Susan Wilson is a financial advisor at Morgan Stanley with 45 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at various Morgan Stanley entities since 2006. Outside of her advisory role, she serves as a committee member for the Bird Key Yacht Club Foundation, a nonprofit organization in Sarasota, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Fern Schwartz is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 40 years of experience in the financial services industry since beginning her career in 1982 as a Merrill Financial Advisor. Throughout her career, Fern has built a practice serving more than 150 individuals, multi-generational families, and small business clients by focusing on their unique challenges and goals in areas including college education planning, family wealth management, LGBT wealth and personal retirement planning, philanthropic planning, portfolio management services, small business strategies, and tax minimization. Fern graduated with high honors from the Rochester Institute of Technology with a bachelor's degree in business and holds the Personal Investment Advisor (PIA) designation. She has received multiple firm recognitions for her service and leads her practice according to a philosophy of integrity, respect, and personalized client engagement. Beyond her professional pursuits, Fern is actively involved in community leadership. She has served on the boards of the Magee Womens Research Foundation, Jewish Family and Children Services, Pittsburgh Association for the Education of Young Children, and the Women’s Leadership Council for United Way in Pittsburgh. She has also co-chaired the Jewish Women’s Foundation and The Center for Women. Outside of work, Fern enjoys gardening, traveling, reading, photography, and spending time with her family. Her husband Steve was part of the practice for 20 years before retiring in 2024, and their son Zach joined The Schwartz Group as a Financial Advisor in 2021.

Douglas Roselieb is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Equitable Advisors since 1999, including time under its prior name, Axa Advisors. Roselieb serves on the boards of the Red Door Program, which funds Methodist churches in Northern Illinois, and Watts of Love, a nonprofit that provides solar lighting to families. Equitable Advisors serves a broad client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party asset managers.

Bradley Sublett is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Outside of advising, Sublett serves as chairman of a local business network organization in Louisville, Kentucky, volunteers with the Leukemia & Lymphoma Society, and sits on the board of a charitable foundation for the Kentucky School for the Blind. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a variety of advisory models, including third-party managers and proprietary programs, and offers ERISA fiduciary services through credentialed representatives.

Benjamin Winter is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Before joining Edward Jones in 2024, he worked at Maersk for four years and has been involved with the Lions Hockey Club since 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Jeffrey Luedke is a financial advisor at Stifel in Sarasota, FL, holding Series 63 and Series 65 licenses with 46 years of industry experience. He has been with Stifel since 1998. Stifel serves a broad range of clients, including individuals, institutional clients, and municipal entities, providing both brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Daniel Berger is a financial advisor at Raymond James & Associates with 41 years of industry experience. Prior to joining Raymond James in 2026, he worked for 17 years at UBS Financial Services Inc. He holds Series 63 and Series 66 licenses. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, charitable organizations, and government entities, offering financial planning, investment consulting, and institutional advisory services through various portfolio management styles and affiliated research.

Bryce Carter is a Series 66 licensed advisor at Fidelity Investments in Sarasota, FL, with experience beginning in 2020 across various roles including insurance and accounting. His career includes positions at Auto-Owners Insurance, Kari Hub Accounting Group, and Liberty University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Anthony Falco is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Janney Montgomery Scott Inc. for 25 years. 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 advice. The firm’s advisory process is IPS-driven and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Maureen Maritim is a Series 66 licensed financial advisor at Merrill with four years of industry experience. She has worked at Merrill since 2018 and Bank of America, N.A. since 2022. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kevin Schroepfer is a financial advisor at Stifel with 32 years of industry experience. He has been with Stifel since 2009 and previously worked at UBS Financial Services from 1994 to 2009. Schroepfer holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm uses proprietary investment methodologies developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Catherine Daniel is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 65 designations and totaling 14 years of industry experience. She has been with Morgan Stanley and its Private Bank since 2015. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individuals and institutional clients, using structured financial planning tools and firm-approved methodologies to support client goals.

Erik Fischer is a financial advisor with MassMutual Investors Services in Sarasota, FL, holding a Series 66 designation and 11 years of industry experience. His career includes multiple roles within MassMutual and affiliated firms since 2015. He serves on the boards of two charitable organizations, Round of a Lifetime and A Kid’s Place, where he contributes to leadership and financial oversight. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing comprehensive financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers.

Jeffrey Tibbs is a financial advisor with Robert W. Baird & Co. in Sarasota, Florida, holding a Series 66 designation and 19 years of industry experience. He has been with Robert W. Baird since 2011. Outside of his advisory role, he serves as Treasurer for the Long View Society, a local luncheon and social group. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, including discretionary and non-discretionary management, separately managed accounts, and overlay services.

Steven Dodson is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career in the financial services industry in 1995 with PaineWebber (now UBS) and has since focused on retirement income planning, education savings, and wealth management strategies. Steven holds Series 7, 63, and 66 FINRA registrations, along with life, health, and variable annuity licenses. He also holds the Chartered Retirement Planning Counselor™ designation, among other professional credentials including CFP, CPFA, PIA, and RAFA. Steven works with individuals, families, and corporate executives to develop and proactively manage personalized wealth management strategies designed to preserve income and grow assets. His areas of client focus include corporate executive services, divorce transition planning, legacy planning, managing new wealth, personal retirement planning, tax minimization, and retirement income. He emphasizes building enduring relationships based on trust, integrity, and confidentiality. He holds a Bachelor's Degree from Oakland University and resides in Rochester, MI with his wife and two sons. In his free time, Steven enjoys biking, boxing, golfing, music, running, swimming, and yoga.

Scott Steiner is a CFP®-designated financial advisor with Cetera, based in Lakewood Ranch, FL, and has seven years of industry experience. He is also an attorney and owner of Steiner Law Offices, PLLC, where he provides estate planning, probate, trust administration, and other legal services. Additionally, he owns Forcite, LLC, a management consulting business that offers non-investment advice related to business operations. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform that provides access to model portfolios, third-party managers, and customized strategies across various program structures and custodial relationships.

Susan Bordash is a financial advisor with UBS Financial Services in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. She has been with UBS Financial Services Inc. since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a range of capital markets offerings.

Ethan Ridener is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. He previously worked at Wells Fargo Clearing Services LLC and Wells Fargo Bank. Fidelity Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm uses a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Michael Stone is a financial advisor with Cambridge Investment Research Advisors in Bradenton, FL. He holds Series 65 and Series 63 licenses and has six years of industry experience, all with Cambridge since 2020. Outside of his advisory role, he has worked in retail sales at Best Buy since 2015. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management through various platforms and proprietary model strategies.

Ryan Kowadla is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2008 as a financial advisor and works closely with individuals and families to develop clear financial objectives and implement customized strategies tailored to their needs. Ryan's areas of expertise include employee benefits planning, family wealth management strategies, institutional consulting, and personal retirement planning. He holds several professional designations including Certified 401(k) Professional (C(k)P®), Chartered Retirement Plans Specialist™ (CRPS™), Certified Plan Fiduciary Advisor® (CPFA®), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Ryan earned his bachelor's degree in business from Florida Atlantic University and a master's degree in business administration with a distinction in finance from Florida Gulf Coast University. As a native of Southwest Florida, Ryan and his family reside in Lakewood Ranch where they enjoy spending time outdoors and visiting Disney World.