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.

Albert Caprara Jr. is a financial advisor at Robert Baird & Co. with 28 years of industry experience. He has been with Robert Baird & Co. since 2013 and holds a Series 63 designation. He 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 consulting and portfolio services, including financial planning and discretionary management, utilizing a range of investment strategies and overlays to meet client goals and risk tolerances.

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.

Kelley Tate is a financial advisor with Raymond James Financial Services Advisors, Inc. in Venice, FL, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. Prior to joining Raymond James in 2026, Tate worked at Stifel Independent Advisors, LLC and Wells Fargo Advisors. Outside of advisory work, Tate serves on the finance council of Epiphany Cathedral Church, reviewing budgets for the church and school. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and analytical tools to support client goals and is noted for its municipal advisor affiliation and customized SIMPLE IRA advisory services.

Jonathan Beukelman is a financial advisor with UBS Financial Services in Longboat Key, FL, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he serves on the board of directors for DocBuddy LLC, a company providing software solutions for medical document organization, and is a partner in a frozen yogurt business. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a wide range of capital markets and advisory products.

Carrie Hulen is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has been with Wells Fargo Advisors Financial Network LLC since 2010. Outside of her advisory role, she is involved in several private investment ventures, including ownership of an LLC that engages in research, market, and sales activities on Amazon. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu that includes cash-flow, retirement, education, risk, and wealth-transfer planning, tailoring recommendations through proprietary research and tools, with clients having flexibility in how to implement solutions.

James Deutsch is a financial advisor with LPL Financial in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with LPL Financial and Linsco Private Ledger for 20 years. 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 offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management and access to model portfolios and third-party research.

James Tate Jr. is a CFP®-certified financial advisor with 10 years of industry experience, currently with Raymond James Financial in Venice, FL. His prior roles include positions at Stifel Independent Advisors, LLC and Wells Fargo Advisors. He serves as a board member and Sargent of Arms for the Sertoma Club of Venice and is also involved with Family Promise of South Sarasota County, a nonprofit supporting housing for children and families. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and investment consulting that incorporates analytical tools and risk profiling, supporting client implementation through its advisory programs and partnerships.

Mia Gosselin is a Series 66 credentialed financial advisor with Merrill, having 19 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2006. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Peter Abbott is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He is based in Sarasota, FL. Outside of his advisory role, Abbott serves on the board of Pines of Sarasota, an assisted-living and nursing home facility. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and supports its clients through a nationwide network of over 23,000 advisors.

Anthony Marino is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and its Private Bank since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and advisory services without providing individual security recommendations in its standalone plans.

Cody Daniels is a CFP®-designated financial advisor with 16 years of industry experience. He has worked at Wells Fargo Clearing since 2018 and previously spent eight years at Edward Jones. Outside of his advisory role, Daniels is involved in music as a freelance musician and owns a band called Storm Warning Inc. 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 uses research and analytics to evaluate investment options and offers a range of brokerage and advisory solutions.

Amanda Johnson is a financial advisor with Primerica Advisors based in Sarasota, FL, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. Her work history includes roles at Suncoast Successes, PFS Investments, Inc., and Primerica Financial Services. Outside of her advisory work, she has been involved with the Laurel Nokomis School PTO Board for over a decade. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies created by unaffiliated asset managers and supports trade execution and custody via BNY Mellon Advisors and Pershing.