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.

David House is the Resident Director and Wealth Management Advisor at Merrill, where he collaborates with a team of advisors to provide comprehensive planning and investment advice. With over 20 years of experience, David works with successful individuals and multi-generational families nationwide, focusing on personalized financial strategies that address both short-term and long-term goals. David’s expertise encompasses a broad range of areas including college education planning, family wealth management, legacy planning, retirement income, philanthropic planning, and tax minimization. Early in his career, he earned the CERTIFIED FINANCIAL PLANNER® certification in 2008, affirming his commitment to developing strategic financial plans. He holds a Bachelor’s degree and an MBA from Campbell University, along with a Master’s degree from Northeastern University. Outside of his professional role, David is involved in community volunteering, following Merrill’s tradition of local participation. He enjoys running marathons, visiting National Parks with his family, and spending time supporting his five children in their sporting and extracurricular activities.

Jeffrey Lashway is a CFP® with 34 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He holds Series 63 and Series 65 licenses and is based in Bradenton, FL. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 financial advisors and offers both brokerage and advisory solutions.

Edward Semmerling IV is a CFP® professional with 15 years of industry experience, currently serving at Edward Jones in Bradenton, FL since 2013. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a broad range of financial needs. The firm offers discretionary and non-discretionary investment strategies, including access to separately managed accounts and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

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.

Andrew Mantack is a financial advisor with Wells Fargo Clearing in Bradenton, FL, holding Series 63 and Series 66 licenses and seven years of industry experience. He has been with Wells Fargo Clearing since 2018 and has worked at Wells Fargo Bank, N.A. since 2016. Outside of his advisory role, Mantack co-owns two businesses with his spouse, SYNCENTRICITY LLC and Trinity Care Management Solutions, LLC, overseeing finances for the latter. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven process is based on modern portfolio theory and includes a broader range of financial product offerings than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Karren Allen is a financial advisor with LPL Financial in Bradenton, FL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. Her prior roles include positions at Lincoln Financial Securities Corporation and Hornor, Townsend & Kent, LLC. Outside of advisory work, she operates as a self-employed insurance agent specializing in life, accident, health, disability, and long-term care insurance. 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, employing various investment strategies and providing access to third-party asset management and institutional platforms.

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.

James Campbell Jr. is a Series 66-licensed financial advisor with Edward Jones in Bradenton, Florida, where he has worked since 2018 and has eight years of industry experience. Prior to joining Edward Jones, he was self-employed for six years, managing a commercial fishing business involving vessel operations and crew oversight. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory services, including wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

Brittany Stewart is a CFP® professional with 14 years of industry experience, currently serving at Edward Jones since 2012 in Bradenton, FL. She holds the Series 66 designation and has spent her entire advisory career with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of advisors and offers a variety of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

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.

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 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 with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 14 years of industry experience, including prior roles at Cetera, Moors & Cabot Inc, and Prudential Insurance Company of America. Outside of his advisory work, he serves as president of Agave Properties LLC, a property management business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm primarily utilizes model-driven investment strategies and offers access to third-party asset managers, financial planning, and related services.

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.