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 at Ameriprise with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet specific asset criteria. The firm combines research and modeling with tax-efficiency analysis to provide written, non-discretionary recommendations delivered by a centralized consulting team.

Travis Mann is a Financial Advisor at Merrill Lynch Wealth Management. After serving eight years in the United States Army, including leadership roles in the 75th Ranger Regiment, he transitioned to a career in financial services. He earned a bachelor's degree from Flagler College in 2022 and holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Travis specializes in providing comprehensive financial planning and investment management tailored to the individual needs of clients. His areas of expertise include education planning, family wealth management, legacy and philanthropic planning, liquidity management, retirement planning, portfolio management, small business strategies, and special needs planning. He focuses on uncovering client goals to create personalized strategies that address both current concerns and future aspirations, with ongoing guidance as client needs evolve. In addition to his professional activities, Travis is involved in community organizations such as the American Legion, Habitat for Humanity, and the Three Rangers Foundation. He is also a member of the Charlotte County Chamber of Commerce. Outside of work, he engages in biking, boating, bowling, camping, chess, golfing, hiking, reading, skydiving, and spending time with his family.

Michael Feduccia is a CFP® credentialed financial advisor with 36 years of industry experience, currently with LPL Financial since 2020. His prior roles include positions at South State Bank, NBC Securities, Raymond James Financial Services, and Truist Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of financial planning and investment management services, utilizing a mixture of model portfolios, third-party subadvisors, and customized strategies.

Brian Wells is a CFP®-certified financial advisor at Morgan Stanley with 41 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, and previously spent 12 years at UBS Financial Services. Based in Sarasota, FL, Wells holds Series 63 and Series 65 licenses as well. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market simulations.

Kurstan Fox is a financial advisor at Edward Jones with Series 66 credentials and two years of industry experience. Prior to joining Edward Jones in 2023, he worked for eight years at Nutter Custom Construction. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a nationwide network of over 23,700 financial advisors.

Danelis Romero Del Sol Padron is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2018, with prior roles at Bank of America, Merrill Lynch, Centro Community Partners, and as an instructor at both the Lorry I. Lokey School of Business and Public Policy and Mills College. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering a range of brokerage and advisory solutions supported by research and analytics.

Nicholas Mettert is a financial advisor with Morgan Stanley in Venice, FL, holding Series 63 and Series 66 licenses and having 16 years of industry experience. His prior work includes roles at JPMorgan Chase Bank and JP Morgan Securities. Morgan Stanley Wealth Management delivers a broad range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process with firm-approved tools and provides advisory services without individual security recommendations as part of standalone plans.

Jaleigh White is a financial advisor with Robert Baird & Co. in Sarasota, FL, holding a Series 66 designation and 14 years of industry experience. She has worked at Robert Baird & Co. since 2019 and concurrently with JJB Hilliard, WL Lyons, LLC since 2011. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, with ongoing manager selection supported by internal research and technology tools.

Frederick Wilke is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has been with Linsco/Private Ledger Corp., now part of LPL Financial, since 2004. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. It offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Joshua Grubbs is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He has held positions at Four Pillars Financial Planning Group, Balentine, LCG Associates, and WoodMark Capital Advisors. Outside of his advisory work, he is involved with Four Pillars Financial Planning Group in a non-investment-related support capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and consulting using analytical tools and supports clients through various advisory programs and institutional consulting services.

William Nickles is a financial advisor with Wells Fargo Advisors in Sarasota, FL, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2010. Nickles has ownership interests in several investment-related entities, including NWM21 LLC and Capstan Growth Partners, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services using proprietary research and tools, with a focus on tailored, discrete planning engagements for clients who meet certain net-worth criteria.

Michael Praznovsky III is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 26 years of industry experience. His career includes roles at Merrill, Morgan Stanley, Wells Fargo Clearing, and Royal Alliance Associates, among others. He is also involved with Suncoast Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by various advisor tools and extensive financial activities.