Isabelle Striplin is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds the Series 66 designation and previously worked at Bank of America and Merrill from 2015 to 2024 before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2024. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and scenario modeling in its financial planning process and serves clients through both direct and corporate financial planning agreements.

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 Series 66 licensed financial advisor at LPL Financial with 14 years of industry experience. He previously spent 13 years at Fifth Third Securities before joining LPL Financial and the Bank of Tampa. Outside of his advisory role, he is involved with Peloquin Enterprises, LLC, a rental property business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by research, model portfolios, and various management options.

John Churilla is a financial advisor with Wells Fargo Clearing in Venice, FL, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he owns a rental property in Nokomis, Florida. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Christopher Erbeck is a financial advisor with Ameriprise in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. In addition to his advisory work, he is employed as a financial advisor at Centennial Bank. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

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 licenses and bringing 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 in a finance and insurance business, MDM Wealth Advisors. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model wealth portfolios, third-party asset management, and a range of brokerage and insurance products.

Melanie Barber is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory work, she owns and operates an online retail business. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies.

Michael Bowers is a financial advisor with Morgan Stanley in Sarasota, FL. He holds a Series 66 designation and has 14 years of industry experience. Since 2011, he has worked with Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Outside of his advisory role, he serves on the finance committee of the Artist Series Concert of Sarasota, a local arts organization. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers planning services both directly and through corporate financial planning agreements.

John Texada is a financial advisor at LPL Financial in Sarasota, FL, holding Series 63 and Series 66 licenses with 22 years of industry experience. His prior roles include positions at First Horizon Advisors, infinex Investments, Inc., and iBeria Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of representatives. The firm offers a broad range of financial planning, advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options.

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 with Ameriprise Financial Services LLC in Sarasota, FL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience, including 21 years at Axa Advisors, LLC before joining Ameriprise in 2020. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, using a centralized consulting team to deliver tailored, non-discretionary recommendations focused on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Brandi Davan is a Series 66-credentialed financial advisor with Merrill, located in Venice, FL. She has nine years of industry experience and has been with Merrill for ten years. Outside of her advisory role, she manages a family household employer entity to facilitate in-home childcare. 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 integrates investment management with the broader Bank of America platform, including lending and custody services.

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 financial advisor with Merrill, holding a Series 66 designation and 10 years of industry experience. His career includes multiple roles at Merrill and Bank of America N.A. since 2013. Outside of his advisory work, he operates Georgetown Tobacco, a sole proprietorship involved in processing and shipping online and call-in orders. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, and institutional investors.

Adam Scrimenti is a financial advisor with Raymond James & Associates in Sarasota, FL, holding a Series 66 designation and two years of industry experience. Before joining Raymond James, he worked at several golf and country clubs and has been affiliated with the PGA of America since 2019. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500 billion in assets. The firm serves a diverse client base, including individuals, institutions, and government entities, providing wealth advisory planning and investment consulting through a non-discretionary approach supported by extensive research and affiliate resources.

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, holding a Series 66 designation and 19 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank SSB since 2015. 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. The firm offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative-investment program.