Denise Manning is a financial advisor with UBS Financial Services in Venice, FL, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. She has been with UBS since 1999. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Matthew Bucher is a financial advisor at UBS Financial Services with 42 years of industry experience. He previously worked at Bank of America and Merrill. Outside of his advisory role, he owns and manages a sole proprietorship involving real estate activities. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor financial plans to clients.

Charles Pearson is a CFP® professional with 24 years of industry experience, currently serving as an advisor at LPL Financial since 2007. He holds the Series 66 designation and operates out of Sarasota, FL. Outside of his advisory role, he is co-owner of a commercial office rental business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, and institutions. The firm offers a range of advisory programs, financial planning, and brokerage services supported by proprietary and third-party research.

William Body is a financial advisor with Raymond James & Associates in Lakewood Ranch, FL, holding a Series 63 designation and over 40 years of industry experience. He has been with Raymond James & Associates since 1995. Outside of his advisory role, he serves as Treasurer on the Board of Directors for the Herrig Center for the Arts and is a partner at Tollis Enterprises, Inc. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm provides wealth advisory and investment consulting services to a diverse client base, including individuals, institutional investors, and government entities, with a notable presence in municipal and public finance.

Michael Melton is a financial advisor with RBC Capital Markets in Sarasota, FL, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with RBC Capital Markets since 2013. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile and investment preferences.

Kevin Hill is a financial advisor with Ameriprise in Apollo Beach, FL, holding a Series 66 designation and 10 years of industry experience. He previously worked at Edward Jones for seven years before joining Ameriprise in 2022. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Beckie Clark is a financial advisor with Robert W. Baird & Co., holding a Series 66 designation and 16 years of industry experience. She has been with Robert W. Baird since 2012. Beckie is based in Siesta Key, Florida. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Richard Hynes is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in retirement planning strategies for businesses and families. He works closely with business owners, corporate executives, and their employees to design and manage employee financial benefit programs, including equity compensation, defined benefit, defined contribution, and nonqualified deferred compensation plans. His approach connects all aspects of a client’s financial life to prioritize and pursue their goals, helping them plan for and transition into retirement. With over 20 years of experience in the financial services industry, Richard joined Merrill (formerly Banc of America Investments) in 2006. He holds several professional designations, including Retirement Benefits Consultant (RBC), Chartered Retirement Plans Specialist™ (CRPS™), Certified 401(k) Professional (C(k)P®), Certified Plan Fiduciary Advisor (CPFA), and Personal Investment Advisor (PIA). He earned a Bachelor of Science degree in Finance from the University of South Florida. Outside of his professional work, Richard enjoys spending time with his wife, Angie, and their four children. He engages in activities such as soccer, adventure sports, cooking, football, hiking, and woodworking.

David Madway is a financial advisor at LPL Financial with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley, Merrill, USAA, Bank of America, and S3. Madway is also the owner of Onchain Ventures LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

Nicholas Holst is a CFP®-credentialed financial advisor with nine years of industry experience, currently practicing at Edward Jones in Sarasota, FL. His prior experience includes roles at Allyn International Services Inc and Florida Gulf Coast University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large national network of financial advisors and branch offices.

Elliott Sternberg is a CFP® and Series 66 registered advisor with Robert W. Baird & Co. in Sarasota, FL, with three years of industry experience. Prior to joining Baird, he held positions at Fifth Third Bank, Northwestern Mutual Investment Services, and J.J.B. Hilliard, W.L. Lyons, LLC. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, supported by internal research and technology-driven investment approaches.

Brady Pedler is a financial advisor with RBC Capital Markets in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. He serves on the board of Nate's Honor Animal Rescue, an animal shelter in Bradenton, FL. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients from individual investors to institutions, offering multiple advisory programs with tailored investment strategies managed through a combination of in-house and third-party providers.

Sherry Brenneman is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Her prior experience includes roles at Noesis Capital Management Corp and other firms. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 advisors and more than 15,000 branch offices.

Laurel Simon Bobrowich is a financial advisor with UBS Financial Services in Sarasota, FL. She holds Series 63 and Series 65 designations and has 45 years of industry experience, all with UBS since 1980. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research to tailor investment plans to clients' goals and risk tolerances.

Michael Orentlich is a financial advisor with Mass Mutual Investors Services in Sarasota, FL, holding Series 63 and Series 66 designations and possessing 33 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent 20 years with Metlife Securities Inc. Outside of his advisory role, he is an agent for Orentlich Financial Services, LLC, involved in individual and group insurance products as well as life settlements and viaticals. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, with a focus on collaborative annual planning engagements that utilize firm-approved software to analyze goals and recommend investment strategies.

Jeannie Whipple is a financial advisor at Edward Jones in Sarasota, FL, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2020, she worked for 17 years at The University of Kansas Hospital. Outside of her advisory role, she is also a registered nurse practicing occasionally on weekends. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

James Schultz Jr. is a financial advisor with OSAIC, holding a Series 66 designation and bringing 24 years of industry experience. He previously worked for American Portfolios Financial Services for 14 years before joining OSAIC in 2024. Outside of advising, he is a member of Wealth Strategies Group, LLC, which is involved in insurance sales. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs various tools and third-party platforms to construct portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments, managing accounts on discretionary or non-discretionary bases.

Braden Coe is a financial advisor at Fidelity with Series 63 and Series 65 licenses and less than one year of industry experience. Prior to joining Fidelity, his background includes positions at OSAIC Wealth Management and various roles in education and service industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Dominic Casanueva is Senior Resident Director and Wealth Management Advisor at Merrill Lynch, where he has been working since 2007. He develops retirement strategies for both businesses and multigenerational families, advising corporations on their retirement programs as well as providing wealth management strategies for individual clients. His role includes managing personalized or defined investment strategies on a discretionary basis. Dominic holds several professional designations including Chartered Financial Analyst® (CFA®), Certified 401(k) Professional (CKP®), Certified Plan Fiduciary Advisor® (CPFA®), Chartered Retirement Plans Specialist™ (CRPS™), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned bachelor's degrees in finance and political science, and a master's degree in finance, all from the University of Florida. Based in Lakewood Ranch, Florida, Dominic spends time outside of work with his family, engaging in activities such as cheering for the Florida Gators and visiting Disney.

Laura Blackman is a financial advisor with Morgan Stanley in Sarasota, FL, holding a Series 66 designation and bringing 30 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad 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 employs a structured planning process using firm-approved tools and modeling techniques.