Edward Behm is a Series 66 licensed financial advisor with LPL Financial in Sarasota, FL, bringing 22 years of industry experience. Prior to joining LPL Financial in 2019, he worked at FSC Securities Corporation for six years. He is also involved with The Incompass Group LLC, which provides tax preparation and accounting services, and holds a non-variable insurance business activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research, model portfolios, and various strategies, serving clients through a national network of investment adviser representatives.

Peter Oliger is a financial advisor with Morgan Stanley in Sarasota, FL, holding a Series 66 designation and 11 years of industry experience. His prior work includes roles at JP Morgan Chase Bank, N.A., and JPMorgan Securities, LLC. Outside of his advisory work, he is a partner at KRO Holdings, LLC, a healthcare-related business in Lakewood Ranch, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial and estate planning services.

Lynn Evans is a financial advisor at Raymond James & Associates with eight years of industry experience. She holds a Series 66 designation and has previously been involved in entrepreneurial ventures, including ownership roles at CR Fitness Holdings, LLC and 2 B Fearless, DBA Burn Boot Camp South Shore/Kline Franchising. 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, pension plans, and charitable organizations—and offers financial planning, advisory programs, and institutional consulting with a focus on tailored, non-discretionary investment advice.

Thomas Kyle is a financial advisor with Thrivent Investment Management in Sarasota, FL, holding Series 63 and Series 66 credentials and 31 years of industry experience. He has been with Thrivent and its related entities since 2008. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. Their approach includes holistic, goal-based analyses and offers clients the ability to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and management services separate.

Anthony Baldo is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and has 10 years of industry experience. He has worked at J.P. Morgan Securities since 2022 and at JPMorgan Chase Bank, N.A. since 2007. He is also the owner and partner of Automated Wealth Systems, LLC, a holding company involved in content creation, private angel investing, and real estate investments unrelated to his work at J.P. Morgan. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Cheryl Maddox is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors. She has held roles at Cambridge Investment Research and has experience in behavioral health and eldercare counseling services. Outside of financial advising, Maddox serves as a service director and pastor at Forward Church in Tampa, FL. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a variety of discretionary and non-discretionary strategies.

Michelle Johnson is a CFP® and holds a Series 66 license with 12 years of industry experience, all of which she has spent with Edward Jones since 2014. She also serves as treasurer for a family-owned real estate business in Ohio to assist with its future management. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large national network of advisors and branch offices.

Mark Serio is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including prior roles at Morgan Stanley Private Bank and Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its advisory services.

Brian Calka is a CFP® and Series 66-licensed advisor with Edward Jones, based in Venice, FL. He has six years of industry experience, including six years at Edward Jones and prior roles in construction companies. 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.

Nathan Esterline is a financial advisor at Fidelity with nine years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2016. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Jacob Claton is an Investment Consultant at Fidelity Investments, where he has been working since 2025. Prior to this role, he held several positions at Fidelity Investments, including Investment Solutions Representative, High Net Worth Representative, and Customer Relationship Advocate between 2022 and 2025. Before joining Fidelity, Jacob worked in retail account management at T Rowe Price from 2019 to 2021 and was a Licensed Sales Producer at Allstate Insurance from 2018 to 2019. His professional experience spans investment consulting, client relationship management, and sales within the financial services industry. Jacob focuses on collaborating with clients to build financial plans that align with their goals. Outside of his professional work, he has interests in baseball, fitness, and football.

Carol Mcnamara is a financial advisor at Merrill with 17 years of industry experience. She holds a Series 66 designation and has been with Merrill Lynch since 2005. Outside of her advisory role, she writes and self-publishes fiction books and is involved with Sisters in Crime, a writers' organization where she supports community events and programming. 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 both model-based and discretionary investment strategies for individual and institutional clients.

Ronald Goldberg is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has worked with Next Financial Group Inc since 2013 and joined LPL Financial in 2025. Goldberg is also an insurance agent specializing in fixed annuities and life insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, financial planning, and brokerage services supported by proprietary and third-party research.

Ryan Adamchak is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career in financial services specializing in personal and small business retirement plans. In 2015, Ryan joined the legacy team where he focuses on providing tailored wealth management strategies for individuals, families, and businesses. Ryan earned a Bachelor's degree in Marketing from the University of South Florida in Tampa. He holds the CERTIFIED FINANCIAL PLANNER® certification as well as the Sports & Entertainment Accredited Wealth Management Advisor™ designation. His expertise spans family wealth management, legacy planning, retirement income strategies, portfolio management, and tax minimization. Residing in Parrish with his wife Lauren, Ryan participates in community activities including Habitat for Humanity and professional organizations such as the Lakewood Ranch Business Alliance and Manatee Young Professionals. Outside of work, he enjoys attending sporting events and concerts, reading, and exploring new restaurants.

Tanya Yaneva is a financial advisor at Robert W. Baird & Co. with three years of industry experience. She holds the Series 66 designation and previously worked at Fifth Third Bank and Publix. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group provides tailored consulting and portfolio services, including discretionary and non-discretionary management, using a variety of investment strategies and overlays to meet client goals and risk tolerances.

Sam Vogel is a CFP®-designated financial advisor with Stifel, based in Sarasota, FL, and has 38 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2009. Outside of his advisory role, Vogel serves as a board member and volunteer with the International Visitors Council of Columbus, where he hosts international visitors from developing countries. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes proprietary methodologies developed by its Investment Strategy Group, providing forward-looking capital market analysis and asset allocation guidance.

James Barton Lowther is a financial advisor with UBS Financial Services in Sarasota, FL, holding a Series 66 designation and 15 years of industry experience. Before joining UBS in 2023, he worked at Bank of America and Merrill Lynch, with overlapping tenures at both firms from 2010 to 2023. He serves on the board of directors and acts as Governance Chair for All Faith's Food Bank. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor investment strategies to clients’ goals and risk tolerances.

Christian Garofalo is a financial advisor with LPL Financial in Sarasota, FL, holding a Series 66 designation and 25 years of industry experience. He has worked at LPL Financial since 2004 and has been involved with Tyler-Stone Wealth Management, LLC since 2015. Outside of his advisory role, he is the owner of C J Garofalo Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Oceana Boohm is a Financial Advisor at Merrill Lynch Wealth Management. In this role, she collaborates with clients to develop customized financial strategies aimed at supporting long-term growth and achieving their personal financial goals. She provides ongoing advice and guidance tailored to clients’ evolving needs, focusing on areas such as equity compensation services, legacy planning, liquidity management, managing new wealth, tax minimization, and retirement income. Oceana holds the Personal Investment Advisor (PIA) designation and earned her High School Diploma from Oceana High School. Based in the Bay Area, she utilizes Merrill’s platform to deliver strategic planning and asset allocation services designed to help individuals build stronger financial futures. Outside of her professional work, she enjoys baseball, football, music, reading, singing, spending time with her family, and watching movies.

Charles Reinemann is a financial advisor with Wells Fargo Advisors in Sarasota, FL, holding Series 63, 65, and 66 licenses and bringing 37 years of industry experience. He has been with Wells Fargo Advisors since 2012. Outside of his advisory role, he serves as a FINRA arbitrator assisting in securities dispute arbitration. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering various financial needs and delivers tailored recommendations through meetings and client summary letters.