Owen Thiessen serves as a Resident Director and Wealth Management Advisor leading the Thiessen Group since joining Merrill Lynch Wealth Management in 2006. He provides advice and guidance to individuals and families focusing on portfolio management, retirement planning, corporate retirement planning, and wealth transfer and preservation strategies. Owen adopts a long-term outlook, emphasizing minimizing risk to investment portfolios and developing tax-minimizing cash flow strategies. He earned a bachelor's degree in Aeronautical Science from Embry-Riddle Aeronautical University in Daytona Beach, Florida. Owen holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP®) awarded in 2006, Certified Investment Management Analyst® (CIMA®), and Certified Private Wealth Advisor® (CPWA®), credentials administered by the Investments & Wealth Institute and taught in conjunction with the Yale School of Management. Residing in Osprey, Florida, Owen has lived in the Sarasota area for over 30 years and is a member of The Oaks Club. His personal interests include boating, football, golfing, music, spending time with family, and traveling.

Tiffany Sanchez is a financial advisor at Cambridge Investment Research Advisors with five years of industry experience. She holds the Series 65 designation and has worked at firms including Cetera Advisor Networks, FOX Wealth Management Group, and Summit Brokerage Services. Outside of her advisory role, she owns a lifestyle brand called CRUZZEN. Cambridge Investment Research Advisors serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of platforms and access to third-party advisers, managing a multi-billion dollar asset base.

Haiou Allen is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and four years of industry experience. Prior to joining Morgan Stanley, Allen worked at E*Trade Securities LLC and had a background with Mosquito Hunters of Tampa. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process relies on structured discovery conversations and analytical tools without providing individual security recommendations as part of standalone plans.

Alton Pardue is a financial advisor with Cetera who holds Series 63, 65, and 66 licenses and has nine years of industry experience. He has worked at firms including Morgan Stanley, Merrill, and Principal Securities. Outside of financial advising, Pardue is a 50% owner of The Learning Experience, a childcare services business. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors, offering a range of portfolio management and financial planning services with various program structures and access to third-party managers.

Tyler Linkowski is a financial advisor at Cambridge Investment Research Advisors with seven years of industry experience. He holds the Series 66 designation and previously worked at Maia Wealth, LLC, MML Investors Services LLC, MassMutual, and Vindication Brewing Company. Outside of his advisory role, Tyler works as an employee benefit consultant at OneVision Enterprises, LLC, a business consulting company. Cambridge Investment Research Advisors, Inc. serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm employs proprietary model strategies and provides both discretionary and non-discretionary management across multiple platforms.

Susannah Townsend is a Certified Financial Planner (CFP®) with 34 years of experience in the financial services industry. She has worked at Morgan Stanley since 2009, including over a decade with Morgan Stanley Private Bank, and previously spent eight years at UBS Financial Services. She is based in Tampa, FL. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and advanced modeling tools.

Matt Schommer is a financial advisor with Cetera in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked at Cetera since 2019 and previously held roles at Ameriprise Financial Services, Mass Mutual Investors Services, and MSI Financial Services. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with various program structures and custodial relationships.

Michael Tippin is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Equitable Advisors and its predecessor firm AXA Advisors since 1999. Outside of his advisory role, he is a member of Bourbon Brau LLC, an entity created to purchase an airplane. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm offers both proprietary and third-party investment solutions through a network of Investment Adviser Representatives and emphasizes risk assessment and personalized program matching.

Bryan Peterson is a financial advisor at OSAIC in Tampa, FL, holding a Series 66 designation with five years of industry experience. His prior work includes roles at GFA Financial and entrepreneurial ventures such as The Library JV LLC and Pane Rustica. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by risk assessment tools and a range of customizable investment programs.

Christopher Martinson is a CFA® charterholder with nine years of industry experience. He currently works at Mass Mutual Investors Services and MassMutual Life Insurance Co. Prior to joining MassMutual in 2025, Martinson held positions at BNY Mellon Securities Corporation, BNY Mellon, and Citi Private Advisory. He is also licensed as an insurance broker focusing on long-term care. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning engagements using firm-approved analytical tools.

Ian Wiley is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and two years of industry experience. He has worked at Charles Schwab Bank, SSB since 2026 and Charles Schwab & Co., Inc since 2024. Prior to his career in finance, his background includes several roles across different industries and periods of full-time education. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Randy Deitke is a financial advisor at Edelman Financial Engines with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms, including The Mutual Fund Store and Financial Engines Advisors L.L.C. Prior to his current role, he spent eight years at The Mutual Fund Store. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment options focused on diversified portfolios and long-term strategies.

David Deweese is a financial advisor with Cetera in Tampa, FL, holding a Series 66 designation and 17 years of industry experience. He has worked at Cetera since 2019 and previously held roles at PNC Investments and SunTrust Advisory Services. Outside of his advisory role, he serves as a volunteer board member for the Salvation Army and Gulf Coast Dental, providing dental services to those in need, and also acts as a volunteer board treasurer for Cambridge Christian School. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party managers along with multiple program structures.

Engy Alfred is a financial advisor with Merrill in Tampa, FL, holding a Series 66 designation and 10 years of industry experience. She has been with Merrill since 2013. Outside of her advisory role, Alfred is the sole owner of an investment-related business based in Knoxville, Tennessee. Merrill, along 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, and institutional investors.

Heather Arnell is a financial advisor with Merrill in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has been with Merrill since 2009. Outside of advising, she is involved part-time in selling hair and skin care products for Monat Global Corp. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, and various institutional investors with model-based and discretionary investment strategies.

Mace Maraman Jr. is a financial advisor with Wells Fargo Clearing in Tampa, FL, holding Series 63 and Series 66 certifications and bringing 20 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank NA since 2013. 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 offers a broad range of brokerage and advisory solutions, relying on research and analytics to support investment decisions.

Duane Chaney is a financial advisor with Raymond James & Associates in Tampa, FL, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with Raymond James & Associates since 2004. Outside of his advisory role, he owns Stellar Tennis Events, LLC, which provides tennis event consulting and referral services. Chaney also serves on the boards of local homeowner associations, contributing to finance and investment committees. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipalities, offering financial planning and non-discretionary investment consulting with a range of portfolio management styles and affiliated research.

David De Zago is a financial advisor with Morgan Stanley in Tampa, FL, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Omnicell, Formulated Solutions, Powertronic Systems Florida Inc, Office Pride Commercial Cleaning, and Executive Level Entertainment. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm’s process uses structured discovery and proprietary tools to develop plans, managing approximately $2.74 trillion in client assets.

Karen Lewis is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 35 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory work, she is a notary public in Wesley Chapel, Florida. 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Alec Underhill is a financial advisor with Morgan Stanley in Tampa, FL, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to joining Morgan Stanley, he worked at Trinity Wealth Securities, LLC, Florida Financial Advisors, and Florida State University. Outside of finance, he has experience with McCullough Design Services, LLC, and Giannis Steakhouse. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.