Valerie Quartiere is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her prior roles include positions at Woodbury Financial Services, MSI Financial Services, and MetLife Investment Fund Services. She is also involved with Walter Genuin USA in a non-investment-related capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a broad range of advisory and brokerage services. The firm supports its network of investment adviser representatives with model portfolios, third-party asset management, and institutional platforms, combining extensive scale with integrated financial services.

Benjamin Johns is a financial advisor with Wells Fargo Advisors in Sarasota, FL, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Morgan Stanley and various Wells Fargo entities. He also owns Johns Financial, LLC, a financial practice based in Bradenton, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of investment and financial planning services tailored to clients who meet specific net-worth criteria, utilizing proprietary research and planning tools.

Andrea Milano is a financial advisor at Raymond James & Associates with 30 years of industry experience. Prior to joining Raymond James in 2025, Milano worked at Wells Fargo Clearing and Wells Fargo Advisors from 2013 to 2024. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers financial planning and investment consulting with a range of portfolio management styles and affiliated research, emphasizing non-discretionary planning and municipal advisory services.

Allison Rud is a financial advisor at OSAIC with 22 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Sagepoint Financial, Inc. for 14 years and American General Securities Incorporated for 22 years. Outside of her advisory role, she is a member of Ali Rud Financial Services, LLC, which sells fixed life and health insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs.

Chad Lynn is a financial advisor at Edward Jones in Venice, FL, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of investment strategies and affiliated services under a fiduciary standard.

Tomo Tomovski is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He previously worked at Bank of America and Walgreens Inc. 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 strategies for a range of individual, institutional, and charitable clients.

Daniel Rothschild is a financial advisor with Ameriprise based in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior work includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of advising, he is a member-owner of STARDUST ATLANTIC LLC, a business involved in real estate and land holdings. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, combining research-driven modeling and tax-efficiency analysis to deliver personalized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Kim Meissner is a financial advisor at Edward Jones with six years of industry experience, including six years at New York Life prior to joining Edward Jones in 2025. She holds Series 66 and Series 63 designations. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad offering of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages over $1 trillion in assets through a nationwide network of financial advisors and branch offices.

Austin Haines is a financial advisor at Morgan Stanley in Sarasota, FL, holding a Series 66 designation with one year of industry experience. His prior work includes positions at Heritage Financial Group, Uber, Wawa Inc, and RJM Gourmet Sandwiches. Outside of financial advising, he has experience working as a contractor in customer service for Uber. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools.

Gennadiy Yankiv is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds a Series 66 designation and has held positions at JPMorgan Chase Bank, N.A. since 2016, following prior roles at Merrill and UBS Financial Services. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Darren Kaufman is a financial advisor with Primerica Advisors in Sarasota, FL, holding Series 63 and Series 65 registrations and three years of industry experience. His work history includes roles at Primerica Financial Services, E.W. Scripps Company, and AT&T. Outside of his advisory role, he is involved in real estate sales and property management through New Home Suncoast Inc. Primerica Advisors provides discretionary asset management primarily to individual and high-net-worth clients through its Lifetime Investment Program, which offers model-delivery strategies and limited discretionary separately managed account options under a wrap-fee structure.

Leif Olson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Wells Fargo Clearing since 2020 and previously held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2010 to 2020. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Amy Depriester is a financial advisor with Merrill in Venice, FL, holding a Series 66 designation and 17 years of industry experience. She has been with Merrill since 2007. Outside of her advisory role, she owns and operates a blog focused on young adult fiction books, providing a fan site for discussions about books, authors, and movie adaptations. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers both model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Heather Clark is a financial advisor with Merrill in Sarasota, FL, holding Series 63 and Series 66 designations and over 31 years of industry experience. She has been with Merrill since 2009 and has concurrently worked at Bank of America, N.A. since 2007. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Joshua Mc Coy is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Ameriprise since 2023. Prior to joining Ameriprise, he worked at Edward Jones for 10 years. Outside of his advisory role, he owns a farm business in Cortez, FL, and serves on the Board of Directors for Young Life of Manatee County. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Brian Reichenberger is a CFP® professional with 29 years of industry experience, currently serving as an advisor at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC from 2009 to 2016. He holds Series 63 and Series 65 licenses and is based in Venice, FL. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Matthew Medvesky is a financial advisor with Osaic Wealth, Inc., holding Series 66, Series 63, and Series 65 licenses and having 17 years of industry experience. His prior firms include Edward Jones, SunTrust Advisory Services, and BB&T Securities. He is also involved in insurance sales, focusing on life, disability, and long-term care insurance. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a broad network of financial advisers, offering integrated brokerage and investment advisory services alongside financial planning and retirement consulting. The firm employs advanced asset-allocation tools and multiple third-party platforms to construct diversified portfolios, serving individual investors, institutions, and charitable organizations.

Jacob Ducharme is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Community Financial Services Group and Fidelity Investments. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.

Scott Huffman is a financial advisor with Raymond James Financial in Sarasota, FL, holding Series 63 and Series 66 designations and 40 years of industry experience. He has been with Raymond James Financial since 2009 and is also president and owner of Gulfstream Advisors, Inc., a support company he has operated since 2007. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individual and high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through its affiliated municipal advisor.

Michele Tremblay is a financial advisor with Cetera in Sarasota, FL, holding a Series 66 designation and 24 years of industry experience. She has previously worked with Avantax and 1ST Global Advisors and maintains a CPA role at Weil, Akman, Baylin & Coleman, PA. Tremblay also serves as co-trustee of the H.B. Family Trust and personal representative for an estate. Cetera Investment Advisers LLC serves 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 a multi-manager platform with access to affiliated and third-party managers across various program structures.