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 in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has worked with PFS Investments, Inc. since 2010 and has been involved with Primerica Financial Services since 2007. Outside of her advisory roles, she serves on the Laurel Nokomis School PTO Board. Primerica Advisors manages a wrap-fee asset management program primarily for 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 overseen by third-party asset managers and provides advisory services through a large network of financial advisors.

Stephen Grossman is a financial advisor with MML Investors Services, LLC, affiliated with MassMutual, holding Series 63 and Series 65 licenses and possessing 35 years of industry experience. He has worked with MML Investors Services and MassMutual Life Insurance Company since 2008. Outside of his advisory role, he is involved in buying and selling luxury watches, operates a design services business focused on space utilization, and serves as vice president of a condominium board in Sarasota, FL. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements supported by firm-approved software and offers various programs including wrap and money-manager options and educational seminars.

Cornelius Vaughan IV is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has six years of industry experience. Prior to his financial advisory career, he served for 26 years with the City of Pembroke Pines Police Department. He is also the owner of CJV4 Solutions, where he works as an executive coach and consultant trainer. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing a range of portfolio management strategies and platform arrangements.

John Bradburn is a Wealth Management Advisor with Merrill Lynch Wealth Management. He leads J K Bradburn & Associates, managing several portfolios on a discretionary basis as fiduciaries through Merrill IAP. His work includes consulting on risk and performance matters, conducting manager searches, and evaluating progress toward clients' financial goals. With over 40 years of experience in the financial services industry, John specializes in family wealth management strategies and provides services to endowments, foundations, non-profits, and defined benefit plans. He focuses on traditional portfolio management using research resources to assist clients in building wealth. John holds a Bachelor's Degree from Georgetown University and has earned professional designations including Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He is involved in the Indianapolis Opera and participates in community volunteering.

Gregory Carlson is a financial advisor at Raymond James & Associates with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Stifel Nicolaus & Co Inc, Merrill, and Robert Baird & Co. Carlson is involved in business referral networking in Sarasota, FL, dedicating several hours monthly to this activity. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that serves a diverse client base including individuals, institutions, and municipal entities. The firm offers tailored financial planning and non-discretionary investment consulting, supported by a broad range of portfolio management styles and affiliated research.

Joseph Lizzio is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 65 credentials. He has 41 years of industry experience and has been with Morgan Stanley and its affiliated entities since 2009. Outside of his advisory work, he is involved in a musical band through his sole proprietorship, Something In Between, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Andrew Garver is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering financial planning services supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers customized plans through its Financial Advisors and Estate Planning Strategies Group.

Steven Kramer is a financial advisor at Edward Jones in Sarasota, FL, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Compass, Inc., SmartAsset, and Zoom. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Austin Nixon is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He supports local clients in achieving their financial goals and focuses on creating plans that provide confidence and peace of mind. His experience at Fidelity Investments includes several positions that demonstrate progression in financial consulting. He has served as an Investor Center Planning Consultant from 2023 to 2024, Workplace Planning Consultant II from 2022 to 2023, Workplace Planning Consultant I in 2022, and Workplace Planning Associate from 2021 to 2022. Austin's mission centers on helping people pursue financial peace of mind through tailored planning. No additional information regarding education, credentials, personal interests, or community involvement has been provided.

Daniel Espenscheid Jr. is a financial advisor at Raymond James Financial with two years of industry experience. Prior to joining Raymond James in 2025, he worked at Commonwealth Financial Network for eleven years. He also holds a Series 66 designation. Outside of advisory services, he occasionally sells life insurance policies to current clients with specific needs. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools and supports municipal advisory services and customized retirement plan consulting.

Christian Sahlmann is a financial advisor with Cetera in Sarasota, FL, holding Series 65 and Series 66 licenses and five years of industry experience. His prior roles include positions at Merrill, Fisher Investments, Bank OZK, and Ideal Retirement Solutions, where he was also a licensed insurance agent. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios and customized strategies.

Julian Grubbs is a financial advisor at OSAIC with six years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Financial Advisors and Walmart. In addition to his advisory role, he is involved as an agent offering fixed and indexed annuities, disability insurance, and traditional life insurance through Heritage Financial Consultants, LLC. OSAIC serves a broad range of retail and institutional clients with services including brokerage and investment advisory, financial planning, retirement plan consulting, and access to third-party money managers. The firm uses advanced asset-allocation tools and supports both discretionary and non-discretionary account management across multiple investment platforms.

William Marsh is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. He holds the CFP® and ChFC® designations and has been with Wells Fargo Advisors Financial Network LLC since 2010. Marsh has ownership interests in several financial consulting and investment-related businesses based in Sarasota, Florida. 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 including retirement, education, risk, and wealth-transfer planning, utilizing Wells Fargo research and tools to develop tailored recommendations for clients.

Robert Yan is a Senior Financial Advisor with Merrill Lynch Wealth Management in Sarasota. Since joining Merrill in 2012, he has leveraged over thirty years of experience in wealth management and investing to provide clients with practical guidance and tailored financial strategies. Robert works closely with individuals, couples, and families, addressing diverse needs such as retirement planning, managing new wealth, tax minimization, college education funding, and socially responsible investing. He assists clients at various financial junctures, including preparing businesses for sale, portfolio diversification, and liquidity management. Before joining Merrill, Robert spent more than seven years as a Financial Advisor at Morgan Stanley Smith Barney and began his career on Wall Street with Kidder Peabody and Citigroup as a bond trader. He holds a Bachelor of Science degree in Finance and Economics from New York University and has earned the Personal Investment Advisor (PIA) designation. Within the firm, Robert is active in business strategy through Bank of America’s Asian Leadership and LGBTQ employee networks. Outside of his professional role, Robert enjoys golfing, traveling, dining, and playing video games. He also has interest in adventure sports, football, and music. Robert emphasizes integrity and diligence in his work and is committed to serving clients who have traditionally been underserved in wealth management, including members of the Asian and LGBTQ+ communities.

Regina Beatty is a CFP® with 36 years of industry experience, currently serving at OSAIC since 2025. She previously worked at Lincoln Financial Advisors Corp for 17 years. Outside of her advisory role, she is the owner and president of Women’s Wealth Conversations, a project focused on producing financial planning content aimed at increasing women’s engagement in their finances. OSAIC serves a wide range of retail and institutional clients through a large network of advisors, offering integrated brokerage, advisory, and financial planning services. The firm employs asset-allocation tools, risk assessments, and third-party platforms to manage diversified portfolios tailored to client needs.

Peter Genersich is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill, and Wells Fargo Clearing. Beyond his advisory role, he is a committee member at the Ringling Museum in Sarasota, assisting with the organization’s annual gala event. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in their investment approach.