Dawnna Wilson is a Series 66-licensed financial advisor with 12 years of industry experience. She is currently with Osaic Wealth Inc and has previously worked at Commonwealth Financial Network, Raymond James & Associates, Wells Fargo Clearing, and Morgan Stanley Smith Barney. Outside of her advisory role, she is also involved in residential real estate sales in North Port, Florida. Osaic Wealth Inc serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers. The firm offers integrated brokerage and advisory services, utilizing various tools and platforms to construct tailored portfolios across a range of asset classes.

Sergiu Pletosu is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has prior experience at Edward Jones Financial and various real estate and outsourcing roles. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

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.

Rachel Layton is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. Her prior work includes positions at Chapman Insurance Group and Landmark Realty. She is based in Punta Gorda, FL. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Bradley Schott is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Investacorp and Securities America Advisors. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of advisers and multiple platforms. The firm uses asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios that include a variety of investment types.

Samuel Mitchell is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at SunTrust Advisory Services and Foresters Financial. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Christopher Church is a financial advisor with Primerica Advisors in Port Charlotte, FL, holding Series 65 and Series 63 licenses and 17 years of industry experience. He has been with Primerica Advisors since 2008 and previously served 14 years with Charlotte County Fire/EMS. Outside of his advisory role, he is CEO and partner of Estates Authority LLC and is involved in non-investment business activities related to home security and automation referrals. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates a wrap-fee asset management program utilizing model-delivery strategies managed by unaffiliated asset managers, with support from BNY Mellon Advisors and Pershing for trade execution and custody.

Ryan Rupert is a financial advisor at Morgan Stanley with 19 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he is an owner and partner of Willow Pens LLC in Punta Gorda, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Nicholas Magero is a financial advisor with Wells Fargo Advisors in Venice, FL, holding a Series 66 designation and 17 years of industry experience. He has been with Wells Fargo in various capacities since 2011. Outside of his advisory work, he is involved in several investment-related business activities, including ownership and trustee roles in LLCs focused on investment and insurance consulting. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, providing a broad range of investment and financial planning services. The firm emphasizes tailored recommendations using proprietary research and planning tools, offering clients the option to implement advice through brokerage or advisory programs.

Michael Ernsting is a Series 66-licensed financial advisor at Edward Jones with 10 years of industry experience. He has been with Edward Jones since 2015. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Richard Kubis is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has been with Cambridge since 2013 and has additional experience as a golf course on-course reporter for CBS Sports since 2011. Cambridge Investment Research Advisors serves 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, employing a range of portfolio management strategies across multiple custody and platform options.

David Scott is a CFP®-certified financial advisor with LPL Financial, based in Punta Gorda, FL, and has 21 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, David serves as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Pablo Roca is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that incorporates firm-approved tools and modeling techniques.

Steven Muse is a financial advisor at Edward Jones in Port Charlotte, FL, holding a Series 66 designation with 11 years of industry experience. He was previously with Merrill from 2003 to 2018 before joining Edward Jones in 2018. 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 through a nationwide network of more than 23,000 financial advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Kenneth Layton is a financial advisor at Merrill with 13 years of industry experience. He holds the Series 66 designation and has worked at both Merrill and Bank of America since 2012 and 2013, respectively. He is based in Punta Gorda, Florida. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Charles Cash is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and two years of industry experience. He has worked at Avantax Insurance Agency and Avantax Advisory Services, and he is the managing member of AIS Tax and Financial, LLC, a tax advising and preparation firm he has operated since 2011. Outside of financial advising, he manages Suncoast Stables, LLC, a horse boarding facility he co-owns. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and access to a multi-manager platform with both affiliated and third-party managers.

Stephen Elcock is a financial advisor with Merrill in Punta Gorda, FL, holding a Series 66 designation and 19 years of industry experience. His prior work includes roles at Bank of America, Scottrade, Harrisdirect, and Ameriprise. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jennifer Wilson is a financial advisor at Merrill with 14 years of industry experience. She holds a Series 66 designation and has been with Merrill 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Melissa Cunningham is a financial advisor with Wells Fargo Advisors in Fort Myers, FL, holding Series 65 and Series 63 licenses and eight years of industry experience. Her previous roles include positions at Raymond James Financial Services and Ameriprise Financial Services. Outside of finance, she worked at 3 Fisherman Seafood Restaurant for three years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory solutions with various financial products and referral channels.