Timothy Hornung is a financial advisor at Ameriprise in Sarasota, FL, holding the CFP® and ChFC® designations with 35 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1990. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary retirement-income recommendations through a centralized consulting team.

Mary Romeo is a financial advisor at LPL Enterprise with 21 years of industry experience. She holds Series 63 and Series 65 credentials. Her prior roles include positions at Prudential Insurance Company of America, Massachusetts Mutual Life Insurance Company, and several affiliated firms. LPL Enterprise serves a broad mix of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs through an integrated platform.

Alan S Reisfield is a financial advisor with UBS Financial Services in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he manages a trust established under his father’s will. UBS Financial Services 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 utilizes proprietary research and model-based asset allocations to tailor client plans.

Coty Schade is a financial advisor at RBC Capital Markets with 11 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and UBS Financial Services. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored portfolio management options using both in-house and third-party managers, incorporating features such as tax management and responsible-investing screens.

Stacey Smaretsky is a financial advisor with Edward Jones in Sarasota, FL, holding a Series 66 designation and 12 years of industry experience. She has been with Edward Jones since 2014 and is also involved with Fairy Tale Journeys. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm is notable for its extensive network of financial advisors and branch offices, as well as its affiliated capabilities including trust services and proprietary mutual funds.

Gregory Orenic is a financial advisor with Fidelity Investments in Sarasota, FL, holding Series 63 and Series 66 credentials and nearly three decades of industry experience. His prior work includes roles at Benjamin F Edwards & Co and First Command Advisory Services. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios for intermediary platforms.

James Booth is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Before joining Edward Jones, he worked in construction and education, including roles at Mike Carter Construction Inc and local public schools in Florida. 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 strategies, supported by a large network of financial advisors and branch offices nationwide.

Noah La Belle is a financial advisor with LPL Financial based in Bradenton, FL. He holds a Series 66 designation and has two years of industry experience. His prior work includes roles at Realta Equities, Realta Investment Advisors, Horizon Wealth Partners, Gulf Coast Wealth Advisors, and Babson College. 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, financial planning, retirement consulting, and brokerage services, utilizing discretionary and non-discretionary management approaches alongside research and model portfolios.

Garrett Francolini is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has worked at several firms, including Cetera Wealth Services, Aksala Wealth Advisors, and American Global Wealth Management. Prior to his advisory career, he held various roles in the hospitality and automotive sectors. Cetera Investment Advisers LLC serves a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by a large network of over 10,000 advisors and significant assets under management.

Samuel Uribe Palacios is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds a Series 65 designation and has a background in education, having held teaching positions at multiple schools and currently working at the University of North Florida. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan advisory services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers a range of portfolio management options and employs both proprietary and third-party investment strategies.

Marsh Gardner is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 credential and has prior experience at Citigroup, Sirota Capital, Fidelity Information Services, Raymond James & Associates, and MassMutual Life Insurance Company. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Jacob Newman is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. His prior roles include positions at The Huntington Investment Company and Insource Inc. He also works as an annuity sales specialist with NFG Brokerage, focusing on internal sales and case design. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a nationwide network of independent advisors and employs a multi-manager platform with various program structures and custodial relationships.

Douglas Bailey is a financial advisor with Morgan Stanley in Venice, FL, holding a Series 66 designation and 15 years of industry experience. He has been with Morgan Stanley since 2010, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Brendan Ward is a financial advisor at Stifel with a Series 66 designation and four years of industry experience. He previously worked at Navy Federal Credit Union and Fire Island Ferries. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide clients with capital market analyses and asset allocation guidance.

William Sherlach is a financial advisor with Raymond James Financial Services Advisors, Inc. in Sarasota, FL, holding Series 63 and Series 65 licenses with 44 years of industry experience. His career includes roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, N.A. He is also an officer and vice president of Dick Cuvelier Financial Services, Inc., where he works directly with clients on their financial goals. 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 institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Thomas Meyers is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1998, bringing over 20 years of experience to his role where he focuses on family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, tax minimization, and retirement income. He holds the CERTIFIED FINANCIAL PLANNER (CFP) certification and the Personal Investment Advisor (PIA) designation. Mr. Meyers graduated from the University of Florida with a bachelor's degree in Business Finance. After graduation, he served as an infantry officer in the United States Marine Corps. His professional approach is centered on understanding clients’ individual financial goals and creating custom strategies designed to help pursue those goals. His holistic approach incorporates managing liabilities, home financing, education planning, saving and investing, estate planning, and wealth transfer. Outside of his professional work, Thomas Meyers lives in Lakewood Ranch with his wife, Susan, and their two children. He participates in community volunteering aligned with the longstanding Merrill Lynch tradition. Personal interests include fishing, golfing, spending time with family, and traveling.

Bradford Jones is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials. He has one year of industry experience, including prior roles at UBS Financial Services Inc. and Charles Schwab Bank, SSB. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational resources.

Luke Tannariello is a PWM, Investment Management Consultant at Fidelity Investments. In this role, he partners with clients and their Wealth Management Advisors to design, implement, and monitor investment strategies aimed at pursuing long-term investment goals. Luke has extensive experience in investment management, having held various positions at Fidelity Investments since 2007. His career progression includes roles such as Investment Management Consultant III, Portfolio Specialist, Client Management Representative, and several others, demonstrating a broad understanding of investment solutions and client services. Outside of his professional work, Luke's personal interests include spending time at the beach, boating, parenthood, and caring for pets.

Randall Ridenour is a financial advisor with Morgan Stanley, holding a Series 63 designation and bringing 45 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs 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 supported by firm-approved tools and economic modeling techniques.

Mikael Newman is a CFP® professional at LPL Financial with 44 years of industry experience. He previously worked with Waddell & Reed, Inc. and various insurance carriers for 40 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including model portfolios and retirement plan consulting, supported by research and technology-driven solutions.