Rebecca Bolletti is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group and managing approximately $2.74 trillion in client assets. Its planning process incorporates structured discovery conversations and firm-approved tools, employing quantitative models such as Monte Carlo simulations.

Kristi Andersen is a CFP® professional with 34 years of experience in the financial services industry. She is currently with OSAIC and has previously worked at Cetera and Advisornet Wealth Management. Andersen is also the owner of Kristi L Andersen Financial Partners, LLC, where she provides financial services and sells fixed insurance products. OSAIC Wealth serves a wide range of clients, including individual investors, retirement plan sponsors, charities, and corporate entities. The firm offers brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation, portfolio optimization, and a variety of investment programs supported by both proprietary and third-party strategies.

Jonathan Spafford is a financial advisor at Ameriprise with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he is involved in a real estate business through J Spaff LLC. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm uses a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver personalized, written recommendations.

Landis Limon is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds a Series 65 designation. Prior to his advisory role, he attended William Peace University and worked briefly at IMG Academy and other positions unrelated to finance. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, and retirement-plan advisory services. The firm manages assets across multiple platforms and custodians and provides both discretionary and non-discretionary management options.

H Mclaughlin is a financial advisor with Cambridge Investment Research Advisors in Sarasota, FL, holding Series 63 and Series 65 licenses and 26 years of industry experience. Prior to joining Cambridge in 2023, Mclaughlin worked at Credit Suisse First Boston for 20 years and held various roles at Ameritas and Mass Mutual. Outside of advising, Mclaughlin is owner of Mclaughlin Financial LLC, which focuses on insurance and benefits. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, offering financial planning, ongoing investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and provides both discretionary and non-discretionary management through multiple platforms, including proprietary model strategies under the Founders Gate Capital brand.

John Moses is a Certified Financial Planner (CFP®) with 46 years of experience in the financial industry. He is currently affiliated with Morgan Stanley, where he has worked since 2021, including positions at Morgan Stanley Private Bank, N.A. Outside of his advisory work, John writes and performs music, practicing piano as a personal pursuit. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Marietta Hesdorffer is a financial advisor at Morgan Stanley in Sarasota, FL, holding Series 63 and Series 65 licenses with 42 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and also associated with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by providing tailored financial planning and advisory programs, managing approximately $2.74 trillion in client assets. The firm utilizes a structured financial planning process supported by firm-approved tools and offers a broad range of investment and advisory services.

Timothy Self is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. His career includes prior roles at Raymond James & Associates and Insignia Bank. He is a founder and board member of the Kentucky Alumni Association, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, combining a large network of advisors with a broad range of advisory and non-advisory financial services.

Paul Alegi is a financial advisor with Raymond James & Associates in Sarasota, FL, holding Series 65 and Series 63 licenses and bringing 28 years of industry experience. His prior roles include positions at Bank of America, Merrill, and several wealth management firms. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and charitable organizations through tailored financial planning and non-discretionary investment consulting, supported by diverse portfolio management styles and extensive affiliated resources.

Jean Pierre Gobic is a Series 66-licensed financial advisor at Morgan Stanley with 24 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2010. Gobic also has a long-standing teaching role at Fordham University, dating back to 1996. Morgan Stanley Wealth Management serves both individual and institutional clients by providing tailored financial planning and a variety of advisory programs. The firm’s approach includes the use of structured discovery conversations and proprietary planning tools to support clients’ financial goals.

Ryan Johnson is a financial advisor with Morgan Stanley in Sarasota, FL, holding a Series 66 designation and 25 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2014 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs for individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets through a structured planning process utilizing firm-approved tools and market simulations.

Douglas Armstrong is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in managing the financial affairs of families and business owners, focusing on areas such as divorce transition planning, executive compensation, family wealth management, legacy planning, retirement income, and portfolio management. Douglas works closely with clients to develop personalized financial strategies tailored to their individual goals and circumstances. He holds a Bachelor's Degree and a Master's Degree from the University of Connecticut. Douglas has earned several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His approach emphasizes a holistic and customized planning process, aiming to be a trusted resource for clients throughout all stages of life. Douglas is actively involved in his community and values volunteering with local organizations. Outside of work, he enjoys boating, golfing, and spending time with his family.

Deborah Langer is a financial advisor with UBS Financial Services in Sarasota, FL, holding a Series 66 designation and bringing 21 years of industry experience. She has been with UBS Financial Services since 2008. Outside of advisory work, she is involved in reselling furniture on eBay. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to develop tailored financial plans. The firm combines institutional trading capabilities with wealth management and offers additional capital markets and banking services.

Adam Mastromarino is a financial advisor at Raymond James & Associates with 11 years of industry experience. He previously worked at Wells Fargo Clearing Services and Wells Fargo Bank. He holds Series 63 and Series 66 licenses. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Frederick Scheerle IV is a financial advisor at Edward Jones with 12 years of industry experience. He holds the CFP®, ChFC®, and Series 66 credentials and has been with Edward Jones since 2014. 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 and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Smith is a Series 66-licensed financial advisor at Thrivent Investment Management with two years of industry experience. His prior work includes positions at Thrivent Financial, InstaCart, Starbucks, and Bayside Community Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based analyses and written recommendations on a wide range of planning topics. The firm’s approach includes ongoing or one-time planning engagements without discretionary trading authority and allows clients to combine planning with managed accounts under a consolidated billing option.

Lisa Morse is a financial advisor at Morgan Stanley in Venice, FL, with 9 years of industry experience. She holds Series 63 and Series 66 licenses. Outside of her advisory role, she is a co-owner and operations partner of The Seaspray Group LLC, a business involved in healthy vending machines. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning approach involves structured discovery and firm-approved tools, offering tailored solutions without individual security recommendations as part of standalone plans.

Brian Kelly is a financial advisor at Morgan Stanley with 61 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, serving in roles at both Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. He is based in Longboat Key, Florida. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate agreements.

Markus Bates is a financial advisor at Bates Real Estate and Financial Advisory Services in Sarasota, FL, with six years of industry experience. He holds a Series 65 designation and has worked at Coldwell Banker and Energy Capital Research Group. Since 2009, he has also operated Bankers Energy LLC, providing analytical research and advisory services to Wall Street hedge funds, global banks, and consulting firms on real estate, commodities, and company fundamentals. Bates Real Estate and Financial Advisory Services is an independent firm serving clients with tailored financial and real estate advisory solutions.

Catherine Cooper is a CFP® and CFA® credentialed financial advisor with 17 years of industry experience. She has been leading Azure Financial Advisors LLC since 2016. Based in Sarasota, FL, she operates as an independent advisor. Azure Financial Advisors LLC is a single-advisor firm focused on providing personalized financial guidance.