William Panaro Jr. Jr. is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, utilizing firm-approved tools and modeling techniques, and manages approximately $2.74 trillion in client assets.

Zachary Brown is a Series 66-licensed financial advisor with Morgan Stanley in Bradenton, FL, and has two years of industry experience. Prior to joining Morgan Stanley in 2023, he held roles at John Cannon Homes and several healthcare and educational organizations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm‑approved tools and methodologies.

Kimberly Bleach is a Certified Financial Planner (CFP®) with 17 years of industry experience. She has been with Merrill and Bank of America, N.A. since 2010. Based in Sarasota, FL, she holds a Series 66 license. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Harrison Van Der Noord is a financial advisor with Edward Jones in Bradenton, FL. He holds a Series 66 designation and has one year of experience in the financial industry. Prior to joining Edward Jones, he worked in the hospitality and retail sectors. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and branches and offers a range of advisory strategies under a fiduciary standard.

Brandan Kools is a CFP® and holds a Series 66 license with 10 years of industry experience. He currently works at Fidelity and previously spent six years with Ameriprise Financial Services, Inc. No additional outside activities were noted. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across various fund structures.

Robert Rieck is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Thrivent Investment Management Inc and Thrivent Financial for Lutherans from 2008 to 2018. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, delivering written recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic automation to support its advisory process, emphasizing products from affiliated firms.

Trevor Mudrak is a financial advisor with Raymond James & Associates in Sarasota, FL, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked at several country and golf clubs, including Heritage Oaks, Esplanade, and Belmont Hills. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, and offers financial planning, investment consulting, and institutional fiduciary solutions through a nationwide network of advisors.

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 financial advisor at OSAIC with 34 years of industry experience. She holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining OSAIC in 2023, she worked at Cetera and Advisornet Wealth Management. Andersen is the owner of Kristi L Andersen Financial Partners, LLC, a financial services firm. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a wide network of affiliated advisers. The firm provides integrated brokerage and advisory services with a multi-platform approach, utilizing asset-allocation tools and third-party managers to construct diversified portfolios.

Benjamin Prescott III is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Prior to that, Prescott worked at Prescott Communications from 2015 to 2017. 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 through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Landis Limon is a Series 65-licensed financial advisor with Cambridge Investment Research Advisors in Bradenton, FL. He has been with the firm since 2024 and has no prior industry experience. Before joining the advisory field, he was a full-time student at William Peace University and worked at IMG Academy and Kitty Hawk Water Sports. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, delivering solutions across multiple platforms with both discretionary and non-discretionary strategies.

H Mclaughlin is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior experience includes two decades at Credit Suisse First Boston LLC and roles at Ameritas Advisory Services and MML Investors Services. He also owns McLaughlin Financial LLC, an insurance and benefits firm. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm delivers customizable investment solutions across multiple platforms and combines proprietary and third-party strategies.

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 in Sarasota, FL, holding a Series 66 designation and 21 years of industry experience. He has been with LPL Financial since 2007 and previously worked at Insignia Bank. He is the founder and a board member of the Kentucky Alumni Association, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, employing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

Paul Alegi is a financial advisor at Raymond James & Associates with 27 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Bank of America, Merrill, Guardian Wealth Strategies, and ISC Financial Advisors. Alegi is based in Sarasota, FL. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, including high-net-worth clients, institutions, pension and profit-sharing plans, charitable organizations, and governmental entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

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.

Timothy Shaughnessy is a Wealth Management Advisor and a founding member of the Mackey Shaughnessy Group at Merrill Lynch Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and the Chartered Retirement Planning Counselor™ (CRPC™) designation, as well as the Personal Investment Advisor (PIA) credential. Timothy began his career in finance in 2009 with Guardian Life Insurance, which provided him with a foundation to approach financial planning from a holistic perspective. He grew up in the Bradenton, Florida community and attended Bayshore High School before playing football at Kent State University and Delta State University, where he also earned his bachelor's degree. Since joining Merrill Lynch Wealth Management in 2013, Timothy has focused on building a practice centered on quality relationships and trust. His areas of expertise include college education planning, legacy planning, family wealth management strategies, and portfolio management services. Timothy is actively involved in his local community, serving as a board member of Anna Maria Island Rotary and volunteering as a youth football coach. He resides in Bradenton with his twin boys, Liam and Rory.