Charles Dees is a CFP® and CFA® affiliated with Mariner Wealth Advisors in Sarasota, FL, with five years of industry experience. His prior work experience includes roles at Allegiant Private Advisors, BB&T, Citi Group, and Marshall University. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm utilizes customized discretionary portfolios supported by internal research and third-party managers, and offers integrated tax and accounting services alongside specialized financial wellness and family office solutions.

Anthony Krane is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and 17 years of industry experience. His prior roles include positions at LPL Financial, Raymond James Financial Services, E*TRADE, and Charles Schwab. Outside of his advisory work, he provides personal shopping and delivery services through Shipt Inc. Truist Advisory Services offers investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and inter-affiliate integration.

Matthew Reed is a financial advisor with Principal Financial Services based in Sarasota, FL. He holds the Series 63 designation and has 27 years of industry experience. His work history includes roles at Monarch Wealth Management Group, Principal Securities Inc., Reed & Associates, and Principal Life Insurance Company. Reed is also involved in selling health insurance and fixed insurance products, including life, annuities, long-term care, and disability insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Sharon Raymond Daley is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and 10 years of industry experience. She has worked at TD Bank N.A. and TD Private Client Wealth LLC since 2016, and at PNC Investments since 2015. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth private, and retail clients. The firm utilizes a combination of strategic and tactical asset allocation across various portfolios, incorporating both affiliated and third-party sub-managers.

David Flynn is a financial advisor with GWN Securities Inc. in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at StoneX Advisors Inc., WRP Investments, Kovack Advisors, and Kovack Securities. GWN Securities provides investment advisory services to individual and corporate clients through multiple managed account programs and financial planning offerings. The firm employs a mix of affiliated and unaffiliated sub-advisers and utilizes both model-based allocations and tactical strategies including market-timing and momentum approaches.

Yossi Yakar is a financial advisor at Equity Services, Inc. with 32 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials and has been with Equity Services and National Life Group since 2002. Outside of his advisory work, Yakar is the founder and CEO of Legatus Group LLC and manages a YouTube channel, Financial Perspectives, where he posts weekly videos on various financial topics. He is also a certified pistol instructor offering concealed carry classes in Florida. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios, and combines long-term strategies with options for shorter-term trading and specialized instruments.

Michael Salemy is a financial advisor with CWM, LLC based in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His work history includes roles at SRQ Wealth, Cetera Advisor Networks, Bast Financial Group, Northwestern Mutual, and USAA Financial Advisors. Outside of advising, he serves as secretary of the Play for Life Foundation, a nonprofit focused on health improvements for youths, veterans, firefighters, and law enforcement, and as treasurer for the St. John Heart Foundation, which raises funds to build and operate a hospital in a low-income country. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, families, foundations, endowments, corporations, and institutions through over 600 advisors. The firm employs discretionary portfolio management using model portfolios overseen by an in-house Investment Committee, combining fundamental and technical analysis with third-party sub-advisors, while offering retirement-plan services and customized investment solutions.

Laura Mattia is a Certified Financial Planner® with 18 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. Her prior roles include positions at Atlas Fiduciary Financial, Stonegate Wealth Management, and Baron Financial Group. She is involved in community activities focused on women’s financial empowerment, including participation in workshops and hosting a podcast called Money Matriarchs. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting primarily for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets, employing a diversified investment approach that combines passive and active strategies with quantitative and fundamental analysis.

Rolando Fernandez is a financial advisor at Fifth Third Securities, Inc. based in Sarasota, FL, with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Wells Fargo and RBC Capital Markets. Outside of his advisory role, he is the managing member of Florence Mercantile LLC, an online and pop-up women's clothing business. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers a variety of managed account programs and portfolio management options, operating as a wholly owned subsidiary of Fifth Third Bank.

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 63 and Series 65 credentials. She has recently started her advisory career, joining Oppenheimer in 2026 after prior roles including work at Meridian Wealth Advisors and private tutoring. Outside of finance, she has experience in modeling and has been involved with a restaurant business. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a wide range of programs and advisory services that include strategic asset allocation and manager selection, with a notable portion of its advisory assets managed on a non-discretionary basis.

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.

Shawn Johnson is a financial advisor with MAI Capital Management, LLC, holding the ChFC® designation and Series 63 and 65 licenses, and has 25 years of industry experience. He has worked previously with WCG Wealth Advisors, LLC and Mml Investors Services Inc., and maintains ongoing business activities with Treloar & Heisel, LLC, which involves fixed insurance sales and related products. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm employs a customized approach to portfolio management and asset allocation across multiple strategies and offers additional services such as trust administration and insurance through affiliated entities.

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.

Matthew Glickenhaus is a financial advisor with SPC in Palmetto, FL, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked at Sigma Financial Corporation since 2014 and previously at Raymond James Financial from 2013 to 2014. He is involved in the sale of non-variable insurance products and annuities through approved channels of Sigma Financial Corporation. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, employer-sponsored plans, charitable organizations, and corporations. The firm supports a large advisory network and offers tailored, discretionary investment advice primarily delivered at the individual advisor level.

Greg Kokemuller is a financial advisor at T. Rowe Price Advisory Services, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Raymond James and several fund distributor firms. Kokemuller is based in Parrish, Florida. T. Rowe Price Advisory Services, Inc. offers a retirement advisory service focused on individual investors and households, combining goals-based financial planning, retirement income planning, and discretionary investment management. The firm invests exclusively in T. Rowe Price mutual funds and ETFs, utilizing tax-aware strategies and Monte Carlo simulations for retirement planning.

Steven Cecil is a financial advisor with NewEdge Advisors and holds the Series 66 designation. He has 24 years of industry experience, including prior roles at Mid Atlantic Financial Management and USAA-affiliated firms. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

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.