Lisa Gallagher is a financial advisor with Merrill in Sarasota, FL, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Prior to joining Merrill in 2021, she worked at Securities America Advisors and Securities America Inc. Gallagher serves as Chair-Elect of the Estate Planning & Probate section of the Sarasota County Bar Association and acts as a trustee for the P. K. Irrevocable Trust. Merrill, along 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, and institutional investors.

Peter Krause is a financial advisor with Stifel in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Stifel since 2009 and was previously with UBS Financial Services. Krause serves on the boards of LaCrosse Festivals Inc. and the Gateway Area Council Boy Scouts of America, where he is also a member of the endowment committee. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment strategy methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Timothy Gabriele is a financial advisor with RBC Capital Markets in Sarasota, FL, holding Series 63 and Series 66 registrations and possessing 36 years of industry experience. He has been with RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

James Huck is a CFP® professional with 25 years of industry experience, currently serving at Morgan Stanley in Venice, FL. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as treasurer and a member of the finance committee for Spring Meadows Country Club in Linden, Michigan. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions. The firm provides tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Alina Huffman is a financial advisor at Raymond James Financial Services Advisors, Inc. with 12 years of industry experience. She holds a Series 66 designation and has held roles at Gulfstream Advisors, Inc. and Raymond James Financial Services, Inc. Outside of financial advisory, she is involved with Better Homes & Gardens Real Estate: Destinations and Star Properties. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, pension plans, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and consulting using risk profiling and analytical modeling to support client goals.

Joen Van Oppen is a financial advisor at Thrivent Investment Management with 27 years of industry experience. He has held positions at Thrivent Investment Management and Thrivent Financial For Lutherans since 2007. Outside of his advisory role, he is the owner of an LLC established to purchase land and develop a retirement home in New Mexico. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm focuses on holistic, goal-based planning and offers a consolidated billing option that combines planning with managed-account services, while maintaining planning and portfolio management as separate offerings.

Cassie Collins is a financial advisor at Edward Jones with nine years of industry experience. She holds the ChFC® designation and Series 66 license and has been with Edward Jones since 2016. Based in Venice, FL, her career has been focused entirely within the firm. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Bogdan Korszen is a financial advisor at Raymond James & Associates in Venice, Florida, with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Raymond James since 2007. Outside of his advisory role, he is a partner in HT Central LLC and participates in managing trust-related activities as a trustee. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles, research resources, and specialized advisory services, including municipal advisory and employer consulting programs.

Kenneth Ross is a financial advisor with RBC Capital Markets in Sarasota, FL, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with RBC Capital Markets since 2012. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to each client's risk profile.

Joanne Fabec is a financial advisor at RBC Capital Markets with 12 years of industry experience. She holds the Series 66 designation and has worked at RBC Capital Markets since 2015 and City National Bank since 2021. Outside of her advisory role, she is involved as a co-chair for the Johns Hopkins All Children's Foundation educational breakfast and serves on its AWJ committee. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse range of clients including individuals, institutions, and charitable organizations. The firm offers tailored investment programs combining in-house and third-party management, with features such as tax management and responsible investing screens.

Kenneth Reitz is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 20 years of industry experience. He has been with Cambridge in various capacities since 2012. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers multiple account platforms and proprietary model strategies through a broad network of financial professionals.

Nancy Marciniak is a financial advisor with Merrill in Sarasota, FL, holding Series 63 and Series 65 credentials and 38 years of industry experience. She has worked with Bank of America and Merrill since 2011. Outside of her advisory role, she assists with shipping and administrative tasks for a hat company started by her husband. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Bruce Lubatkin is a CFP® professional with over 32 years of experience in financial advisory. He is currently affiliated with LPL Financial and has held prior roles at Cetera and within his own Lubatkin Financial Group, which he has led since 2003. 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, third-party asset management, and institutional platforms.

Jill Bruenning is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009, following roles at Citigroup Global Markets, Morgan Stanley DW Inc., and Wells Fargo Clearing. Outside of her advisory work, she is involved in selling essential oils through doTerra. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques.

Christopher Hain is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Robert W. Baird & Co. since 2013. He holds the Series 66 designation and is based in Siesta Key, Florida. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that provides tailored financial planning and portfolio management services to individuals, families, institutions, and charitable organizations. The group offers a range of investment strategies and consulting services, including discretionary and non-discretionary management, separately managed accounts, and overlay solutions.

Sabrina Wiesel Crammer is a Senior Financial Advisor with Merrill Lynch Wealth Management and a founding partner of The Beacon Group. She brings over two decades of experience in the financial services industry, including more than ten years as a financial advisor and compliance director at a major financial firm prior to joining Merrill in 2013. Sabrina specializes in family wealth management strategies, personal retirement planning, portfolio management services, and addressing the unique needs of women and wealth. Her expertise lies in creating and implementing individualized financial analyses that encompass both assets and liabilities of her clients. Sabrina emphasizes extensive dialogue to develop strategic approaches that often incorporate trusts and other tax-efficient vehicles, while staying mindful of current regulations and opportunities. She collaborates with clients’ CPAs and attorneys when appropriate to ensure an integrated financial strategy aligned with clients’ short- and long-term objectives. Sabrina holds a bachelor’s degree from Fairleigh Dickinson University and professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She has been recognized in the Financial Times “401 Top Retirement Advisers” list in 2017 and Forbes “Best-in-State Wealth Management Teams” list in 2023 and 2024. Outside of her professional role, Sabrina enjoys global travel with her son Elliot, as well as reading, cooking and bicycling.

Christopher Murrer is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at Valic Financial Advisors, Western Southern Life, and New York Life. 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 employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

James Fryrear is a financial advisor with Wells Fargo Advisors, holding Series 65 and Series 63 credentials and bringing 29 years of industry experience. Prior to joining Wells Fargo Advisors in 2023, he worked at Wells Fargo Clearing from 2016 to 2023. Outside of his advisory role, he is a co-trustee for his father’s trust and holds a significant ownership interest in MAGIS, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services tailored to clients who meet a net-worth threshold, with planning engagements typically structured as discrete projects using Wells Fargo’s research and tools.

Joseph Santana is a financial advisor with RBC Capital Markets who holds a Series 66 credential and has 25 years of industry experience. His prior work includes positions at City National Bank, Wells Fargo Clearing, and Merrill. Outside of his advisory role, he manages a short-term rental property in Rabun Gap, Georgia, handling guest communications and property maintenance. 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 investment strategies through various advisory programs, combining in-house and third-party investment managers with options for tax management and responsible investing.

Joseph Soranno is a financial advisor at Ameriprise with 25 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2018, following prior roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of his advisory work, he serves as president and director on the board of 188 E 75th Street Owners Corp. in New York. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement, using a combination of research, modeling, and tax-efficiency analysis to produce personalized, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.