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.

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 Wealth with 22 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Sagepoint Financial, Inc., American General Securities Incorporated, and AIG American General Life Insurance Company. Outside of her advisory role, she is a member of Ali Rud Financial Services, LLC, which is involved in the sale of fixed life and health insurance. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment approach centered on asset allocation and portfolio optimization, with a variety of program options including advisor-managed portfolios, third-party money managers, and retirement plan consulting.

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.

William Maegerlein is a financial advisor at Edward Jones in Bradenton, FL, with nine years of industry experience and a Series 66 designation. He has been with Edward Jones since 2017 and has also been involved with Strata Consulting since 2015. Outside of his advisory work, he participates as a pitmaster in competitive barbecue events. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

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.

Oscar Lopez Gutierrez is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His work history includes roles at Bank of America and Merrill, as well as a position at J-Los Beauty Supply. Merrill, together with its affiliate Managed Account Advisors LLC (MAA), provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

James Richards is a financial advisor at UBS Financial Services with 15 years of industry experience. He has worked at UBS since 2019 and was previously employed at Morgan Stanley Smith Barney from 2015 to 2019. Richards holds Series 63 and Series 66 licenses. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

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.