Frederick Wilke is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with Linsco/Private Ledger Corp. since 2004. He is based in Sarasota, FL. 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 range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and providing access to model portfolios and research.

Joshua Grubbs is a CFA® charterholder and registered investment advisor affiliated with Raymond James Financial. He has two years of industry experience and has held roles at several firms including Balentine and LCG Associates. He is also associated with Four Pillars Financial Planning Group in a non-investment capacity. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and institutional clients, including high-net-worth investors and public entities. The firm offers tailored, non-discretionary advisory solutions and supports municipal and public finance activities through its extensive affiliate network.

William Nickles is a financial advisor with Wells Fargo Advisors in Sarasota, FL, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2010. Nickles has ownership interests in several investment-related entities, including NWM21 LLC and Capstan Growth Partners, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services using proprietary research and tools, with a focus on tailored, discrete planning engagements for clients who meet certain net-worth criteria.

Maurice Tessier is a financial advisor with RBC Capital Markets in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at UBS Financial Services for nine years before joining RBC in 2024. RBC Wealth Management serves a broad client base including individuals, institutions, and charitable organizations. The firm offers customized portfolio management and financial planning services using a variety of advisory programs and integrates a range of investment managers and strategies tailored to client risk profiles.

Jeffrey Meyer is a financial advisor at LPL Financial with 23 years of industry experience. He holds the Series 66 designation and previously worked at Sigma Planning Corporation and Sigma Financial Corporation from 2016 to 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 financial planning and advisory programs, including discretionary and non-discretionary management, with access to model portfolios, research, and various investment strategies.

Lauren Johnson is a financial advisor at Edward Jones in Longboat Key, FL, holding a Series 66 designation. She has been with Edward Jones since 2025 and has prior experience working in education and technology sectors. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Kristopher Phillips is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and 14 years of industry experience. He has worked at several firms, including Cetera, Moors & Cabot Inc, and Prudential Insurance Company of America. Phillips is also the owner of Fairway Wealth Management, providing brokerage and advisory services. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management through an integrated platform that combines advisory programs with brokerage and insurance products.

Theo Rainey is a financial advisor at UBS Financial Services with a Series 66 designation and less than one year of industry experience. Prior to joining UBS, he held various roles in parking services and guest services and attended the University of Vermont. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining model-based asset allocations and proprietary research to tailor financial plans and portfolio management. The firm also provides institutional trading capabilities alongside its wealth management and investment advisory services.

Christopher Caledonia is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his financial services career in 2000 and has over two decades of experience advising clients in wealth accumulation, preservation, and transfer. He utilizes a defined four-step process that includes portfolio development, liability management, tax minimization strategies, and asset preservation, with a focus on ensuring a lifetime retirement income stream for clients. Christopher primarily serves semi-retirees, retirees, and business owners, providing comprehensive wealth management strategies tailored to their individual needs. Christopher holds a Bachelor’s Degree from Elon University in North Carolina, where he studied Leisure/Sports Management. Since moving to Sarasota in 1999, he has worked closely with clients to help them achieve their financial goals through careful planning and adjusting strategies as circumstances dictate. He holds the designation of Personal Investment Advisor (PIA). Residing in Sarasota with his wife Vanessa and their two children, Christopher enjoys attending cultural events within the community as well as participating in basketball, tennis, and golf. He emphasizes placing his clients' interests first in his advisory approach.

Nancy See is a financial advisor with LPL Financial in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Her career includes roles at BMO Harris Financial Advisors, BMO Harris Bank, M&I Trust, M&I Insurance Services, and M&I Financial Advisors, where she has been active since 2009. 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 range of financial planning and advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management across its offerings.

Vonda Nicol is a financial advisor at Stifel with 28 years of industry experience. She worked at Merrill from 1998 to 2020 before joining Stifel in 2020. Nicol is also a Notary Public, providing document notarization services. Stifel serves a wide range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Maria Vargas is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Bank of America, Merrill, Edward Jones, and Northwestern Mutual. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities.

Dionysios Skaliotis is a Financial Advisor at Merrill Lynch Wealth Management, where he works with multi-generational families, business owners, and retirees. He focuses on providing strategic planning, efficient portfolio management, and dedicated service to help clients achieve their financial goals. His client focus areas include family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, and small business strategies. Dionysios holds the Accredited Asset Management Specialist™ (AAMS®) designation recognized by The College for Financial Planning Institutes Corp. He earned a Bachelor of Science degree from Salve Regina University. Since joining the Sarasota community in 2021, he has devoted time to volunteering with local charities serving the homeless and mental health community, including the Education Foundation of Sarasota and Second Heart Homes. Outside of his professional work and community involvement, Dionysios enjoys baseball, golfing, music, running marathons, skiing, surfing, tennis, and spending time with his family.

Charles Fortenberry is a financial advisor at Robert W. Baird & Co. with 33 years of industry experience. He has been with Robert W. Baird since 2012 and holds the Series 63 and Series 65 designations. He is a member of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves high net worth individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, employing a combination of manager-traded and model-traded strategies along with tax-management and direct-indexing capabilities.

Ashley Scott is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. Prior to joining Edward Jones, Scott held roles at Centaurus High School and the City of Lafayette. Outside of financial advisory work, Scott is involved in youth athletics coaching, including positions with the City of Lafayette, Westbrook Stingrays, and SRQ Tsunami Swim Team. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Richard Williams III is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of finance, he is the absentee owner of Flagship Automotive Center, LLC, a towing business he inherited through a family trust. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved planning tools.

Jeremy St Croix is a financial advisor with Ameriprise in Sarasota, FL, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise provides retirement-income planning services for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Ryan Muller is a CFP® professional with 22 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. Based in Sarasota, FL, he holds a Series 66 designation. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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.

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.