Susan Kelly is a Series 66-registered financial advisor with Morgan Stanley in Sarasota, Florida, bringing 16 years of industry experience. She has worked at Morgan Stanley since 2018 and previously spent seven years at Robert Baird & Co. Outside of her advisory role, she is a fitness instructor teaching spin classes at the YMCA of Southwest Florida. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Sharon Oberlander is a Senior Consultant at Merrill Lynch Wealth Management. She specializes in goals-based wealth management, focusing on retirement accumulation and income planning strategies, philanthropic and legacy goal execution, and managing wealth-based risk. Sharon is part of the Oberlander Timmerwilke Group, where she emphasizes simplicity, transparency, and a disciplined process tailored to clients' current lifestyles, retirement income needs, and legacy goals. She prioritizes educating clients and aims to make a positive impact on the families and communities she serves. She holds a Bachelor's Degree from the University of Manitoba and has earned professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Sharon has completed executive education programs at Wharton and Harvard. Fluent in both French and English, she also engages in client education initiatives and serves on investment committees to evaluate firm research suitable for client objectives. Beyond her professional role, Sharon is involved in various community and cultural organizations. She serves on the boards of the Lyric Opera of Chicago and the Digestive Health Foundation Board for medical research, and is co-chair of the Museum of Contemporary Art Chicago's ENACT Committee. Sharon sponsors Women's Leadership initiatives at the Executives' Club of Chicago and is a member of the International Women's Forum. She lives in Chicago with her husband and has two adult children. Her personal interests include cooking, music, reading, traveling, and yoga.

Michael Dubee is a financial advisor with Cetera, holding the Series 66 designation and eight years of industry experience. He has worked at multiple firms including Summit Financial Group and Cetera Wealth Services. Outside of his advisory role, he serves as an assistant coach for a youth baseball organization in Sarasota, Florida. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party managers with various program structures and custodial relationships.

Stevan Stanisic is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo NA. J.P. Morgan Securities provides institutional consulting services focused on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process integrates quantitative and qualitative due diligence and may include ESG considerations, with implementation supported by affiliated investment-management entities.

Robert Andy is a Series 66-licensed financial advisor with one year of industry experience. He is currently with Fidelity and has held prior roles at Cap City Cincinnati and the University of Cincinnati. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios and often leverages affiliated or unaffiliated sub-advisers in its processes.

Wayne Mcmullen is a financial advisor with Wells Fargo Advisors in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Wells Fargo Advisors since 2020, preceded by roles at Wells Fargo Clearing, Merrill, Robert Baird & Co., and Raymond James & Associates. In addition to his advisory work, he has ownership interests in several financial and insurance-related businesses, including McMullen Financial Group and Capstan Insurance Consulting LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and fee-based financial planning services, offering a broad range of planning options that include specialized areas such as business-owner transition and special-needs analysis. Advisors use firm research and planning tools to develop tailored recommendations, with clients deciding on implementation through brokerage or advisory programs.

Taylor Chadsey III is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market simulations.

Angelina Gress is a financial advisor at RBC Capital Markets with seven years of industry experience. She holds the Series 66 designation and has worked at RBC Capital Markets since 2017 and City National Bank since 2020. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Ryleigh Taylor is a Planning Consultant at Fidelity Investments, a position held since 2025. In this role, Ryleigh assists with onboarding new clients, identifying areas of opportunity, and maintaining the current book of business. Prior to becoming a Planning Consultant, Ryleigh worked as a Relationship Manager at Fidelity Investments from 2024 to 2025, and as a Financial Representative at the same firm from 2023 to 2024. Additional information regarding Ryleigh's education, credentials, personal interests, or community involvement has not been provided.

Lauren Rudd is a financial advisor with Raymond James & Associates in Sarasota, FL, holding Series 65 and Series 63 licenses and bringing 19 years of industry experience. She has worked with Raymond James since 2020 and has been involved with Rudd International, Inc. since 2012 and Savannah Capital Management since 1996. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individual, institutional, and municipal clients with a range of financial planning and consulting services. The firm offers tailored strategies supported by proprietary research and a broad network of affiliated asset managers.

Mechele Leonard is a financial advisor at Merrill with seven years of industry experience. She holds the Series 66 designation and has worked at both Merrill and Bank of America since 2019, following 13 years at Bank of America prior to that. Outside of her advisory role, she serves on the boards of the Sarasota County Gator Club and the Beta Tau House Corporation for Sigma Kappa Sorority, and she is an independent sales consultant for Mary Kay and Pampered Chef. Merrill, along with its affiliate Managed Account Advisors LLC, 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 for individuals, high-net-worth clients, and various organizations.

Albert Caprara Jr. is a financial advisor at Robert Baird & Co. with 29 years of industry experience. He has held roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. prior to joining Robert Baird in 2013. He holds a Series 63 designation. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by ongoing manager selection, internal research, and the use of both manager-traded and model-traded strategies.

Kasie Maxey is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has served since 2015. She utilizes a disciplined process that begins with understanding clients’ goals and financial situations, followed by providing tailored recommendations and services, and guiding clients through the execution of those strategies. Her primary objective is to build enduring relationships that span multiple generations, supporting families in preserving their wealth over time. Kasie’s client focus areas include family wealth management strategies, legacy planning, liquidity management, management of new wealth, personal retirement planning, portfolio management, small business strategies, socially responsible and values-based investing, tax minimization, and retirement income planning. She holds professional designations as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Educationally, Kasie earned a Bachelor’s Degree in Natural Science and a Master’s Degree in Oriental Medicine from East West College of Natural Medicine. She also attended Florida State University and completed her high school education at Southeast High School. Kasie is involved in her community through organizations such as Baby Basics of Sarasota County and the Humane Society at Lakewood Ranch. She resides in Lakewood Ranch, Florida with her husband and their children.

Shawn Mc Gill is a financial advisor with Morgan Stanley in Sarasota, FL, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Bank of America, Merrill, and Morgan Stanley Private Bank. He serves as a board member for the Boston College Alumni Association Sarasota Chapter. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and strategies.

Jonathan Beukelman is a financial advisor with UBS Financial Services in Longboat Key, FL, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he serves on the board of directors for DocBuddy LLC, a company providing software solutions for medical document organization, and is a partner in a frozen yogurt business. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a wide range of capital markets and advisory products.

Carrie Hulen is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has been with Wells Fargo Advisors Financial Network LLC since 2010. Outside of her advisory role, she is involved in several private investment ventures, including ownership of an LLC that engages in research, market, and sales activities on Amazon. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu that includes cash-flow, retirement, education, risk, and wealth-transfer planning, tailoring recommendations through proprietary research and tools, with clients having flexibility in how to implement solutions.

James Deutsch is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with LPL Financial since 2006, as well as affiliated with Linsco Private Ledger during the same period. 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 range of financial planning and investment management services, utilizing a variety of strategies including model portfolios, third-party asset management, and customized approaches.

Mia Gosselin is a Series 66 credentialed financial advisor with Merrill, having 19 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2006. Merrill, along 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.

Peter Abbott is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He is based in Sarasota, FL. Outside of his advisory role, Abbott serves on the board of Pines of Sarasota, an assisted-living and nursing home facility. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and supports its clients through a nationwide network of over 23,000 advisors.

Cody Daniels is a CFP®-designated financial advisor with 16 years of industry experience. He has worked at Wells Fargo Clearing since 2018 and previously spent eight years at Edward Jones. Outside of his advisory role, Daniels is involved in music as a freelance musician and owns a band called Storm Warning Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics to evaluate investment options and offers a range of brokerage and advisory solutions.