Amy Depriester is a financial advisor with Merrill in Venice, 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 young adult fiction books, providing a fan site for discussions about books, authors, and movie adaptations. 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. The firm offers both model-based and discretionary investment strategies for individuals, high-net-worth clients, and various 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® professional with 29 years of industry experience, currently serving as an advisor at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC from 2009 to 2016. He holds Series 63 and Series 65 licenses and is based in Venice, FL. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Matthew Medvesky is a financial advisor with Osaic Wealth, Inc., holding Series 66, Series 63, and Series 65 licenses and having 17 years of industry experience. His prior firms include Edward Jones, SunTrust Advisory Services, and BB&T Securities. He is also involved in insurance sales, focusing on life, disability, and long-term care insurance. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a broad network of financial advisers, offering integrated brokerage and investment advisory services alongside financial planning and retirement consulting. The firm employs advanced asset-allocation tools and multiple third-party platforms to construct diversified portfolios, serving individual investors, institutions, and charitable organizations.

Jacob Ducharme is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Community Financial Services Group and Fidelity Investments. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.

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 industry experience. He previously worked for Workers Credit Union and CUSO Financial Services, Inc. for 17 years before joining Cambridge in 2023. Fantasia also operates Mark Fantasia Wealth Management, where he serves as an insurance agent for various independent insurance companies. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, with a variety of portfolio management strategies and platform arrangements tailored to client objectives.

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, and Wells Fargo in various roles. 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, institutional clients, and municipal entities, offering tailored financial planning and consulting services with a range of portfolio management styles and affiliated research resources.

Cheryl Christensen is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Dorothy Sperry is a financial advisor with Charles Schwab in Sarasota, FL, holding Series 63 and Series 65 licenses and 22 years of industry experience. Her prior roles include multiple positions at TD Ameritrade, Scottrade, and Edelman Financial Engines. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a centralized platform for advisory, brokerage, custody, and cash-sweep services.

David White is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 65 and Series 66 licenses and bringing 26 years of industry experience. He has worked with Morgan Stanley since 2014 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved in family estate planning through a qualified personal residence trust and manages a real estate investment entity. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and emphasizes structured planning processes supported by firm-approved tools and modeling techniques.

Conor O'Brien is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and previously worked at Webull Financial LLC. His background includes roles outside the financial sector, such as playing for hockey teams including the Fayetteville Marksmen, Iowa Heartlanders, and Indy Fuel. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets. The firm’s approach includes a structured financial planning process that utilizes firm-approved tools and broad investment offerings.

Robert Jones is a financial advisor at Wells Fargo Advisors with 17 years of industry experience. He holds Series 66 and Series 65 licenses and has been with Wells Fargo Advisors since 2016. Outside of his advisory role, he owns Anticus Services, LLC, a non-investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo. The firm provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions tailored to clients who meet a net-worth threshold.

Angela Noble is a financial advisor at Morgan Stanley with 37 years of industry experience. She holds Series 63 and Series 66 designations and has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide 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 uses firm-approved planning tools and structured processes to support financial planning.

Eldin Hadziabdic is a Financial Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 2007 and joined Merrill in 2016. He holds the Accredited Asset Management Specialist (AAMS) designation from The College for Financial Planning Institutes Corp. and a bachelor's degree in Business Administration from SUNY. Eldin focuses on family wealth management strategies, personal retirement planning, portfolio management services, and retirement income. His approach to financial planning centers on understanding each client's life priorities, enabling him to develop personalized plans that align with their goals and aspirations. He provides access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. Outside of his professional responsibilities, Eldin and his family reside in Lakewood Ranch, where they participate in community activities supporting organizations such as F.E.L.T. and All Faiths Food Bank. He also holds a National C Soccer Coaching License and coaches soccer at Lakewood Ranch Chargers. His personal interests include soccer, tennis, and traveling.