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.

Larry Tummonds is a CFP® professional with 11 years of experience in financial planning. He has been with Larry Allan Financial Planning Services LLC since 2015. The firm is an independent advisory serving clients with personalized financial planning and investment management.

Albert Bartolomeo is a CFP® and holds a Series 65 license with 18 years of industry experience. He has been the sole advisor at Broad Reach Wealth Management, LLC since 2008. Bartolomeo also holds Florida licenses for life, health, and annuities products. Broad Reach Wealth Management is an independent firm based in Sarasota, FL, focused on providing personalized financial advisory services.

Timothy Fannin is a financial advisor with Cadalyst, LLC, holding a Series 66 designation and 20 years of industry experience. He has worked at Datamind Advisors since 2016. Cadalyst, LLC is an independent firm serving clients with personalized financial advice.

Donald Ames is a financial advisor at Ames Capital Management, Inc. in Sarasota, FL, with 12 years of industry experience. He holds Series 63 and Series 65 licenses and is also a licensed attorney in New York and a CPA, with consulting work comprising about 20% of his time. Ames has worked at LEVEL FOUR ADVISORY SERVICES, LLC and has been self-employed since 2004. Ames Capital Management, Inc. is an independent firm serving individual clients with personalized investment advisory services.

Christopher Smith Sr. is a financial advisor at Waterside Investment Advisers LLC in Sarasota, FL, holding a Series 65 license with four years of industry experience. He is also the owner and president of SmithLaw Attorneys PA, a civil law firm he has managed since 2005, focusing on real estate, litigation, probate, estate planning, trust management, bankruptcy, and personal injury. Waterside Investment Advisers LLC is an independent firm that serves clients seeking personalized investment advice.

Raul Elizalde is a financial advisor with Path Financial, LLC in Sarasota, FL. He holds Series 63 and Series 66 licenses and has 17 years of industry experience. He has been with Path Financial since 2008. Path Financial is an independent firm providing financial advisory services.

Hayden Lipp is the sole advisor at Hayden Lipp Registered Investment Advisor in Sarasota, FL, holding Series 63 and Series 66 licenses with 33 years of industry experience. He has worked at Fortune Financial Services Inc. since 2007. Outside of his advisory role, Lipp is an insurance sales agent specializing in life, health, long-term care, disability, and annuities. His firm operates independently, providing personalized financial services tailored to individual client needs.

Michael Lonier is a financial advisor at The Financial Preserve at Lonier Financial Advisory LLC in Osprey, FL, holding a Series 65 designation with 14 years of industry experience. He has been with Lonier Financial Advisory LLC since 2015. The firm operates independently and serves clients seeking personalized financial advisory services.

Clarence Bush Jr. is the sole advisor at Bush Capital Management, LLC, an independent firm based in Sarasota, FL. He holds Series 66, 65, and 63 licenses and has 24 years of industry experience, including prior roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and METLIFE SECURITIES Inc. Outside of advising, he owns and manages an agricultural hauling company and is a licensed real estate agent working part-time in property sales. Bush Capital Management serves clients with personalized financial advisory services, operating as a single-advisor independent firm.

Frank Digiovanni Jr. is a financial advisor with Digiovanni Financial Group, LLC in Sarasota, FL. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. He has been with Digiovanni Financial Group since 2005. The firm is an independent advisory practice.

Thomas Bauer is a CFP® professional with 26 years of industry experience. He is the principal advisor at Bauer Financial Services, Inc., an independent firm he has led since 1994. In addition to his advisory role, Bauer is the president of a separate income tax preparation and planning practice, which he has managed since 1991. Bauer Financial Services, Inc. provides portfolio management and advisory services to individual clients, managing approximately $21 million across about 67 accounts. The firm operates as a single-advisor practice and is notable for its affiliation with an accounting practice, allowing for integrated tax and investment guidance.