Bradley Ohmes is a financial advisor with LPL Financial in Sarasota, FL, holding Series 63 and Series 65 credentials and 16 years of industry experience. His prior experience includes roles at Mass Mutual Investors Services and Metlife Securities Inc. Outside of his advisory work, he is involved in tax preparation and accounting through The Incompass Group and holds a non-variable insurance agent license. 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 third-party asset management, supported by technology tools and a broad range of non-advisory financial activities.

James Springer is a financial advisor at Stifel with 32 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2014 and previously spent 12 years at UBS Financial Services. Outside of his advisory role, he is involved in community and philanthropic activities, including serving as president of the Sigma Chi Area Alumni Group and as a board member of the Gamma Theta Foundation, which supports scholarships for the Sigma Chi Fraternity. Stifel serves a broad range of clients, including individual investors, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis from its Investment Strategy Group, which provides forward-looking market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Connor Knapp is a financial advisor with RBC Capital Markets in Sarasota, FL, holding Series 63 and Series 65 licenses and has two years of industry experience. His prior roles include positions at City National Bank and Service For Profit Group. Outside of finance, he has worked in the hospitality sector at Evies Tavern and has teaching experience at both the university and secondary school levels. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored portfolio strategies implemented through in-house and third-party managers, supported by integrated capital-markets and lending capabilities.

Joseph Grimm is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in compensation and benefit plan consulting and services, with a focus on 401(k) retirement plans, defined benefit pensions, non-qualified deferred compensation (NQDC), and equity plans. Mr. Grimm holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Equity Plan Consultant (EPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned his bachelor's degree from Trinity College.

Glenn Scharf is a financial advisor with LPL Financial in Sarasota, FL, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has previously worked at Next Financial Group Inc and Cumberland Brokerage Corporation and is the CEO and sole member of Scharf Group, LLC, a business he has led since 1995. Additionally, he serves as a Chapter Success and Launch Coach for Business Network International. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of investment solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Daniel Freed is a CFP® professional with 26 years of experience in the financial services industry. He is currently affiliated with Wells Fargo Clearing, where he has worked since 2018. His prior experience includes roles at Southwestern Investment Group and Raymond James Financial Services. 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 offers brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party data.

Mark Heinemann is a financial advisor with Edward Jones in Bradenton, FL, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Nicole Macek is a financial advisor at Edward Jones with a Series 66 designation. She has one year of experience in the financial industry, having joined Edward Jones in 2026 after a 28-year career at Walgreens Co. 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 through a large national network of advisors and branch offices, managing approximately $1.01 trillion in assets under management.

Mounira Ben Aissa is a financial professional with 13 years of industry experience, currently with LPL Enterprise since 2024. She holds Series 65 and Series 63 licenses and has a lengthy background at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of her advisory role, she is involved in real estate development and rental through her ownership of Mouni and Associates LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach, offering access to third-party asset managers, financial planning, and a range of non-securities products including affiliated trust and insurance services.

Michelle Fleter is a financial advisor with Morgan Stanley in Sarasota, FL, holding a Series 66 designation and 18 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and offers services that combine structured planning tools with broad investment and financial product offerings.

Geir Fjugstad is a financial advisor with UBS Financial Services, holding a Series 63 designation and 33 years of industry experience. His prior roles include positions at Credit Suisse Securities, Harrisdirect, and Wells Fargo Clearing. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans according to clients' goals and risk tolerances. The firm combines wealth management services with institutional trading capabilities and provides a broad range of financial products and capital markets services.

Shannon King is a financial advisor with Wells Fargo Clearing in Sarasota, FL, holding Series 63 and Series 66 licenses and having seven years of industry experience. King has been with Wells Fargo Clearing Services since 2018 and has also worked at Wells Fargo Bank since 2013. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

William Mc Ginty is a Series 66-licensed financial advisor with Robert W. Baird & Co., where he has worked since 2020. He has six years of industry experience and operates from Siesta Key, Florida. Outside of his advisory role, he owns and manages McGinty Marine International, a yacht delivery service that he runs on weekends. He is part of the DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing manager-traded and model-traded strategies, tax management, and internal research tools, with approximately $394 billion in assets under management as of December 2025.

Martin Vera is a financial advisor with J.P. Morgan Securities in Sarasota, Florida, holding a Series 66 license and four years of industry experience. He has previously worked at Bank of America and Merrill, and serves as president of Prynt it Corp, an online retailer specializing in handmade and personalized gifts. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm offers non-discretionary, written asset allocation advice supported by centralized due diligence and integrates quantitative and qualitative research in its recommendations.

Janet Hroncich is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She has been with Morgan Stanley and its associated entities since 2012, previously working at Ameriprise from 1999 to 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and offers structured planning processes utilizing firm-approved tools and proprietary modeling techniques.

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.

Julia Miller is a financial advisor at OSAIC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and Securities America Advisors, Inc. In addition to her advisory work, Miller serves as vice president of a local networking group and is president of her homeowner's association board. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with integrated brokerage and advisory services, emphasizing model-based asset allocation and portfolio optimization through various managed account programs.

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 39 years of industry experience, currently affiliated with Ameriprise Financial Services, LLC. Her prior experience includes roles at Royal Alliance Associates, Securities America Advisors, Woodbury Financial Services, Lane & Associates Financial Services, Inc., and Commonwealth Financial Network. Outside of her advisory work, she owns and operates Lane Tax Preparation Services, providing tax preparation services. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach integrates proprietary research and third-party data to provide tax-aware withdrawal strategies and ongoing retirement income advice.