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.

Matthew Medvesky is a financial advisor at OSAIC with 17 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Edward Jones, SunTrust, BB&T, and Wells Fargo Clearing. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization, with access to discretionary and third-party manager strategies.

Jacob Ducharme is a financial advisor with J.P. Morgan Securities in Sarasota, FL, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to joining J.P. Morgan Securities, he worked at Community Financial Services Group and Fidelity Investments. Outside of his advisory role, he has involvement with Community Financial Services Group LLC. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

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.

David Begala is a financial advisor with UBS Financial Services in Sarasota, FL, holding a Series 66 designation and 23 years of industry experience. He has been with UBS Financial Services since 2008. Begala serves on the Board of Directors for the Certified Financial Planner Board of Standards. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, using proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of investment and capital markets solutions.

Odot Hodges is a financial advisor at Edward Jones with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Morgan Stanley, TIAA-CREF, Securities America, and Fidelity Brokerage Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated investment products, supporting its services with a large network of financial advisors and branch offices nationwide.

Mark Fantasia is a financial advisor at Cambridge Investment Research Advisors with 28 years of experience in the industry. He holds Series 63 and Series 65 licenses and has worked with several firms including Workers Credit Union and CUSO Financial Services. Fantasia also operates Mark Fantasia Wealth Management, where he serves as an insurance agent and investment adviser representative. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base through thousands of financial professionals and provides access to multiple platforms, proprietary model strategies, and third-party advisers.

Morgan Edwards is a financial advisor at RBC Capital Markets with eight years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Morgan Stanley, CEI, and Gallup. Outside of finance, he operates a housesitting and pet sitting business. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supporting discretionary and non-discretionary portfolio management and financial planning services.

Justin Fornataro is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds the Series 66 designation and has previously worked at PNC Investments, PNC Bank, Wells Fargo Clearing, Wells Fargo Bank NA, and Merrill. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutional and pension plans, charitable organizations, and governmental entities, offering financial planning and advisory services with a variety of portfolio management styles and affiliated research.

Cheryl Christensen is a CFP®-certified financial advisor with 22 years of industry experience, currently with Wells Fargo Clearing since 2016. She previously worked at A. G. Edwards & Sons, Inc. from 2004 to 2008. Based in Sarasota, FL, she holds the Series 66 designation. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Dorothy Sperry is a financial advisor with Charles Schwab in Sarasota, FL, holding Series 63 and Series 65 licenses and 22 years of industry experience. Her prior roles include multiple positions at TD Ameritrade, Scottrade, and Edelman Financial Engines. 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 and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a centralized platform for advisory, brokerage, custody, and cash-sweep services.

Michael Gray is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Merrill since 2008 and Bank of America, N.A. since 2009. Outside of his advisory role, he serves as a trustee for a nonprofit trust, monitoring its investments. 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 investment strategies for individuals, high-net-worth clients, and various institutional investors.

David White is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 65 and Series 66 licenses and bringing 26 years of industry experience. He has worked with Morgan Stanley since 2014 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved in family estate planning through a qualified personal residence trust and manages a real estate investment entity. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and emphasizes structured planning processes supported by firm-approved tools and modeling techniques.

Conor O'Brien is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and previously worked at Webull Financial LLC. His background includes roles outside the financial sector, such as playing for hockey teams including the Fayetteville Marksmen, Iowa Heartlanders, and Indy Fuel. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets. The firm’s approach includes a structured financial planning process that utilizes firm-approved tools and broad investment offerings.

Robert Jones is a financial advisor with Wells Fargo Advisors in Sarasota, FL, holding Series 66 and Series 65 licenses and 17 years of industry experience. He has worked at Wells Fargo Advisors since 2016 and previously held positions at Merrill and Banc of America Investment Services. Outside of his advisory role, he owns Anticus Services, LLC, a non-investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services that include cash-flow, retirement, education, risk, and wealth-transfer planning, utilizing proprietary research and tools to develop tailored client recommendations.

Eldin Hadziabdic is a Financial Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 2007 and joined Merrill in 2016. He holds the Accredited Asset Management Specialist (AAMS) designation from The College for Financial Planning Institutes Corp. and a bachelor's degree in Business Administration from SUNY. Eldin focuses on family wealth management strategies, personal retirement planning, portfolio management services, and retirement income. His approach to financial planning centers on understanding each client's life priorities, enabling him to develop personalized plans that align with their goals and aspirations. He provides access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. Outside of his professional responsibilities, Eldin and his family reside in Lakewood Ranch, where they participate in community activities supporting organizations such as F.E.L.T. and All Faiths Food Bank. He also holds a National C Soccer Coaching License and coaches soccer at Lakewood Ranch Chargers. His personal interests include soccer, tennis, and traveling.

Tara Meyer is a Planning Consultant at Fidelity Investments. She has held multiple roles within the company, including Relationship Manager and Financial Representative, spanning from 2023 to 2026. Her work focuses on collaborating with clients to develop financial plans that prioritize their unique goals, values, and priorities. Tara emphasizes an approach to financial planning that empowers clients by providing the insight, tools, and strategies necessary to align their financial decisions with their long-term objectives. She is committed to supporting clients in managing their assets intentionally to achieve their financial goals. In her personal time, Tara enjoys activities such as beach outings, boating, fitness, outdoor adventures, and traveling.

Kevin Hines is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Securities America Advisors, THE O.N. Equity Sales Company, and Ohio National Financial Services. In addition to his advisory role, he handles insurance planning through his business, Hines Financial Services Inc. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services that utilize model-based asset allocation, portfolio optimization, and a variety of managed account programs.