Julia Miller is a financial advisor at OSAIC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and Securities America Advisors, Inc. In addition to her advisory work, Miller serves as vice president of a local networking group and is president of her homeowner's association board. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with integrated brokerage and advisory services, emphasizing model-based asset allocation and portfolio optimization through various managed account programs.

Henry Eller is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Truist Advisory Services, Truist Investment Services, Bb&T Securities, and Bb&T Investments. He is based in Sarasota, FL. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and discretionary investment management. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Kevin Schloneger is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Edward Jones since 2001. He holds Series 63 and Series 65 licenses and is based in Sarasota, FL. His spouse is the owner of a property management LLC in Indianapolis. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets, supported by a nationwide network of more than 23,000 advisors.

Philip Peters III is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2016 and previously at Merrill from 2009 to 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and offers a range of investment and planning solutions, including estate planning and employer-sponsored financial plans.

Judith Furjanic is a financial advisor at Wells Fargo Advisors with 41 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors since 2015. She is a co-trustee and part owner of Jaburek/Furjanic Financial Group, a firm based in Itasca, IL. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients meeting certain net-worth thresholds, using proprietary research and planning tools.

Brenton Campbell is a CFP® professional with eight years of industry experience, currently advising at Edward Jones since 2018. Prior to joining Edward Jones, he worked at the University of South Florida and ClaimLynx, Inc. He holds a minority shareholder stake in a family farm in Iowa and serves on the finance committee of the Sarasota Children's Museum. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Luiz Do Prado is a financial advisor at Robert W. Baird & Co. with one year of industry experience. He holds a Series 66 designation and has previously worked in various roles including at Florida Atlantic University and Serhant. Outside of his advisory work, he owns a print-on-demand shirt design business. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations with a range of financial planning and portfolio management services. The firm employs a combination of manager-traded and model-traded strategies supported by internal research and ongoing manager monitoring.

Cole Kendrick is a financial advisor with Wells Fargo Clearing in Sarasota, FL, holding a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo in 2026, he worked at Edward Jones for three years. Kendrick has also held various positions outside of finance, including roles in education and retail. 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 through more than 14,000 advisors and offers both brokerage and advisory solutions.

Jeffrey Day is a Series 66 licensed financial advisor at Wells Fargo Advisors in Sarasota, FL, with 25 years of industry experience. He has been with Wells Fargo Advisors since 2014. Outside of his advisory role, he is a 50% owner of DAY/JAFFE, LLC, involved in residential real estate. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services tailored to clients who meet certain net-worth criteria and combines advisory offerings with other financial products and referral channels.

Jane Mcginty is a financial advisor at Robert W. Baird & Co. with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Robert W. Baird since 2012. Outside of finance, she is a co-owner of a veterinary clinic in Sarasota, Florida. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, with a range of investment strategies from traditional to complex allocations.

Aystin Martinez is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill and Bank of America, N.A. in 2025, Martinez worked at Raymond James & Associates Inc. and Bankers Life. Martinez also has experience in education at Georgia Southwestern State University and in the renewable energy sector with PlugPV. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers both model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Hermann Carcamo is a financial advisor at Edward Jones with six years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2025, he worked for Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Co. He has also been involved in teaching at the University of South Florida Sarasota Manatee since 2018. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing over $1 trillion in assets through a broad network of advisors and branch offices. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and providing services such as tax-efficient strategies and discretionary wrap fee portfolios.

Rita McCluskey is a Wealth Management Advisor with Merrill Lynch Wealth Management, where she has spent her entire career. She began her tenure at Merrill in 1993, initially focusing on estate planning by identifying the need for various types of trusts and advising clients on the most suitable options for their situations. In 2000, she transitioned to the financial advisor role, serving high-net-worth families with a holistic and realistic approach. Rita is part of The McCluskey Group, emphasizing long-term financial decision consequences and managing investment risk through targeted allocations. Her work includes reviewing wills, powers of attorney, and providing Social Security analyses. Rita holds a CERTIFIED FINANCIAL PLANNER4 certification awarded by the Certified Financial Board of Standards, Inc., and a Bachelor's Degree from Marian University. Her 30-year career experience encompasses corporate executive services, education planning, executive and equity compensation, legacy and philanthropic planning, managing new wealth, personal retirement planning, portfolio management services, and small business strategies. She serves a nationwide clientele of senior-level executives, small business owners, engineers, and scientists, focusing on maintaining long-term relationships with a select circle of families. Outside her professional work, Rita is involved in community organizations including Conner Prairie and Hendricks Live. She enjoys camping, cooking, golfing, running, swimming, traveling, yoga, and spending time with her family.

Patrick Handley is a financial advisor with Morgan Stanley, holding a Series 63 designation and bringing 40 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009. Outside of his advisory role, he is a rental property owner in Sarasota, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Russell Skibicki is a financial advisor with Raymond James & Associates in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior roles include positions at Carillon Tower Advisers, Inc., Eagle Fund Distributors, and STS Tampa Tarpons. He has been with Raymond James & Associates since 2017. 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—and offers financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research resources.

Nicole Gardner is a Series 66 licensed financial advisor with Ameriprise in Sarasota, FL, bringing 13 years of industry experience. She has been with Ameriprise and its affiliated entities since 2012. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual planning advice focused on income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Stacey Crawford is a Series 66-licensed financial advisor with eight years of industry experience, currently with Wells Fargo Advisors since 2019. Prior to joining Wells Fargo, she worked at Raymond James & Associates and Nelson Homes, Inc. She is involved in investment-related activities through her ownership of Bayshore Wealth LLC and serves as an insurance agent for Capstan Insurance Consulting LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients who meet net-worth thresholds, utilizing proprietary research and planning tools to develop customized recommendations.

Courtney Craig is a financial advisor with Wells Fargo Clearing in Sarasota, FL, holding a Series 66 designation and 21 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she serves as secretary and treasurer for ECO LOGICAL MANAGEMENT CONSULTING, LLC, a non-investment-related business focused on billing support. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by extensive research and analytics.

Tunde Nagy is a financial advisor at Edward Jones in Sarasota, FL, holding a Series 66 designation with 13 years of industry experience. His prior roles include positions at UBS Financial Services, Oppenheimer & Co. Inc, and Morgan Stanley Private Bank, National Association. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm is notable for its extensive retail advisor and branch network as well as additional services such as a trust company and securities-based lending.

Michael Brusso is a financial advisor with Wells Fargo Clearing in Sarasota, FL, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has worked at Wells Fargo since 2016 and previously spent over 18 years at Morgan Stanley in various roles. 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 combines research from internal and external sources to guide investment decisions across brokerage and advisory platforms.