Jeffrey Lashway is a CFP® professional with 34 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC from 2009 to 2016. He holds Series 63 and Series 65 licenses and is based in Bradenton, FL. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advice. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Edward Semmerling IV is a CFP® professional with 15 years of industry experience, currently serving at Edward Jones in Bradenton, FL since 2013. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a broad range of financial needs. The firm offers discretionary and non-discretionary investment strategies, including access to separately managed accounts and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Jaleigh White is a financial advisor with Robert Baird & Co. in Sarasota, FL, holding a Series 66 designation and 14 years of industry experience. She has worked at Robert Baird & Co. since 2019 and concurrently with JJB Hilliard, WL Lyons, LLC since 2011. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, with ongoing manager selection supported by internal research and technology tools.

Louise Mussell is a financial advisor with Merrill in Lakewood Ranch, FL, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Merrill since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Andrew Mantack is a financial advisor with Wells Fargo Clearing in Bradenton, FL, holding Series 63 and Series 66 licenses and seven years of industry experience. He has been with Wells Fargo Clearing since 2018 and has worked at Wells Fargo Bank, N.A. since 2016. Outside of his advisory role, Mantack co-owns two businesses with his spouse, SYNCENTRICITY LLC and Trinity Care Management Solutions, LLC, overseeing finances for the latter. 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 IPS-driven process is based on modern portfolio theory and includes a broader range of financial product offerings than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Karren Allen is a financial advisor with LPL Financial in Bradenton, Florida, holding Series 63 and Series 65 credentials and possessing 41 years of industry experience. Her prior work includes roles at Hornor, Townsend & Kent, LLC, and Lincoln Financial Securities Corporation. She also operates as a self-employed insurance agent under the name Firefighter Advisor, focusing on life, accident, health, disability, and long-term care insurance products. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, supported by model portfolios, third-party research, and advanced portfolio management technologies.

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.

James Campbell Jr. is a financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2018 and was self-employed in commercial fishing for six years prior, managing five vessels and work crews in Cortez, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

Brittany Stewart is a financial advisor at Edward Jones in Bradenton, FL, with 13 years of industry experience. She holds the CFP® designation and the Series 66 license and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

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.

Shawn Kelly is a CFP®-certified financial advisor with over 40 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. He is based in Bradenton, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

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.

Paul Harris is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior roles include positions at Southern Trust Financial Planning, Inc. and Securities America Inc. He is also involved in independent insurance services through multiple agencies he owns. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and other retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals employing both proprietary and third-party strategies across various custodial platforms.

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.

James Molinaro is a financial advisor with Morgan Stanley, holding Series 63, Series 65, and Series 66 designations and bringing 49 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley & Co., Incorporated, Morgan Stanley Smith Barney, and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.