Camille Young is a financial advisor at UBS Financial Services with 40 years of industry experience. She has been with UBS since 2010 and previously worked at Merrill for 18 years. She holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients, offering a range of brokerage and advisory services including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Lisa Lerum is a financial advisor with RBC Capital Markets in Sarasota, FL, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. Her prior work includes 16 years at Merrill Lynch, Pierce, Fenner & Smith and a brief tenure at The Oak Ridge Financial Services Group, Inc. She has been with RBC Capital Markets since 2017. RBC Wealth Management serves a diverse client base, including individual and institutional investors, offering tailored advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm utilizes a mix of in-house and third-party investment managers and provides various program structures and investment options.

Steven Vela is a Financial Advisor with Merrill Lynch Wealth Management, focusing on working closely with successful families and business owners to simplify complex financial lives and build forward-looking strategies. He helps clients preserve wealth, reduce tax exposure, and create lasting legacies by bringing clarity, structure, and strategic insight to their financial planning. Steven's approach is highly personalized, grounded in disciplined planning and open dialogue, ensuring that financial strategies reflect clients' values, priorities, and long-term visions. Steven specializes in areas including divorce transition planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, and individual and corporate investment strategy with a focus on tax minimization and retirement income. He collaborates with clients and their trusted advisors to align investment, tax, estate, and legacy strategies to navigate complex financial decisions and pursue long-term wealth planning. He holds a Bachelor's Degree from the Texas AandM University System and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional work, Steven is a proud Texan who enjoys golf, various sports including baseball and football, billiards, hunting, traveling, and spending time with friends and family.

Fardin Nematollahi is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 designation and previously spent 15 years with UBS Financial Services before joining Morgan Stanley in 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and advisory programs, managing approximately $2.74 trillion in client assets.

Christopher Fusco is a financial advisor with LPL Financial in Sarasota, FL, holding Series 63 and Series 65 licenses and with 30 years of industry experience. He has worked at Linsco/Private Ledger Corp. since 2004 and previously at Citizens Securities, Inc. for one year. Fusco also operates a tax preparation and accounting business alongside his advisory role. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of financial planning and portfolio management services through a large network of investment adviser representatives.

Peter Meizels is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Wells Fargo in 2024, he worked at Janney Montgomery Scott LLC from 2021 to 2024 and at Janney Montgomery Scott from 2016 to 2021. Outside of his advisory role, he acts as a power of attorney for his mother. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, using research and analytics to support diversified portfolio strategies.

Mary Schoff is a financial advisor at Morgan Stanley with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney since 2009, preceded by nine years at Citigroup Global Markets. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved planning tools and research from its Global Investment Committee.

Sean Blem is a financial advisor at Merrill with a Series 66 designation. He has been with Merrill since 2021 and previously worked at LA Fitness. He is based in Sarasota, Florida. 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, pension plans, corporations, and charitable organizations.

Brendan Buback is a financial advisor with Cetera, holding a Series 66 designation and beginning his advisory career in 2023. His work history includes roles at several firms such as LPL Financial and Sigma Investment Counselors, as well as earlier experience outside the financial industry. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management options and has over $256 billion in assets under management across more than 10,000 advisors.

Kathleen Lamke is a CFP® and Series 66-licensed financial advisor with Robert W. Baird & Co., bringing 12 years of industry experience. She has been with Robert W. Baird & Co. since 2013. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of investment strategies.

Edward Rosenberg is a financial advisor with Cetera in Sarasota, FL, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His prior roles include positions at Summit Financial Group Inc and Cetera Wealth Services. He serves on the advisory board of Loma Linda Hospital and is a member of the board of directors for Misty Creek Country Club. Cetera Investment Advisers LLC is an SEC-registered firm serving 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 multiple program structures and custodial relationships.

Robert Steele is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation. Prior to Merrill, he worked at E*Trade Securities, Morgan Stanley, and Pruco Securities LLC. Outside of finance, he has experience in the food service industry, including roles at Chicken Salad Chick and Panera Bread. 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, pension plans, corporations, and charitable organizations.

John Henderson is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 25 years of experience in the financial services industry. He specializes in providing personalized wealth management strategies tailored to the unique financial goals of his clients. His areas of focus include college education planning, family wealth management strategies, retirement income, portfolio management services, and special needs planning, among others. John utilizes the investment insights of Merrill and the banking and lending solutions of Bank of America to support his clients' financial objectives. He holds a Bachelor's Degree from the University of Maine System and is a Personal Investment Advisor (PIA). John is also involved professionally with The Out-of-Door Academy. His approach centers on strong communication and working closely with clients to develop financial strategies designed to help pursue long-term goals. Outside of his professional commitments, John participates in community service through volunteering. He enjoys several personal interests including cooking, football, golfing, hiking, ice hockey, music, photography, running, spending time with his family, and watching movies.

David Klenke is a Certified Financial Planner (CFP®) with 23 years of industry experience. He has been with Robert W. Baird & Co. since 2004, based in Sarasota, FL. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlay services to meet client goals and risk tolerances.

David Harper is a financial advisor with LPL Financial in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining LPL Financial in 2021, he worked for FSC Securities Corporation for 12 years. Harper is involved in a business entity for tax and investment purposes outside of his advisory activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management services delivered through a large network of advisors.

Patrick Kilbane is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Prior to that, he worked at Citigroup Global Markets from 2006 to 2009. Morgan Stanley Wealth Management provides a range of advisory services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning emphasizes structured discovery conversations and firm-approved tools, offering tailored plans without individual security recommendations as part of the standalone program.

Holly Thompson is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management, working with clients in Kentucky and Florida. She specializes in wealth management strategies, investment consulting, and portfolio management services, focusing on clientele such as families with members who have disabilities, wounded warriors, veterans, expatriates, and other high-net-worth individuals. Thompson holds a Bachelor's degree in Business Management from the University of Tampa, a Master's degree (MBA) from Colorado Technical University, and a Doctorate in Management from the Institute of Advanced Studies at Colorado Technical University. She earned the Chartered Financial Analyst (CFA) designation in 1993 and completed the CFA Institute's pilot Equity Specialists program in 1996. Her additional credentials include Certified Plan Fiduciary Advisor (CPFA), Chartered Special Needs Consultant (ChSNC), and various FINRA registrations including Series 7, 9, 10, 31, 63, 65, and 66. Beyond her professional roles, Thompson is engaged in community activities including work with Junior Achievement, Special Olympics in Florida and Kentucky, and serving as President of the Star Fund, Inc., a non-profit organization focused on educational opportunities for underprivileged youth. Her personal interests include camping, genealogy, reading, scuba diving, and traveling.

Robert Carr Jr. is a financial advisor with LPL Financial based in Lakewood Ranch, FL, holding Series 63 and Series 65 licenses and possessing 35 years of industry experience. His prior experience includes roles at Cetera Advisors LLC, First Allied Advisory Services, and National Planning Corporation. He is also a managing member and certified public accountant at 55 Plus Tax Pros. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of financial planning and asset management services through a large network of investment adviser representatives, utilizing a broad range of strategies and technologies.

Vincent Ferguson is a financial advisor at Ameriprise with a Series 66 credential and no prior industry experience. Before joining Ameriprise in 2026, he worked in various roles outside the financial industry, including positions at Brick House Restaurant and Bar and College Fresh. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendation reports and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Marc Breuer is a financial advisor at LPL Financial with 30 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at several firms, including Ameriprise Financial Services, Benjamin F. Edwards & Co, Morgan Stanley, and Citigroup Global Markets. He is also involved in managing Breuer Wealth Management as a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.