Paul Schur is a financial advisor at LPL Financial with 22 years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 14 years before joining LPL Financial in 2023. 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 of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources.

Yamen Elsaid is a CFP®-designated financial advisor at Morgan Stanley with 16 years of industry experience. He has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and J.P. Morgan in various roles since 2009. Outside of his advisory work, he is involved in real estate through his ownership and partnership in real estate investment entities based in Florida. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning and utilizing tools such as Monte Carlo simulations and secular return estimates to support client decision-making.

Anastasios Kourpouanidis is a financial advisor at Ameriprise with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet specific asset criteria. The firm combines research and modeling with tax-efficiency analysis to provide written, non-discretionary recommendations delivered by a centralized consulting team.

Travis Mann is a Financial Advisor with Merrill Lynch Wealth Management. After serving eight years in the United States Army as a forward observer and team leader in the 75th Ranger Regiment, he transitioned to a career in finance. He earned a bachelor’s degree from Flagler College in 2022 and holds the designation of Personal Investment Advisor (PIA). Travis takes a holistic approach to financial planning, focusing on understanding clients' goals to develop tailored strategies. His areas of expertise include education planning, family wealth management, legacy and philanthropic planning, retirement and portfolio management, as well as strategies for small businesses and special needs planning. He works closely with clients to provide comprehensive advice and access to banking, credit, and home financing resources through Bank of America specialists. He is involved in professional and community organizations including the American Legion, Charlotte County Chamber of Commerce, Habitat for Humanity, and the Three Rangers Foundation. Outside of work, Travis enjoys activities such as biking, boating, bowling, camping, chess, golfing, hiking, skydiving, reading, and spending time with his family.

Michael Feduccia is a CFP®-certified financial advisor with 36 years of industry experience. He is currently with LPL Financial and has previously worked at firms including South State Bank, NBC Securities, and Raymond James Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs and services, including financial planning, retirement plan consulting, and model portfolio management, utilizing both discretionary and non-discretionary approaches.

Brian Wells is a CFP®-certified financial advisor at Morgan Stanley with 41 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, and previously spent 12 years at UBS Financial Services. Based in Sarasota, FL, Wells holds Series 63 and Series 65 licenses as well. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market simulations.

Kurstan Fox is a financial advisor at Edward Jones with Series 66 credentials and two years of industry experience. Prior to joining Edward Jones in 2023, he worked for eight years at Nutter Custom Construction. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a nationwide network of over 23,700 financial advisors.

Danelis Romero Del Sol Padron is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and eight years of industry experience. Prior to joining Wells Fargo in 2018, she worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Nicholas Mettert is a financial advisor with Morgan Stanley in Venice, FL, holding Series 63 and Series 66 licenses and having 16 years of industry experience. His prior work includes roles at JPMorgan Chase Bank and JP Morgan Securities. Morgan Stanley Wealth Management delivers a broad range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process with firm-approved tools and provides advisory services without individual security recommendations as part of standalone plans.

Jaleigh White is a financial advisor with Robert Baird & Co. in Sarasota, FL, holding a Series 66 designation and 14 years of industry experience. She has worked at Robert Baird & Co. since 2019 and concurrently with JJB Hilliard, WL Lyons, LLC since 2011. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, with ongoing manager selection supported by internal research and technology tools.

Louise Mussell is a financial advisor with Merrill in Lakewood Ranch, FL, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Merrill since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Frederick Wilke is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with Linsco/Private Ledger Corp. since 2004. He is based in Sarasota, FL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and providing access to model portfolios and research.

Joshua Grubbs is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He has held positions at Four Pillars Financial Planning Group, Balentine, LCG Associates, and WoodMark Capital Advisors. Outside of his advisory work, he is involved with Four Pillars Financial Planning Group in a non-investment-related support capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and consulting using analytical tools and supports clients through various advisory programs and institutional consulting services.

Kristin Nelson is a financial advisor at Ameriprise with 11 years of industry experience. She has previously worked at Wells Fargo Clearing, Wells Fargo Bank, and Fifth Third Securities. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic tools to deliver personalized retirement planning, primarily for clients with assets managed within Ameriprise.

William Nickles is a financial advisor with Wells Fargo Advisors in Sarasota, FL, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2010. Nickles has ownership interests in several investment-related entities, including NWM21 LLC and Capstan Growth Partners, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services using proprietary research and tools, with a focus on tailored, discrete planning engagements for clients who meet certain net-worth criteria.

Michael Praznovsky III is a financial advisor with LPL Financial in Venice, FL, holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior roles include positions at Royal Alliance Associates and Suncoast Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of representatives. The firm provides a range of advisory programs, financial planning services, and both discretionary and non-discretionary portfolio management supported by research and model portfolios.

Maurice Tessier is a financial advisor with RBC Capital Markets in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at UBS Financial Services for nine years before joining RBC in 2024. RBC Wealth Management serves a broad client base including individuals, institutions, and charitable organizations. The firm offers customized portfolio management and financial planning services using a variety of advisory programs and integrates a range of investment managers and strategies tailored to client risk profiles.

Jeffrey Meyer is a financial advisor at LPL Financial with 23 years of industry experience. He holds the Series 66 designation and previously worked at Sigma Planning Corporation and Sigma Financial Corporation from 2016 to 2023. 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 of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, with access to model portfolios, research, and various investment strategies.

Lauren Johnson is a financial advisor at Edward Jones in Longboat Key, FL, holding a Series 66 designation. She has been with Edward Jones since 2025 and has prior experience working in education and technology sectors. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Kristopher Phillips is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and 14 years of industry experience. He has worked at several firms, including Cetera, Moors & Cabot Inc, and Prudential Insurance Company of America. Phillips is also the owner of Fairway Wealth Management, providing brokerage and advisory services. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management through an integrated platform that combines advisory programs with brokerage and insurance products.