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.

Jonathan Mefford is a financial advisor with Charles Schwab in Sarasota, FL, holding a Series 66 designation and 20 years of industry experience. He has worked at Charles Schwab Bank SSB and Charles Schwab & Co., Inc. since 2015 and previously was with TD Ameritrade and Fidelity. Charles Schwab & Co., Inc. 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. Schwab combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, offering investment guidance through multi-asset model portfolios and a formal alternative-investment onboarding process.

Timothy Hornung is a financial advisor at Ameriprise in Sarasota, FL, holding the CFP® and ChFC® designations with 35 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1990. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary retirement-income recommendations through a centralized consulting team.

Alan S Reisfield is a financial advisor with UBS Financial Services in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he manages a trust established under his father’s will. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Coty Schade is a financial advisor at RBC Capital Markets with 11 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and UBS Financial Services. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored portfolio management options using both in-house and third-party managers, incorporating features such as tax management and responsible-investing screens.

Agnes Williams is a financial advisor at UBS Financial Services with four years of industry experience. She previously worked at Morgan Stanley for five years and Bank of America/Merrill Lynch for three years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations.

Stacey Smaretsky is a financial advisor with Edward Jones in Sarasota, FL, holding a Series 66 designation and 12 years of industry experience. She has been with Edward Jones since 2014 and is also involved with Fairy Tale Journeys. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm is notable for its extensive network of financial advisors and branch offices, as well as its affiliated capabilities including trust services and proprietary mutual funds.

Gregory Orenic is a financial advisor with Fidelity Investments in Sarasota, FL, holding Series 63 and Series 66 credentials and nearly three decades of industry experience. His prior work includes roles at Benjamin F Edwards & Co and First Command Advisory Services. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios for intermediary platforms.

Anthony Rinaldi is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and previously spent six years at Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and investment estimates. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

Douglas Newman is a financial advisor at LPL Financial with 46 years of industry experience. He has held his current role since 1996 and previously operated Pinnacle Advisors for 20 years. He holds the Series 63 and Series 65 credentials. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers a range of financial planning and asset management services, utilizing various portfolio strategies and advisor-facing technology tools.

Peter Risch is a financial advisor with Morgan Stanley in Lakewood Ranch, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Morgan Stanley since 2014 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and market modeling techniques in its services.

David Gordon is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in areas such as college education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, women and wealth, sports and entertainment, tax minimization, and retirement income. David collaborates closely with clients to develop personalized financial strategies aimed at pursuing long-term goals. Originally from Long Island, David moved to Englewood, Florida at a young age. He graduated from the University of Saint Francis, where he was a four-time NCAA Division 1 letterman in tennis and a member of the Tau Kappa Epsilon fraternity. After working as a stock broker in New York for ten years, he relocated back to the Englewood/Venice area in 2007 to be near his mother. He holds professional designations including Personal Investment Advisor (PIA), Sports & Entertainment (SE), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). David is involved in community organizations such as Kiwanis and Venice Little League. He enjoys spending time with his family, playing basketball and tennis, and coaching little league baseball. His experience living near retirees has provided him with further insight into retirement planning and related client needs.

Seth Rohrbaugh is a financial advisor with LPL Financial in Venice, FL, holding a Series 66 designation and 14 years of industry experience. He previously worked at Grove Point Investments, LLC, Grove Point Advisors, LLC, Springfield Financial Group Inc., and H.Beck, Inc. Rohrbaugh is also involved with Springfield Financial Group Inc., a business related to his advisory activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of investment options including financial planning, model portfolios, and institutional platforms, supported by advanced operational and research tools.

Bonnie Pattison is a financial advisor at Fidelity with a Series 66 designation and eight years of industry experience. She has worked with Fidelity Brokerage Services LLC since 2017 and previously held a position at SunTrust Bank. Fidelity's Strategic Advisers LLC offers investment management and advisory services to diverse clients, including retail and institutional investors. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves in advisory roles for multiple registered investment companies.

Samuel Uribe Palacios is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds a Series 65 designation and has a background in education, having held teaching positions at multiple schools and currently working at the University of North Florida. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan advisory services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers a range of portfolio management options and employs both proprietary and third-party investment strategies.

Lance Sublett is a financial advisor at Equitable Advisors with a Series 66 designation and three years of industry experience. He previously worked at American Express Company and operated a sneaker reselling marketplace as a hobby. Equitable Advisors serves individuals, plans, corporations, and institutions, providing financial planning, retirement consulting, and asset management through various programs and third-party partnerships.

Marsh Gardner is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 credential and has prior experience at Citigroup, Sirota Capital, Fidelity Information Services, Raymond James & Associates, and MassMutual Life Insurance Company. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Merri Hall is a CFP®-certified financial advisor with 34 years of industry experience, currently with Wells Fargo Clearing since 2024. Her prior experience includes roles at LPL Financial and M&T Bank. Outside of her advisory work, she serves as a notary public and acts as a trustee and executor for family-related trusts and estates. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. 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.

Jacob Newman is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. His prior roles include positions at The Huntington Investment Company and Insource Inc. He also works as an annuity sales specialist with NFG Brokerage, focusing on internal sales and case design. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a nationwide network of independent advisors and employs a multi-manager platform with various program structures and custodial relationships.