Michael Bowers is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2011. Outside of his advisory work, he serves on the Finance Committee of the Artist Series Concert of Sarasota. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market simulations.

Cindy Hall is a Senior Financial Advisor with the Polis Jerome Group at Merrill Lynch Wealth Management. She has been with the company since 2002 and holds a Bachelor of Science degree in Communications from Southern Illinois University. Cindy focuses on a Goals Based Wealth Management approach, working with clients to understand their individual needs and helping them pursue their financial goals. Her expertise includes personal retirement planning, women and wealth, and retirement income. Throughout her career, Cindy has built long-standing relationships with clients through an extensive understanding of the services offered by Merrill Lynch. She and her team collaborate to recommend financial strategies aligned with each client's unique situation and objectives. Cindy holds the Personal Investment Advisor (PIA) professional designation. Cindy resides in Parrish with her husband, Tim, and their two daughters, Kelsea and Madison. She is involved with the community through Kids Bank Rowlett Elementary. Her personal interests include biking, gardening, music, swimming, watching movies, and spending time with family and friends.

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.

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 Series 66-licensed financial advisor with Merrill, based in Lakewood Ranch, FL, with 10 years of industry experience. His work history includes multiple roles at Merrill and Bank of America N.A. since 2013. Outside of his advisory role, he operates Georgetown Tobacco, a sole proprietorship involved in order processing and shipping. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Adam Scrimenti is a financial advisor at Raymond James & Associates with two years of industry experience. He holds a Series 66 designation and has a background that includes roles at several golf and country clubs as well as involvement with the PGA of America since 2019. 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, and municipal entities, and offers customized financial planning and investment consulting with a range of portfolio management styles.

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.

Richard Schimek is a CFP®-certified financial advisor with Edward Jones, based in Lakewood Ranch, FL, and has four years of industry experience. He has prior work experience with 7-Eleven and serves as an officer in the United States Navy Reserves. 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 strategies supported by a nationwide network of more than 23,700 financial advisors.

Timothy Hornung is a financial advisor at Ameriprise in Sarasota, FL, holding the CFP® and ChFC® designations with 35 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1990. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary retirement-income recommendations through a centralized consulting team.

Mary Romeo is a financial advisor at LPL Enterprise with 21 years of industry experience. She holds Series 63 and Series 65 credentials. Her prior roles include positions at Prudential Insurance Company of America, Massachusetts Mutual Life Insurance Company, and several affiliated firms. LPL Enterprise serves a broad mix of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs through an integrated platform.

Alan S Reisfield is a financial advisor with UBS Financial Services in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he manages a trust established under his father’s will. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Coty Schade is a financial advisor at RBC Capital Markets with 11 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and UBS Financial Services. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored portfolio management options using both in-house and third-party managers, incorporating features such as tax management and responsible-investing screens.

Agnes Williams is a financial advisor at UBS Financial Services with four years of industry experience. She previously worked at Morgan Stanley for five years and Bank of America/Merrill Lynch for three years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations.

Stacey Smaretsky is a financial advisor with Edward Jones in Sarasota, FL, holding a Series 66 designation and 12 years of industry experience. She has been with Edward Jones since 2014 and is also involved with Fairy Tale Journeys. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm is notable for its extensive network of financial advisors and branch offices, as well as its affiliated capabilities including trust services and proprietary mutual funds.

Gregory Orenic is a financial advisor with Fidelity Investments in Sarasota, FL, holding Series 63 and Series 66 credentials and nearly three decades of industry experience. His prior work includes roles at Benjamin F Edwards & Co and First Command Advisory Services. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios for intermediary platforms.

James Booth is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Before joining Edward Jones, he worked in construction and education, including roles at Mike Carter Construction Inc and local public schools in Florida. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Noah La Belle is a financial advisor with LPL Financial based in Bradenton, FL. He holds a Series 66 designation and has two years of industry experience. His prior work includes roles at Realta Equities, Realta Investment Advisors, Horizon Wealth Partners, Gulf Coast Wealth Advisors, and Babson College. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing discretionary and non-discretionary management approaches alongside research and model portfolios.

Garrett Francolini is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has worked at several firms, including Cetera Wealth Services, Aksala Wealth Advisors, and American Global Wealth Management. Prior to his advisory career, he held various roles in the hospitality and automotive sectors. Cetera Investment Advisers LLC serves a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by a large network of over 10,000 advisors and significant assets under management.