Daniel Sobol is a financial advisor at Corient with 27 years of industry experience. He holds a Series 65 designation and has worked at Corient and its affiliated entities since 2022, following a 26-year tenure at Gofen and Glossberg, L.L.C. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm uses a goals-based, team investment approach that combines proprietary strategies with third-party managers and employs risk management tools and stress testing to align portfolios with client objectives.

Steven Cecil is a financial advisor with NewEdge Advisors, holding a Series 66 designation and 24 years of industry experience. He has previous experience at USAA Financial Advisors, Mid Atlantic Financial Management, and BB&T Investment Services. He is based in Sarasota, FL. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of portfolio management, financial planning, and consulting services through a network of independent adviser representatives, utilizing multiple program structures and technology tools to support client needs.

Steven Morgan is a financial advisor with First Command Advisory Services and holds Series 63 and Series 65 designations. He has 34 years of industry experience and has worked previously at firms including Grove Point Investments, H. Beck, and Mass Mutual Investors Services. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs featuring centrally managed model portfolios and third-party managers selected by its Investment Management Team.

Oscar Rico is a financial advisor with PNC Wealth Management in Sarasota, FL, holding Series 63 and Series 66 credentials and 20 years of industry experience. His prior work includes roles at BBVA Wealth Solutions, BBVA Insurance Agency, BBVA Securities, Oppenheimer & Co. Inc., and The GMS Group, L.L.C. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a digital offering that uses algorithmic questionnaires to recommend risk-based investment strategies executed via mutual funds and ETFs.

Robert Decaro is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 2012, following prior roles at Legend Advisory, LLC and Capital Choice Investment Advisers, Inc. Decaro is also licensed as an agent selling individual life and long-term care insurance. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a particular history serving educators and participants in 403(b) and 457(b) programs. The firm offers a range of financial planning and portfolio management services supported by an in-house Investment Management & Research team and a network of sub-advisers and third-party managers.

Rosa Pachon is a Series 66-licensed financial advisor with TD Private Client Wealth LLC, based in Sarasota, FL. She has 21 years of industry experience, including 14 years with TD Bank, N.A. and TD Private Client Wealth LLC. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm employs a combination of strategic and tactical asset allocation across both affiliated and third-party investment managers.

Francisco Avalle is a financial advisor at TD Private Client Wealth LLC with 14 years of industry experience. He holds Series 63 and Series 66 registrations and has previously worked at Wells Fargo Bank. Avalle is based in Sarasota, FL. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients and high-net-worth private clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering financial planning support and custody through third-party custodians.

Ryan Stevenson is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. Stevenson has been with Fifth Third Securities since 2013 and has worked at Fifth Third Bank since 2004. Outside of his advisory role, he is a co-owner of Michelle Lynn Stevenson PA, a realty business in Cape Coral, Florida. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, corporations, and institutional investors. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank and its status as a municipal advisor.

Cynthia Danker Merritt is a financial advisor with PNC Wealth Management in Venice, Florida. She holds Series 63 and Series 65 credentials and has 21 years of industry experience, including 14 years at PNC. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only Portfolio Solutions Strategist Digital Offering that uses algorithm-driven model strategies managed by PNC or third-party strategists.

Willis Adams II is a financial advisor with Empower Advisory Group in Englewood, FL, holding Series 66, Series 63, and Series 65 licenses and bringing 40 years of industry experience. His previous roles include positions at Morgan Stanley and Citigroup Global Markets. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Premier IRA and certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and integrated services tied to Empower’s recordkeeping and administrative platforms.

John Akin is a financial advisor at Truist Advisory Services with 17 years of industry experience. He has been with Truist Investment Services since 2009 and with Truist Advisory Services since 2016. He holds a Series 66 designation. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, participant advice, and a manager-selection program implemented through a combination of discretionary and non-discretionary strategies, supported by third-party platforms and AI-enabled research tools.

Brandon Boone is a financial advisor at Osaic Institutions, Inc. with two years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Trinity Wealth Securities, LLC and Florida Financial Advisors. Boone also served in the U.S. Army from 2010 to 2017. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a large network of advisers. The firm offers customized advisory services with a hybrid adviser/broker-dealer structure and provides access to alternative investments, lending solutions, and third-party asset managers.

Jeffrey Lapidus is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior firms include National Planning Corporation, Securities America Advisors, Inc., and USA Financial Securities LLC. He is the sole owner of an insurance agency focused on fixed annuities, life, health, accident, and group employee benefits. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm offers a fiduciary-based advisory model utilizing proprietary and third-party managed account solutions along with various investment strategies.

Kyle Youngblood is a CFA® charterholder with 21 years of industry experience. He has worked at TD Private Client Wealth LLC and TD Bank N.A. since 2016. Based in Vienna, VA, he holds a Series 63 license. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail investors. The firm constructs portfolios using a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Gerard Rocchi is a financial advisor with Eagle Strategies (NY Life) based in Venice, FL. He holds Series 63 and Series 65 credentials and has 38 years of industry experience. Rocchi has worked with New York Life and its affiliated firms since 1999. Eagle Strategies serves a diverse client base, including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and advisory services. The firm offers tailored advice through multiple program types and manages a majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Raymond Dinkel is a financial advisor at Oppenheimer with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2013, following roles at PNC Wealth Management and J.J.B. Hilliard, W.L. Lyons, LLC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and other clients. The firm offers a range of investment and consulting services across discretionary and non-discretionary accounts, maintaining custody of client assets while providing tailored portfolio management and retirement planning.

Eric King is a Certified Financial Planner® with over 41 years of industry experience, currently serving at Commonwealth Financial Network since 2016. He previously worked at My Financial Group, Ltd. for 15 years and has operated King Financial Services since 1990. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $212 billion in client assets, offering a broad range of managed account programs and access to third-party asset managers and custodial services.

Suzanne Matheson is a Series 66 credentialed advisor with 13 years of industry experience, currently with TD Private Client Wealth LLC in Sarasota, FL. She has worked at TD Private Client Wealth LLC and TD Bank, N.A. since 2011. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail TDIS clients, offering portfolio management, financial planning support, and custody through third-party custodians. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Trent Harris is a financial advisor with Valic Financial Advisors in Port Charlotte, FL, holding a Series 66 designation and 17 years of industry experience. He has worked at Valic Financial Advisors since 2018 and previously held roles at Oneamerica Securities and American United Life. Outside of his advisory work, Harris is a self-published author of fiction and poetry and is active as a songwriter and performer. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Matthew Jimenez is a financial advisor at TD Private Client Wealth LLC with nine years of industry experience. He holds the Series 66 designation and has worked at firms including TD Bank N.A., Morgan Stanley, Royal Alliance Associates, and LPL Financial. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm combines strategic and tactical asset allocation through portfolios that include both affiliated and third-party sub-managers, offering ongoing portfolio management, financial planning support, and custody via third-party custodians.