Logan Beal is a financial advisor at Edward Jones in Bradenton, FL, holding the CFP® and Series 66 designations with 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

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.

Givan Tineo is a Planning Consultant at Fidelity Investments, a role he has held since 2026. Prior to this, he served as a Workplace Planning Consultant from 2023 to 2025 and as a Workplace Planning Associate from 2022 to 2023 within the same organization. His professional identity centers on helping clients pursue their financial objectives through personalized financial planning. In his approach, Givan partners with clients to co-create tailored plans focused on long-term strategies, diversification, and ongoing monitoring to support the achievement of their financial goals. His experience spans multiple progressive roles at Fidelity Investments, contributing to his expertise in workplace financial planning and client partnership. Outside of his professional work, Givan has interests that include cars, cooking and baking, fitness, exploring food as a foodie, attending social events with friends, and traveling.

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.

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.

Brady Lindauer is a Financial Consultant at Fidelity Investments, where he has been working since 2025. He partners with clients and their families to develop tailored financial plans aimed at providing peace of mind. Brady's experience at Fidelity Investments includes roles as a Planning Consultant from 2024 to 2025, Relationship Manager from 2023 to 2024, and Investor Center Intern from 2022 to 2023. This progression reflects his growing expertise in financial planning and client relationship management. Outside of his professional responsibilities, Brady enjoys fishing, fitness, social events with friends, golf, and traveling.

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.

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.

Fardin Nematollahi is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 designation and previously spent 15 years with UBS Financial Services before joining Morgan Stanley in 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and advisory programs, managing approximately $2.74 trillion in client assets.

Gary Plum is a financial advisor at Morgan Stanley with 28 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Mr. Plum serves on the advisory board of the Coastal Conservation Association of Florida. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm utilizes a structured planning process supported by firm-approved tools and offers a broad range of investment and planning services.

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.

Kimberly Frye is a financial advisor with Thrivent Investment Management in Bradenton, FL, holding Series 63 and Series 65 licenses and having 13 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2012. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while maintaining separate planning and portfolio management services.

Christopher Dandrow is a Financial Advisor with Merrill Lynch Wealth Management. He provides goals-based wealth management services to affluent families, accomplished professionals, and successful business owners, working alongside a team of specialists. Christopher focuses on cultivating long-lasting relationships by delivering customized advice, exceptional service, and a disciplined investing approach. Before entering wealth management, Christopher spent over 15 years as a P.G.A. Golf Professional, working at several prestigious clubs across the country. He holds a Bachelor's Degree from Cortland State and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional career, Christopher enjoys golfing, traveling, great seafood, and family-related activities. He is committed to understanding clients' values and goals to help them pursue their life objectives and plan their legacy.

Brendan Buback is a financial advisor with Cetera, holding a Series 66 designation and beginning his advisory career in 2023. His work history includes roles at several firms such as LPL Financial and Sigma Investment Counselors, as well as earlier experience outside the financial industry. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management options and has over $256 billion in assets under management across more than 10,000 advisors.

Robert Steele is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and has worked previously at E*Trade Securities, Morgan Stanley, and Pruco Securities. Outside of finance, he has experience working in the food service industry with roles at Chicken Salad Chick and Panera Bread. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.