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 financial advisor with LPL Financial in Bradenton, Florida, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Fifth Third Securities and Merrill. Outside of his advisory work, he is involved with Peloquin Enterprises, LLC, a rental property operation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customizable strategies, supported by extensive operational and research tools.

Gregory Badger is a financial advisor at LPL Financial with five years of industry experience. He holds Series 66, Series 65, and Series 63 licenses. His prior experience includes roles at BMO Harris Bank, BankUnited, and Ameriprise. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Andrew Hoskins is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. He previously worked at Merrill and Independent Financial Partners before starting Good Life Advisors, LLC, where he provides independent investment advisory services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by a broad platform of tools and extensive non-advisory financial services.

Christopher Erbeck is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at Wells Fargo Clearing, Raymond James & Associates, Morgan Keegan & Company, and Morgan Stanley. He is also employed as a financial advisor at Centennial Bank in Sarasota, FL. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, featuring a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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 credentials and 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 with MDM Wealth Advisors in a finance and insurance capacity. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm’s investment approach is largely model-driven, utilizing portfolios developed by internal research and third-party strategists, and offering access to various financial planning and asset management services.

Jennifer Carlson is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. She has worked across multiple divisions within Fidelity since 2005, including brokerage services and personal and workplace advisory roles. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

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 designations and bringing 20 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she owns and operates a retail/online store on Amazon. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Michael Bowers is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2011. Outside of his advisory work, he serves on the Finance Committee of the Artist Series Concert of Sarasota. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market simulations.

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.

John Texada is a financial advisor at LPL Financial with 22 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at First Horizon Advisors, Infinex Investments, Inc., and Iberia Financial Services. 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 provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by research and technology tools.

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.

Gregg Martinsen is a financial advisor at Ameriprise with 41 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Ameriprise in 2020, Martinsen spent 21 years with Axa Advisors, LLC. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendations and ongoing annual retirement-income planning, focusing on dependable income sources and tax-aware withdrawal strategies.

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.

Sheri Chaney is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 19 years of industry experience. She has been with RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s extensive capital markets capabilities.