Christian Garofalo is a financial advisor with LPL Financial in Sarasota, FL, holding a Series 66 credential and 26 years of industry experience. He has been associated with LPL Financial since 2004 and has operated Tyler-Stone Wealth Management, LLC since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, utilizing research-driven model portfolios and third-party subadvisors to serve a large network of advisors and clients.

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 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 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.

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 registrations and has 24 years of industry experience. He has worked at Robert Baird & Co. and has been involved with Avantax entities and Aksala Wealth Advisors. Outside of his advisory work, he serves as a volunteer board member for Palmetto Charter School. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers across various program structures.

Beatriz Gutierrez Malaver is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. Her prior work includes roles at JPMorgan Chase Bank, Bank of America, and Keiser University. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Michael Murphy is a financial advisor with Raymond James & Associates in Sarasota, FL, holding Series 63, 65, and 66 licenses with 29 years of industry experience. His prior experience includes roles at Morgan Stanley Private Bank and Merrill. He is also the owner of Dirigo Capital Management LLC, a private investment business. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services, drawing on diverse portfolio management styles and affiliated research while maintaining mostly non-discretionary client relationships.

Jonathan Miles is a CFP® professional with 14 years of experience in financial services. He is currently with LPL Financial and has previously worked at firms including First Horizon Advisors, Hancock Whitney Investment Services, and Oppenheimer & Co. Inc. Outside of his advisory role, he is the 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, 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 with clients to define their financial goals and develop portfolio strategies tailored to their individual needs. Her role involves providing ongoing advice and adapting portfolios as clients' situations change. She holds the Personal Investment Advisor (PIA) designation and completed high school through The Commonwealth of Massachusetts Department of Education. She also attended the University of Phoenix without obtaining a degree. Dina is fluent in Arabic and English. Dina's approach focuses on helping clients manage competing financial demands, such as buying a home, saving for college, caring for elderly parents, and preparing for healthcare needs.

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.