$6B DayMark Wealth Partners Expands into Sarasota, Florida with New Team

Addition Marks Third Florida-based Office Since 2025, Significantly Expanding Southeast Footprint

SARASOTA, Fla.--(BUSINESS WIRE)--DayMark Wealth Partners today has announced their expansion into Sarasota, FL with the addition of four new team members: Andrew Cardone, Chuck Brown, Skylar Mosconi, and Michael Callahan.

Mosconi joins the team as a Director of Client Relations from Fidelity investments, while the rest were formerly with Wells Fargo. The team specializes in advising business owners, high-net-worth multigenerational families, corporate executives, retirement planning, and alternative/private investments, bringing over $250M in assets to DayMark.

“Andrew, Chuck, and Michael are a natural fit for DayMark and further strengthen our commitment to serving clients across generations,” said Mike Quin, Co-Founder of DayMark Wealth Partners. “Their expertise enhances the value we deliver while supporting our continued growth. As an increasing number of people move from the Northeast and Midwest to Florida, DayMark is committed to expanding our presence throughout the state.”

The Sarasota office is the third Florida office that DayMark has opened since mid-2025, with their Fort Lauderdale and Stuart locations having opened in June 2025.

“DayMark has experienced remarkable growth since their launch just four years ago and we are honored to support the firm as it expands its reach and impact,” said Shirl Penney, Founder and Chief Executive Officer of Dynasty. “What stands out is not just the pace of that growth, but the clarity of the vision behind it. DayMark's commitment to a generational planning approach continues to resonate with clients and advisors alike, creating a strong foundation for long-term success. The addition of this team, coupled with the opening of a third Florida office in less than two years, reflects a firm executing on its strategy with purpose while remaining deeply focused on the families it serves.”

This comes after DayMark announced in June the onboarding of an $820M team to their Pepper Pike, Ohio office and the opening of their Madison, Wisconsin office in July.

DayMark is a member of the Dynasty Financial Partners network of independent advisory firms.

About DayMark Wealth Partners

Founded in 2022 and headquartered in Cincinnati, Ohio, DayMark Wealth Partners is a registered investment advisor serving high net worth individuals, families, and business owners. Since its founding, DayMark has pursued strategic growth through acquisitions in key markets in Illinois, Ohio, Connecticut, Florida, Wisconsin and Utah.

For more information, please visit https://www.daymarkwealthpartners.com

About Dynasty

Dynasty empowers independent wealth management firms by providing access to an open architecture platform of technology, business services, and holistic investment management capabilities. Dynasty delivers Supported Independence^®, helping advisory firms launch, scale, and grow through proprietary and third party solutions, one of the largest investment platforms in the RIA space, and a leading investment bank dedicated to the asset and wealth management industries.

For more information, visit www.dynastyfinancialpartners.com.

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