Robert Steele is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation. Prior to Merrill, he worked at E*Trade Securities, Morgan Stanley, and Pruco Securities LLC. Outside of finance, he has experience in the food service industry, including roles at Chicken Salad Chick and Panera Bread. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Shannon Klug is a financial advisor with Ameriprise Financial Services, LLC, holding the ChFC® and Series 63 designations and having 31 years of industry experience. Prior to joining Ameriprise in 2021, she worked at Royal Alliance for 10 years. In addition to her advisory role, Klug serves as President and CEO of Blumark Financial Advisors, where she oversees the vision and direction of the financial planning practice. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

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.

Sonia Ginnell is a financial advisor with Stifel, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2014 to 2021. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

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.

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 financial advisor with Wells Fargo Clearing, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 46 years of industry experience, including 20 years at UBS Financial Services and over 7 years with Wells Fargo Clearing. Outside of his advisory work, he serves as a trustee for several family investment trusts. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

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.

Amanda Holmes is a financial advisor with LPL Financial in Bradenton, FL, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. Her prior roles include positions at Cambridge Investment Research and J.J.B. Hilliard, W.L. Lyons, LLC. 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 services including financial planning, model portfolio programs, and access to third-party asset management, supported by a large network of advisors and advanced operational tools.

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.

Christopher Callero is a CFP® professional with 34 years of experience in the financial services industry. He is currently affiliated with Cetera and has held roles at Fortis Investors, Inc. and his own firm, Callero Capital Management, where he has been involved since 1992. In addition to his advisory work, he is engaged in fixed insurance activities through the Simplicity Group. Cetera Investment Advisers LLC serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across a variety of program structures.

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.

Nicholas Holton is a financial advisor at Ameriprise with seven years of industry experience. He holds the Series 66 designation and has worked previously at Cambridge Investment Research Advisors and White Glove. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Tram Nguyen is a Client Experience Advisor with Merrill Lynch Wealth Management. In this role, she collaborates with clients to understand their financial situations and introduces solutions available through Merrill and Bank of America. Her objective is to empower clients with the knowledge and tools needed to manage their financial lives and select appropriate platforms. She holds professional designations as an Accredited Asset Management Specialist (AAMS) and a Personal Investment Advisor (PIA). Tram earned her Bachelor's degree from Keiser University. Her approach centers on helping clients identify what matters to them and their families to develop strategies that pursue their financial goals.