Sejla Hadziabdic is a Financial Advisor with Merrill Lynch Wealth Management. She specializes in family wealth management strategies, personal retirement planning, portfolio management services, and retirement income. Sejla works closely with clients to develop personalized wealth management strategies that align with their life priorities and financial goals, providing access to Merrill's investment insights and the banking and lending solutions of Bank of America. Sejla holds the Accredited Asset Management Specialist (AAMS) and Personal Investment Advisor (PIA) designations. She earned a bachelor's degree in Business Administration from SUNY. In addition to her professional responsibilities, Sejla volunteers with community organizations, reflecting her commitment to serving the communities Merrill supports. Her personal interests include soccer, tennis, and traveling.

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 in Sarasota, FL, holding Series 63 and Series 65 credentials and 38 years of industry experience. He previously worked at Next Financial Group Inc, Woodbury Financial Services, Inc., and Colonial Asset Management Inc. He is also licensed as an insurance agent for fixed annuities and life insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms through a large network of advisors.

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, holding a Series 66 designation and over 26 years of industry experience. He has worked at LPL Financial since 2004 and previously spent 10 years with Tyler-Stone Wealth Management, LLC. Outside of his advisory role, he is the sole owner of C J Garofalo Inc., an S-corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and extensive operational tools.

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®-certified financial advisor with 16 years of industry experience, currently affiliated with Wells Fargo Clearing. She has held positions at Wells Fargo Bank, Raymond James Financial, Uvest Financial Services Group, and Morgan Stanley. Outside of finance, she co-owns a pressure washing business in Bradenton, Florida. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by extensive research and analytics.

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 18 years of industry experience. Her prior roles include positions at BMO Harris Bank and PNC Bank, where she worked from 2009 to 2017. She is involved with the Bay Colony Association in an investment-related capacity and provides notary services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, employing various investment strategies and technology tools while supporting over 22,800 advisors nationwide.

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 two years of industry experience. Her background includes teaching positions at Universidad Pontifica Comillas and Elon University prior to joining Morgan Stanley. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate agreements.

Robert Knick is a financial advisor with Charles Schwab in Sarasota, FL, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Edward Jones and Alpine Group Northwest, as well as operating Big Js Outdoor Store for seven years. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 both non-discretionary and discretionary investment options, combining multi-asset model portfolios with centralized custody and operational support.