Paul Alegi is a financial advisor with Raymond James & Associates, holding Series 65 and Series 63 licenses and bringing 27 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Guardian Wealth Strategies. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and a network of more than 5,400 financial advisors. The firm offers wealth advisory planning and investment consulting to a broad client base, including high-net-worth individuals, institutional clients, and government entities, providing non-discretionary planning and portfolio recommendations supported by extensive research and specialized municipal finance capabilities.

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 with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. He has been with Wells Fargo Clearing Services since 2017 and previously worked at Wells Fargo Bank NA from 2012 to 2018. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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 financial advisor with Thrivent Investment Management in Sarasota, FL. He holds the Series 66 designation and has one year of experience in the industry. Prior to joining Thrivent, he worked at companies including InstaCart and Starbucks. He has been involved with Bayside Community Church for several years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning covering areas such as retirement, tax, and estate issues, with clients able to combine planning with managed-account services 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.