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 at Wells Fargo Clearing with nine years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2018, with prior roles at Bank of America, Merrill Lynch, Centro Community Partners, and as an instructor at both the Lorry I. Lokey School of Business and Public Policy and Mills College. 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 manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering a range of brokerage and advisory solutions supported by research and analytics.

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 with LPL Financial, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has been with Linsco/Private Ledger Corp., now part of LPL Financial, since 2004. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. It offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

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.

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 24 years of industry experience. He holds the Series 66 designation and has worked previously at Sigma Planning Corporation, Sigma Financial Corporation, Ameriprise, Wells Fargo Clearing, and A. G. Edwards & Sons. 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 advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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 at LPL Enterprise with 14 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Cetera, Moors & Cabot Inc, and Prudential. Phillips is also the owner of Fairway Wealth Management, where he provides brokerage and advisory services. LPL Enterprise delivers investment advisory and brokerage services to a diverse clientele, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and other financial services.

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 33 years of industry experience. Her prior roles include positions at BMO Harris Financial Advisors, Morgan Keegan & Company, and Banc of America Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services delivered primarily through a large network of investment adviser representatives.

Candace Greene is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her prior roles include multiple positions at Morgan Stanley from 2000 to 2012. She is based in Sarasota, FL. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and utilizes research from its own Wells Fargo Investment Institute alongside third-party data to inform its investment approach.

Vonda Nicol is a financial advisor at Stifel with 28 years of industry experience. She worked at Merrill from 1998 to 2020 before joining Stifel in 2020. Nicol is also a Notary Public, providing document notarization services. Stifel serves a wide range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Maria Vargas is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Bank of America, Merrill, Edward Jones, and Northwestern Mutual. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to support its advisory process and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

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.

Charles Fortenberry is a financial advisor at Robert W. Baird & Co. with 33 years of industry experience. He has been with Robert W. Baird since 2012 and holds the Series 63 and Series 65 designations. He is a member of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves high net worth individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, employing a combination of manager-traded and model-traded strategies along with tax-management and direct-indexing capabilities.