Michael Rothstein is a financial advisor with Ameriprise in Sarasota, FL, holding a Series 63 designation and over 44 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services since 2005. Rothstein serves on the investment committee of the Columbus Jewish Foundation, where he reviews investment strategies and recommends changes. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on income sources and tax-aware withdrawal strategies.

Edward Magda is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individual and institutional clients. The firm provides tailored financial planning services supported by proprietary planning tools and investment models, managing approximately $2.74 trillion in client assets.

Stephen Peloquin is a financial advisor with LPL Financial in Bradenton, Florida, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Fifth Third Securities and Merrill. Outside of his advisory work, he is involved with Peloquin Enterprises, LLC, a rental property operation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customizable strategies, supported by extensive operational and research tools.

John Churilla is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 37 years of industry experience. He has worked with Wells Fargo since 2016, previously holding roles at Citigroup Global Markets and Merrill. Outside of his advisory work, he has an ownership interest in a non-investment related rental property in Nokomis, Florida. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

Gregory Badger is a financial advisor with LPL Financial in Bradenton, FL, holding Series 63, 65, and 66 designations and five years of industry experience. His work history includes roles at LPL Financial, BMO Bank, BankUnited, BMO Harris Bank, and Ameriprise. 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 portfolio programs, third-party asset management, and institutional platforms, supported by technology-driven operational and research tools.

Andrew Hoskins is a Series 66-licensed financial advisor with LPL Financial, based in Lakewood Ranch, FL, and has 26 years of industry experience. His prior roles include positions at Merrill and Independent Financial Partners, with eight years running Good Life Advisors, LLC. 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 institutional platforms, supported by tools such as machine learning for research and operational support.

Christopher Erbeck is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at Wells Fargo Clearing, Raymond James & Associates, Morgan Keegan & Company, and Morgan Stanley. He is also employed as a financial advisor at Centennial Bank in Sarasota, FL. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, featuring a specialized 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.

Kirk List is a financial advisor with Stifel in Sarasota, FL, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Leslie Maskewitz is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 15 years of industry experience. Prior to joining LPL Enterprise in 2024, Leslie worked at Prudential Insurance Co. of America and Pruco Securities, LLC. She is also involved with MDM Wealth Advisors in a finance and insurance capacity. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm’s investment approach is largely model-driven, utilizing portfolios developed by internal research and third-party strategists, and offering access to various financial planning and asset management services.

Melanie Barber is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she owns and operates a retail/online store on Amazon. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Michael Bowers is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2011. Outside of his advisory work, he serves on the Finance Committee of the Artist Series Concert of Sarasota. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market simulations.

John Texada is a financial advisor at LPL Financial with 22 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at First Horizon Advisors, Infinex Investments, Inc., and Iberia Financial Services. 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 provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by research and technology tools.

Thomas Mcdonald is a CFP® with 38 years of industry experience, currently serving at Wells Fargo Advisors in Sarasota, FL since 2012. He has ownership in McDonald GP, LLC and is involved in insurance consulting through Capstan Insurance Consulting LLC. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services including retirement, education, risk, and wealth-transfer planning, utilizing proprietary research and tools to deliver tailored recommendations.

Gregg Martinsen is a financial advisor at Ameriprise with 41 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Ameriprise in 2020, Martinsen spent 21 years with Axa Advisors, LLC. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendations and ongoing annual retirement-income planning, focusing on dependable income sources and tax-aware withdrawal strategies.

Brandi Davan is a financial advisor with Merrill in Venice, FL, holding a Series 66 designation and with nine years of industry experience. She has been with Merrill since 2016. Outside of her advisory role, she operates a family household employer entity to manage payroll for her in-home daycare provider. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Gary Brochin is a financial advisor at Stifel with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel Nicolaus & Co Inc since 2016. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach involves proprietary methodologies developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

Christopher Kuchmek is a Series 66-licensed financial advisor with Merrill, based in Lakewood Ranch, FL, with 10 years of industry experience. His work history includes multiple roles at Merrill and Bank of America N.A. since 2013. Outside of his advisory role, he operates Georgetown Tobacco, a sole proprietorship involved in order processing and shipping. 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 institutions.

Adam Scrimenti is a financial advisor at Raymond James & Associates with two years of industry experience. He holds a Series 66 designation and has a background that includes roles at several golf and country clubs as well as involvement with the PGA of America since 2019. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, and offers customized financial planning and investment consulting with a range of portfolio management styles.

Peter Lappin is a financial advisor at UBS Financial Services with 31 years of industry experience. He previously worked at Bank of America and Merrill from 2016 to 2024. He holds Series 63 and Series 65 licenses and is located in Sarasota, FL. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and capital markets solutions.

Anthony Demarco is a financial advisor with Wells Fargo Clearing in Sarasota, FL, holding Series 63 and Series 66 credentials and seven years of industry experience. He has worked with Wells Fargo Clearing since 2018 and with Wells Fargo Bank, N.A. since 2016. 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 offers a broad range of brokerage and advisory solutions, leveraging extensive research and analytics while managing approximately $671 billion in assets across more than 14,000 advisors.