Paul Alexander is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2021. Prior to that, he was with Bank of America and Merrill from 2010 to 2021. Morgan Stanley Wealth Management serves individual and institutional clients by offering various advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides a broad range of investment and planning services.

Carmel Harrell is a financial advisor at RBC Capital Markets with 24 years of industry experience. She holds the Series 66 designation and has been with RBC since 2014. Harrell serves as a member of the Florida Securities Dealers Association, attending board meetings on industry-related topics. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through both in-house and third-party managers.

Margaret Strausser is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2014. Outside of her advisory role, she serves as a successor co-trustee in a trust based in Sarasota, Florida. Morgan Stanley Wealth Management provides investment advisory and broker-dealer services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process uses firm-approved tools and market simulations to support client decision-making.

Justin Salom is a Financial Consultant at Fidelity Investments, where he has been serving since 2026. In this role, he works closely with clients to develop tailored financial plans that align with their individual needs. Prior to this, he held the position of Investment Consultant at Fidelity Investments from 2024 to 2026. Justin's professional background includes experience as an Assistant Vice President - Private Client Banker at JPMorgan Chase from 2023 to 2024, and as an Investment Specialist at Merrill Lynch from 2022 to 2023. Throughout his career, he has focused on fostering long-term client relationships and maintaining open communication channels to continuously improve financial plans over time.

Timothy Parker is a financial advisor at Fidelity with 19 years of industry experience. He has previously worked at J.P. Morgan Securities, Merrill, and Bank of America. Outside of his advisory role, he is a sole proprietor of Parker Media Group LLC, focusing on content creation, and serves on the corporate board of Big Brothers Big Sisters of The Sun Coast. Fidelity, through its Strategic Advisers LLC division, provides investment management and advisory services to a broad client base including retail and institutional investors, offering discretionary and non-discretionary portfolio management with an investment process that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

David Theriault is a financial advisor with Wells Fargo Clearing in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Wells Fargo Clearing since 2018 and previously held positions at Morgan Stanley Private Bank and Morgan Stanley from 2009 to 2018. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources to guide investment decisions.

Nate Bennett is a Financial Consultant at Fidelity Investments, where he focuses on delivering a high-quality planning experience. He works closely with clients to understand their goals, evaluate options, and create clear, actionable strategies. Through personalized guidance, Fidelity's resources, and consistent communication, he helps clients make confident financial decisions and build long-term trust. Nate has held several roles at Fidelity Investments, including Planning Consultant (2025-2026), Relationship Manager (2024-2025), Client Services Help Desk Tier 1 (2023-2024), High Net Worth Associate (2022-2023), and Customer Relationship Advocate (2021-2022). Prior to joining Fidelity, he was an Intern at Ryan Insurance Strategy Consultants from 2020 to 2021. Outside of his professional career, Nate enjoys attending concerts, fitness activities, football, social events with friends, music, and parenthood.

Heather Forte is a financial advisor at LPL Financial with 23 years of industry experience. She holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. from 2001 to 2024. Heather is also a public notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, with both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Ellen Cycotte is a financial advisor at Merrill with a Series 66 designation and 19 years of industry experience. She has been with Merrill since 2009. 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.

Ryan Bloom is a Financial Consultant currently working at Fidelity Investments. He has held several roles within Fidelity, including Planning Consultant, Fixed Income Specialist, and Investment Solutions Representative. Prior to joining Fidelity, he worked as a Financial Professional at Equitable Advisors. Throughout his career, Ryan has developed expertise in financial planning and investment solutions. He focuses on understanding and prioritizing his clients' goals to co-create financial roadmaps that align with their objectives. Outside of his professional work, Ryan has personal interests that include spending time at the beach, enjoying food, watching football, playing golf, and caring for pets.

Kristina Scapin is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at The Vanguard Group from 2016 to 2022 before joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs, and it oversees delegated management and addresses potential conflicts of interest.

Nicklaus Van Vleet is a financial advisor at Morgan Stanley in Sarasota, FL, holding a Series 66 designation with one year of industry experience. His prior roles include positions at IDS Real Estate Group and The Spirit Network, as well as entrepreneurial experience with Van Vleet Meat Company. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process.

Charles Polis is a Senior Consultant with Merrill Lynch Wealth Management. He joined the firm in 1998 and is a partner in the Polis Jerome Group. Mr. Polis holds a Bachelor of Arts degree in Marketing from the University of South Florida and a Master of Business Administration degree from Webster University. He has earned the Certified Investment Management Analyst® designation awarded by the Investments & Wealth Institute™ and has completed certification programs in Investment Strategist, Endowments and Foundations, and Alternative Investments at the Wharton School of the University of Pennsylvania. Additionally, he holds the Personal Investment Advisor (PIA) professional designation. Outside of his professional role, Charles Polis enjoys fishing, running, and spending time with his family.

Jesse Shaw is a CFP® and CFA® with 11 years of industry experience. He has been affiliated with Cambridge Investment Research Advisors since 2017 and is also self-employed. In addition to his advisory work, he operates as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension plans, charitable organizations, and other clients. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Dean Lowden is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. He has been with Fidelity since 2021, progressing through roles including Investment Solutions Representative I and II, and Investment Management Consultant before assuming his current position in 2025. Prior to joining Fidelity, he worked as a Financial Advisor at Prudential Advisors from 2018 to 2021. In his role, Dean partners with clients to understand their goals and develop customized financial plans tailored to their unique needs. He emphasizes building strong relationships and maintaining trust, reliability, and competency in his work. Outside of his professional career, Dean has personal interests in art, baseball, cooking and baking, family activities, theater, and traveling.

Lori Van Zandt is a financial advisor with Ameriprise Financial Services in Sarasota, FL. She holds Series 65 and Series 63 licenses and has six years working with Ameriprise Financial Services, LLC, and an additional ten years with Ameriprise Financial Services Inc., totaling 16 years of industry experience. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Gianni Valenti is a Series 66-credentialed financial advisor at LPL Financial with seven years of industry experience. Prior to joining LPL Financial in 2020, he worked at Eagle Wealth Advisors and Edward Jones. Outside of finance, Valenti has been the general manager of Valentis Ristorante, a family restaurant in Sarasota, FL, since 2005. LPL Financial is a national 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 supported by model portfolios, third-party subadvisors, and advanced technologies.

Cynthia Robertson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and possessing eight years of industry experience. Her career includes roles at Cambridge Investment Research, Inc. since 2018 and prior experience with Travel Team USA and the Manatee County School Board. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Laura Sanchez is a financial advisor with Merrill in Sarasota, FL, holding a Series 66 designation and five years of industry experience. Her work history includes roles at Bank of America, Merrill, Equitable Advisors, Primerica, and involvement in the hospitality sector with Columbia Restaurant and Geckos Grill & Pub. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Karen Sites is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at both Morgan Stanley and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.