Business people – news – sarasota herald-tribune – sarasota, fl

Membership in the round table is limited to successful financial services professions. Members are provided career-shaping resources to better communicate and serve clients as well as opportunities to broaden professional development. Working with an round table member connects clients not only to a highly credible and leading financial adviser, but also to cutting-edge strategies, according to the organization.

Luke Nicholas, portfolio manager at Allegiant Private Advisors in Sarasota, has received the Certified Financial Planner designation. Nicholas joined Allegiant in 2013. In his role as portfolio manager and member of the firm’s Investment Committee, he is responsible for using internally generated research to tailor customized investment portfolios for each client.

Before joining Allegiant, he graduated from the Honors Program at the University of Florida with a bachelor’s degree in finance. Nicholas also holds the Chartered Financial Analyst designation. Allegiant is an independent firm offering fiduciary-level financial planning and investment advisory services.

Wetzel’s background in operational excellence and change management was honed over her previous 10-plus years as an executive with Johnson & Johnson, where she most recently worked as medical device transformation leader and vice president U.S. customer service, before moving to Sarasota. She is a longtime supporter of the local United Way, having served on the Sarasota Area board for United Way Suncoast and as chairwoman for Women United locally.

The Education Foundation of Sarasota County has added six new members to its board of directors. Nancy Harris, Kent A. Hayes and Anne Rollings are new members elected to serve three-year terms that began in May. Teacher and student representatives elected to one-year terms are William “B.J.” Ivey, teacher and coach at Riverview High School and the 2017 Sarasota County Teacher of the Year; Michael Feltovic, senior at RHS; and Stephanie Hawkins, senior at North Port High School.

Stobaugh has extensive corporate finance and accounting experience, most recently working for eight years as CFO of Grain Management, a private equity firm focused on the communications sector with $750 million in assets under management. She has held full oversight of finance and accounting in several positions, including acting as point person with external auditors, and has led multiple systems implementations.

Emerich was recognized for his work in trusts and estates and has received this honor for 13 consecutive years. He is board certified by the Florida Bar in wills, trusts and estates, and his practice focuses on estate planning, probate and trust administration, with an emphasis on protecting and preserving his clients’ assets, minimizing taxes and avoiding probate.

Best Lawyers recognized Hackett in the practice of real estate law for the fourth consecutive year. As a Florida Bar board certified real estate attorney, he represents clients in all areas of residential and commercial real estate sales, acquisition and development and has represented clients in several high profile real estate transactions. Hackett also practices business law and counsels clients in a wide range of industries in the formation, organization and management of business entities.

This is Holmes’ first appearance in Best Lawyers, which recognized him for his work in Litigation-Construction. Holmes, the firm president, counsels and advocates for business owners and their businesses across a broad range of matters, including initial organization, governing documents, operations and contracting, acquisition, disposition and finance.

Six attorneys from Icard Merrill have been selected for the 2019 Edition of The Best Lawyers in America, the only purely peer-review guide to the legal profession. Icard Merrill attorneys selected to the list of 2019 Best Lawyers are Charles J. Bartlett, Michael J. Furen, Thomas F. Icard, Jr., Robert G. Lyons, William W. Merrill III and Jaime L. Wallace.

Coastal Orthopedics recently hired Iris Bernier as the director of revenue cycle and promoted Jo-Ellen Converse to Ambulatory Surgery Center director. Bernier, who will be responsible for managing all aspects of the billing cycle for Coastal Orthopedics, has more than 25 years of in-depth management knowledge in all aspects of revenue cycle management and accounts receivable operations.

Chris Landis, an adviser with Goodwill Manasota’s Veterans Services Program, was recently honored with the “Hero of the Month” award by Homes for Heroes. Janine Morris, an affiliate real estate agent with Homes for Heroes, presented Landis with the award, recognizing his extraordinary service on behalf of veterans. A colleague nominated Landis for the honor.

Landis, who has worked with Goodwill since 2017, joined the Army National Guard after graduating from high school. After his military retirement, he received a bachelor’s degree from the University of South Florida and a master’s in criminal justice administration. He then worked with Veterans Treatment Court, helping veterans navigate the criminal justice system, get connected with social services and get back on their feet.