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.

Jeffrey Porasik is a financial advisor with Raymond James & Associates in Sarasota, FL, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. His prior work includes positions at Wells Fargo Advisors and Wells Fargo Clearing. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also provides institutional consulting and emphasizes public finance and municipal services alongside its retail advisory offerings.

Corey Elliott is a CFP® professional based in Sarasota, FL, affiliated with Charles Schwab. He has 11 years of industry experience, including roles at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC before joining Charles Schwab Bank and Charles Schwab in 2021. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a comprehensive alternative investment due diligence process.

Richard Grover is a financial advisor with Raymond James & Associates, holding a Series 66 designation. He has been with Raymond James since 2025 and has prior work experience in structural solutions and education. The firm, Raymond James & Associates, serves a broad client base including individuals, institutions, and public entities, offering wealth advisory planning and investment consulting through a range of programs and services that include firm-sponsored wrap fee programs, institutional consulting, and municipal advisory capabilities.

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 holds the Series 66 designation and has been with Merrill since 2006. 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. The firm serves a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

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 CFP® and ChFC® designations and over 41 years of industry experience. He has been with LPL Financial since 2018 and has also worked at SII Investments since 2007. In addition to his advisory role, Jensen serves as a board member of Reeds Jewelers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and model portfolio management, supported by proprietary and third-party research.

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 at LPL Enterprise with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Pruco Securities, LLC for 14 years. Clark is also involved with Wealth Protection Strategies, a financial planning and asset management firm based in Sarasota, FL. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory, and brokerage services through an integrated platform that includes model portfolios and third-party asset management.

Steven Delizza is a financial advisor with Wells Fargo Advisors in Red Bank, NJ, holding a Series 66 designation and 15 years of industry experience. He has worked with Wells Fargo Advisors and Wells Fargo Clearing since 2011. In addition to his advisory role, he has a 33% ownership in DDS Financial, LLC, an investment-related business. 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 options, incorporating Wells Fargo research and tools, with planning engagements typically structured as discrete projects.

Barbora Hawkins is a financial advisor with LPL Enterprise, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Enterprise in 2024, she worked at The Prudential Insurance Company of America and Pruco Securities LLC since 2023. She also spent eight years at St. Francis Winery & Vineyards before entering the financial services industry. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients. The firm provides financial planning, advisory services, and access to a broad range of brokerage and insurance products through its integrated platform.

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 CFP® professional with 24 years of industry experience, currently associated with LPL Financial since 2023. His prior experience includes roles at Oppenheimer & Co., Inc., Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Outside of his advisory work, he is involved with Certification Tutor LLC, a business related to certification training. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers a range of financial planning and advisory programs supported by research and technology, providing both discretionary and non-discretionary management across diversified strategies.

Lori Rogers is a financial advisor with Equitable Advisors in Sarasota, FL, holding a Series 65 designation and 33 years of industry experience. She has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Equitable Advisors serves a broad client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement plan support, and access to asset management through LPL programs and a variety of third-party asset managers, utilizing a hybrid referral and implementation approach.

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 with 32 years of industry experience. He has been with LPL Financial since 2002, including its predecessor, Linsco Private Ledger Corp. Outside of advisory services, he operates as an independent insurance agent specializing in fixed insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, supporting both discretionary and non-discretionary management with access to research, model portfolios, and various investment strategies.