Julianne Whalen is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has been with Merrill Lynch Wealth Management for over 20 years and works as part of a team focused on assisting affluent families in Boca Raton, Florida. The team helps clients determine their financial objectives and implement strategies to meet their financial goals. Julianne holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She supports a disciplined and customized approach to wealth management alongside her professional colleagues. Additional personal and educational details about Julianne Whalen have not been provided.

Lawrence Hamrick Remboski is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and over 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wachovia Bank, N.A. since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, relying on research and analytics while providing both brokerage and advisory solutions.

Michael Mclaughlin is a CFP® with 11 years of industry experience, currently affiliated with Raymond James & Associates in St. Petersburg, FL. He has been with Raymond James & Associates since 2012. 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 diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through a variety of portfolio management styles and affiliated research resources.

Harvey Goldberg is a financial advisor at OSAIC with 40 years of industry experience. He holds a Series 63 designation and has a background that includes long-term roles at Lincoln Financial Securities Corporation and Century Financial Services. Goldberg also works as an insurance agent offering various products including accident, health, disability, long-term care, and life insurance. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients. The firm provides brokerage and advisory services through a multi-advisor platform and emphasizes model-based asset allocation, portfolio optimization, and a range of managed investment programs.

John Marino is a CFP®-designated financial advisor at RBC Capital Markets with 35 years of industry experience. His prior roles include positions at Morgan Stanley and City National Bank. Outside of his advisory work, he volunteers to provide financial education to children and serves as a finance committee member for the Saltaire Owners Association. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customized portfolio management and integrates both in-house and third-party investment solutions.

Sean Goodrich is a CFP® professional with 28 years of experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has worked with various Raymond James entities since 2000 and is the sole owner of Goodrich Wealth Planning. Outside of advisory work, he owns Goodrich Ventures of Florida, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, and institutional clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports its clients through a broad network of advisors and specialized programs.

Jonathan Palmer is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 15 years of industry experience. He has worked at Raymond James since 2018 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. He is a partner in Salmon Bay Capital Advisors LLC, a business established in 2024. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and public entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Sejla Hadziabdic is a Financial Advisor with Merrill Lynch Wealth Management. She specializes in family wealth management strategies, personal retirement planning, portfolio management services, and retirement income. Sejla works closely with clients to develop personalized wealth management strategies that align with their life priorities and financial goals, providing access to Merrill's investment insights and the banking and lending solutions of Bank of America. Sejla holds the Accredited Asset Management Specialist (AAMS) and Personal Investment Advisor (PIA) designations. She earned a bachelor's degree in Business Administration from SUNY. In addition to her professional responsibilities, Sejla volunteers with community organizations, reflecting her commitment to serving the communities Merrill supports. Her personal interests include soccer, tennis, and traveling.

Kristin Lysak is a financial advisor at Raymond James & Associates with 23 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes 12 years at Merrill before joining Raymond James in 2021. 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 diverse client base including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Charles Parks is a financial advisor at OSAIC with 42 years of industry experience. He holds a Series 63 designation and worked previously at Hornor, Townsend & Kent, Inc. for 21 years before joining OSAIC in 2020. He is president of 21st Century Financial Inc., a firm involved in insurance sales and service. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services with a model-based investment process emphasizing asset allocation, portfolio optimization, and a variety of managed account programs.

Michele Samuels El Amrani is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 21 years of industry experience. She has worked with Primerica in various capacities since 2002 and is also associated with Ashton Animal Clinic. She receives compensation for sales of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and supports execution and custody through BNY Mellon Advisors and Pershing.

Alan Hughes is a financial professional at Cetera with 41 years of industry experience. He holds a Series 63 designation and has worked previously at LPL Financial LLC and Guided Financial Strategies, LLC. Hughes serves as president of Special Friends Charities, Inc., a nonprofit organization. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services under discretionary and non-discretionary authorities.

Sean Rees is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and has worked previously at Securities America Advisors and Securities America, Inc. Outside of his advisory role, Rees serves as a notary and owns an LLC for managing payroll and tax filings. OSAIC is a multi-advisor platform serving retail and institutional clients, including high-net-worth households, retirement plan sponsors, charities, and corporate entities. The firm offers brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and access to third-party managers and proprietary strategies.

Nancy Stern is a financial advisor with Raymond James & Associates in St. Petersburg, FL, holding Series 63 and Series 65 licenses and having 28 years of industry experience. She has worked at Raymond James & Associates since 2021 and previously spent several years with Wells Fargo Clearing. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm provides financial planning, non-discretionary investment consulting, institutional fiduciary solutions, and municipal advisory services, utilizing a range of portfolio management styles supported by in-house research and affiliated sub-advisers.

Noah Davis is a financial advisor with LPL Financial based in St. Petersburg, FL, holding a Series 66 designation and four years of industry experience. His work history includes roles at LPL Financial, The Union Bank Company, UBC Wealth Management, and Northwestern Mutual. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management programs utilizing various investment strategies and technology tools.

Katie Mcpartland is a CFP®-certified financial advisor with 16 years of industry experience, currently affiliated with Wells Fargo Clearing. She has held positions at Wells Fargo Bank, Raymond James Financial, Uvest Financial Services Group, and Morgan Stanley. Outside of finance, she co-owns a pressure washing business in Bradenton, Florida. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by extensive research and analytics.

Matthew Draganchuk is a CFP® with nine years of industry experience, currently affiliated with UBS Financial Services in St. Petersburg, FL. His prior experience includes roles at Cetera, Commonwealth Financial Network, Addessi Financial Partners, and Summit Financial Group. Outside of advisory work, he is involved in tax preparation services through Addessi Financial Partners. UBS Financial Services serves individual, corporate, and institutional clients by offering a range of brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management through proprietary research and diverse capital markets services.

Amy Buck is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, she worked for eight years at Corteva Agriscience. She is also an owner of a property planned to be used as an Airbnb starting in January 2026. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Corey Sherk is a CFP®-designated financial advisor with Edward Jones in Bradenton, Florida, with 21 years of industry experience. He has been with Edward Jones since 2007 and previously worked at Morgan Stanley from 2005 to 2007. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of segments. The firm manages approximately $1.01 trillion in assets and offers diverse advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Zakary Tomlin is a financial advisor with Equitable Advisors, holding a Series 66 designation and five years of industry experience. He previously worked at Stifel Independent Advisors, LLC for three years and Wells Fargo Advisors for nine years. Tomlin is based in St. Petersburg, Florida. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver customized investment solutions.