Katie Mcpartland is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. She has been associated with Wells Fargo Bank, N.A. since 2012 and previously worked with WELLS FARGO Advisors, LLC from 2012 to 2016. Outside of her advisory role, she is a co-owner of a pressure washing business based in Bradenton, Florida. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA 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 broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Corey Sherk is a CFP® with 20 years of industry experience and has been with Edward Jones since 2007. He is based in Bradenton, FL. Outside of his advisory role, he manages residential rental properties locally. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors. The firm offers a range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Agnieszka Domanski is a financial advisor with LPL Financial in Sarasota, FL, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. Her prior work includes roles at BMO Harris Bank and PNC Bank, where she held positions from 2009 to 2017. She also provides notary services and serves part-time in investment-related activities for the Bay Colony Association. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, research, and advanced technologies to support diversified investment strategies.

Thomas Urfer is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been associated with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he operates a sole proprietorship. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Justin Daley is a CFP® with 20 years of industry experience, currently affiliated with Cetera. His prior experience includes roles at Ameriprise Financial Services and Avantax Advisory Services. He has been involved with the Boy Scouts since 2018. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients, offering various portfolio management and financial planning services through a nationwide network of independent advisors.

Catherine Dauer is a financial advisor at Morgan Stanley in Sarasota, FL, holding a Series 66 designation with one year of industry experience. Her prior roles include positions at Universidad Pontifica Comillas and Elon University, as well as teaching at Highlands High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that incorporate advanced modeling techniques to support financial plans.

Robert Knick is a financial advisor with Charles Schwab who holds a Series 66 designation and has five years of industry experience. His career includes roles at Edward Jones and Alpine Group Northwest prior to joining Charles Schwab. Outside of finance, he was involved with Big Js Outdoor Store for seven years. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with discretionary separately managed accounts and provides integrated brokerage, custody, and cash-sweep services.

Matthew Nastasi is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Charles Schwab in Sarasota, FL. His prior roles include work at Charles Schwab Bank, Sailfish Marketing, and Divine Wealth Strategies. Outside of finance, he has experience in various other industries such as marketing and hospitality. 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 services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by comprehensive research and centralized operational support.

Evan Guido is a financial advisor with Cetera who holds Series 63 and Series 65 registrations and has 24 years of industry experience. He has worked at Robert Baird & Co. and has been involved with Avantax entities and Aksala Wealth Advisors. Outside of his advisory work, he serves as a volunteer board member for Palmetto Charter School. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers across various program structures.

Beatriz Gutierrez Malaver is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. Her prior work includes roles at JPMorgan Chase Bank, Bank of America, and Keiser University. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Michael Murphy is a financial advisor with Raymond James & Associates, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He has worked at Morgan Stanley and its affiliated entities since 2013 and is the owner of Dirigo Capital Management LLC, a private investment firm. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and advisory services supported by a range of portfolio management styles and affiliated research.

Mark Gardner is a financial advisor at Ameriprise with 37 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ameriprise and its related entities since 2012. Outside of advising, he is involved in independent insurance brokering and holds trail commissions from prior insurance policies. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on retirement income, tax-aware withdrawal strategies, and Social Security options.

Dina Debs is a Financial Advisor at Merrill Lynch Wealth Management. She works with clients to define their financial goals and develop portfolio strategies tailored to their individual needs. Her role involves providing ongoing advice and adapting portfolios as clients' situations change. She holds the Personal Investment Advisor (PIA) designation and completed high school through The Commonwealth of Massachusetts Department of Education. She also attended the University of Phoenix without obtaining a degree. Dina is fluent in Arabic and English. Dina's approach focuses on helping clients manage competing financial demands, such as buying a home, saving for college, caring for elderly parents, and preparing for healthcare needs.

Scott Truitt is a financial advisor at Merrill with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Merrill since 1993 and Bank of America since 2009. Outside of his advisory work, he serves as a basketball coach for AAU. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Andrew Lowther is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Based in Sarasota, FL, Lowther holds the Series 66 designation. 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, including a broader range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Marc Miller II is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been affiliated with various Raymond James entities since 2013. He also operates M&M Wealth Advisors as an independent contractor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, supports municipal and public finance work, and recently introduced a SIMPLE IRA Employer Advisory program.

Larry Woodruff Jr. is a financial advisor with Ameriprise in Bradenton, FL, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he assists his daughter with producing and selling homemade jerky and hot sauce as a fundraiser to support youth sports equipment for national championships. Ameriprise provides retirement-income planning services tailored to clients approaching or in retirement, focusing on those with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Rachael Reeves is a financial advisor with Stifel in Sarasota, FL, holding a Series 63 designation and 27 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2014. Stifel serves a broad client base including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment guidance utilizes proprietary methodologies from its Investment Strategy Group to support asset allocation and planning decisions.

Peter Barresi is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He worked at J.P. Morgan Securities for 13 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2025. Outside of advisory work, he owns several rental properties in Sarasota and Brooklyn. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Kimberly Heffernan is a financial advisor with LPL Financial in Lakewood Ranch, FL, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. She previously worked at JP Morgan Securities LLC for nine years and was involved with Roll Tide Properties, LLC. 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. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and diversified investment strategies.