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.

Michele Samuels El Amrani is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 21 years of industry experience. She has worked with Primerica in various capacities since 2002 and is also associated with Ashton Animal Clinic. She receives compensation for sales of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and supports execution and custody through BNY Mellon Advisors and Pershing.

Alan Hughes is a financial professional at Cetera with 41 years of industry experience. He holds a Series 63 designation and has worked previously at LPL Financial LLC and Guided Financial Strategies, LLC. Hughes serves as president of Special Friends Charities, Inc., a nonprofit organization. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services under discretionary and non-discretionary authorities.

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.

Tyler Stephen is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cetera, Regions Bank, Bank of America, Merrill, LPL Financial, and Fifth Third Securities. He is based in Bradenton, FL. 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 advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related investment vehicles alongside traditional offerings.

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.

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.