Janet Hroncich is a financial advisor with Morgan Stanley in Sarasota, FL. She holds Series 63 and Series 65 designations and has 27 years of industry experience. Since 2012, she has worked with Morgan Stanley, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services utilizing structured discovery conversations and firm-approved tools.

Michael Long is a financial advisor at Stifel with 46 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Bank of America and Stifel Nicolaus & Co. In addition to his advisory work, Long serves on several non-investment-related boards, including a homeowners association, a country club finance committee, and a church endowment fund. Stifel serves a diverse client base, including individuals, institutions, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Nathan Johnson is a financial advisor with Charles Schwab in Sarasota, FL, holding Series 63 and Series 66 licenses and having 27 years of industry experience. He has been with Charles Schwab since 1999 and also has a role at Charles Schwab Bank, SSB since 2005. Outside of his advisory work, he manages a real estate property business in Sarasota. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and alternative investment options.

Joshua Garfin is Vice President Private Wealth Management Advisor at Fidelity Investments. He has been with Fidelity since 2012, progressing through roles including Investment Representative, Financial Consultant, and Vice President, Wealth Planner before assuming his current position in 2024. Prior to Fidelity, he worked as an Investment Counselor at T. Rowe Price from 2007 to 2012 and as a Financial Planner at Peak Capital Management from 2006 to 2007. Throughout his career, Joshua has focused on wealth management and financial planning, building deep relationships with clients by involving their entire families and addressing their specific goals and concerns. He emphasizes providing world-class service and planning to support his clients' financial objectives. Outside of his professional work, Joshua enjoys cooking and baking, family activities, fitness, hiking, tennis, and volunteering.

Terri Nelson is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill in 2022, she worked in law enforcement with Sarasota County and Jefferson County Sheriff's Offices and has experience in the corporate sector with LifeLock/Symantec Corporation. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, and corporate fiduciaries.

Julia Miller is a financial advisor with OSAIC based in Sarasota, FL, holding Series 63 and Series 65 licenses and 17 years of industry experience. She previously worked with Securities America Advisors, Inc. for eleven years before joining OSAIC. Outside of her advisory role, she serves as Vice President of a local networking group and is the president of her homeowner's association. OSAIC serves a diverse client base including individual and high-net-worth investors, institutional clients, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing firm-provided asset-allocation tools and third-party money managers to construct and manage customized portfolios.

Henry Eller is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Truist Advisory Services, Truist Investment Services, Bb&T Securities, and Bb&T Investments. He is based in Sarasota, FL. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and discretionary investment management. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Anne Elizabeth Lane is a CFP® professional with 38 years of industry experience, currently serving as a financial advisor at Ameriprise since 2021. She previously worked at Royal Alliance Associates for 10 years. Outside of her advisory role, she owns and operates Lane Tax Preparation Services in Parrish, Florida. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement who meet specific asset criteria. The firm offers a range of advisory, brokerage, and insurance solutions, utilizing a centralized consulting team that delivers tailored, research-driven recommendations.

Kevin Schloneger is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Edward Jones since 2001. He holds Series 63 and Series 65 licenses and is based in Sarasota, FL. His spouse is the owner of a property management LLC in Indianapolis. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets, supported by a nationwide network of more than 23,000 advisors.

Philip Peters III is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016, following seven years at Merrill Lynch, Pierce, Fenner & Smith Inc. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools alongside a broad range of investment and financial products.

Judith Furjanic is a financial advisor at Wells Fargo Advisors with 41 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors since 2015. She is a co-trustee and part owner of Jaburek/Furjanic Financial Group, a firm based in Itasca, IL. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients meeting certain net-worth thresholds, using proprietary research and planning tools.

Brenton Campbell is a CFP® professional with eight years of industry experience, currently advising at Edward Jones since 2018. Prior to joining Edward Jones, he worked at the University of South Florida and ClaimLynx, Inc. He holds a minority shareholder stake in a family farm in Iowa and serves on the finance committee of the Sarasota Children's Museum. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Joshua Jones is a financial advisor with Fidelity Investments in Lakewood Ranch, FL, holding Series 63 and Series 66 licenses and bringing six years of industry experience. He has worked at several firms including Morgan Stanley, Wells Fargo, and CUNA Brokerage Services. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base ranging from retail to institutional investors. The firm employs a proprietary investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Luiz Do Prado is a financial advisor at Robert W. Baird & Co. with one year of industry experience. He holds a Series 66 designation and has previously worked in various roles including at Florida Atlantic University and Serhant. Outside of his advisory work, he owns a print-on-demand shirt design business. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations with a range of financial planning and portfolio management services. The firm employs a combination of manager-traded and model-traded strategies supported by internal research and ongoing manager monitoring.

Cole Kendrick is a financial advisor with Wells Fargo Clearing in Sarasota, FL, holding a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo in 2026, he worked at Edward Jones for three years. Kendrick has also held various positions outside of finance, including roles in education and retail. 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 through more than 14,000 advisors and offers both brokerage and advisory solutions.

Kevin Rubin is a financial advisor at Merrill with Series 63 and Series 65 credentials and 43 years of industry experience. He has worked at Bank of America and Merrill since 2009. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates its services with Bank of America’s broader corporate platform, providing access to a wide set of products and services.

Jeffrey Day is a Series 66 licensed financial advisor at Wells Fargo Advisors in Sarasota, FL, with 25 years of industry experience. He has been with Wells Fargo Advisors since 2014. Outside of his advisory role, he is a 50% owner of DAY/JAFFE, LLC, involved in residential real estate. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services tailored to clients who meet certain net-worth criteria and combines advisory offerings with other financial products and referral channels.

Jane Mcginty is a financial advisor at Robert W. Baird & Co. with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Robert W. Baird since 2012. Outside of finance, she is a co-owner of a veterinary clinic in Sarasota, Florida. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, with a range of investment strategies from traditional to complex allocations.

Ryan Felker is a Financial Consultant at Fidelity Investments, a role he has held since 2026. He has progressed through various positions within Fidelity, including Financial Consultant I (2025-2026), Planning Consultant (2024-2025), and Financial Representative (2023-2024). Prior to joining Fidelity, Ryan completed a Rotational Banking Internship at FirstBank in 2022. Ryan focuses on helping individuals and families pursue their financial goals through personalized and collaborative planning. He emphasizes understanding each client's unique goals, values, and circumstances to provide tailored guidance and evaluate strategies related to retirement, sustainable income, wealth accumulation, and long-term financial objectives. Outside of his professional work, Ryan has interests in the beach, cars, fitness, food, football, and traveling.

Tyler Mcniel is a financial advisor at Merrill with 11 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2011. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors. The firm is integrated into Bank of America’s broader corporate platform, providing access to a wide array of products and services.