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, FL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. Her prior roles include positions at Lincoln Financial Securities Corporation and Hornor, Townsend & Kent, LLC. Outside of advisory work, she operates as a self-employed insurance agent specializing in life, accident, health, disability, and long-term care insurance. 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 advisory and brokerage services, employing various investment strategies and providing access to third-party asset management and institutional platforms.

Frederick Wilke is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has been with Linsco/Private Ledger Corp., now part of LPL Financial, since 2004. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. It offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

James Campbell Jr. is a Series 66-licensed financial advisor with Edward Jones in Bradenton, Florida, where he has worked since 2018 and has eight years of industry experience. Prior to joining Edward Jones, he was self-employed for six years, managing a commercial fishing business involving vessel operations and crew oversight. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory services, including wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

Brittany Stewart is a CFP® professional with 14 years of industry experience, currently serving at Edward Jones since 2012 in Bradenton, FL. She holds the Series 66 designation and has spent her entire advisory career with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of advisors and offers a variety of discretionary and non-discretionary investment strategies alongside 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 24 years of industry experience. He holds the Series 66 designation and has worked previously at Sigma Planning Corporation, Sigma Financial Corporation, Ameriprise, Wells Fargo Clearing, and A. G. Edwards & Sons. 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 advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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 at LPL Enterprise with 14 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Cetera, Moors & Cabot Inc, and Prudential. Phillips is also the owner of Fairway Wealth Management, where he provides brokerage and advisory services. LPL Enterprise delivers investment advisory and brokerage services to a diverse clientele, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and other financial services.

Paul Harris is a financial advisor with Cambridge Investment Research Advisors, Inc. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. His prior roles include positions at Southern Trust Financial Planning, Securities America, and Summit Financial Group. He is also involved as an independent insurance agent through multiple insurance agencies he owns. Cambridge Investment Research Advisors, Inc. serves a diverse client base, including individual investors and institutional clients such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals and manages a multi-billion dollar asset base.

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 33 years of industry experience. Her prior roles include positions at BMO Harris Financial Advisors, Morgan Keegan & Company, and Banc of America Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services delivered primarily through a large network of investment adviser representatives.

James Molinaro is a financial advisor at Morgan Stanley with 50 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been associated with various Morgan Stanley entities since 2002. He is based in Bradenton, Florida. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support its financial planning process.

Joseph Kennedy Jr. is a financial advisor with Ameriprise Financial Services, holding a Series 63 designation and 42 years of industry experience. His prior work includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He serves on the board of the Crosthwait Memorial Fishing Tournament. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that utilize written recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Candace Greene is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her prior roles include multiple positions at Morgan Stanley from 2000 to 2012. She is based in Sarasota, FL. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and utilizes research from its own Wells Fargo Investment Institute alongside third-party data to inform its investment approach.

Samantha Fernandez is a financial advisor with Raymond James Financial who holds a Series 66 credential and has 15 years of industry experience. She has worked at various divisions of Raymond James since 2011 and was with Frey Masterson Investment Advisors from 2023 to 2025. Fernandez serves as a board member on the finance committee of Gulf Coast JFCS, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using comprehensive analytical tools and supports a broad advisor network along with specialized municipal and retirement advisory services.

Charles F. Elzer III is a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management. He marked his thirtieth year as a financial advisor at Merrill Lynch in 2022, bringing extensive experience across multiple investment cycles and market environments. His professional focus includes college education planning, services for endowments and non-profits, legacy and philanthropic planning, retirement income, portfolio management, tax minimization, and managing new wealth. Mr. Elzer earned a Bachelor's degree in Business Administration with a minor in economics from Hofstra University. He holds the Personal Investment Advisor (PIA) designation. His community involvement encompasses serving on the board of trustees for the Just for Girls Foundation and the Tampa Chapter of Safari Club International, as well as participating on the Endowment Committee of his church. He has held leadership roles such as past president of the Manatee County Chapter of the Coastal Conservation Association and past president of Just for Girls, Inc. Additionally, he has supported the Manatee Opera Guild and served as a trustee for the Bishop Museum of Science and Nature. Outside of his professional and community commitments, Mr. Elzer enjoys adventure sports, fishing, gardening, hunting, scuba diving, reading, traveling, and spending time with family and their Labrador Retrievers.