Richard Pinkham is a financial advisor with Wells Fargo Advisors in Sarasota, FL, holding a Series 66 credential and 16 years of industry experience. He previously worked at Wells Fargo Clearing for 13 years before joining Wells Fargo Advisors in 2022. Outside of his advisory role, Pinkham owns MRP Investment Co, LLC and serves as an agent for Capstan Insurance Consulting LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, utilizing Wells Fargo research and tools to develop tailored client recommendations.

Elizabeth LaBoone is a Wealth Management Advisor at Merrill Lynch Wealth Management, bringing over thirty years of experience to her role. She started her career at Barnett Bank and has been with Merrill Lynch since 1992. Elizabeth focuses on client-centered wealth management, emphasizing consistent communication, goal-based strategies, and customized portfolio management. Her areas of expertise include family wealth management strategies, personal retirement planning, socially responsible and ESG investing, as well as women and wealth. Elizabeth holds a Bachelor's degree from Stetson University and a Master's degree from the University of North Florida. She has earned several professional designations including Certified Investment Management Analyst (CIMA®), Chartered Retirement Planning Counselor (CRPC®), Accredited Domestic Partnership Advisor (ADPA®), and Personal Investment Advisor (PIA). Outside of her professional duties, Elizabeth enjoys biking, cooking, reading, and running. She has been involved with community organizations such as The Haven of Sarasota, where she served on the board of directors, contributing to programs supporting adults and children with disabilities. She lives in Lakewood Ranch with her husband Perry.

Joel Sims is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience. He holds a Series 66 designation and previously worked at Truist Investment Services, Truist Advisory Services, and Truist Bank. Sims is based in Bradenton, Florida. Cambridge Investment Research Advisors is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals using various portfolio strategies and custody platforms.

George Famiglio Jr. is a CFP® with 38 years of experience in the financial industry, currently serving at Cetera. He has a long career history primarily with Avantax entities, spanning from 1987 to 2025, and has been operating his own CPA firm since 1971. His outside activities include serving as a fiduciary trustee and providing tax preparation services through his accounting practice. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services, operating as a multi-manager platform with access to affiliated and third-party managers and multiple program structures.

Jared Hermann is a financial advisor with Morgan Stanley in Sarasota, FL, holding a Series 66 license and bringing 24 years of industry experience. He has been associated with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools combined with broad investment offerings.

Stephen Mcdonald is a financial advisor with UBS Financial Services in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with UBS Financial Services since 2010. 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, offering a broad range of solutions supported by proprietary research and capital markets expertise.

Austin Villodas is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and having 10 years of industry experience. His prior roles include positions at Wells Fargo Advisors, TD Ameritrade, Empower Financial Services, and Archer Education. 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 representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and technologies such as machine learning.

Terry Rehfeldt is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Cetera since 2005 and also operates Rehfeldt Wealth Management and The Rehfeldt Group, where he provides tax and accounting services as a CPA. Rehfeldt serves as a board member of First Southern Bank and volunteers with the Manatee County Hundred Club, a nonprofit supporting law enforcement. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and financial planning services. The firm operates a multi-manager platform with various program structures and custodial relationships, overseeing more than $256 billion in assets managed by over 10,000 advisors.

Jean Marc Ulysse is a Financial Advisor with Merrill Lynch Wealth Management in Sarasota, Florida. He guides retirees, business owners, and multi-generational families toward financial security by employing personalized wealth management strategies. Ulysse focuses on assessing clients' full financial pictures to craft flexible strategies that align with their evolving goals and market conditions. He provides access to the investment insights of Merrill and banking solutions of Bank of America. With five years of experience in the financial services industry, Ulysse joined Merrill Lynch Wealth Management in 2023 and concentrates on serving multi-generational families. He holds a Chartered Retirement Planning Counselor (CRPC) designation and a bachelor's degree in Accounting from the University of South Florida. His disciplined approach begins with understanding clients' financial situations and priorities. Outside of his professional responsibilities, Jean Marc Ulysse is involved with the Education Foundation of Sarasota and Second Heart Homes. He balances his career with personal interests including basketball, billiards, chess, golfing, ice hockey, reading, spending time with his family, table tennis, tennis, and watching movies.

Michael Partee is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Cetera. His prior experience includes roles at Charles Schwab, USAA Financial Advisors, and Avantax Advisory Services. He is also involved with Aksala Wealth Advisors, where he markets financial planning and investment management services to retail investors and accounting firms. Cetera Investment Advisers LLC is a large SEC-registered firm that supports a nationwide network of over 10,000 independent advisors. The firm offers diversified portfolio management, financial planning, and retirement services to individual, corporate, and institutional clients through various program structures and affiliated managers.

Katie Guyton is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Fidelity Brokerage Services since 2017. Prior to her career in finance, she held positions in education and the restaurant industry. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary portfolio management as well as fund advisory services.

Paul Schur is a financial advisor at LPL Financial with 22 years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 14 years before joining LPL Financial in 2023. 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, and retirement consulting, utilizing model portfolios and research from multiple sources.

David Whaley is a financial advisor at Ameriprise with 30 years of industry experience. He holds a Series 63 designation and has worked with Ameriprise since 2018, previously working at Wells Fargo Advisors from 2009 to 2018. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Yamen Elsaid is a CFP®-designated financial advisor at Morgan Stanley with 16 years of industry experience. He has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and J.P. Morgan in various roles since 2009. Outside of his advisory work, he is involved in real estate through his ownership and partnership in real estate investment entities based in Florida. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning and utilizing tools such as Monte Carlo simulations and secular return estimates to support client decision-making.

Michael Feduccia is a CFP®-certified financial advisor with 36 years of industry experience. He is currently with LPL Financial and has previously worked at firms including South State Bank, NBC Securities, and Raymond James Financial Services. 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 investment adviser representatives. The firm provides a range of advisory programs and services, including financial planning, retirement plan consulting, and model portfolio management, utilizing both discretionary and non-discretionary approaches.

Michael Vann is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has prior experience at BMO Harris Bank, Bank of America, Merrill, and BMO Bank. Outside of finance, he has experience managing franchise businesses in the food service industry. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research from various sources.

Brian Wells is a CFP®-certified financial advisor at Morgan Stanley with 41 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, and previously spent 12 years at UBS Financial Services. Based in Sarasota, FL, Wells holds Series 63 and Series 65 licenses as well. 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 financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market simulations.

Danelis Romero Del Sol Padron is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and eight years of industry experience. Prior to joining Wells Fargo in 2018, she worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jeffrey Lashway is a CFP® professional with 34 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC from 2009 to 2016. He holds Series 63 and Series 65 licenses and 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 advice. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Edward Semmerling IV is a CFP® professional with 15 years of industry experience, currently serving at Edward Jones in Bradenton, FL since 2013. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a broad range of financial needs. The firm offers discretionary and non-discretionary investment strategies, including access to separately managed accounts and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.