Nicholas Holst is a CFP®-designated financial advisor with Edward Jones in Sarasota, FL, and has nine years of industry experience. He has been with Edward Jones since 2017, following prior work at Florida Gulf Coast University. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Elliott Sternberg is a CFP® and Series 66 designated advisor with four years of industry experience. He is currently with Robert W. Baird & Co. and has held multiple roles with the firm since 2022. Prior to joining Baird, he worked at Fifth Third Bank and Northwestern Mutual Investment Services, LLC. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm emphasizes a range of services including financial planning, portfolio management, and separately managed account programs, supported by internal research and technology.

Brady Pedler is a financial advisor with RBC Capital Markets in Sarasota, FL, holding Series 63 and Series 65 licenses and 26 years of industry experience. His prior work includes roles at City National Bank, Wells Fargo Clearing, and Merrill. He serves on the board of directors for Nate's Honor Animal Rescue, an animal shelter in Bradenton, FL. RBC Wealth Management, a division of RBC Capital Markets, offers advisory programs and portfolio management services to a diverse client base, including individual investors, institutions, and charitable organizations. The firm customizes strategies based on clients’ Advisory Risk Profiles, utilizing both in-house and third-party investment managers.

Sherry Brenneman is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Her prior experience includes roles at Noesis Capital Management Corp and other firms. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 advisors and more than 15,000 branch offices.

Laurel Simon Bobrowich is a financial advisor with UBS Financial Services in Sarasota, FL. She holds Series 63 and Series 65 designations and has 45 years of industry experience, all with UBS since 1980. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research to tailor investment plans to clients' goals and risk tolerances.

Michael Orentlich is a financial advisor with Mass Mutual Investors Services in Sarasota, FL, holding Series 63 and Series 66 designations and possessing 33 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent 20 years with Metlife Securities Inc. Outside of his advisory role, he is an agent for Orentlich Financial Services, LLC, involved in individual and group insurance products as well as life settlements and viaticals. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, with a focus on collaborative annual planning engagements that utilize firm-approved software to analyze goals and recommend investment strategies.

Jeannie Whipple is a financial advisor at Edward Jones in Sarasota, FL, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2020, she worked for 17 years at The University of Kansas Hospital. Outside of her advisory role, she is also a registered nurse practicing occasionally on weekends. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

James Schultz Jr. is a financial advisor at OSAIC with 24 years of industry experience. He holds a Series 66 designation and has worked at OSAIC from 2004 to 2010 and again since 2024, along with 14 years at American Portfolios Financial Services. Outside of his advisory role, he is a member of Wealth Strategies Group, LLC, which involves insurance sales. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, with options for discretionary or advisor-managed strategies and third-party money managers.

Laura Blackman is a financial advisor with Morgan Stanley in Sarasota, FL, holding a Series 66 designation and bringing 30 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Kellie R. Sheryak is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. She has been with UBS since 2013. Outside of her advisory role, she is involved as a board member and court-appointed advocate for CASA, serves on the board of Spalding University, and participates in a business group focused on educating business owners. Additionally, she is a partner in LLCs that operate sailboat charter businesses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Nicholas Magero is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. His prior work history includes roles at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. He also has ownership in several investment-related business activities, including Della Hondra LLC and Magero GP, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, with clients able to choose their level of implementation through brokerage or advisory programs.

Matt Depalma is a financial advisor with Wells Fargo Advisors in Sarasota, FL, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2010. Outside of his advisory role, he serves as executive producer of a television pilot based in Sarasota. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients through a broad financial planning menu. The firm provides tailored investment and planning services, integrating various financial products and referral channels within its advisory offerings.

Daniel Long is a financial advisor with Stifel in Sarasota, FL, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2018 and previously spent two years with UBS Financial Services Inc. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment analysis relies on a proprietary methodology developed by its Investment Strategy Group, providing asset allocation and planning guidance intended to support client decision-making.

Daniel Kress is a financial advisor at OSAIC with 38 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Royal Alliance Associates, Inc. since 2018, following a 30-year tenure at Signator Investors, Inc. He is also involved in several business activities under the Kress Financial Services name, including financial advisory and insurance product sales. OSAIC serves a wide range of clients, including individual investors, retirement plan sponsors, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation, portfolio optimization, and a variety of managed account options, supported by a complex affiliate network and private-equity backing.

Frank Emmerling is a financial advisor with RBC Capital Markets based in Sarasota, FL. He holds Series 63 and Series 65 credentials and has 40 years of industry experience. Emmerling has been with RBC Capital Markets since 2013. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s capital-markets resources and affiliated asset managers.

Brian Connor is a financial advisor with OSAIC in Venice, FL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at SagePoint Financial, Asset & Financial Planning, Ltd, and Transamerica Financial Advisors. He is also president of Asset Wealth Management Services Inc., a corporation related to his registered investment and insurance activities. OSAIC serves a diverse client base, including individual investors, retirement plans, charities, and corporations, through a multi-advisor platform offering brokerage, advisory, and comprehensive financial planning services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, providing various managed account options and third-party investment programs.

Constantine Tsonas is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. His career includes roles at Bank of America and Merrill before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He serves as a trustee for two investment-related trusts based in Sarasota. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a broad range of advisory programs supported by structured methodologies and various investment products.

Daniel Carnevale is a financial advisor with Stifel in Sarasota, FL, holding Series 63 and Series 65 credentials and bringing 56 years of industry experience. He has been with Stifel since 2006. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

Donald Popovitch is a CFP® with 44 years of industry experience, currently affiliated with LPL Financial since 2025. He previously worked for Next Financial Group, Inc. for 26 years and has maintained Popovitch & Associates since 1985. Outside of advisory work, he maintains insurance services for clients with existing policies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors and more than $819 billion in discretionary assets.

James Sugden is a financial advisor at Mass Mutual Investors Services with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at MetLife Securities Inc. Sugden also serves as president of a nonprofit condominium management board, overseeing building operations in compliance with laws and regulations. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual planning engagements using advanced analytical tools and provides specialized event-driven planning services such as divorce and estate settlement planning.