Peter Risch is a financial advisor with Morgan Stanley in Lakewood Ranch, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Morgan Stanley since 2014 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual 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 market modeling techniques in its services.

Bonnie Pattison is a financial advisor at Fidelity with eight years of industry experience. She holds the Series 66 designation and has worked with Fidelity Brokerage Services LLC since 2017, including roles at Fidelity Personal and Workplace Advisors. Prior to Fidelity, she spent a year at SunTrust Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a range of clients, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also engages in advisory roles for multiple registered investment companies and employs systematic methodologies supported by AI-driven research.

Samuel Uribe Palacios is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds a Series 65 designation and has a background in education, having held teaching positions at multiple schools and currently working at the University of North Florida. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan advisory services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers a range of portfolio management options and employs both proprietary and third-party investment strategies.

Lance Sublett is a financial advisor at Equitable Advisors with a Series 66 designation and three years of industry experience. He previously worked at American Express Company and operated a sneaker reselling marketplace as a hobby. Equitable Advisors serves individuals, plans, corporations, and institutions, providing financial planning, retirement consulting, and asset management through various programs and third-party partnerships.

Marsh Gardner is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 credential and has prior experience at Citigroup, Sirota Capital, Fidelity Information Services, Raymond James & Associates, and MassMutual Life Insurance Company. 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, wrap and money-manager programs, and educational seminars.

Merri Hall is a CFP®-certified financial advisor with 34 years of industry experience, currently with Wells Fargo Clearing since 2024. Her prior experience includes roles at LPL Financial and M&T Bank. Outside of her advisory work, she serves as a notary public and acts as a trustee and executor for family-related trusts and estates. 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 advice. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Jacob Newman is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. His prior roles include positions at The Huntington Investment Company and Insource Inc. He also works as an annuity sales specialist with NFG Brokerage, focusing on internal sales and case design. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a nationwide network of independent advisors and employs a multi-manager platform with various program structures and custodial relationships.

Douglas Bailey is a financial advisor with Morgan Stanley in Venice, FL, holding a Series 66 designation and 15 years of industry experience. He has been with Morgan Stanley since 2010, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Brendan Ward is a financial advisor at Stifel with a Series 66 designation and four years of industry experience. He previously worked at Navy Federal Credit Union and Fire Island Ferries. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide clients with capital market analyses and asset allocation guidance.

William Sherlach is a financial advisor with Raymond James Financial Services Advisors, Inc. in Sarasota, FL, holding Series 63 and Series 65 licenses with 44 years of industry experience. His career includes roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, N.A. He is also an officer and vice president of Dick Cuvelier Financial Services, Inc., where he works directly with clients on their financial goals. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Wesley Banks is a financial advisor at Edward Jones in Bradenton, FL, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he has served as a JV softball head coach at School District Manatee County since 2024. He is also the owner of Eight Get Up LLC, a fiction writing business established in 2022. Edward Jones is a full-service wealth management firm serving a diverse client base that includes individual and institutional investors. The firm offers a broad range of investment advisory programs and maintains a large network of financial advisors and branch offices nationwide.

Thomas Meyers is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1998, bringing over 20 years of experience to his role where he focuses on family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, tax minimization, and retirement income. He holds the CERTIFIED FINANCIAL PLANNER (CFP) certification and the Personal Investment Advisor (PIA) designation. Mr. Meyers graduated from the University of Florida with a bachelor's degree in Business Finance. After graduation, he served as an infantry officer in the United States Marine Corps. His professional approach is centered on understanding clients’ individual financial goals and creating custom strategies designed to help pursue those goals. His holistic approach incorporates managing liabilities, home financing, education planning, saving and investing, estate planning, and wealth transfer. Outside of his professional work, Thomas Meyers lives in Lakewood Ranch with his wife, Susan, and their two children. He participates in community volunteering aligned with the longstanding Merrill Lynch tradition. Personal interests include fishing, golfing, spending time with family, and traveling.

Bradford Jones is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials. He has one year of industry experience, including prior roles at UBS Financial Services Inc. and Charles Schwab Bank, SSB. 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 affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational resources.

Luke Tannariello is a PWM, Investment Management Consultant at Fidelity Investments. In this role, he partners with clients and their Wealth Management Advisors to design, implement, and monitor investment strategies aimed at pursuing long-term investment goals. Luke has extensive experience in investment management, having held various positions at Fidelity Investments since 2007. His career progression includes roles such as Investment Management Consultant III, Portfolio Specialist, Client Management Representative, and several others, demonstrating a broad understanding of investment solutions and client services. Outside of his professional work, Luke's personal interests include spending time at the beach, boating, parenthood, and caring for pets.

Randall Ridenour is a financial advisor with Morgan Stanley, holding a Series 63 designation and bringing 45 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and economic modeling techniques.

Mikael Newman is a CFP® professional with 45 years of industry experience, currently affiliated with LPL Financial since 2021. He previously worked for Waddell & Reed, Inc. and various insurance carriers from 1981 to 2021. Newman has established The Newman Group as a sole proprietorship related to his investment advisory business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services, with access to research, model portfolios, and technology-driven investment strategies.

Stephen Tucci is a CFP® with 18 years of experience in financial advising. He is currently with RBC Capital Markets and City National Bank, both since 2022. His prior roles include positions at Truist Advisory Services, BB&T Securities, and SunTrust Investment Services. Outside of finance, Tucci operates SCUBA Steve's Certification & Underwater Tours, providing SCUBA certifications and underwater tours. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored strategies that incorporate in-house and third-party investment managers, emphasizing portfolio customization and integrated financial services.

Austin Collins is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. He holds the Series 66 designation and operates out of Sarasota, FL. Edward Jones is a full-service wealth management firm serving over 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brenton Hunter is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 15 years of industry experience. His prior roles include positions at Charles Schwab and TD Ameritrade. Outside of his advisory work, he is a partial owner of a cleaning and restoration business operated by his wife. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm follows an IPS-driven advisory process grounded in modern portfolio theory and offers a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Frank Planes is a financial advisor with Ameriprise in Lakewood Ranch, FL, holding a Series 63 designation and bringing 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations, with a focus on assets held in Ameriprise Managed Accounts.