Douglas Roselieb is a financial advisor with Equitable Advisors in Sarasota, FL, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Roselieb serves on the boards of the Red Door Program, which provides funding for Methodist churches in Northern Illinois, and Watts of Love, where he is treasurer and supports solar lighting missions. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement plan support, and access to asset management through LPL programs and third-party managers. The firm employs a hybrid referral and implementation model and provides both advisory and brokerage/insurance services.

Bradley Sublett is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and over 39 years of industry experience. He has been with Equitable Advisors since 1999, previously associated with Axa Advisors. Outside of his advisory work, he serves as chairman of the Business Network Organization in Louisville, Kentucky, and volunteers with The Leukemia & Lymphoma Society and the Kentucky School for the Blind Charitable Foundation. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Benjamin Winter is a financial advisor with Edward Jones in Sarasota, FL, holding a Series 66 credential and two years of industry experience. Prior to joining Edward Jones, he worked at Maersk for four years and held positions with multiple organizations including Lions Hockey Club. Outside of his advisory role, he has been involved with Lions Hockey Club for seven years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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.

Brent Van Eerden is a financial advisor with Edward Jones in Bradenton, FL, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones, he spent 21 years at Riverside Insurance Agency, which he owns. He is also the owner of a local boat rental business, Salt & Sun Rentals, which is in the process of being closed. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,700 advisors and more than 15,000 branch offices.

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.

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 financial advisor with Merrill, holding a Series 66 designation and four years of industry experience. She has worked at Merrill since 2018 and is currently associated with Bank of America, N.A. Previously, she held positions at Publix and Hypermart Kenya. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kevin Schroepfer is a financial advisor at Stifel with 31 years of industry experience. He has been with Stifel since 2009 and holds Series 63 and Series 65 registrations. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

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 CFP®-certified financial advisor with 10 years of industry experience, currently with Mass Mutual Investors Services in Sarasota, FL. He has held roles at MassMutual and Mezrah Financial. Outside of his advisory work, Fischer serves on the boards of two charities, Round of a Lifetime and A Kid’s Place, where he holds leadership positions related to finance and organizational management. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-oriented planning and offers a range of programs including educational seminars and specialized event-driven planning services.

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.

Scott Steiner is a CFP® with seven years of industry experience, currently affiliated with Cetera. He is also the owner of Steiner Law Offices, PLLC, where he practices estate planning, probate, and trust administration, as well as Steiner Wealth Management LLC and Steiner Accounting and Tax LLC. His background includes roles in management consulting through Forcite LLC and multiple financial and tax-related business ventures. Cetera is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various investment strategies and third-party managers.

Susan Bordash is a financial advisor with UBS Financial Services in Sarasota, FL, holding Series 63 and Series 65 registrations and bringing 46 years of industry experience. She has been with UBS Financial Services since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a range of capital markets services and proprietary research to tailor client solutions.

Ethan Ridener is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. His prior work includes roles at Wells Fargo Clearing Services LLC, Wells Fargo Bank, and Florida South Western State College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, and utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment approach.

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 Investment Research. Prior to his advisory role, he worked at Best Buy for over a decade and was involved with Agape Christian School for five years. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing a variety of portfolio management options with both discretionary and non-discretionary strategies.

Connor Harrington is a financial advisor with Morgan Stanley in Sarasota, FL, holding a Series 66 license and four years of industry experience. His prior work includes roles outside finance such as positions at Barnes and Noble and several hospitality establishments. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured planning processes and a variety of investment tools while managing approximately $2.74 trillion in client assets.

Troy Moore is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors in Sarasota, FL since 2022. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2022. In addition to his advisory work, he is involved with Capstan Insurance Consulting LLC as an agent. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting a net-worth threshold, utilizing Wells Fargo research and planning tools to develop customized recommendations.

Timothy Mariano is a financial advisor at LPL Enterprise with 28 years of industry experience. His background includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, MML Investors Services, and GFI (HK) Securities LLC. He is also president of two healthcare insurance companies, First United Benefit Groups and First United Benefit Corp. LPL Enterprise serves a diverse client base including individuals, retirement plans, charities, corporations, and institutions, offering financial planning, advisory, and brokerage services through an integrated platform that combines proprietary research, model portfolios, and third-party management.

Lisa Gallagher is a financial advisor with Merrill in Sarasota, FL, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Prior to joining Merrill in 2021, she worked at Securities America Advisors and Securities America Inc. Gallagher serves as Chair-Elect of the Estate Planning & Probate section of the Sarasota County Bar Association and acts as a trustee for the P. K. Irrevocable Trust. 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 institutional investors.