Jeffrey Day is a Series 66 licensed financial advisor at Wells Fargo Advisors in Sarasota, FL, with 25 years of industry experience. He has been with Wells Fargo Advisors since 2014. Outside of his advisory role, he is a 50% owner of DAY/JAFFE, LLC, involved in residential real estate. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services tailored to clients who meet certain net-worth criteria and combines advisory offerings with other financial products and referral channels.

Jane Mcginty is a financial advisor at Robert W. Baird & Co. with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Robert W. Baird since 2012. Outside of finance, she is a co-owner of a veterinary clinic in Sarasota, Florida. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, with a range of investment strategies from traditional to complex allocations.

Ryan Felker is a Financial Consultant at Fidelity Investments, a role he has held since 2026. He has progressed through various positions within Fidelity, including Financial Consultant I (2025-2026), Planning Consultant (2024-2025), and Financial Representative (2023-2024). Prior to joining Fidelity, Ryan completed a Rotational Banking Internship at FirstBank in 2022. Ryan focuses on helping individuals and families pursue their financial goals through personalized and collaborative planning. He emphasizes understanding each client's unique goals, values, and circumstances to provide tailored guidance and evaluate strategies related to retirement, sustainable income, wealth accumulation, and long-term financial objectives. Outside of his professional work, Ryan has interests in the beach, cars, fitness, food, football, and traveling.

Tyler Mcniel is a financial advisor at Merrill with 12 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2011. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies overseen by internal and third-party managers.

Robert Young is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been providing personalized financial and retirement planning guidance since 2007. He focuses on understanding the unique priorities and complexities of the individuals, families, and businesses he serves. With access to Merrill Lynch’s extensive research and resources, Robert offers disciplined, customized wealth management strategies tailored to his clients’ needs. Robert’s areas of expertise include college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, special needs planning, women and wealth, and tax minimization. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Robert earned a bachelor's degree from Lewis University. A lifelong resident of Peoria, Robert values community involvement and is a past recipient of the Creve Coeur Club’s Nova Award for community service. He is active in the aviation community and enjoys flying with friends and family. Robert and his wife Bridget have two children, Ellie and Trace.

Aystin Martinez is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Their prior work includes roles at Bank of America, Raymond James & Associates Inc., and Bankers Life, as well as experience at Georgia Southwestern State University and in the solar energy sector with PlugPV. 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, offering both model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Kirstin Minor is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she collaborates with her husband, Andy, to provide comprehensive financial guidance. She has been part of the financial services industry since 2017 and focuses on areas such as college education planning, family wealth management strategies, and women and wealth. She holds a Bachelor of Arts degree in Finance and a Bachelor of Arts degree in Criminal Justice, both earned in 2005 from Michigan State University. Kirstin also has the Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA®) designation and the Personal Investment Advisor (PIA) designation, catering to the unique needs of professionals in the sports and entertainment industries. Originally from Michigan, Kirstin has lived in Florida for 20 years and resides in Bradenton with her husband and three children. She contributes to her community through involvement with St. Joseph's Catholic School, reflecting her commitment to support families across generations.

Michael Cermak is a financial advisor with Raymond James & Associates and holds the Series 66 designation. He has been with Raymond James since 2024 and has prior experience teaching at the University of South Florida, State College of Florida, and Riverview High School. 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, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Greg Neatrour is a Financial Consultant at Fidelity Investments, a position he has held since 2023. Prior to this role, he worked as a Planning Consultant at Fidelity Investments from 2022 to 2023. He has also served as a Financial Advisor at Morgan Stanley from 2020 to 2021 and at Merrill Lynch from 2018 to 2020. Greg's professional philosophy centers on building trust through individualized financial planning. His career is motivated by a commitment to developing lasting relationships by helping people address their financial needs. He holds a California Insurance License as part of his professional credentials. Outside of his professional work, Greg engages in activities such as fitness, social events with friends, outdoor adventures, snowboarding, and volunteering.

Hermann Carcamo is a financial advisor at Edward Jones with five years of industry experience. He holds the Chartered Financial Consultant (ChFC®) designation as well as Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2025, he worked with Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company. Carcamo also has experience in education, having been affiliated with the University of South Florida Sarasota Manatee since 2018. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Guy Allen is a financial advisor at Merrill with 19 years of industry experience. He holds a Series 66 designation and has worked at Merrill, Bank of America, N.A., and TD Ameritrade since 2010. Outside of finance, he is a silent partner in a family-owned fitness studio, The Pilates Loft of Punta Gorda and Sarasota, where he handles administrative duties. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Patrick Handley is a financial advisor with Morgan Stanley, holding a Series 63 designation and bringing 40 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009. Outside of his advisory role, he is a rental property owner in Sarasota, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Russell Skibicki is a financial advisor with Raymond James & Associates in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior roles include positions at Carillon Tower Advisers, Inc., Eagle Fund Distributors, and STS Tampa Tarpons. He has been with Raymond James & Associates since 2017. 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 financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research resources.

Nicole Gardner is a financial advisor with Ameriprise in Sarasota, FL, holding a Series 66 designation and 12 years of industry experience. She has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2012. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide structured recommendation reports through a centralized consulting team.

Stacey Crawford is a Series 66-licensed financial advisor with eight years of industry experience, currently with Wells Fargo Advisors since 2019. Prior to joining Wells Fargo, she worked at Raymond James & Associates and Nelson Homes, Inc. She is involved in investment-related activities through her ownership of Bayshore Wealth LLC and serves as an insurance agent for Capstan Insurance Consulting LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients who meet net-worth thresholds, utilizing proprietary research and planning tools to develop customized recommendations.

Courtney Craig is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. She has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of her advisory role, she serves as secretary and treasurer for ECO LOGICAL MANAGEMENT CONSULTING, LLC, a non-investment-related business based in Bradenton, FL. 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 advisory services. The firm’s approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Maureen Dye is a financial advisor with Wells Fargo Clearing in Palmetto, FL, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. She has been with Wells Fargo Clearing and Wells Fargo Bank, N.A. since 2017 and previously worked with Manatee County Schools for one year. 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 manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions, relying on research from Wells Fargo Investment Institute and third-party sources to guide investment decisions.

Tunde Nagy is a financial advisor at Edward Jones in Sarasota, FL, holding a Series 66 designation with 13 years of industry experience. His prior roles include positions at UBS Financial Services, Oppenheimer & Co. Inc, and Morgan Stanley Private Bank, National Association. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm is notable for its extensive retail advisor and branch network as well as additional services such as a trust company and securities-based lending.

Michael Brusso is a financial advisor with Wells Fargo Clearing in Sarasota, FL, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. 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 advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Joseph St Onge is a financial advisor at Edward Jones with 30 years of industry experience and holds the ChFC®, Series 63, and Series 66 designations. He has been with Edward Jones since 2012. Outside of his advisory role, he coaches girls varsity soccer at Riverview High School in Sarasota, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a broad range of advisory programs and maintains a large nationwide network of financial advisors and branch offices.