Jeimy Rodriguez is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Merrill, Amazon.com, and Banco Davivienda. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Steven Martinucci is a financial advisor with Primerica Advisors in Sarasota, FL, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 1999. Outside of his advisory role, he is also a musician. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Michael Harding is a financial advisor with Ameriprise in King of Prussia, PA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at Ameriprise and its affiliated entities since 1996. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team.

Heidi Kesner is a financial advisor at Edward Jones with 12 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2016. Outside of her advisory work, she is involved in crafting epoxy designs and plans to participate in craft fairs and sell her work on Etsy. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory programs with a nationwide network of more than 23,000 financial advisors.

Michael Cudlipp is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His prior roles include positions at Sagepoint Financial, Inc. and United Planners' Financial Services. Outside of advisory work, he is president of MC Charters, Inc., a fishing charter business. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, and institutional entities, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include various asset classes, supporting both discretionary and non-discretionary accounts.

Jamie Hatfield is a financial advisor with Cetera in Venice, FL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Commonwealth Financial Network for 13 years and operates multiple businesses, including financial services firms and a livestock operation. Hatfield also oversees a courier service and owns a real estate company. Cetera Investment Advisers LLC serves a nationwide clientele including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

Perry Korszen is a financial advisor with Raymond James & Associates in Venice, FL, holding a Series 66 designation and 13 years of industry experience. He has been with Raymond James & Associates since 2013 and has served with the Military Officers Association of America since 2016. 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, offering financial planning and non-discretionary investment consulting supported by diverse portfolio management styles and affiliated research.

Michael Reich is a financial advisor with Osaic and holds a Series 66 designation. He has 23 years of industry experience, having previously worked for Signator Investors, Inc. from 2001 to 2018 before joining Osaic in 2018. He is also involved in the sales and marketing of investment advisory and insurance products through Signature Financial Solutions. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with proprietary asset-allocation tools and access to multiple advisory platforms and third-party money managers.

David Yaegers Jr. is a financial advisor with LPL Financial in Sarasota, FL, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with LPL Financial since 2002. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diversified advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources.

Mark Hotchkiss is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Ameriprise in Venice, FL. His prior experience includes over a decade at First Command Financial Services and its affiliated entities. Ameriprise offers a retirement-income planning service targeting individuals near or in retirement with significant investable assets, delivering written recommendations that integrate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support clients, primarily focusing on assets managed within Ameriprise accounts.

Joseph Mancini is a financial advisor with Morgan Stanley in Venice, FL, holding Series 63 and Series 65 licenses and possessing 35 years of industry experience. He has worked at Morgan Stanley since 2009 and also at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Their financial planning process uses firm-approved tools and modeling techniques, offering both direct and corporate financial planning solutions.

Daniel Connelly is a financial advisor with Primerica Advisors in Sarasota, FL, holding Series 63 and Series 65 licenses and over 33 years of industry experience. He has been with Primerica Advisors since 1992 and with Primerica Financial Services since 1988. Outside of his advisory role, Connelly is the founder of South Sarasota Social, a local networking group. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Michael Armour is a CFP® professional with 27 years of industry experience. He has been with Cetera since 2004 and also serves as a bank director at the First National Bank of Raymond. Additionally, Armour holds board positions with a homeowners association and a Lutheran church in Florida. Cetera Investment Advisers LLC is a large nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with diverse program structures and supervisory arrangements.

Karin Rettger is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. She has worked with Cambridge Investment Research Advisors since 2014 and has been president of Principal Resource Group since 1996. Rettger is a co-author of two books focusing on employee benefits strategies and retirement planning. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm provides financial planning, investment management, and retirement plan advisory services through independent Financial Professionals utilizing various portfolio management platforms and both proprietary and third-party strategies.

Randi Sanders is a financial advisor at Osaic with 22 years of industry experience. She holds Series 63 and Series 66 registrations and previously worked at Securities America Advisors, Inc. and Securities America, Inc. Sanders is also a published fiction and poetry writer and serves as president of the Florida Gulf Coast chapter of Sisters in Crime. She teaches poetry workshops through the Osher Lifelong Learning Institute. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, using asset allocation tools and risk-tolerance assessments to build portfolios across multiple asset classes, with both discretionary and non-discretionary management options.

Cherie Duriez is a financial advisor with Primerica Advisors holding Series 65 and Series 63 licenses. She began her financial services career in 2025 following nine years of military service. Primerica Advisors sponsors and manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies created by unaffiliated asset managers and supports trade execution and account custody through Pershing and BNY Mellon Advisors.

Daniel Kowalczyk is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior experience includes roles at Bank of America, Fidelity Investments, and Wintrust Financial. Outside of his advisory work, he has a limited association with a multi-level marketing company through product use and minimal compensation. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies supported by internal and third-party portfolio managers for a range of clients including individuals, high-net-worth investors, and charitable organizations.

Christopher De Michele is a financial advisor with Edward Jones in Sarasota, FL, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a large nationwide network of advisors and branch offices.

Cole Mc Hargue is a Wealth Management Advisor at Merrill Lynch Wealth Management, having joined the Picazio McHargue Group in 2020. He specializes in retirement planning, tax minimization, and portfolio strategies for individuals in the Venice area. Cole also focuses on wealth management, estate planning services, and wealth transfer strategies tailored for multigenerational families. Cole holds a Bachelor of Science degree in Finance and a Bachelor of Science degree in Economics, both from Northeastern University in Boston. He earned his CERTIFIED FINANCIAL PLANNER™ certification in 2022 and is also designated as a Personal Investment Advisor (PIA). His approach centers on helping clients save for retirement, transition into retirement, and ensure estate planning needs are met for a smooth generational transfer. He is actively involved in the community through his participation with organizations such as Take Stock in Children and the Venice Arts Center.

Jo Anne Marino is a financial advisor with Osaic Wealth Inc. She holds the Series 66 designation and has 18 years of industry experience. Her prior work includes positions at Hinck Private Wealth Management, Commonwealth Financial Network, and Wells Fargo Advisors. Osaic Wealth Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across various investment types.