Kim Meissner is a financial advisor with Edward Jones in Longboat Key, Florida, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining Edward Jones in 2025, Meissner worked at New York Life from 2019 to 2025. There are no notable outside business activities reported. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large network of advisors and branch offices nationwide.

Austin Haines is a financial advisor at Morgan Stanley in Sarasota, FL, holding a Series 66 designation with one year of industry experience. His prior work includes positions at Heritage Financial Group, Uber, Wawa Inc, and RJM Gourmet Sandwiches. Outside of financial advising, he has experience working as a contractor in customer service for Uber. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools.

Gennadiy Yankiv is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds a Series 66 designation and has worked at Merrill and UBS Financial Services prior to joining JPMorgan Chase Bank, N.A. and J.P. Morgan Securities in 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary framework.

Darren Kaufman is a financial advisor with Primerica Advisors in Sarasota, FL, holding Series 63 and Series 65 registrations and three years of industry experience. His work history includes roles at Primerica Financial Services, E.W. Scripps Company, and AT&T. Outside of his advisory role, he is involved in real estate sales and property management through New Home Suncoast Inc. Primerica Advisors provides discretionary asset management primarily to individual and high-net-worth clients through its Lifetime Investment Program, which offers model-delivery strategies and limited discretionary separately managed account options under a wrap-fee structure.

Cheryl Fainelli is a Series 66-licensed financial advisor with four years of industry experience. She is currently with Osaic Wealth, Inc. and has worked previously at Kovack Securities, Kovack Advisors, IC Advisory Services, and several other firms. Outside of her advisory role, she is a director of the Valdez Veteran Alliance Services, a nonprofit organization focused on event planning and volunteer coordination, and participates actively in local school advisory councils and alumni association leadership. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers a range of services from comprehensive financial planning to managed portfolios, utilizing model-based asset allocation and portfolio optimization supported by various advanced tools and third-party managers.

Leif Olson is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 65 credentials and has 34 years of industry experience. His prior work includes tenures at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, as well as Merrill. He is based in Sarasota, FL. 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.

Pawel Szott is a financial advisor with LPL Financial, holding Series 63 and 65 licenses and bringing 30 years of industry experience. His career includes roles at Merrill, Waddell & Reed, and Realty Executives of NV. Outside of advising, he has been involved in real estate activities and previously worked as an Uber driver. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolio programs, combining technology tools with a broad platform of investment options.

Amy Depriester is a financial advisor with Merrill in Sarasota, FL, holding a Series 66 designation and 17 years of industry experience. She has been with Merrill since 2007. Outside of her advisory role, she owns and operates a blog focused on YA fiction books and related discussions. Merrill, together 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Heather Clark is a financial advisor with Merrill in Sarasota, FL, holding Series 63 and Series 66 designations and over 31 years of industry experience. She has been with Merrill since 2009 and has concurrently worked at Bank of America, N.A. since 2007. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Joshua Mc Coy is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Ameriprise since 2023. Prior to joining Ameriprise, he worked at Edward Jones for 10 years. Outside of his advisory role, he owns a farm business in Cortez, FL, and serves on the Board of Directors for Young Life of Manatee County. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Brian Reichenberger is a CFP® certificant with 30 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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.

Matthew Medvesky is a financial advisor at OSAIC with 17 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Edward Jones, SunTrust, BB&T, and Wells Fargo Clearing. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization, with access to discretionary and third-party manager strategies.

Jacob Ducharme is a financial advisor with J.P. Morgan Securities in Sarasota, FL, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to joining J.P. Morgan Securities, he worked at Community Financial Services Group and Fidelity Investments. Outside of his advisory role, he has involvement with Community Financial Services Group LLC. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Scott Huffman is a financial advisor with Raymond James Financial in Sarasota, FL, holding Series 63 and Series 66 designations and 40 years of industry experience. He has been with Raymond James Financial since 2009 and is also president and owner of Gulfstream Advisors, Inc., a support company he has operated since 2007. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individual and high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through its affiliated municipal advisor.

Michele Tremblay is a financial advisor with Cetera in Sarasota, FL, holding a Series 66 designation and 24 years of industry experience. She has previously worked with Avantax and 1ST Global Advisors and maintains a CPA role at Weil, Akman, Baylin & Coleman, PA. Tremblay also serves as co-trustee of the H.B. Family Trust and personal representative for an estate. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with access to affiliated and third-party managers across various program structures.

David Begala is a financial advisor with UBS Financial Services in Sarasota, FL, holding a Series 66 designation and 23 years of industry experience. He has been with UBS Financial Services since 2008. Begala serves on the Board of Directors for the Certified Financial Planner Board of Standards. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, using proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of investment and capital markets solutions.

Mark Fantasia is a financial advisor at Cambridge Investment Research Advisors with 28 years of experience in the industry. He holds Series 63 and Series 65 licenses and has worked with several firms including Workers Credit Union and CUSO Financial Services. Fantasia also operates Mark Fantasia Wealth Management, where he serves as an insurance agent and investment adviser representative. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base through thousands of financial professionals and provides access to multiple platforms, proprietary model strategies, and third-party advisers.

Annette Celentano is a financial advisor at Stifel with 24 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for 15 years. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Morgan Edwards is a financial advisor at RBC Capital Markets with eight years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Morgan Stanley, CEI, and Gallup. Outside of finance, he operates a housesitting and pet sitting business. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supporting discretionary and non-discretionary portfolio management and financial planning services.

Justin Fornataro is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds the Series 66 designation and has previously worked at PNC Investments, PNC Bank, Wells Fargo Clearing, Wells Fargo Bank NA, and Merrill. 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 wide range of clients including individuals, institutional and pension plans, charitable organizations, and governmental entities, offering financial planning and advisory services with a variety of portfolio management styles and affiliated research.