Tyler Brumfield is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Fifth Third Securities and Fifth Third Bank. 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.

Nan Cohen is a CFP® professional with 32 years of industry experience, currently affiliated with LPL Financial since 2024. She has prior experience with Creekside Financial Advisors LLC and Securities America Advisors Inc. Cohen is also a co-owner of Creekside Financial Holdings, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, providing discretionary and non-discretionary management supported by model portfolios, research, and various specialized services.

John Schloss is a financial advisor with Raymond James & Associates in Sarasota, FL, holding a Series 66 designation and 24 years of industry experience. He has been with Raymond James & Associates since 2001. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and maintains public-financing and investment banking capabilities.

Laura Coelingh is a financial advisor with UBS Financial Services in Sarasota, FL, holding a Series 66 designation and having 11 years of industry experience. She previously worked for Northern Trust Securities Inc and Northern Trust Bank for 16 years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary capital market assumptions and research to tailor plans based on clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a broad range of financial products and capital markets solutions.

Bruce Haltinner is a CFP® with 41 years of industry experience and is currently associated with Wells Fargo Clearing. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC for two years. He serves as an investment committee member for the Sertoma Club of Venice, reviewing quarterly statements and reporting to the board. 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 solutions. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Stephen Picazio Jr. is a financial advisor at Merrill with 28 years of industry experience. He holds a Series 66 designation and has been with Merrill since 1997, also maintaining a role at Bank of America, N.A. since 2009. He serves as a board member of the Venice Nokomis Rotary Club. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies tailored to individuals, high-net-worth clients, pension plans, and charitable organizations.

John Sartini is a Certified Financial Planner (CFP®) with 30 years of experience in the financial services industry. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, National Association. He is based in Sarasota, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

Cameron Barsoum is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 credentials and seven years of industry experience. He has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2019 and previously spent time at Koss Olinger Financial Group and the University of Florida. 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 applying an ESG eligibility framework in its investment recommendations.

Jennifer Lee is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked with Cambridge Investment Research Advisors since 2021 and previously was involved with Grove Point Advisors and Modern-Wealth, LLC. Outside of advising, she owns I Just Ate A Bug LLC, a business operating in St. Petersburg, FL, and serves on the Women’s Action Committee. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm provides tailored investment strategies through various platform arrangements, combining proprietary and third-party model strategies and offering both discretionary and non-discretionary solutions.

Saylor Evans is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, Evans worked at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise serves a broad mix of clients including individuals, retirement plans, charitable organizations, corporations, and other institutional clients through both advisory and brokerage channels. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, utilizing an integrated platform that combines adviser programs with the sale of other financial products.

Christy Olin is a financial advisor with Edward Jones in Venice, FL, holding a Series 66 designation and 11 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Toufik Bouhamid is a financial advisor at Equitable Advisors with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Equitable Advisors since 2012. He is also the owner of Accredited Wealth Consultants, LLC, where he supervises administrative staff. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Mark Laflamme is a financial advisor with Osaic Wealth, Inc. holding Series 63 and Series 65 licenses and has 33 years of industry experience. His prior work includes roles at Ameriprise, Cetera Advisor Networks, United Capital Financial Advisers, and Girard Securities. Outside of his advisory work, he is the founder and vice president of Canines for Heroes, an organization that provides and trains service dogs for veterans and first responders diagnosed with PTSD. OSAIC serves a wide range of clients including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with access to multiple investment platforms and employs a variety of asset-allocation tools and third-party solutions in portfolio construction and management.

Joseph Topolski is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 19 years of industry experience. Prior to joining Cambridge in 2018, he worked at MML Investors Services and Mass Mutual Life Insurance Company from 2012 to 2018. He is also an owner and independent insurance agent at Fraser Financial Partner. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors, offering financial planning, investment management, and retirement advisory services. The firm provides multiple investment platforms and strategies, combining proprietary models and third-party solutions tailored by independent Financial Professionals.

Thomas Bardwell is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2014. Outside of his advisory role, Bardwell serves on the board of directors for the Hello Industry Music Band, where he provides business strategy advice. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market scenario modeling as part of its financial planning process.

Ronald Kuperman is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at Janney Montgomery Scott from 1983 to 2025 before joining Equitable Advisors in 2025. His other business activities include outside insurance appointments. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model that combines advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Lisa Longo is a CFA® charterholder and holds a Series 63 license with two years of industry experience. She began her career at Rockwood Capital Advisors, where she worked for 23 years, followed by two years at PlanMember Securities Corporation before joining Charles Schwab and Co., Inc. and Charles Schwab Bank in 2026. Charles Schwab & Co., Inc. serves a broad client base, 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 offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by centralized custody and operational processes.

Patrick Compston is a financial advisor at Merrill with Series 65 and Series 63 credentials and two years of industry experience. He previously worked at Western Governors University before joining Merrill, where he has been employed since 2015. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers a range of model-based and discretionary investment strategies integrated with Bank of America’s broader corporate platform.

Ryan Fruth is a financial advisor with Wells Fargo Advisors in Sarasota, FL, holding Series 63 and Series 66 licenses and having 12 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Bank NA. He is also involved in insurance consulting and owns a financial consulting firm. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services and develops tailored recommendations using proprietary research and tools.

John Hance is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with Cambridge Investment Research Advisors since 2009. In addition to his advisory role, he operates Hance Financial LLC as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors, offering financial planning, investment management, and retirement advisory services. The firm provides a range of investment solutions through independent Financial Professionals and maintains proprietary and third-party model strategies across various custody platforms.