Shawn Kelly is a CFP®-certified financial advisor with over 40 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. He is based in Bradenton, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

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.

Paul Harris is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior roles include positions at Southern Trust Financial Planning, Inc. and Securities America Inc. He is also involved in independent insurance services through multiple agencies he owns. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and other retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals employing both proprietary and third-party strategies across various custodial platforms.

Theo Rainey is a financial advisor at UBS Financial Services with a Series 66 designation and less than one year of industry experience. Prior to joining UBS, he held various roles in parking services and guest services and attended the University of Vermont. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining model-based asset allocations and proprietary research to tailor financial plans and portfolio management. The firm also provides institutional trading capabilities alongside its wealth management and investment advisory services.

Christopher Caledonia is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his financial services career in 2000 and has over two decades of experience advising clients in wealth accumulation, preservation, and transfer. He utilizes a defined four-step process that includes portfolio development, liability management, tax minimization strategies, and asset preservation, with a focus on ensuring a lifetime retirement income stream for clients. Christopher primarily serves semi-retirees, retirees, and business owners, providing comprehensive wealth management strategies tailored to their individual needs. Christopher holds a Bachelor’s Degree from Elon University in North Carolina, where he studied Leisure/Sports Management. Since moving to Sarasota in 1999, he has worked closely with clients to help them achieve their financial goals through careful planning and adjusting strategies as circumstances dictate. He holds the designation of Personal Investment Advisor (PIA). Residing in Sarasota with his wife Vanessa and their two children, Christopher enjoys attending cultural events within the community as well as participating in basketball, tennis, and golf. He emphasizes placing his clients' interests first in his advisory approach.

Nancy See is a financial advisor with LPL Financial in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Her career includes roles at BMO Harris Financial Advisors, BMO Harris Bank, M&I Trust, M&I Insurance Services, and M&I Financial Advisors, where she has been active since 2009. 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 financial planning and advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management across its offerings.

James Molinaro is a financial advisor with Morgan Stanley, holding Series 63, Series 65, and Series 66 designations and bringing 49 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley & Co., Incorporated, Morgan Stanley Smith Barney, and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves individual and institutional clients by providing 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 that incorporates firm-approved tools and modeling techniques.

Joseph Kennedy Jr. is a financial advisor with Ameriprise in Palmetto, Florida, holding a Series 63 designation and 42 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. He serves on the board of the Crosthwait Memorial Fishing Tournament. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendations through a centralized consulting team.

Samantha Fernandez is a financial advisor with Raymond James Financial who holds a Series 66 credential and has 15 years of industry experience. She has worked at various divisions of Raymond James since 2011 and was with Frey Masterson Investment Advisors from 2023 to 2025. Fernandez serves as a board member on the finance committee of Gulf Coast JFCS, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using comprehensive analytical tools and supports a broad advisor network along with specialized municipal and retirement advisory services.

Charles F. Elzer III is a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management. He marked his thirtieth year as a financial advisor at Merrill Lynch in 2022, bringing extensive experience across multiple investment cycles and market environments. His professional focus includes college education planning, services for endowments and non-profits, legacy and philanthropic planning, retirement income, portfolio management, tax minimization, and managing new wealth. Mr. Elzer earned a Bachelor's degree in Business Administration with a minor in economics from Hofstra University. He holds the Personal Investment Advisor (PIA) designation. His community involvement encompasses serving on the board of trustees for the Just for Girls Foundation and the Tampa Chapter of Safari Club International, as well as participating on the Endowment Committee of his church. He has held leadership roles such as past president of the Manatee County Chapter of the Coastal Conservation Association and past president of Just for Girls, Inc. Additionally, he has supported the Manatee Opera Guild and served as a trustee for the Bishop Museum of Science and Nature. Outside of his professional and community commitments, Mr. Elzer enjoys adventure sports, fishing, gardening, hunting, scuba diving, reading, traveling, and spending time with family and their Labrador Retrievers.

Pamela Klug is a Series 66-licensed financial advisor at Ameriprise with 18 years of industry experience. She has been with Ameriprise and its affiliates since 2007. Outside of her advisory role, she is involved in fiduciary activities and serves as an executor. Ameriprise offers specialized retirement-income planning services aimed at clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Dionysios Skaliotis is a Financial Advisor at Merrill Lynch Wealth Management, where he works with multi-generational families, business owners, and retirees. He focuses on providing strategic planning, efficient portfolio management, and dedicated service to help clients achieve their financial goals. His client focus areas include family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, and small business strategies. Dionysios holds the Accredited Asset Management Specialist™ (AAMS®) designation recognized by The College for Financial Planning Institutes Corp. He earned a Bachelor of Science degree from Salve Regina University. Since joining the Sarasota community in 2021, he has devoted time to volunteering with local charities serving the homeless and mental health community, including the Education Foundation of Sarasota and Second Heart Homes. Outside of his professional work and community involvement, Dionysios enjoys baseball, golfing, music, running marathons, skiing, surfing, tennis, and spending time with his family.

Ashley Scott is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. Prior to joining Edward Jones, Scott held roles at Centaurus High School and the City of Lafayette. Outside of financial advisory work, Scott is involved in youth athletics coaching, including positions with the City of Lafayette, Westbrook Stingrays, and SRQ Tsunami Swim Team. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Richard Williams III is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of finance, he is the absentee owner of Flagship Automotive Center, LLC, a towing business he inherited through a family trust. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved planning tools.

Jeremy St Croix is a financial advisor with Ameriprise in Sarasota, FL, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise provides retirement-income planning services for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Ryan Muller is a CFP® professional with 22 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. Based in Sarasota, FL, he holds a Series 66 designation. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Scott Mohler is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. Prior to joining LPL in 2022, he worked for Cantella And Co., Inc. for 11 years. He is also associated with SRM Financial Inc., a separate business entity used for tax and investment purposes. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.