Scott Truitt is a financial advisor at Merrill with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 1993 and Bank of America since 2009. Outside of his advisory role, he serves as a basketball coach with Victory Rock. Merrill 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 to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

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 credentials and 23 years of industry experience. He has worked within various divisions of Raymond James since 2013. Miller also owns and operates M&M Wealth Advisors, an independent contractor role supporting his Raymond James advisory practice. Raymond James Financial Services Advisors, Inc. serves a broad client base including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, corporations, and public entities. The firm provides financial planning and non-discretionary investment consulting, with a notable emphasis on advisory services where clients retain final decision authority.

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 26 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2014. Stifel serves a diverse client base that includes individual investors, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is guided by a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.

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.

Kimberly Storie is a financial advisor at Edward Jones in Venice, FL, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, she worked in the recreational vehicle and marine industry for several years. Outside of her advisory role, she owns a rental property in North Port, FL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

John Spada is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and 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 market-based return estimates.

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.

Justin Bowles is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 17 years of industry experience. He has been with J.P. Morgan Securities LLC since 2014. 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. The firm delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

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.

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 three years of industry experience. Prior to joining Raymond James in 2024, he worked at Trinity Wealth Securities, LLC and Florida Financial Advisors. Before his financial services career, Vaughn served eight years with the Polk County Sheriff's Office. Raymond James & Associates is a broker-dealer and SEC-registered investment adviser managing approximately $500 billion in assets with more than 5,400 financial advisors. The firm offers wealth advisory planning and investment consulting to a broad client base, including individuals, institutions, and municipal entities, with a focus on non-discretionary financial planning and active involvement in municipal and public finance.

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.