Vergil Rorer is a financial advisor with Wells Fargo Clearing in Sarasota, FL, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has previously worked at Morgan Stanley and Citigroup Global Markets. 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 combines research and analytics with a diversified investment approach while offering a broad range of brokerage and advisory solutions.

Cornelius Bonner is a Senior Financial Advisor and Senior Portfolio Advisor with Merrill Lynch Wealth Management. He joined Merrill Lynch in 2017 as part of the GBSDC Wealth Management Group. Cornelius offers advice tailored to individuals, families, and business clients by understanding their financial goals, focusing on areas such as retirement planning, investment management, wealth transfer, and navigating financial transitions. With experience in the financial industry since 2008, Cornelius works closely with retirees, business owners, widows, and those building long-term wealth. His approach involves developing customized strategies integrating investments, tax efficiency, risk management, and retirement income. He holds the Chartered Retirement Planning Counselor (CRPC) designation and the Personal Investment Advisor (PIA) credential. Cornelius holds a High School Diploma from Sussex County Vocational Technical School and an Associate's Degree from Sussex County Community College. He is involved with the organization Big Brothers Big Sisters. Outside of work, he enjoys cooking, participating in various sports, and spending time with his family.

Valerie Quartiere is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her prior roles include positions at Woodbury Financial Services, MSI Financial Services, and MetLife Investment Fund Services. She is also involved with Walter Genuin USA in a non-investment-related capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a broad range of advisory and brokerage services. The firm supports its network of investment adviser representatives with model portfolios, third-party asset management, and institutional platforms, combining extensive scale with integrated financial services.

Benjamin Johns is a financial advisor with Wells Fargo Advisors in Sarasota, FL, holding a Series 66 designation and 16 years of industry experience. Prior to joining Wells Fargo Advisors in 2022, he worked at Wells Fargo Clearing from 2016 to 2022 and at Morgan Stanley from 2010 to 2016. He owns and operates Johns Financial, LLC, an investment-related business based in Bradenton, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using Wells Fargo research and tools, with optional implementation through brokerage or advisory programs.

Andrea Milano is a financial advisor at Raymond James & Associates with 30 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, PNC Wealth Management, Merrill, and J.J.B. Hilliard, W.L. Lyons. She owns JADM Holdings LLC, a business established for real estate holdings. 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 municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Allison Rud is a financial advisor at OSAIC with 22 years of industry experience. She holds the Series 63 and Series 65 credentials and has worked previously at Sagepoint Financial, Inc. and American General Securities Incorporated. Outside of her advisory role, she is involved in a family partnership that manages commercial and residential properties. OSAIC serves a diverse client base that includes individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct and manage portfolios across various investment types.

Tomo Tomovski is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He previously worked at Bank of America and Walgreens Inc. 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 strategies for a range of individual, institutional, and charitable clients.

Daniel Rothschild is a financial advisor with Ameriprise based in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior work includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of advising, he is a member-owner of STARDUST ATLANTIC LLC, a business involved in real estate and land holdings. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, combining research-driven modeling and tax-efficiency analysis to deliver personalized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Kim Meissner is a financial advisor with Edward Jones in Longboat Key, FL, 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. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates with a nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.

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 held positions at JPMorgan Chase Bank, N.A. since 2016, following prior roles at Merrill and UBS Financial Services. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

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 financial advisor with Osaic Wealth, Inc. and holds a Series 66 designation. She has four years of industry experience and has worked at several firms including Kovack Securities, IC Advisory Services, and The Investment Center. Outside of advising, she is involved as a director of a local nonprofit organization, the Valdez Veteran Alliance Services, where she helps organize events and coordinate volunteers. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors by providing integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple advisory platforms. The firm utilizes asset-allocation tools and offers various investment strategies, including discretionary and non-discretionary account management, supported by third-party money managers and wrap programs.

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 with OSAIC, holding Series 63, 65, and 66 credentials and 17 years of industry experience. His prior experience includes roles at Edward Jones for 15 years, as well as positions at BB&T, SunTrust, and Wells Fargo Clearing. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services with a focus on diversified portfolios constructed using firm-provided asset-allocation tools and third-party managed account solutions.