Kara Cioffi is a Series 66 licensed advisor with Merrill, where she has worked since 2019. She has 14 years of industry experience, including prior roles at SunTrust Investment Services and SunTrust Advisory Services. Outside of finance, she is involved as a member and partner in A&M Ceramic Coating, LLC, a business specializing in ceramic coating for vehicles and other equipment. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Alan Richmond is a financial advisor with Ameriprise in Venice, FL, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Brian Angelillis is a CFP® professional with 10 years of industry experience, currently advising clients at Edward Jones since 2015. He holds the Series 66 designation and is based in Venice, FL. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Scott Ferguson is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 23 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2019 and previously spent 14 years at FSC Securities Corporation, Inc. Ferguson is also the CEO and owner of Seaboard Capital Group LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm delivers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Brandon High is a financial advisor with Edward Jones in Sarasota, FL, holding a Series 66 designation and nine years of industry experience. Prior to joining Edward Jones in 2017, he worked at Brixey & Meyer from 2014 to 2017. He serves as a board member of CHESS Christian School in Centerville, OH. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of advisory programs and investment options. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers discretionary and non-discretionary strategies, including tax-efficient services and affiliated investment products.

Samuel Stempler serves as a Financial Advisor with Merrill Lynch Wealth Management, based in Venice, Florida. He focuses on providing clients with thoughtful planning and flexible financial strategies, emphasizing clear communication, transparency, and long-term client relationships. His approach aims to help clients understand the importance of developing a financial plan and adapting it as life circumstances change. Originally from New York, Samuel relocated to Florida in 2023. He has been with Merrill since 2020 and assists clients with investment planning, risk management, and tax minimization strategies. He works alongside a team with over 70 years of collective wealth management experience. Samuel holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the State University of New York System. Samuel is an active member of the Sertoma organization in Venice, Florida. He resides in Parrish with his close family friend, Morgan, and their golden retriever, Oakley. His personal interests include chess, cooking, fishing, gardening, golfing, painting, pickleball, soccer, spending time with family, and swimming.

Blake Lynn is a financial advisor at Edward Jones with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2002. 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 under management through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

Robert Nelson Jr. is a financial advisor with Edward Jones in North Port, FL, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he serves as Vice President of Summit Park LLC, a property management company, where he participates in board meetings and supports governance activities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and operates under a fiduciary standard, with notable scale in retail advisory services, branch offices, and affiliated financial capabilities.

Seann Wooten is a financial advisor with J.P. Morgan Securities in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018 and previously held roles at Bank of America N.A. and Merrill from 2015 to 2018. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Glenn Scharf is a financial advisor with LPL Financial in Sarasota, FL, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has worked at LPL Financial since 2025 and previously held positions at Next Financial Group Inc and Cumberland Brokerage Corporation. He is also the CEO and sole member of Scharf Group, LLC, and serves as a Chapter Success and Launch Coach for Business Network International. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, brokerage services, and employs both discretionary and non-discretionary management supported by extensive research and technology solutions.

Shannon King is a financial advisor with Wells Fargo Clearing in Sarasota, FL, holding Series 63 and Series 66 licenses and having seven years of industry experience. King has been with Wells Fargo Clearing Services since 2018 and has also worked at Wells Fargo Bank since 2013. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process 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.

Michael Long is a financial advisor at Stifel with 46 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Bank of America and Stifel Nicolaus & Co. In addition to his advisory work, Long serves on several non-investment-related boards, including a homeowners association, a country club finance committee, and a church endowment fund. Stifel serves a diverse client base, including individuals, institutions, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Terri Nelson is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill, she worked in law enforcement with the Sarasota County and Jefferson County Sheriff's Offices and held roles at LifeLock/Symantec Corporation and Ann Taylor Factory Store. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies constructed by internal and third-party managers for individuals, high-net-worth clients, and institutional investors.

Judith Furjanic is a financial advisor at Wells Fargo Advisors with 41 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors since 2015. She is a co-trustee and part owner of Jaburek/Furjanic Financial Group, a firm based in Itasca, IL. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients meeting certain net-worth thresholds, using proprietary research and planning tools.

Aystin Martinez is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Their prior work includes roles at Bank of America, Raymond James & Associates Inc., and Bankers Life, as well as experience at Georgia Southwestern State University and in the solar energy sector with PlugPV. 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, offering both model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Matthew Boehm is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 25 years of industry experience. His prior roles include positions at OSAIC, Woodbury Financial Services, and Lion Street Financial. He is the owner of Legacy Private Wealth Advisors and Seaside Key Financial, indicating engagement in entrepreneurial and business management activities alongside his advisory work. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm provides financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, offering a range of discretionary and non-discretionary portfolio management solutions and proprietary and third-party investment strategies.

Ryan Henderson is a financial advisor at Raymond James Financial with 20 years of industry experience. He holds the CFP® and ChFC® designations along with Series 66 and Series 63 licenses. His prior roles include positions at Fidelity Brokerage Services, Creative Planning, and The Estate Settlement Company. He is also associated with Four Pillars Financial Planning Group in a non-investment support capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional entities. The firm employs a non-discretionary, tailored approach to planning and consulting, utilizing risk profiling and modeling tools to support client decision-making.

Charlotte Roper is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. She holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2018. Outside of her advisory role, she is a published author of a Christian book titled *Who Do You Serve*, available through WestBow Press. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm offers non-discretionary advisory services delivered by select Wealth Advisors and incorporates an ESG eligibility framework in its investment recommendations.

William Yaegers is a CFP® professional with 17 years of experience, currently serving as an advisor at LPL Financial since 2009. He is based in Sarasota, FL. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by model portfolios, research, and advanced technologies.

Jared Bailey is a CFP® with three years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He has previously worked at Four Pillars Financial Planning Group and held roles at Barnes & Noble College and Bentley University. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and utilizes analytical tools such as risk profiling and probability modeling to support client goals.