Robert Smith is a Series 66 licensed financial advisor with seven years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2018 and previously spent twelve years at EBSCO Industries. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on a range of financial planning topics without implementing those recommendations. The firm emphasizes holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

Paul Spada is a financial advisor with Morgan Stanley in Venice, FL, holding a Series 66 designation and four years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and prior work connected with the University of Miami and Turner Construction. 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. The firm manages approximately $2.74 trillion in client assets and provides services through a combination of direct and corporate financial planning agreements.

Gail Costa is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has been in the financial services industry for over 23 years and is a CERTIFIED FINANCIAL PLANNER® certificant as well as a Chartered Retirement Planning Counselor™. She leads the Costa Leonard Wealth Management Group, focusing on providing financial advice and guidance with a long-term approach to families, individuals, and business owners. Her expertise includes retirement management, investment management, portfolio management, and insurance, with particular attention to life and long-term care insurance and income annuities. Prior to her financial services career, Gail worked for over 18 years in information technology as an international sales and marketing manager. Gail holds an M.B.A. from the Katz Graduate School of Business at the University of Pittsburgh and dual B.A. degrees in Economics and French from Albion College. She is involved with the Civic Light Opera Guild and the Camp Nicolet Foundation. In her personal time, she enjoys antiquing, camping, golfing, interior decorating, reading, running, sewing, spending time with her family, tennis, and watching movies.

Joshua Rifkin is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2019. Prior to his current role, Rifkin was involved in nutrition-related business activities and worked in the hospitality sector. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Denise Manning is a financial advisor with UBS Financial Services in Venice, FL, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. She has been with UBS since 1999. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Beckie Clark is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and 16 years of industry experience. She has been with Robert W. Baird since 2012. Beckie is based in Siesta Key, Florida. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Sherry Brenneman is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Her prior experience includes roles at Noesis Capital Management Corp and other firms. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 advisors and more than 15,000 branch offices.

Michael Orentlich is a financial advisor with Mass Mutual Investors Services in Sarasota, FL, holding Series 63 and Series 66 designations and possessing 33 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent 20 years with Metlife Securities Inc. Outside of his advisory role, he is an agent for Orentlich Financial Services, LLC, involved in individual and group insurance products as well as life settlements and viaticals. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, with a focus on collaborative annual planning engagements that utilize firm-approved software to analyze goals and recommend investment strategies.

Christopher Church is a financial advisor with Primerica Advisors in Port Charlotte, FL, holding Series 65 and Series 63 licenses and with 17 years of industry experience. He has worked at Primerica Advisors since 2008 and previously served with Charlotte County Fire/EMS for 14 years. Outside of his advisory role, he is CEO and partner of Estates Authority LLC, a non-investment-related business. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-driven strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

James Schultz Jr. is a financial advisor at OSAIC with 24 years of industry experience. He holds a Series 66 designation and has worked at OSAIC from 2004 to 2010 and again since 2024, along with 14 years at American Portfolios Financial Services. Outside of his advisory role, he is a member of Wealth Strategies Group, LLC, which involves insurance sales. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, with options for discretionary or advisor-managed strategies and third-party money managers.

Kellie R. Sheryak is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. She has been with UBS since 2013. Outside of her advisory role, she is involved as a board member and court-appointed advocate for CASA, serves on the board of Spalding University, and participates in a business group focused on educating business owners. Additionally, she is a partner in LLCs that operate sailboat charter businesses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Nicholas Magero is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. His prior work history includes roles at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. He also has ownership in several investment-related business activities, including Della Hondra LLC and Magero GP, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, with clients able to choose their level of implementation through brokerage or advisory programs.

Daniel Kress is a financial advisor at OSAIC with 38 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Royal Alliance Associates, Inc. since 2018, following a 30-year tenure at Signator Investors, Inc. He is also involved in several business activities under the Kress Financial Services name, including financial advisory and insurance product sales. OSAIC serves a wide range of clients, including individual investors, retirement plan sponsors, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation, portfolio optimization, and a variety of managed account options, supported by a complex affiliate network and private-equity backing.

Brian Connor is a financial advisor with OSAIC in Venice, FL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at SagePoint Financial, Asset & Financial Planning, Ltd, and Transamerica Financial Advisors. He is also president of Asset Wealth Management Services Inc., a corporation related to his registered investment and insurance activities. OSAIC serves a diverse client base, including individual investors, retirement plans, charities, and corporations, through a multi-advisor platform offering brokerage, advisory, and comprehensive financial planning services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, providing various managed account options and third-party investment programs.

Kevin Cox is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has worked with Morgan Stanley since 2009 and has been associated with Morgan Stanley Private Bank, National Association 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 variety of advisory programs, including financial planning that utilizes structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Christopher Fusco is a financial advisor with LPL Financial in Sarasota, FL, holding Series 63 and Series 65 licenses and with 30 years of industry experience. He has worked at Linsco/Private Ledger Corp. since 2004 and previously at Citizens Securities, Inc. for one year. Fusco also operates a tax preparation and accounting business alongside his advisory role. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of financial planning and portfolio management services through a large network of investment adviser representatives.

Sean Blem is a financial advisor at Merrill with a Series 66 designation. He has been with Merrill since 2021 and previously worked at LA Fitness. He is based in Sarasota, Florida. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kathleen Lamke is a CFP® and Series 66-licensed financial advisor with Robert W. Baird & Co., bringing 12 years of industry experience. She has been with Robert W. Baird & Co. since 2013. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of investment strategies.

Edward Rosenberg is a financial advisor with Cetera in Sarasota, FL, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His prior roles include positions at Summit Financial Group Inc and Cetera Wealth Services. He serves on the advisory board of Loma Linda Hospital and is a member of the board of directors for Misty Creek Country Club. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services utilizing multiple program structures and custodial relationships.

Joseph Johnson is a financial advisor with Raymond James Financial in Venice, FL, holding Series 63 and Series 65 licenses and 41 years of industry experience. He has been associated with Raymond James since 2009 and also operates as CEO of Next Millennium, a business selling primarily sports tickets and travel packages. Johnson has held multiple roles in financial services and related businesses spanning over a decade. 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, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.