 license and 25 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007. Outside of his advisory work, he serves on the board of directors for the New College Alumnae Association and is involved with the New College Foundation and the Kendall Family Foundation. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, including tailored financial planning supported by proprietary tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services that span retail and institutional markets.

Jared Sweetser is a financial advisor at Raymond James & Associates with two years of industry experience. Prior to joining Raymond James in 2023, he served in the US Navy with the Department of Defense for 20 years. Outside of advising, he owns and manages rental real estate properties in Bremerton, Washington. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses supported by institutional consulting and public finance capabilities.

Lisa Sheehan is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. She has worked within various Wells Fargo entities since 2009. Outside of her advisory role, she teaches fitness classes, including Zumba, at several locations in Florida. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients who meet specific net-worth criteria. The firm offers a broad planning menu and uses proprietary research and tools to develop recommendations delivered through meetings and client summary letters.