Batina Tramaglino is a financial advisor with Truist Advisory Services, holding a Series 66 designation and five years of industry experience. Prior to joining Truist in 2021, she worked at Edward Jones and Bragg Law Firm, among other roles. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary strategies, supported by AI-enabled research and inter-affiliate resources.

Robert Klare is a CFA® charterholder based in Sarasota, FL, with 18 years of industry experience. He has been with SunTrust Advisory Services and SunTrust Bank since 2016, continuing through their transition to Truist Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary approaches, utilizing third-party platform and manager arrangements, while maintaining a focus on inter-affiliate integration and oversight.

Angelina Anderson is a financial advisor at Oppenheimer with Series 65 and Series 63 credentials and one year of industry experience. Her prior roles include positions at Meridian Wealth Advisors and Raymond James, as well as experience in education and private tutoring. Outside of finance, she has worked as a model and was involved with Sukoy Hibachi Express. Oppenheimer serves a wide range of clients, including individuals, corporations, and charitable organizations, offering various advisory programs that cover equity, balanced, and fixed-income portfolios. The firm provides both discretionary and non-discretionary services and maintains custody of client assets while operating broker-dealer and advisory businesses.

Carl Watkins is a CFP® and Series 66-registered advisor with 13 years of industry experience. He has worked at Mariner Wealth Advisors since 2021, following prior roles at Allegiant Private Advisors and Commonwealth Financial Network. Watkins serves on the boards of Habitat for Humanity and the Sarasota Scullers rowing club, and he is involved with Leadership Sarasota and divorce consulting. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations with customized investment management, financial planning, and retirement consulting. The firm offers integrated tax, family office, and financial wellness services alongside discretionary portfolio management supported by in-house research and third-party managers.

John Fitzgerald is a financial advisor at TD Private Client Wealth LLC with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His work history includes multiple roles within TD Bank N.A. and First Citizens Bank and Investor Services between 2016 and the present. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, as well as retail clients. The firm offers portfolio management through a combination of strategic and tactical asset allocation using both affiliated and third-party sub-managers.

Daniel Sobol is a financial advisor at Corient with 27 years of industry experience. He holds a Series 65 designation and has worked at Corient and its affiliated entities since 2022, following a 26-year tenure at Gofen and Glossberg, L.L.C. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm uses a goals-based, team investment approach that combines proprietary strategies with third-party managers and employs risk management tools and stress testing to align portfolios with client objectives.

Steven Cecil is a financial advisor with NewEdge Advisors, holding a Series 66 designation and 24 years of industry experience. He has previous experience at USAA Financial Advisors, Mid Atlantic Financial Management, and BB&T Investment Services. He is based in Sarasota, FL. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of portfolio management, financial planning, and consulting services through a network of independent adviser representatives, utilizing multiple program structures and technology tools to support client needs.

Noah Koreman is a CFP® with three years of experience in the financial industry. He currently works at Mariner and previously held roles at Key Investment Services LLC, KeyBank, and Charter Spectrum. Mariner serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, utilizing discretionary customized portfolios supported by both internal research and third-party managers.

Christopher Schwartz is a CFP® professional with 16 years of industry experience, currently advising at Mariner Wealth Advisors since 2022. His prior roles include positions at LPL Financial, Great Valley Advisor Group, T Rowe Price, and TIAA-CREF. Outside of his advisory work, he is involved in real estate rental activities. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs a discretionary, customized portfolio approach supported by an internal team and third-party managers, with notable integration of tax and accounting services uncommon at its enterprise scale.

Daniel Mc Elwaney is a CFA® charterholder serving as a financial advisor at Mariner Wealth with one year of industry experience. His prior work includes positions at First Franklin Financial Services and a six-year tenure at Florida State University. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with a notable integration of tax and accounting services uncommon among large advisory enterprises.

Steven Morgan is a financial advisor with First Command Advisory Services and holds Series 63 and Series 65 designations. He has 34 years of industry experience and has worked previously at firms including Grove Point Investments, H. Beck, and Mass Mutual Investors Services. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs featuring centrally managed model portfolios and third-party managers selected by its Investment Management Team.

Alfredo Ordonez is a financial advisor with Eagle Strategies (New York Life) in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has operated the Ordonez Financial Group since 2017 and previously worked with Ordonez & Griffin Financial Group. Outside of advisory services, he is involved in insurance brokering and is a passive investor in apartment communities. Eagle Strategies serves a diverse client base including individual investors and institutional retirement plans, providing financial planning, investment management, and advisory services with an emphasis on tailoring recommendations to client objectives. The firm manages the majority of its assets on a non-discretionary basis and operates within the integrated New York Life affiliate structure.

Thomas Knight is a CFP®, CFA®, and Series 66-licensed financial advisor based in Sarasota, FL, with eight years of industry experience. He has worked at firms including Pattern Advisors LLC, Intuit, and Cetera Advisor Networks. Outside of finance, he has experience with High Powered Pizza LLC. He is currently with Mariner, an enterprise firm serving a diverse client base including individuals, pension plans, trusts, and charitable organizations. Mariner offers customized portfolio management supported by an internal team and third-party managers, along with integrated tax services, family office capabilities, and employer financial wellness tools.

Oscar Rico is a financial advisor with PNC Wealth Management in Sarasota, FL, holding Series 63 and Series 66 credentials and 20 years of industry experience. His prior work includes roles at BBVA Wealth Solutions, BBVA Insurance Agency, BBVA Securities, Oppenheimer & Co. Inc., and The GMS Group, L.L.C. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a digital offering that uses algorithmic questionnaires to recommend risk-based investment strategies executed via mutual funds and ETFs.

Beverly Arias is a financial advisor with Transamerica Retirement Advisors, LLC in Sarasota, FL. She holds Series 63 and Series 66 licenses and has 39 years of industry experience. Beverly previously worked at PNC Bank and PNC Investments from 2014 to 2017 before joining Transamerica in 2017. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing investment education and advice programs that emphasize asset allocation, contribution rates, and retirement age guidance. The firm utilizes proprietary portfolio construction and oversight tools from Morningstar Investment Management and manages a large client base primarily through non-discretionary assets.

Regina Ohlman is a financial advisor at Janney Montgomery Scott with 26 years of industry experience. She holds a Series 66 designation and has previously worked with firms including Merrill, Raymond James, and Adonis LLC. Regina is also a co-owner of G&M Baron Aviation LLC, an aviation-related business. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base with brokerage, financial planning, and advisory services, offering both in-house and third-party managed investment solutions.

Joseph Levine is a financial advisor at Hightower Advisors in Sarasota, FL, holding Series 65 and Series 66 licenses with three years of industry experience. Prior to joining Hightower in 2025, he was involved in the wine industry through ownership roles at Suncoast Wine Cellars LLC and VinoVino LLC. Levine also owns a custom wine cellar business, Bespoke Wine Cellars FL, which is in the process of transitioning to a new owner. Hightower Advisors provides investment advisory and planning services to a diverse group of individual and institutional clients, offering portfolio management, financial planning, and retirement consulting through a multi-manager approach that includes both affiliated and third-party managers.

Alison Hall is a CFP® and holds a Series 65 license with 13 years of experience in financial advising. She is currently with Wealth Enhancement Advisory Services, LLC and previously worked at Atlas Fiduciary Financial, LLC and Stonegate Wealth Management, LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, utilizing a strategic investment approach that combines passive and active management overseen by an internal Investment Committee.

Michael Oshaughnessey is a financial advisor at Oppenheimer with 55 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oppenheimer since 2009. Outside of his advisory role, he serves as a trustee and co-trustee for personal and family trusts involving the management and distribution of estate assets. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of investment programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Ryan Harris is a financial advisor with Truist Advisory Services in Sarasota, FL, holding Series 63 and Series 66 licenses and having 13 years of industry experience. He has been with SunTrust Advisory Services and related SunTrust entities since 2015. Truist Advisory Services offers investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by a team using AI-enabled research tools and maintains integrated service arrangements across its affiliated broker-dealer and bank.