Kevin Farrow is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 20 years of industry experience. His prior work includes roles at Aegis Capital Corp, LPL Financial, and Suncoast Credit Union. Outside of his advisory work, he is the sole owner of Bruin Equity Holdings, which is involved in the purchase and sale of real estate. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and a multi-manager platform with access to both affiliated and third-party money managers.

Karmen Keup is a financial advisor at UBS Financial Services with 28 years of industry experience. She has been with UBS since 2006 and holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor solutions to clients’ goals and risk tolerances.

Floyd Rinehart is a CFP®-certified financial advisor with LPL Financial, where he has worked since 2002. He has 34 years of industry experience and holds a Series 63 license. He is based in Venice, FL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and extensive operational resources.

Joe Lee is a financial advisor with Mass Mutual Investors Services in Sarasota, FL, holding Series 63 and Series 65 licenses and having 25 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Raymond James Financial Services, Transamerica Financial Advisors, Global Financial Private Capital, J.P. Morgan Securities, and Fidelity. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative financial planning with tools such as Monte Carlo simulations and offers specialized planning services including divorce planning, estate settlement, and employer-sponsored programs.

Joseph Carretta is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Sarah Lodge is a financial advisor with RBC Capital Markets in Sarasota, FL, holding a Series 66 designation and bringing 20 years of industry experience. Her career includes roles at Morgan Stanley and City National Bank. She serves on the board of directors for the Sarasota County Public Hospital, participating in governance and educational activities. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs that combine portfolio management, financial planning, and custody services using both in-house and third-party investment managers.

Wilber Geiger is a financial advisor at Stifel with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at major firms including Wells Fargo Clearing, Morgan Stanley, and Merrill. He is a 50% owner of JWGEIGER LLC, an investment-related business based in Bradenton, FL. Stifel serves a broad range of clients including individuals, institutions, and nonprofit organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology through its Investment Strategy Group to provide asset allocation and planning analyses.

Susan Knight is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering a variety of advisory programs and financial planning services supported by structured discovery conversations and firm-approved planning tools.

Shane Yoest is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been associated with Cetera Wealth Services, LLC since 2013 and is the owner of Yoest Premier Wealth Management LLC. Outside of his advisory work, he is involved in fundraising for Toys for Tots, supporting a seasonal bike drive. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

David Dalton is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with LPL Financial since 2002. 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 broad range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Richard Pinkham is a financial advisor with Wells Fargo Advisors in Sarasota, FL, holding a Series 66 credential and 16 years of industry experience. He previously worked at Wells Fargo Clearing for 13 years before joining Wells Fargo Advisors in 2022. Outside of his advisory role, Pinkham owns MRP Investment Co, LLC and serves as an agent for Capstan Insurance Consulting LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, utilizing Wells Fargo research and tools to develop tailored client recommendations.

Elizabeth LaBoone is a Wealth Management Advisor at Merrill Lynch Wealth Management, bringing over thirty years of experience to her role. She started her career at Barnett Bank and has been with Merrill Lynch since 1992. Elizabeth focuses on client-centered wealth management, emphasizing consistent communication, goal-based strategies, and customized portfolio management. Her areas of expertise include family wealth management strategies, personal retirement planning, socially responsible and ESG investing, as well as women and wealth. Elizabeth holds a Bachelor's degree from Stetson University and a Master's degree from the University of North Florida. She has earned several professional designations including Certified Investment Management Analyst (CIMA®), Chartered Retirement Planning Counselor (CRPC®), Accredited Domestic Partnership Advisor (ADPA®), and Personal Investment Advisor (PIA). Outside of her professional duties, Elizabeth enjoys biking, cooking, reading, and running. She has been involved with community organizations such as The Haven of Sarasota, where she served on the board of directors, contributing to programs supporting adults and children with disabilities. She lives in Lakewood Ranch with her husband Perry.

George Famiglio Jr. is a CFP® with 38 years of experience in the financial industry, currently serving at Cetera. He has a long career history primarily with Avantax entities, spanning from 1987 to 2025, and has been operating his own CPA firm since 1971. His outside activities include serving as a fiduciary trustee and providing tax preparation services through his accounting practice. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services, operating as a multi-manager platform with access to affiliated and third-party managers and multiple program structures.

Jessie Norton is a financial advisor at Raymond James Financial with 20 years of industry experience. She previously worked at Edward Jones for 11 years before joining Raymond James in 2017. Norton is the owner and CEO of The Norton Group, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through unique affiliations.

Jared Hermann is a financial advisor with Morgan Stanley in Sarasota, FL, holding a Series 66 license and bringing 24 years of industry experience. He has been associated with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools combined with broad investment offerings.

Stephen Mcdonald is a financial advisor with UBS Financial Services in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with UBS Financial Services since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary capital market assumptions and research to tailor investment plans aligned with clients’ goals and risk tolerances.

Jean Marc Ulysse is a Financial Advisor with Merrill Lynch Wealth Management in Sarasota, Florida. He guides retirees, business owners, and multi-generational families toward financial security by employing personalized wealth management strategies. Ulysse focuses on assessing clients' full financial pictures to craft flexible strategies that align with their evolving goals and market conditions. He provides access to the investment insights of Merrill and banking solutions of Bank of America. With five years of experience in the financial services industry, Ulysse joined Merrill Lynch Wealth Management in 2023 and concentrates on serving multi-generational families. He holds a Chartered Retirement Planning Counselor (CRPC) designation and a bachelor's degree in Accounting from the University of South Florida. His disciplined approach begins with understanding clients' financial situations and priorities. Outside of his professional responsibilities, Jean Marc Ulysse is involved with the Education Foundation of Sarasota and Second Heart Homes. He balances his career with personal interests including basketball, billiards, chess, golfing, ice hockey, reading, spending time with his family, table tennis, tennis, and watching movies.

Paul Schur is a financial advisor with LPL Financial in Sarasota, FL, holding a Series 66 credential and 23 years of industry experience. His career includes 14 years at Ameriprise Financial Services and five years with Merrill. He is involved with Schur Financial, LLC, which he owns and operates. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Yamen Elsaid is a CFP®-designated financial advisor at Morgan Stanley with 16 years of industry experience. He has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and J.P. Morgan in various roles since 2009. Outside of his advisory work, he is involved in real estate through his ownership and partnership in real estate investment entities based in Florida. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning and utilizing tools such as Monte Carlo simulations and secular return estimates to support client decision-making.

Anastasios Kourpouanidis is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and possessing 26 years of industry experience. He has previously worked at Wells Fargo Clearing and Truist Investment Services. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning, including tax-aware withdrawal strategies and Social Security claiming options.