Frank Fontanella is a financial advisor at Fisher Investments with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Fisher Investments since 2013. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and uses tax-aware strategies alongside risk management techniques.

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.

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.

Michael Rothstein is a financial advisor with Ameriprise in Sarasota, FL, holding a Series 63 designation and over 44 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services since 2005. Rothstein serves on the investment committee of the Columbus Jewish Foundation, where he reviews investment strategies and recommends changes. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on income sources and tax-aware withdrawal strategies.

Edward Magda is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individual and institutional clients. The firm provides tailored financial planning services supported by proprietary planning tools and investment models, managing approximately $2.74 trillion in client assets.

Stephen Peloquin is a Series 66 licensed financial advisor at LPL Financial with 14 years of industry experience. He previously spent 13 years at Fifth Third Securities before joining LPL Financial and the Bank of Tampa. Outside of his advisory role, he is involved with Peloquin Enterprises, LLC, a rental property business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by research, model portfolios, and various management options.

Christopher Erbeck is a financial advisor with Ameriprise in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. In addition to his advisory work, he is employed as a financial advisor at Centennial Bank. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Kirk List is a financial advisor with Stifel in Sarasota, FL, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Leslie Maskewitz is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. Prior to joining LPL Enterprise in 2024, Leslie worked at Prudential Insurance Co. of America and Pruco Securities, LLC. She is also involved in a finance and insurance business, MDM Wealth Advisors. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model wealth portfolios, third-party asset management, and a range of brokerage and insurance products.

Jennifer Carlson is a financial advisor at Fidelity with 32 years of industry experience. She holds Series 63 and Series 66 designations and has been with various Fidelity entities since 2008. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs, and has a regulatory role uncommon among large institutional peers.

John Johnson is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Morgan Stanley since 2022. His prior experience includes roles at Cambridge Investment Research, TD Waterhouse Investor Services, and Ameritrade. Outside of his advisory work, he is involved in a labor and service business focused on outside cleaning in Holmes Beach, Florida. 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 tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and analysis as part of its process.

Melanie Barber is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory work, she owns and operates an online retail business. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies.

Michael Bowers is a financial advisor with Morgan Stanley in Sarasota, FL. He holds a Series 66 designation and has 14 years of industry experience. Since 2011, he has worked with Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Outside of his advisory role, he serves on the finance committee of the Artist Series Concert of Sarasota, a local arts organization. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers planning services both directly and through corporate financial planning agreements.

Cindy Hall is a Senior Financial Advisor with the Polis Jerome Group at Merrill Lynch Wealth Management. She has been with the company since 2002 and holds a Bachelor of Science degree in Communications from Southern Illinois University. Cindy focuses on a Goals Based Wealth Management approach, working with clients to understand their individual needs and helping them pursue their financial goals. Her expertise includes personal retirement planning, women and wealth, and retirement income. Throughout her career, Cindy has built long-standing relationships with clients through an extensive understanding of the services offered by Merrill Lynch. She and her team collaborate to recommend financial strategies aligned with each client's unique situation and objectives. Cindy holds the Personal Investment Advisor (PIA) professional designation. Cindy resides in Parrish with her husband, Tim, and their two daughters, Kelsea and Madison. She is involved with the community through Kids Bank Rowlett Elementary. Her personal interests include biking, gardening, music, swimming, watching movies, and spending time with family and friends.

Thomas Mcdonald is a CFP® with 38 years of industry experience, currently serving at Wells Fargo Advisors in Sarasota, FL since 2012. He has ownership in McDonald GP, LLC and is involved in insurance consulting through Capstan Insurance Consulting LLC. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services including retirement, education, risk, and wealth-transfer planning, utilizing proprietary research and tools to deliver tailored recommendations.

Gary Brochin is a financial advisor at Stifel with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel Nicolaus & Co Inc since 2016. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach involves proprietary methodologies developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

Christopher Kuchmek is a Series 66-licensed financial advisor with Merrill, based in Lakewood Ranch, FL, with 10 years of industry experience. His work history includes multiple roles at Merrill and Bank of America N.A. since 2013. Outside of his advisory role, he operates Georgetown Tobacco, a sole proprietorship involved in order processing and shipping. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Adam Scrimenti is a financial advisor at Raymond James & Associates with two years of industry experience. He holds a Series 66 designation and has a background that includes roles at several golf and country clubs as well as involvement with the PGA of America since 2019. 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, institutions, and municipal entities, and offers customized financial planning and investment consulting with a range of portfolio management styles.

Peter Lappin is a financial advisor at UBS Financial Services with 31 years of industry experience. He previously worked at Bank of America and Merrill from 2016 to 2024. He holds Series 63 and Series 65 licenses and is located in Sarasota, FL. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and capital markets solutions.

Anthony Demarco is a financial advisor with Wells Fargo Clearing in Sarasota, FL, holding Series 63 and Series 66 credentials and seven years of industry experience. He has worked with Wells Fargo Clearing since 2018 and with Wells Fargo Bank, N.A. since 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers a broad range of brokerage and advisory solutions, leveraging extensive research and analytics while managing approximately $671 billion in assets across more than 14,000 advisors.