Marina Shinsky is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Bank of America, Merrill, and J.P. Morgan Securities. Outside of finance, she has been involved with Brewhouse Fishville LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Neal Roberts is a financial advisor at OSAIC with 21 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked previously at SagePoint Financial and Kevin M Gustafson Financial, Inc. Outside of his advisory role, he is involved in tax preparation and bookkeeping through Murray & Roberts CPA Firm and is a partner in an LLC that manages financial software and building maintenance coordination. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm utilizes a model-based investment approach with a broad range of advisory programs, supported by a complex affiliate network and private-equity ownership.

Peter Donlevy is a financial advisor with Edward Jones in Port Charlotte, FL, holding a Series 66 designation and one year of industry experience. His prior roles include positions at SGS Maine Pointe, LLC and JandP Group, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

Dawne Polsinelli is a financial advisor with Primerica Advisors in Port Charlotte, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Primerica Advisors since 2000 and has worked with Primerica Financial Services since 1989. In addition to her advisory role, she is involved in referral activities for home security and automation products and manages crypto investing within a personal Roth IRA. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure, providing custody and trade execution services through Pershing and Primerica Brokerage Services.

Brian Placke is a CFP®-designated financial advisor with Wells Fargo Advisors in Fort Myers, FL, bringing eight years of industry experience. His prior roles include positions at Guardian Life Insurance Company, Park Avenue Securities, and Charles Schwab. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, delivering tailored recommendations through a combination of research, planning tools, and simulation models. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis.

Sean Cervin is a financial advisor at Merrill with Series 63 and Series 65 credentials and no industry experience. His prior work includes roles at Bank of America, Primerica, Northwestern Mutual, and financial education positions at the University of Florida and Sarasota Military Academy. Outside the financial sector, he is involved with OSI Restaurant Services, LLC/Prime Serious Steak. 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.

Austin Pearl is a financial advisor at Ameriprise Financial Services, LLC, holding a Series 65 credential with one year of industry experience. Prior to joining Ameriprise, he worked as a business consultant and was involved with PatientFlo LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement income planning through a centralized team, using proprietary research and algorithmic tools.

John Hinck is a Series 63–licensed financial advisor with 46 years of industry experience. He is currently with OSAIC and has previously worked at Commonwealth Financial Network, Wells Fargo Advisors, Wells Fargo Clearing, and A.G. Edwards & Sons. Hinck also operates Hinck Private Wealth Management. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory programs, utilizing a model-based investment process with portfolio optimization and multiple management strategies delivered through an extensive affiliate network.

Janet Willingham is a financial advisor at Merrill with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 1998, including her tenure with Bank of America since 2011. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Sullivan is a CFP® credentialed financial advisor with 53 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior roles include positions at TBS Agency, Inc. and Continuity Partners Group, LLC. Sullivan also serves as a director of The Cambridge Foundation, a nonprofit focused on charitable, literary, scientific, and educational purposes. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual, pension, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and proprietary strategies.

Dustin Hays is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has worked at Bank of America N.A., Merrill, and Oppenheimer & Co. Inc. Prior to his financial services career, he spent eight years at Extra Space Storage. 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 plans, corporations, and charitable organizations.

Thomas Hinck is a financial advisor with Osaic Wealth Inc. in Englewood, Florida, holding the CFP® designation and Series 63 license. He has 34 years of industry experience, including prior roles at Hinck Private Wealth Management, Commonwealth Financial Network, and Wells Fargo Advisors. He serves as a board member of the Lemon Bay High School Athletic Association, a local nonprofit focused on fundraising for high school sports programs. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform, offering both brokerage and advisory services that include financial planning, advisor-managed portfolios, and retirement plan consulting. The firm utilizes a model-based investment process emphasizing asset allocation and portfolio optimization with access to various discretionary and third-party management options.

Lawrence Fiorini Jr. is a CFP® certificant with 36 years of experience in the financial services industry. He is currently affiliated with Cetera and has held roles at Cetera Wealth Services, Kalejta Wealth Management, Voya Financial Advisors, and CliftonLarsonAllen. Outside of advisory work, he is an independent insurance agent and serves as Vice President of Flagship Financial. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to multiple program platforms and third-party managers.

Mary Disher is a CFP® with over 31 years of experience in the financial services industry. She is currently with Cetera and has previously worked with Summit Financial Group Inc and Summit Brokerage Services Inc. She serves on the audit committee for the Girl Scouts of Gulf Coast Florida and holds a leadership role in Toastmasters International. Additionally, she participates as a panel member for the United Way of Charlotte County where she reviews charity funding requests. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a broad range of portfolio management and financial planning services through a large network of independent advisors.

David Denna is a financial advisor at Fidelity with 17 years of industry experience. He holds a Series 66 designation and has worked at Fidelity since 2010, including seven years with Fidelity Personal and Workplace Advisors and most recently with Fidelity Investments. Prior to joining Fidelity, he spent one year at Merrill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles with registered investment companies, and integration of advanced technologies such as AI and large language models in its research process.

Gregory Ordmandy is a financial advisor at Raymond James & Associates with six years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2019, following six years as a self-employed professional. Outside of advising, he owns and manages a rental property business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets, serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and municipal advisory services, supported by a nationwide network of advisors and a variety of portfolio management styles.

Dawnna Wilson is a Series 66-registered financial advisor with OSAIC, based in Englewood, FL, and has 12 years of industry experience. Her prior roles include positions at Commonwealth Financial Network, Raymond James & Associates, Wells Fargo Clearing, and Morgan Stanley Smith Barney. Outside of her advisory work, she is also active as a residential real estate sales agent in North Port, FL. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers both brokerage and advisory services through a multi-advisor platform, focusing on model-based asset allocation and portfolio optimization supported by various analytical tools and a range of investment management options.

Sergiu Pletosu is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones Financial and several real estate and country club positions. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program supported by centralized due diligence and a combination of quantitative and qualitative research.

Glen Payne Jr. is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Roy Borrego is a financial advisor with Merrill in Punta Gorda, Florida, holding a Series 66 credential and 27 years of industry experience. He has been with Merrill Lynch PF & S Inc. since 1999 and Bank of America, NA since 2009. Outside of his advisory role, Borrego is involved as a general partner in Borrego Brothers LLC and serves as a committee member for It's Our Turn, Inc., a local nonprofit supporting veterans. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary strategies for a range of clients including individuals, high-net-worth investors, and charitable organizations.