Kirk Reimer is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2013. In his role, he partners with individuals, business owners, and organizations to develop personalized financial strategies aligned with their goals and priorities. Kirk provides clear guidance on available options and focuses on implementing tax-efficient investment strategies. He brings 18 years of industry experience, including financial advisory roles at USAA Financial Advisors, Inc from 2009 to 2013, and Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2007 to 2008. Kirk holds a California Insurance License. Outside of his professional work, Kirk has interests that include the beach, boating, cars, fishing, fitness, and pets.

Jason Hughes is a CFP® with 25 years of industry experience, currently serving as a financial advisor at RBC Capital Markets since 2025. Prior to joining RBC, he worked at UBS Financial Services for 13 years. He is involved with the Church of the Redeemer as Chairman of the Endowment Committee and serves on the Board of Directors for Pines of Sarasota, Inc. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, and charitable organizations, offering multiple advisory programs and tailored investment strategies implemented through a mix of in-house and third-party providers.

Kelly Mullin is a financial advisor with Merrill in Lakewood Ranch, FL, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with Merrill Lynch Pierce Fenner & Smith, Inc. since 2001. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Christina Carey is a financial advisor with LPL Financial based in Lakewood Ranch, FL. She holds Series 63 and Series 65 licenses and has 8 years of industry experience. Prior to joining LPL Financial in 2026, Carey worked at Cetera Advisors LLC and First Allied Securities, among other firms. Outside of her advisory role, she is involved in several business activities, including operating Carey Insurance Group, LLC, working as a certified public accountant with 55 Plus Tax Pros, and serving in fiduciary roles. 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 financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by in-house and third-party research.

Dean Mackey is a CFP® with five years of industry experience, currently serving as a financial advisor at Edward Jones in Sarasota, FL. His previous roles include positions at Merrill Lynch and The Gabor Agency/Lincoln Investments. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a range of segments, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory strategies and affiliated investment products through a nationwide network of financial advisors and branch offices.

Esther Kuznetz is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 30 years of industry experience. Her prior roles include positions at Kovack Securities, The Investment Center, International Assets Advisory, and H. Beck. She is also president of Star Financial Solutions, a related business activity. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals across wealth levels, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals using a variety of portfolio management and model-based solutions.

William Chase III is a financial advisor with Mass Mutual Investors Services in Sarasota, FL, holding a Series 63 designation and with 33 years of industry experience. He has been with MML Investors Services, Inc. since 1992 and with Massachusetts Mutual Life Insurance Company since 1979. Outside of his advisory role, he is involved in a business selling life, health, group life/health insurance, and fixed annuities. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals—including high-net-worth clients—business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with planning engagements structured as annual, collaborative relationships that focus on investment categories and strategies rather than specific product selections.

Wesley Gottesman is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds a Series 66 designation and has worked at Raymond James entities since 2016, including a two-year period at Tradezing. Outside of his advisory role, he is a partner at KORE Capital Partners LLC, where he contributes to real estate development through capital investment and due diligence. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients—including individuals, institutions, and municipal entities—and offers financial planning and consulting services with a variety of portfolio management strategies and affiliated research resources.

Kimberly Snyder is a financial advisor with Raymond James & Associates in Lakewood Ranch, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Her prior roles include positions at Truist Advisory Services, Truist Investment Services, and BB&T across various capacities from 2015 to 2021. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving a diverse client base that includes individuals, institutions, and municipalities. The firm provides financial planning and non-discretionary investment consulting through multiple programs and offers a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Kevin Henneman is a financial advisor with Ameriprise in Phoenix, MD, holding a Series 66 designation and eight years of industry experience. He has worked at Ameriprise since 2017 and previously at Primary Residential Mortgage Inc. Henneman is involved in charitable activities, including organizing an annual golf event benefiting the Folds of Honor Foundation. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet certain asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

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 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.

Sheri Oconnor is a financial advisor at Ameriprise with 20 years of industry experience. She has been with Ameriprise and its affiliated entities since 2007. Outside of her advisory role, she is a leased employee through a third-party payroll company serving the firm’s franchise. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

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.

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.