Corey Sherk is a CFP®-designated financial advisor with Edward Jones in Bradenton, Florida, with 21 years of industry experience. He has been with Edward Jones since 2007 and previously worked at Morgan Stanley from 2005 to 2007. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of segments. The firm manages approximately $1.01 trillion in assets and offers diverse advisory programs, 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.

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.

Brenda Kleiber is a financial advisor at Robert W. Baird & Co. with 17 years of industry experience. She holds the Series 66 designation and has been with Robert W. Baird since 2016. Outside of advising, she is co-owner of EverNear Wellness and is involved in the production and marketing of homemade coffee liqueur through Campfire Beverages LLC. Brenda is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, serving individual, corporate, pension, and charitable clients. The firm offers a range of services including financial planning, portfolio management, and custody, utilizing both manager-traded and model-traded strategies alongside internal research and tools to support client advice.

Evan Guido is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 24 years of industry experience. He has worked at firms including Robert Baird & Co., Raymond James & Associates, and Avantax Planning Partners. Outside of his advisory role, Guido serves as a volunteer board member for Palmetto Charter School. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base ranging from individuals to institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with a variety of portfolio management and retirement services, managing over $256 billion in assets across more than 10,000 advisors.

Beatriz Gutierrez Malaver is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has worked at firms including JPMorgan Chase Bank and Bank of America. Prior to her financial services career, she was employed at Keiser University. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process integrates quantitative and qualitative research, and it maintains a range of regulatory registrations including futures commission merchant and security-based swap dealer status.

Michael Murphy is a financial advisor with Raymond James & Associates in Sarasota, FL, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Merrill. He is also the owner of Dirigo Capital Management LLC, a private investment firm. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and charitable organizations, and offering financial planning, advisory programs, and institutional consulting with a range of portfolio management styles.

Jonathan Miles is a CFP® professional with 14 years of experience in financial advising. He is currently with LPL Financial and has held prior roles at firms including First Horizon Advisors, Hancock Whitney Investment Services, and Oppenheimer & Co. Inc. Outside of his advisory work, he is president of Sand Dollar Design LLC, a non-investment related business. 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 financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

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 closely with clients to help them uncover their financial priorities and develop strategies to pursue their financial goals. Dina's approach involves personalized, one-on-one guidance to define clients' objectives and construct portfolio strategies tailored to those goals. With experience in addressing a range of financial challenges, Dina assists clients in managing competing demands such as buying a home, saving for college, eldercare, and healthcare preparation. She provides ongoing advice and adjusts portfolio strategies as clients' situations evolve. Dina holds a Personal Investment Advisor (PIA) designation. She earned her High School Diploma from The Commonwealth of MA Department of Education and attended the University of Phoenix without obtaining a degree. She is proficient in both Arabic and English.

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® professional with 21 years of industry experience currently with Wells Fargo Clearing since 2016. His prior roles include positions at A. G. Edwards & Sons, Inc. and Morgan Keegan & Company, LLC. Wells Fargo Advisors is a national securities firm with over 14,000 financial advisors and approximately $671 billion in assets under management. The firm provides a range of investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients.

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.