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 licenses and approximately one year of industry experience. Her background includes roles in wealth advisory and private tutoring, as well as work in education and modeling. Oppenheimer serves individual and institutional clients with a range of advisory programs including portfolio management, consulting, and retirement services. The firm employs a varied investment approach across equity, balanced, and fixed income strategies and manages approximately $36.7 billion in assets as of the end of 2025.

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 at NewEdge Advisors with 23 years of industry experience. He holds a Series 66 designation and has worked previously at Mid Atlantic Financial Management, Inc., USAA Investment Management Company, USAA Financial Advisors Inc., and USAA Financial Planning Services Inc. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Brian Lobman is a financial advisor at TD Private Client Wealth LLC with eight years of industry experience. He holds Series 66 and Series 65 designations. His prior experience includes roles at Bank of America, Merrill, Charles Schwab, and Northwestern Mutual. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail investors. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers through its TD Managed Portfolios and Guided Portfolios.

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.

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 at PNC Wealth Management in Sarasota, FL, with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including BBVA Wealth Solutions and Oppenheimer & Co. Inc. prior to joining PNC in 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online model account available to select employees that uses algorithm-driven risk assessments and primarily invests in mutual funds and ETFs with annual rebalancing.

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 25 years of industry experience. She holds a Series 66 designation and has worked at multiple firms including Raymond James and Adonis LLC. Outside of her advisory work, she is a co-owner of an airplane through G&M Baron Aviation LLC. 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 individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Omar Abdelbari is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and four years of industry experience. His career includes roles at Morgan Stanley and USAA, as well as a background in engineering and time as a student at the University of South Florida. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail investors, combining strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Brandise Dennis is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and 10 years of industry experience. Her career includes roles at Morgan Stanley, Santander Bank and Securities, JP Morgan Chase Bank and Securities, Bank of America, Merrill, and Scottrade. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients, combining strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

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.

Cynthia Robinson is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 credentials and four years of industry experience. She has been with TD Private Client Wealth LLC and TD Bank N.A. since 2021 and previously worked at TD Bank N.A. from 1998 to 2021. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm’s investment approach combines strategic and tactical asset allocation with both affiliated and third-party sub-managers through various guided portfolio options.

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.