Michael Dubee is a financial advisor with Cetera, holding the Series 66 designation and eight years of industry experience. He has worked at multiple firms including Summit Financial Group and Cetera Wealth Services. Outside of his advisory role, he serves as an assistant coach for a youth baseball organization in Sarasota, Florida. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party managers with various program structures and custodial relationships.

Richard Martini is a financial advisor with Raymond James & Associates in Belleville, IL, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. He has been with Raymond James & Associates and Southwestern Illinois College since 2013. Martini serves as a finance and investment committee member for St. Augustine Catholic Church, where he participates in monthly committee meetings and provides financial advice to the pastor. Raymond James & Associates offers financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides both non-discretionary advisory services and institutional consulting, with specialized capabilities in public finance and municipal work.

Stevan Stanisic is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo NA before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2024. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, combining large institutional advisory operations with affiliated brokerage and investment management capabilities.

Phillip Woronick Jr. is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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 at Raymond James & Associates with 19 years of industry experience. She holds Series 65 and Series 63 credentials and has worked at Raymond James since 2020. Rudd also has experience with Rudd International, Inc. and Savannah Capital Management. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets with more than 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base, including high-net-worth individuals, pension plans, corporations, and governmental entities, offering both firm-sponsored wrap fee programs and institutional consulting services.

Mechele Leonard is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 credential and previously worked at Bank of America from 2005 to 2018. Outside of her advisory role, Leonard serves as a board member for the Sarasota County Gator Club and the Beta Tau House Corporation of the Sigma Kappa Sorority, and she also acts as a sales consultant for Mary Kay and The Pampered Chef. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a variety of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, 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 at Raymond James Financial with 13 years of industry experience. Prior to joining Raymond James, she worked at Stifel Independent Advisors and Wells Fargo Advisors. She serves as a member of the finance council at Epiphany Cathedral Church, where she reviews the church and school budget. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored, non-discretionary advisory approaches and supports municipal and public finance activities through its affiliate network.

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®-designated financial advisor with 10 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. His prior experience includes roles at Stifel Independent Advisors, LLC and Wells Fargo Advisors. He serves on the boards of the Sertoma Club of Venice and Family Promise of South Sarasota County, both nonprofit organizations. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth investors, pension plans, and municipal entities. The firm offers tailored, non-discretionary advisory services supported by institutional resources and a notable presence in municipal and public finance.

Mia Gosselin is a financial advisor with Merrill in Lakewood Ranch, FL, holding a Series 66 designation and 19 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2006. 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 to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.