Nathan Esterline is a financial advisor at Fidelity with nine years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity Brokerage Services LLC since 2016. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.

Jacob Claton is an Investment Consultant at Fidelity Investments, where he has been working since 2025. Prior to this role, he held several positions at Fidelity Investments, including Investment Solutions Representative, High Net Worth Representative, and Customer Relationship Advocate between 2022 and 2025. Before joining Fidelity, Jacob worked in retail account management at T Rowe Price from 2019 to 2021 and was a Licensed Sales Producer at Allstate Insurance from 2018 to 2019. His professional experience spans investment consulting, client relationship management, and sales within the financial services industry. Jacob focuses on collaborating with clients to build financial plans that align with their goals. Outside of his professional work, he has interests in baseball, fitness, and football.

Sejla Hadziabdic is a Financial Advisor with Merrill Lynch Wealth Management. She specializes in family wealth management strategies, personal retirement planning, portfolio management services, and retirement income. Sejla works closely with clients to develop personalized wealth management strategies that align with their life priorities and financial goals, providing access to Merrill's investment insights and the banking and lending solutions of Bank of America. Sejla holds the Accredited Asset Management Specialist (AAMS) and Personal Investment Advisor (PIA) designations. She earned a bachelor's degree in Business Administration from SUNY. In addition to her professional responsibilities, Sejla volunteers with community organizations, reflecting her commitment to serving the communities Merrill supports. Her personal interests include soccer, tennis, and traveling.

Ryan Adamchak is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career in financial services specializing in personal and small business retirement plans. In 2015, Ryan joined the legacy team where he focuses on providing tailored wealth management strategies for individuals, families, and businesses. Ryan earned a Bachelor's degree in Marketing from the University of South Florida in Tampa. He holds the CERTIFIED FINANCIAL PLANNER® certification as well as the Sports & Entertainment Accredited Wealth Management Advisor™ designation. His expertise spans family wealth management, legacy planning, retirement income strategies, portfolio management, and tax minimization. Residing in Parrish with his wife Lauren, Ryan participates in community activities including Habitat for Humanity and professional organizations such as the Lakewood Ranch Business Alliance and Manatee Young Professionals. Outside of work, he enjoys attending sporting events and concerts, reading, and exploring new restaurants.

Michele Samuels El Amrani is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 21 years of industry experience. She has worked with Primerica in various capacities since 2002 and is also associated with Ashton Animal Clinic. She receives compensation for sales of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors sponsors and manages 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 utilizes model-delivery strategies managed by unaffiliated asset managers and supports execution and custody through BNY Mellon Advisors and Pershing.

Alan Hughes is a financial professional at Cetera with 41 years of industry experience. He holds a Series 63 designation and has worked previously at LPL Financial LLC and Guided Financial Strategies, LLC. Hughes serves as president of Special Friends Charities, Inc., a nonprofit organization. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services under discretionary and non-discretionary authorities.

Oceana Boohm is a Financial Advisor at Merrill Lynch Wealth Management. In this role, she collaborates with clients to develop customized financial strategies aimed at supporting long-term growth and achieving their personal financial goals. She provides ongoing advice and guidance tailored to clients’ evolving needs, focusing on areas such as equity compensation services, legacy planning, liquidity management, managing new wealth, tax minimization, and retirement income. Oceana holds the Personal Investment Advisor (PIA) designation and earned her High School Diploma from Oceana High School. Based in the Bay Area, she utilizes Merrill’s platform to deliver strategic planning and asset allocation services designed to help individuals build stronger financial futures. Outside of her professional work, she enjoys baseball, football, music, reading, singing, spending time with her family, and watching movies.

Tyler Stephen is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cetera, Regions Bank, Bank of America, Merrill, LPL Financial, and Fifth Third Securities. He is based in Bradenton, FL. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related investment vehicles alongside traditional offerings.

Noah Davis is a financial advisor with LPL Financial based in St. Petersburg, FL, holding a Series 66 designation and four years of industry experience. His work history includes roles at LPL Financial, The Union Bank Company, UBC Wealth Management, and Northwestern Mutual. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management programs utilizing various investment strategies and technology tools.

Katie Mcpartland is a CFP®-certified financial advisor with 16 years of industry experience, currently affiliated with Wells Fargo Clearing. She has held positions at Wells Fargo Bank, Raymond James Financial, Uvest Financial Services Group, and Morgan Stanley. Outside of finance, she co-owns a pressure washing business in Bradenton, Florida. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by extensive research and analytics.

Corey Sherk is a CFP®-designated financial advisor with Edward Jones in Bradenton, Florida, with 21 years of industry experience. He has been with Edward Jones since 2007 and previously worked at Morgan Stanley from 2005 to 2007. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of segments. The firm manages approximately $1.01 trillion in assets and offers diverse advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Justin Daley is a CFP® with 20 years of industry experience, currently affiliated with Cetera. His prior experience includes roles at Ameriprise Financial Services and Avantax Advisory Services. He has been involved with the Boy Scouts since 2018. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients, offering various portfolio management and financial planning services through a nationwide network of independent advisors.

Robert Knick is a financial advisor with Charles Schwab in Sarasota, FL, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Edward Jones and Alpine Group Northwest, as well as operating Big Js Outdoor Store for seven years. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, combining multi-asset model portfolios with centralized custody and operational support.

Matthew Nastasi is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Charles Schwab in Sarasota, FL. His prior roles include work at Charles Schwab Bank, Sailfish Marketing, and Divine Wealth Strategies. Outside of finance, he has experience in various other industries such as marketing and hospitality. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by comprehensive research and centralized operational support.

Evan Guido is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 24 years of industry experience. He has worked at firms including Robert Baird & Co., Raymond James & Associates, and Avantax Planning Partners. Outside of his advisory role, Guido serves as a volunteer board member for Palmetto Charter School. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base ranging from individuals to institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with a variety of portfolio management and retirement services, managing over $256 billion in assets across more than 10,000 advisors.

Marc Miller II is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been affiliated with various Raymond James entities since 2013. He also operates M&M Wealth Advisors as an independent contractor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, supports municipal and public finance work, and recently introduced a SIMPLE IRA Employer Advisory program.

Larry Woodruff Jr. is a financial advisor with Ameriprise in Bradenton, FL, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he assists his daughter with producing and selling homemade jerky and hot sauce as a fundraiser to support youth sports equipment for national championships. Ameriprise provides retirement-income planning services tailored to clients approaching or in retirement, focusing on those with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Kimberly Heffernan is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. Her prior work includes roles at JP Morgan Securities LLC, PNC Wealth Management, and Fifth Third Securities, Inc. She has been involved in non-investment business activities including a partnership role in Partnerland, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced research and operational tools.

Michael Galliano is a Financial Consultant currently with Fidelity Investments, where he has been serving the Sarasota branch since 2013. He brings a total of 19 years of financial advisory experience, having previously worked as a Financial Advisor at MetLife Securities from 2009 to 2013 and at Merrill Lynch from 2007 to 2009. Michael’s professional focus is on assisting families and business owners in building financial freedom by leveraging his skills and knowledge to help clients work towards their established financial goals. He aims to be a lifetime resource for each client he serves. He holds a California Insurance License. Outside of his professional commitments, Michael engages in personal interests such as boating, cooking and baking, family activities, skiing, tennis, and traveling.

Emma Lee Holmes is a financial advisor with Morgan Stanley in Bradenton, FL, holding a Series 66 designation and two years of industry experience. Before joining Morgan Stanley in 2023, she worked at Galati Yacht Sales from 2021 to 2023 and Bellabrava from 2020 to 2021. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.