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 Series 66-licensed financial advisor at Merrill with five years of industry experience. Prior to joining Merrill in 2025, he worked at E*Trade Securities, Morgan Stanley, and Pruco Securities LLC. Outside of finance, he worked in the restaurant industry with Chicken Salad Chick and Panera Bread. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Joseph Johnson is a financial advisor with Raymond James Financial in Venice, FL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Riverside Financial since 2012 and Johnson Financial Strategies since 2010. Outside of advising, Johnson serves as CEO of Next Millennium, a company that sells mostly sports tickets and travel packages. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, using detailed risk profiles and firm research to tailor recommendations while leaving final decision authority with clients.

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 credentials and bringing 32 years of industry experience. He previously worked at FSC Securities Corporation for 12 years before joining LPL Financial in 2021. Outside of his advisory role, he operates a business entity for tax and investment purposes called Seasons Financial Advisors, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and services, including discretionary and non-discretionary portfolio management, supported by in-house and third-party research.

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 worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets since 2006. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering comprehensive financial planning and advisory programs alongside a broad array of investment products and services.

Dr. Holly Parnell-Thompson is a Wealth Management Advisor with Merrill Lynch Wealth Management, operating in both Kentucky and Florida. She is a partner with the Wilden Thompson & Associates team and focuses on providing financial strategies and investment management services, particularly for families with unique needs such as those with members who have disabilities, wounded warriors, veterans, and expatriates. Her expertise includes wealth preservation and accumulation, asset management, and financial strategies tailored to clients in unique circumstances. Holly holds a Bachelor's degree in Business Management from the University of Tampa, an MBA from Colorado Technical University, and a Doctorate in Management with a concentration in Organizational Development and Change from the Institute of Advanced Studies at Colorado Technical University. She is Chartered Financial Analyst (CFA) charterholder obtained in 1993, and holds several other professional designations including Certified Plan Fiduciary Advisor (CPFA). She maintains numerous FINRA registrations and insurance licenses. In addition to her professional work, Holly is involved with community organizations such as Junior Achievement, Special Olympics in both Florida and Kentucky, and serves as President of the Star Fund, Inc., a non-profit dedicated to enhancing educational opportunities for underprivileged youth. She is also engaged with the Indigo Community Emergency Response Team. 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 in Venice, FL. He previously worked at LPL Financial LLC and LaSalle St. Investment Advisors, LLC, among other firms. He is also associated with Community First Bank, where he has duties related to investment activity. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth investors, pension and profit-sharing plans, and municipal entities. The firm offers specialized programs for small businesses and maintains a notable presence in municipal and public finance advisory services.

Robert Carr Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 34 years of industry experience. His prior roles include positions at Cetera Advisors LLC, First Allied Advisory Services, and Cetera, among others. Outside of his advisory work, he serves as Managing Member and Certified Public Accountant at 55 Plus Tax Pros and is involved with Retirement Strategies of MD, LLC and Retirement Strategies of American, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

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 with LPL Financial in Sarasota, FL, holding Series 63 and Series 65 credentials and 29 years of industry experience. His prior firms include Ameriprise Financial Services and Benjamin F. Edwards & Co. He is involved in Breuer Wealth Management, an investment-related business operating under LPL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by research and model portfolios.

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 CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2010. He is based in Lakewood Ranch, FL, and holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a nationwide network of advisors.

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.