Brenda Kleiber is a financial advisor at Robert W. Baird & Co. with 17 years of industry experience. She holds the Series 66 designation and has been with Robert W. Baird since 2016. Outside of advising, she is co-owner of EverNear Wellness and is involved in the production and marketing of homemade coffee liqueur through Campfire Beverages LLC. Brenda is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, serving individual, corporate, pension, and charitable clients. The firm offers a range of services including financial planning, portfolio management, and custody, utilizing both manager-traded and model-traded strategies alongside internal research and tools to support client advice.

Evan Guido is a financial advisor with Cetera who holds Series 63 and Series 65 registrations and has 24 years of industry experience. He has worked at Robert Baird & Co. and has been involved with Avantax entities and Aksala Wealth Advisors. Outside of his advisory work, he serves as a volunteer board member for Palmetto Charter School. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers across various program structures.

Beatriz Gutierrez Malaver is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. Her prior work includes roles at JPMorgan Chase Bank, Bank of America, and Keiser University. J.P. Morgan Securities LLC 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Michael Murphy is a financial advisor with Raymond James & Associates, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He has worked at Morgan Stanley and its affiliated entities since 2013 and is the owner of Dirigo Capital Management LLC, a private investment firm. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and advisory services supported by a range of portfolio management styles and affiliated research.

Mark Gardner is a financial advisor at Ameriprise with 37 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ameriprise and its related entities since 2012. Outside of advising, he is involved in independent insurance brokering and holds trail commissions from prior insurance policies. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on retirement income, tax-aware withdrawal strategies, and Social Security options.

Dina Debs is a Financial Advisor at Merrill Lynch Wealth Management. She works with clients to define their financial goals and develop portfolio strategies tailored to their individual needs. Her role involves providing ongoing advice and adapting portfolios as clients' situations change. She holds the Personal Investment Advisor (PIA) designation and completed high school through The Commonwealth of Massachusetts Department of Education. She also attended the University of Phoenix without obtaining a degree. Dina is fluent in Arabic and English. Dina's approach focuses on helping clients manage competing financial demands, such as buying a home, saving for college, caring for elderly parents, and preparing for healthcare needs.

Scott Truitt is a financial advisor at Merrill with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Merrill since 1993 and Bank of America since 2009. Outside of his advisory work, he serves as a basketball coach for AAU. 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 and profit-sharing plans, corporations, and charitable organizations.

Andrew Lowther is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Based in Sarasota, FL, Lowther holds the Series 66 designation. 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 incorporates modern portfolio theory, including a broader range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Marc Miller II is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been affiliated with various Raymond James entities since 2013. He also operates M&M Wealth Advisors as an independent contractor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, supports municipal and public finance work, and recently introduced a SIMPLE IRA Employer Advisory program.

Larry Woodruff Jr. is a financial advisor with Ameriprise in Bradenton, FL, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he assists his daughter with producing and selling homemade jerky and hot sauce as a fundraiser to support youth sports equipment for national championships. Ameriprise provides retirement-income planning services tailored to clients approaching or in retirement, focusing on those with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Rachael Reeves is a financial advisor with Stifel in Sarasota, FL, holding a Series 63 designation and 27 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2014. Stifel serves a broad client base including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment guidance utilizes proprietary methodologies from its Investment Strategy Group to support asset allocation and planning decisions.

Peter Barresi is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He worked at J.P. Morgan Securities for 13 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2025. Outside of advisory work, he owns several rental properties in Sarasota and Brooklyn. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Kimberly Heffernan is a financial advisor with LPL Financial in Lakewood Ranch, FL, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. She previously worked at JP Morgan Securities LLC for nine years and was involved with Roll Tide Properties, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and diversified investment strategies.

Kenneth Garcia is a financial advisor at Edward Jones in Sarasota, FL, holding the Series 66 designation with 22 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Galliano is a Financial Consultant currently with Fidelity Investments, where he has been serving the Sarasota branch since 2013. He brings a total of 19 years of financial advisory experience, having previously worked as a Financial Advisor at MetLife Securities from 2009 to 2013 and at Merrill Lynch from 2007 to 2009. Michael’s professional focus is on assisting families and business owners in building financial freedom by leveraging his skills and knowledge to help clients work towards their established financial goals. He aims to be a lifetime resource for each client he serves. He holds a California Insurance License. Outside of his professional commitments, Michael engages in personal interests such as boating, cooking and baking, family activities, skiing, tennis, and traveling.

Rill Baxter is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 1993. Morgan Stanley Wealth Management offers advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm emphasizes a structured planning process using proprietary tools and serves a broad client base with a range of investment and financial services.

Lisa Keverian Press is a financial advisor with Robert W. Baird & Co. in Sarasota, FL, holding a Series 63 designation and bringing 45 years of industry experience. She has been with Baird since 1999. Outside of her advisory role, she serves on the investment committees for The Pines Foundation, Sarasota Circus Arts Conservatory, and All Faiths Food Bank. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services supported by internal research, manager selection, and specialized investment strategies.

Emma Lee Holmes is a financial advisor with Morgan Stanley in Bradenton, FL, holding a Series 66 designation and two years of industry experience. Before joining Morgan Stanley in 2023, she worked at Galati Yacht Sales from 2021 to 2023 and Bellabrava from 2020 to 2021. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Edward Booth is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory work, he serves as treasurer for Fairfield Youth Football and is a co-trustee for Shearwater Creek 401(k) plans. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services. The firm offers tailored recommendations using proprietary research and planning tools, with services spanning from cash-flow and retirement planning to specialized areas like business-owner transition and special-needs analysis.

Aaron Vaughn is a financial advisor at Raymond James & Associates with Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Raymond James, he held roles at Trinity Wealth Securities, LLC, and Florida Financial Advisors. Vaughn previously worked for eight years at the Polk County Sheriff's Office. 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 and consulting with a range of portfolio management styles and affiliated research support.