Susan Kelly is a financial advisor with Morgan Stanley in Sarasota, Florida, holding a Series 66 designation and 15 years of industry experience. She previously worked for Robert Baird & Co. from 2011 to 2018 before joining Morgan Stanley and its Private Bank in 2018. Outside of her advisory role, she is a fitness instructor teaching spin classes at the YMCA of Southwest Florida. Morgan Stanley Wealth Management serves both individuals and institutional clients by offering a variety of advisory programs, including tailored financial planning supported by firm-approved tools and strategies.

Laurie Page is a financial advisor with LPL Financial in Bradenton, FL, holding Series 63 and Series 65 licenses and 12 years of industry experience. Prior to joining LPL Financial in 2019, she worked at Mott & Associates, Inc. and J.W. Cole Financial, Inc. from 2016 to 2019, and operated Rockhouse, LLC from 2011 to 2018. Outside of financial advising, she has managed a freelance photography business, Limitless Image Photography, for over 15 years and performs as a freelance musician. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning services, and brokerage solutions, utilizing model portfolios, third-party research, and technology-driven approaches across discretionary and non-discretionary management options.

Sharon Oberlander is a Senior Consultant at Merrill Lynch Wealth Management. She specializes in goals-based wealth management, focusing on retirement accumulation and income planning strategies, philanthropic and legacy goal execution, and managing wealth-based risk. Sharon is part of the Oberlander Timmerwilke Group, where she emphasizes simplicity, transparency, and a disciplined process tailored to clients' current lifestyles, retirement income needs, and legacy goals. She prioritizes educating clients and aims to make a positive impact on the families and communities she serves. She holds a Bachelor's Degree from the University of Manitoba and has earned professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Sharon has completed executive education programs at Wharton and Harvard. Fluent in both French and English, she also engages in client education initiatives and serves on investment committees to evaluate firm research suitable for client objectives. Beyond her professional role, Sharon is involved in various community and cultural organizations. She serves on the boards of the Lyric Opera of Chicago and the Digestive Health Foundation Board for medical research, and is co-chair of the Museum of Contemporary Art Chicago's ENACT Committee. Sharon sponsors Women's Leadership initiatives at the Executives' Club of Chicago and is a member of the International Women's Forum. She lives in Chicago with her husband and has two adult children. Her personal interests include cooking, music, reading, traveling, and yoga.

Michael Dubee is a financial advisor with Cetera, holding the Series 66 designation and eight years of industry experience. He has worked at multiple firms including Summit Financial Group and Cetera Wealth Services. Outside of his advisory role, he serves as an assistant coach for a youth baseball organization in Sarasota, Florida. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party managers with various program structures and custodial relationships.

Patrick Mackey is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been working in the financial advisory industry since 1992, bringing over 28 years of experience to his role. Prior to joining Merrill Lynch in 2009, Pat spent 17 years with Morgan Stanley Smith Barney. He holds a Bachelor's degree in Business Administration from Towson University. Pat's areas of focus include college education planning, divorce transition planning, employee financial health, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He is also a Personal Investment Advisor and has experience as a Portfolio Manager, managing personalized investment strategies on a discretionary basis. Originally from the Maryland/Washington, D.C. area, Pat and his wife moved to Manatee County in 1991. They have three daughters. Outside of his professional work, Pat enjoys studying financial market history, college football, traveling, and outdoor activities such as deep-sea fishing. He is involved in community initiatives including support for Take Stock In Children in Manatee County.

Stevan Stanisic is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo NA before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2024. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, combining large institutional advisory operations with affiliated brokerage and investment management capabilities.

Jacob Williams is an investment advisor representative with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Cambridge Investment Research in various capacities since 2018 and also works as a W2 employee at Costco Wholesale. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services through a network of independent financial professionals. The firm offers a range of portfolio management options and employs both proprietary and third-party investment strategies tailored to client objectives.

Robert Andy is a Series 66-licensed financial advisor at Fidelity with one year of industry experience. Prior to his current role, he held positions at Cap City Cincinnati and the University of Cincinnati. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, employing systematic methodologies and long-term asset allocation benchmarks.

Wayne Mcmullen is a financial advisor with Wells Fargo Advisors in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked within various Wells Fargo entities since 2009. In addition to his advisory role, he has ownership interests in several private ventures, including McMullen Financial Group and Capstan Insurance Consulting LLC. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include cash-flow, retirement, education, and specialized planning for business owners, athletes, and special-needs cases. The firm uses proprietary research and tools to develop tailored recommendations delivered through client meetings and written summaries.

Taylor Chadsey III is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market simulations.

Angelina Gress is a financial advisor at RBC Capital Markets with seven years of industry experience. She holds the Series 66 designation and has worked at RBC Capital Markets since 2017 and City National Bank since 2020. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Ryleigh Taylor is a Planning Consultant at Fidelity Investments, a position held since 2025. In this role, Ryleigh assists with onboarding new clients, identifying areas of opportunity, and maintaining the current book of business. Prior to becoming a Planning Consultant, Ryleigh worked as a Relationship Manager at Fidelity Investments from 2024 to 2025, and as a Financial Representative at the same firm from 2023 to 2024. Additional information regarding Ryleigh's education, credentials, personal interests, or community involvement has not been provided.

Lauren Rudd is a financial advisor with Raymond James & Associates in Sarasota, FL, holding Series 63 and Series 65 credentials and 19 years of industry experience. She has been with Raymond James since 2020 and also operates Rudd International, Inc., which she founded in 2012. Additionally, she has a long-standing affiliation with Savannah Capital Management since 1996. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, advisory services, and institutional consulting through a range of portfolio management styles and affiliated research.

Mechele Leonard is a financial advisor with Merrill in Sarasota, FL, holding a Series 66 license and six years of industry experience. She has worked at Bank of America and Merrill since 2019 and has additional consulting roles with Mary Kay and The Pampered Chef. Leonard serves on the boards of the Beta Tau House Corporation of the Sigma Kappa Sorority and the Sarasota County Gator Club, where she is involved with scholarship fundraising and organizational support. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Peter Hofstra is a financial advisor at Edward Jones with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2021. Prior to that, he was employed at Franklin Templeton Financial Services Corp. and Franklin Templeton Distributors Inc. from 2011 to 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separate managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Jay Hoffmeister is a financial advisor with Ameriprise in Bradenton, FL, holding CFP® and ChFC® designations and over 35 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Hoffmeister serves on the board of directors for the Bradenton Kiwanis and co-chairs its Service Committee. Ameriprise offers a retirement-income planning service targeting individuals near or in retirement who meet specific asset criteria, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its recommendations and offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Isabella Whaley is a financial advisor at Ameriprise with six years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2019. Prior to her advisory career, she was involved with the Margaret Good Campaign and attended Florida State University. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Kasie Maxey is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has served since 2015. She utilizes a disciplined process that begins with understanding clients’ goals and financial situations, followed by providing tailored recommendations and services, and guiding clients through the execution of those strategies. Her primary objective is to build enduring relationships that span multiple generations, supporting families in preserving their wealth over time. Kasie’s client focus areas include family wealth management strategies, legacy planning, liquidity management, management of new wealth, personal retirement planning, portfolio management, small business strategies, socially responsible and values-based investing, tax minimization, and retirement income planning. She holds professional designations as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Educationally, Kasie earned a Bachelor’s Degree in Natural Science and a Master’s Degree in Oriental Medicine from East West College of Natural Medicine. She also attended Florida State University and completed her high school education at Southeast High School. Kasie is involved in her community through organizations such as Baby Basics of Sarasota County and the Humane Society at Lakewood Ranch. She resides in Lakewood Ranch, Florida with her husband and their children.

Shawn Mc Gill is a financial advisor with Morgan Stanley in Sarasota, FL, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Bank of America, Merrill, and Morgan Stanley Private Bank. He serves as a board member for the Boston College Alumni Association Sarasota Chapter. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and strategies.

Jeffrey Payne is a ChFC® and holds a Series 66 license, with 20 years of experience in the financial services industry. He is currently with Raymond James Financial Services Inc. and has previously worked at GPS Wealth Strategies Group, LLC and Aspen Wealth Management, Inc. Outside of his advisory role, he is a passive owner of a barbershop and is involved in real estate construction and management with his wife. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning using analytical tools and supports municipal and public finance work, as well as specialized offerings such as SIMPLE IRA Employer Advisory & Consulting Services.