James Schultz Jr. is a financial advisor with OSAIC, holding a Series 66 designation and bringing 24 years of industry experience. He previously worked for American Portfolios Financial Services for 14 years before joining OSAIC in 2024. Outside of advising, he is a member of Wealth Strategies Group, LLC, which is involved in insurance sales. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs various tools and third-party platforms to construct portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments, managing accounts on discretionary or non-discretionary bases.

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 with Wells Fargo Advisors in Venice, FL, holding a Series 66 designation and 17 years of industry experience. He has been with Wells Fargo in various capacities since 2011. Outside of his advisory work, he is involved in several investment-related business activities, including ownership and trustee roles in LLCs focused on investment and insurance consulting. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, providing a broad range of investment and financial planning services. The firm emphasizes tailored recommendations using proprietary research and planning tools, offering clients the option to implement advice 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 involved in Kress Financial Services, which engages in sales and marketing of securities, investment advisory, and insurance products. OSAIC serves a wide range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs asset-allocation tools and risk-tolerance assessments to construct diversified portfolios and provides access to third-party money managers and unified managed accounts.

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 at OSAIC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for SagePoint Financial for 10 years. Connor also serves as president of Asset Wealth Management Services Inc., a corporation related to his registered investment advisory and insurance activities. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party solutions to manage portfolios that may include various securities and alternative investments.

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® professional with 44 years of experience in the financial industry. He is currently affiliated with LPL Financial and has a long-standing history with Next Financial Group, Inc. and Popovitch & Associates. In addition to his advisory work, he maintains client insurance and annuity services without soliciting new business. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides various investment solutions, including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and advanced operational tools.

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.

Camille Young is a financial advisor at UBS Financial Services with 40 years of industry experience. She has been with UBS since 2010 and previously worked at Merrill for 18 years. She holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients, offering a range of brokerage and advisory services 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 client solutions.

Lisa Lerum is a financial advisor with RBC Capital Markets in Sarasota, FL, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. Her prior work includes 16 years at Merrill Lynch, Pierce, Fenner & Smith and a brief tenure at The Oak Ridge Financial Services Group, Inc. She has been with RBC Capital Markets since 2017. RBC Wealth Management serves a diverse client base, including individual and institutional investors, offering tailored advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm utilizes a mix of in-house and third-party investment managers and provides various program structures and investment options.

Kevin Cox is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has worked with Morgan Stanley since 2009 and has been associated with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including financial planning that utilizes structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Steven Vela is a Financial Advisor with Merrill Lynch Wealth Management, focusing on working closely with successful families and business owners to simplify complex financial lives and build forward-looking strategies. He helps clients preserve wealth, reduce tax exposure, and create lasting legacies by bringing clarity, structure, and strategic insight to their financial planning. Steven's approach is highly personalized, grounded in disciplined planning and open dialogue, ensuring that financial strategies reflect clients' values, priorities, and long-term visions. Steven specializes in areas including divorce transition planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, and individual and corporate investment strategy with a focus on tax minimization and retirement income. He collaborates with clients and their trusted advisors to align investment, tax, estate, and legacy strategies to navigate complex financial decisions and pursue long-term wealth planning. He holds a Bachelor's Degree from the Texas AandM University System and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional work, Steven is a proud Texan who enjoys golf, various sports including baseball and football, billiards, hunting, traveling, and spending time with friends and family.

Christopher Fusco is a financial advisor with LPL Financial in Sarasota, FL, holding Series 63 and Series 65 licenses and with 30 years of industry experience. He has worked at Linsco/Private Ledger Corp. since 2004 and previously at Citizens Securities, Inc. for one year. Fusco also operates a tax preparation and accounting business alongside his advisory role. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of financial planning and portfolio management services through a large network of investment adviser representatives.

Peter Meizels is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Wells Fargo in 2024, he worked at Janney Montgomery Scott LLC from 2021 to 2024 and at Janney Montgomery Scott from 2016 to 2021. Outside of his advisory role, he acts as a power of attorney for his mother. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, using research and analytics to support diversified portfolio strategies.

Mary Schoff is a financial advisor at Morgan Stanley with 30 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and has been with Citigroup Global Markets since 2000. She holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates firm-approved tools and modeling techniques.