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.

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.

Stephen Bucknam is a financial advisor with Ameriprise in Bradenton, FL, holding a Series 63 designation and bringing 36 years of industry experience. He has been with Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he serves as CEO and managing partner of SNE Operations LLC, providing management and operational support to an Ameriprise financial practice. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver non-discretionary, written recommendations through a centralized consulting team.

Louise Down is a Financial Advisor at Merrill Lynch Wealth Management. She has over 25 years of experience in fixed income trading and portfolio management. Her previous roles include Executive Director and Head of Advisory Fixed Income Trading at Morgan Stanley Smith Barney, Head of Trading at TD Asset Management USA, Head of Investment Grade Trading at AXA Investment Managers, Vice President of Portfolio Trading at Conning Asset Management, and roles at Standish Mellon Asset Management and Putnam Investments. Louise's expertise covers areas such as family wealth management strategies, institutional investment consulting, legacy planning, liquidity management, personal retirement planning, portfolio management services, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. She holds several FINRA registrations including SIE, Series 7, 66, 52, 53, and 24, and is a Personal Investment Advisor (PIA). She earned her Master of Business Administration from Boston University's Questrom School of Business and a Bachelor of Science in Finance from the Isenberg School of Management at University of Massachusetts at Amherst. Louise enjoys cooking, gardening, golfing, hiking, music, running, skiing, spending time with her family, and playing tennis. She is currently based in Florida, having relocated from the Northeast.

Amanda Johnson is a financial advisor with Primerica Advisors in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has worked with PFS Investments, Inc. since 2010 and has been involved with Primerica Financial Services since 2007. Outside of her advisory roles, she serves on the Laurel Nokomis School PTO Board. Primerica Advisors manages a wrap-fee asset management program primarily for 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 overseen by third-party asset managers and provides advisory services through a large network of financial advisors.

Stephen Grossman is a financial advisor with MML Investors Services, LLC, affiliated with MassMutual, holding Series 63 and Series 65 licenses and possessing 35 years of industry experience. He has worked with MML Investors Services and MassMutual Life Insurance Company since 2008. Outside of his advisory role, he is involved in buying and selling luxury watches, operates a design services business focused on space utilization, and serves as vice president of a condominium board in Sarasota, FL. 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 emphasizes collaborative, annual financial planning engagements supported by firm-approved software and offers various programs including wrap and money-manager options and educational seminars.

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 role, he served for 26 years with the City of Pembroke Pines Police Department. He is also the owner of CJV4 Solutions, where he works as an executive coach and consultant trainer. Cambridge Investment Research Advisors serves a diverse client base that includes individual and institutional clients such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and custodians.

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 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Stifel Nicolaus & Co Inc, Merrill, and Robert Baird & Co. Carlson is involved in business referral networking in Sarasota, FL, dedicating several hours monthly to this activity. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that serves a diverse client base including individuals, institutions, and municipal entities. The firm offers tailored financial planning and non-discretionary investment consulting, supported by a broad range of portfolio management styles and affiliated research.

Jenna Mennel is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2018. In this capacity, she partners with families to develop customized and holistic financial plans that align with their long-term objectives. Jenna has over a decade of experience in the financial services industry. Prior to her current role, Jenna worked as a Client Management Representative at Fidelity Investments from 2013 to 2018. She also has experience as a Financial Advisor at Morgan Stanley from 2011 to 2012. Outside of her professional career, Jenna's personal interests include cooking and baking, music, parenthood, and yoga.

Joseph Lizzio is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 65 credentials. He has 41 years of industry experience and has been with Morgan Stanley and its affiliated entities since 2009. Outside of his advisory work, he is involved in a musical band through his sole proprietorship, Something In Between, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Andrew Garver is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering financial planning services supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers customized plans through its Financial Advisors and Estate Planning Strategies Group.