Jacob Williams is an investment advisor representative with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has seven years of industry experience and has been with Cambridge since 2018. Outside of his advisory work, he is employed at Costco Wholesale and has experience in insurance-related activities. Cambridge Investment Research Advisors, Inc. serves a diverse range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, and retirement-plan advisory services. The firm operates through thousands of financial professionals and provides access to multiple platforms, proprietary model strategies, and both discretionary and non-discretionary management options.

Robert Andy is a Series 66-licensed financial advisor with one year of industry experience. He is currently with Fidelity and has held prior roles 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 utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios and often leverages affiliated or unaffiliated sub-advisers in its processes.

Wayne Mcmullen is a financial advisor with Wells Fargo Advisors in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Wells Fargo Advisors since 2020, preceded by roles at Wells Fargo Clearing, Merrill, Robert Baird & Co., and Raymond James & Associates. In addition to his advisory work, he has ownership interests in several financial and insurance-related businesses, including McMullen Financial Group and Capstan Insurance Consulting LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and fee-based financial planning services, offering a broad range of planning options that include specialized areas such as business-owner transition and special-needs analysis. Advisors use firm research and planning tools to develop tailored recommendations, with clients deciding on implementation through brokerage or advisory programs.

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 with Raymond James & Associates in Sarasota, FL, holding Series 65 and Series 63 licenses and bringing 19 years of industry experience. She has worked with Raymond James since 2020 and has been involved with Rudd International, Inc. since 2012 and Savannah Capital Management since 1996. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individual, institutional, and municipal clients with a range of financial planning and consulting services. The firm offers tailored strategies supported by proprietary research and a broad network of affiliated asset managers.

Mechele Leonard is a financial advisor at Merrill with seven years of industry experience. She holds the Series 66 designation and has worked at both Merrill and Bank of America since 2019, following 13 years at Bank of America prior to that. Outside of her advisory role, she serves on the boards of the Sarasota County Gator Club and the Beta Tau House Corporation for Sigma Kappa Sorority, and she is an independent sales consultant for Mary Kay and Pampered Chef. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and various organizations.

Albert Caprara Jr. is a financial advisor at Robert Baird & Co. with 29 years of industry experience. He has held roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. prior to joining Robert Baird in 2013. He holds a Series 63 designation. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by ongoing manager selection, internal research, and the use of both manager-traded and model-traded strategies.

Jay Hoffmeister is a financial advisor with Ameriprise in Bradenton, FL, holding CFP® and ChFC® designations and over 35 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Hoffmeister serves on the board of directors for the Bradenton Kiwanis and co-chairs its Service Committee. Ameriprise offers a retirement-income planning service targeting individuals near or in retirement who meet specific asset criteria, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its recommendations and offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Isabella Whaley is a financial advisor at Ameriprise with six years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2019. Prior to her advisory career, she was involved with the Margaret Good Campaign and attended Florida State University. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

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.

Jeffrey Payne is a ChFC® and holds a Series 66 license, with 20 years of experience in the financial services industry. He is currently with Raymond James Financial Services Inc. and has previously worked at GPS Wealth Strategies Group, LLC and Aspen Wealth Management, Inc. Outside of his advisory role, he is a passive owner of a barbershop and is involved in real estate construction and management with his wife. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning using analytical tools and supports municipal and public finance work, as well as specialized offerings such as SIMPLE IRA Employer Advisory & Consulting Services.

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.

Joseph Zarlenga is a financial advisor with Ameriprise in Bradenton, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Ameriprise since 1992. Outside of his advisory work, he manages an equestrian and agricultural business, Z Ranch Equestrian, LLC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated companies and emphasizes the use of managed accounts in its planning approach.

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, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with LPL Financial since 2006, as well as affiliated with Linsco Private Ledger during the same period. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing a variety of strategies including model portfolios, third-party asset management, and customized approaches.

Joseph Westendorf is a financial advisor with Cetera in Bradenton, FL, holding Series 63, 65, and 66 licenses and 28 years of industry experience. His prior work includes roles at Hancock Whitney Bank, U.S. Bancorp Advisors, Fifth Third Bank, Touchstone Securities, and Morgan Stanley. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers within a multi-manager platform.

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.