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 five years of industry experience. He holds a Series 66 designation and has worked previously at E*Trade Securities, Morgan Stanley, and Pruco Securities. Outside of finance, he has experience working in the food service industry with roles at Chicken Salad Chick and Panera Bread. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joseph Johnson is a financial advisor with Raymond James Financial in Venice, FL, holding Series 63 and Series 65 licenses and 41 years of industry experience. He has been associated with Raymond James since 2009 and also operates as CEO of Next Millennium, a business selling primarily sports tickets and travel packages. Johnson has held multiple roles in financial services and related businesses spanning over a decade. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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.

Lawrence Rolland is a CFP® professional with 25 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He previously worked at LPL Financial LLC and LaSalle St. Investment Advisors, LLC. Rolland has longstanding involvement with Community First Bank. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients, offering tailored, non-discretionary planning and investment consulting supported by advanced analytical tools.

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.

Thomas Cosinuke is a ChFC® credentialed financial advisor with 46 years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2019 and spent 20 years at UBS Financial Services prior to that. He serves as a trustee for various family-related trusts. 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 both brokerage and advisory solutions.

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.

Douglas Elliott is a financial advisor at Edward Jones in Sarasota, FL, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at Voalte Inc. and completed graduate studies leading to an MBA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

James Desisto is a financial advisor at Cetera with 22 years of industry experience and holds the Series 66 designation. Prior to joining Cetera, he held positions at Voya Financial Advisors and has been involved in manufacturing consulting through his ownership of Management Consulting Services since 2012. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services delivered through a nationwide network of over 10,000 advisors.

Christopher Moss is a financial advisor with Edward Jones in Lakewood Ranch, FL, holding the CFP® designation and Series 66 license with 16 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient services, operating under a fiduciary standard.

Michelle Tauchen is a Financial Advisor at Merrill Lynch Wealth Management. She assists individuals, businesses, and families in building, preserving, and transitioning wealth by providing integrated strategies for investing, retirement, estate, insurance, and tax planning. Michelle has experience in closely held businesses, agriculture, healthcare, and community service, and she works one-on-one with clients to tailor strategies that adapt to their evolving goals and circumstances. She holds a Bachelor's Degree from the University of Florida and a Certificate in Financial Planning from Florida State University. Michelle earned the CERTIFIED FINANCIAL PLANNER (CFP) designation and is also a Personal Investment Advisor (PIA). She is a member of professional organizations including the Florida Cattlemen's Association, Leadership Highlands Class of 2026, and Sarasota County Gator Club. Michelle is involved in her community through the Highlands County CattleWomen's Association. In her personal time, she enjoys boating, cooking, music, running, spending time with her family, and traveling.

Jay Mchargue is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Venice, Florida. He has been with Merrill Lynch since 1981, focusing on portfolio management of individual assets. His client focus areas include family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, socially responsible and ESG investing, tax minimization, and retirement income. Jay holds a Bachelor's Degree in Economics from Indiana State University. He has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). His professional affiliations have included serving on the Board of Directors of the Indiana State University Foundation and the Gulf Coast Community Foundation, where he was also board chair, as well as serving on the board for Historic Spanish Point. He is a member of the Venice Yacht Club and resides in Sarasota, Florida, with his wife, Beth. Jay enjoys biking, gardening, and hiking. After years of involvement with the Gulf Coast Community Foundation and the Indiana State University Foundation, he is currently taking a break from community board activities.

Matthew Burkhalter is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2017. Prior to his financial services career, he worked at iHeart Media Honolulu and Lanikai Bath and Body. 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 portfolio managers.