Patricia Kropp is a financial advisor with Merrill in Sarasota, FL, holding Series 63 and Series 66 credentials and having 25 years of industry experience. She has been with Merrill since 2004. Merrill, together 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.

Robert Guilford is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. His prior work includes roles at firms such as Waddell & Reed, The Prudential Insurance Company of America, and Morgan Stanley. He has also been involved with Big Brothers Big Sisters. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

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® with 11 years of industry experience, currently serving as a financial advisor at Fidelity. He previously worked at Ameriprise Financial Services, Inc. for six years before joining Fidelity in 2021. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a diverse client base including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios using mutual funds, ETFs, and ETPs.

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 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.

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 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.

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.