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® professional with 15 years of industry experience, currently serving at Wells Fargo Clearing since 2018. Prior to that, he worked at Edward Jones for eight years. Outside of his financial advisory role, Cody performs as a freelance musician and owns a band called Storm Warning Inc. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

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.

Stephen Grossman is a financial advisor with Mass Mutual Investors Services in Sarasota, FL, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has been with MML Investor Services, Inc. and MassMutual Life Insurance Company since 2008. Outside of his advisory role, Grossman is involved in buying and selling luxury watches, co-owns a home resale business, owns a design services company, and serves as vice president of a condominium board. 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 offers collaborative, annual planning engagements using firm-approved software to analyze client goals and deliver written recommendations.

Cornelius Vaughan IV is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 credentials and six years of industry experience. Prior to his current advisory roles beginning in 2020, he served for 26 years with the City of Pembroke Pines Police Department. Outside of his financial advising work, he owns and operates CJV4 Solutions, an executive coaching and consultant training business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals across wealth levels, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing multiple custody and platform arrangements and a mix of proprietary and third-party investment strategies.

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 37 years of industry experience. He previously worked for Stifel Nicolaus & Co Inc for 16 years before joining Raymond James. Outside of his advisory work, he participates in a local business referral networking group in Sarasota, FL. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also provides institutional consulting and emphasizes public finance and municipal work alongside its retail advisory services.

Joseph Lizzio is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2009. Outside of his advisory work, he is the sole proprietor of a musical band, Something In Between, LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by proprietary tools and offers both retail and institutional investment solutions.

Andrew Garver is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior experience includes roles at Bank of America, N.A. and Merrill. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery conversations and firm-approved tools to model outcomes, while clients are responsible for implementing and updating their plans.

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. He previously worked for Commonwealth Financial Network for 11 years. Espenscheid holds the Series 66 designation and occasionally sells life insurance policies to current clients with specific needs. 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 services and has notable expertise in serving municipal and public finance clients.

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.

Glen Simmonds is a CFP®-credentialed financial advisor with 21 years of industry experience, currently with Morgan Stanley. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. He also serves as power of attorney for his father, dedicating a few hours monthly to this responsibility. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm provides tailored financial planning supported by structured discovery conversations and proprietary planning tools.

Peter Genersich is a financial advisor with J.P. Morgan Securities in Sarasota, FL, holding a Series 66 credential and bringing 13 years of industry experience. His prior experience includes roles at Bank of America, Merrill, and Wells Fargo Advisors. Outside of his advisory work, he serves as a committee member for the Ringling Museum in Sarasota, assisting with their annual gala event. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling combined with centralized due diligence. The firm emphasizes ESG eligibility in its investment recommendations and delivers services on a non-discretionary basis.

Lucy Sowers is a Planning Consultant at Fidelity Investments, a position she has held since 2026. She began her career in the financial industry in 1998 and has accumulated extensive experience in various advisory and planning roles across multiple firms. Prior to her current role, Lucy served in positions including Financial Consultant and Investment Consultant at Fidelity Investments, Director Retirement Planner, Sr. Financial Advisor at Merrill Lynch and Santander Investments, Financial Advisor II at Citizens Investment Services, and Financial Investment Officer at Susquehanna Wealth Strategies. Throughout her career, Lucy has developed expertise in financial planning and investment consulting. She leverages her years of experience to create comprehensive financial plans tailored to meet clients' goals. Her work emphasizes understanding client priorities as a foundational element in the planning process. Outside of her professional responsibilities, Lucy has personal interests that include beach activities, boating, cooking and baking, supporting military service, and caring for pets.