Joel Sims is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience. He holds a Series 66 designation and previously worked at Truist Investment Services, Truist Advisory Services, and Truist Bank. Sims is based in Bradenton, Florida. Cambridge Investment Research Advisors is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals using various portfolio strategies and custody platforms.

George Famiglio Jr. is a CFP® with 38 years of experience in the financial industry, currently serving at Cetera. He has a long career history primarily with Avantax entities, spanning from 1987 to 2025, and has been operating his own CPA firm since 1971. His outside activities include serving as a fiduciary trustee and providing tax preparation services through his accounting practice. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services, operating as a multi-manager platform with access to affiliated and third-party managers and multiple program structures.

Jessie Norton is a financial advisor at Raymond James Financial with 19 years of industry experience. She holds Series 63 and Series 66 registrations and previously worked at Edward Jones for 11 years before joining Raymond James in 2017. Norton is also the CEO and President of The Norton Group, a support company. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans and advisory services supported by firm research and outside managers.

Jared Hermann is a financial advisor with Morgan Stanley in Sarasota, FL, holding a Series 66 license and bringing 24 years of industry experience. He has been associated with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management offers 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 structured planning tools combined with broad investment offerings.

Stephen Mcdonald is a financial advisor with UBS Financial Services in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with UBS Financial Services since 2010. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering a broad range of solutions supported by proprietary research and capital markets expertise.

Jean Marc Ulysse is a Financial Advisor with Merrill Lynch Wealth Management based in Sarasota, Florida. He joined Merrill Lynch in 2023 and focuses on serving multi-generational families, retirees, and business owners. His approach emphasizes understanding clients' full financial picture to develop flexible wealth management strategies that align with their goals and changing market conditions. With five years of experience in the financial services industry, Jean Marc specializes in areas such as college education planning, family wealth management strategies, legacy planning, and personal retirement planning. He holds the Chartered Retirement Planning Counselor™ (CRPC) and Personal Investment Advisor (PIA) designations and earned his bachelor's degree in Accounting from the University of South Florida. His process involves getting to know clients and their families to tailor strategies that reflect what matters most to them. Outside of his professional role, Jean Marc is involved with the Education Foundation of Sarasota and Second Heart Homes. His personal interests include basketball, billiards, chess, golfing, ice hockey, reading, spending time with family, table tennis, tennis, and watching movies.

Michael Partee is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Cetera. His prior experience includes roles at Charles Schwab, USAA Financial Advisors, and Avantax Advisory Services. He is also involved with Aksala Wealth Advisors, where he markets financial planning and investment management services to retail investors and accounting firms. Cetera Investment Advisers LLC is a large SEC-registered firm that supports a nationwide network of over 10,000 independent advisors. The firm offers diversified portfolio management, financial planning, and retirement services to individual, corporate, and institutional clients through various program structures and affiliated managers.

Katie Guyton is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Fidelity Brokerage Services since 2017. Prior to her career in finance, she held positions in education and the restaurant industry. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary portfolio management as well as fund advisory services.

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.

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 bringing 13 years of industry experience. She has worked at Robert Baird & Co. since 2019 and concurrently at JJB Hilliard, WL Lyons, LLC since 2011. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers across a variety of traditional and non-traditional investment strategies.

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 provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.