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.

Jill Spatola is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 25 years of experience in the financial industry. She specializes in managing both personal and corporate retirement plans, developing income plans, and providing personal wealth analysis. Jill works closely with her clients' attorneys, CPAs, and Medicare specialists to ensure that all aspects of their wealth management plans are aligned. Her practice serves a variety of clients, including real estate professionals, corporate executives, and small to mid-size companies, focusing on strategies such as family wealth management, legacy planning, tax minimization, and retirement income. Jill holds a Bachelor's degree from the University of Massachusetts and has completed additional coursework at Bryant University. She has earned several professional designations, including Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Throughout her career, she has been involved in community organizations such as BNI, Girls on the Run, School on Wheels of Massachusetts, and Women United of Charlotte County. Jill has also served on the boards of several nonprofit organizations, including School on Wheels of Massachusetts and the Animal Welfare League of Charlotte County. In addition to her professional commitments, Jill volunteers as a coach for Girls on the Run and participates in local chambers of commerce. She has chaired initiatives like the School on Wheels Holiday Bag Drive, which involved coordinating community efforts to support students. Jill balances her professional and community work with personal interests including adventure sports, boating, running, and spending time with her family.

Karin Rettger is a financial advisor at Cambridge Investment Research Advisors with 43 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Cambridge since 2014. Rettger is also president of Principal Resource Group, where she has co-authored two books on employee benefits and corporate strategies. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through its extensive network of Financial Professionals.

Randi Sanders is a financial advisor at Osaic with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Securities America Advisors, Inc. and Morgan Stanley. Outside of her advisory role, Sanders is a published fiction and poetry writer and serves as the president of the Florida Gulf Coast chapter of Sisters in Crime, a nonprofit organization focused on mystery writing. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and portfolio management. The firm emphasizes model-based asset allocation and portfolio optimization supported by various analytical tools and offers a range of investment programs delivered through its complex affiliate network.

Kristin Cardona is a financial advisor with Edward Jones in Punta Gorda, FL, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, she worked in healthcare-related roles at several rehabilitation and care centers. Outside of her advisory work, she is co-owner of AC Cattle Company, an agricultural business based in Branford, FL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Matthew Streiff is a financial advisor with Edward Jones, holding CFP® and ChFC® designations and over 27 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he owns and manages personal residential rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs and affiliated services. The firm manages over $1 trillion in assets through a large network of advisors and branch offices nationwide.

Sharry Hawkins is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. She holds the Series 66 designation and has previously worked at A.G. Edwards & Sons, Inc. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet certain net-worth thresholds, combining investment research and planning tools with optional implementation through various brokerage and advisory programs.

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.

Jo Anne Marino is a financial advisor at OSAIC with 18 years of industry experience and holds the Series 66 designation. Her career includes roles at Hinck Private Wealth Management, Commonwealth Financial Network, Wells Fargo Advisors, and Wells Fargo Clearing. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm’s investment process emphasizes model-based asset allocation, portfolio optimization, and offers a variety of managed account strategies and third-party manager programs.

Glenn Darrah is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2019 and has also been affiliated with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs among its offerings.

Daniel Burris is a financial advisor at Edward Jones in Venice, FL, holding a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2018 and has prior experience in retail and entertainment-related roles. Outside of his advisory career, Burris serves as president of a community outreach nonprofit. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including wrap fee strategies and separately managed accounts. The firm manages over $1 trillion in assets and operates a nationwide network of advisors and branch offices.

Monica Luna is a financial advisor at Morgan Stanley with two years of industry experience. She holds a Series 66 designation and has worked within various divisions of Morgan Stanley since 2021. Outside of her advisory role, she owns and operates ML Global Resources, Inc., a business focused on organic pesticide distribution. Morgan Stanley Wealth Management serves both individual and institutional clients, offering customized financial planning and advisory programs supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides a broad range of wealth management services.

Kristie Marshall is a Series 66-licensed financial advisor with Edward Jones in North Port, FL, with eight years of industry experience. She previously worked at Seacoast Bank for three years before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a large nationwide network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Christopher Kelly is a financial advisor with Osaic, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has been with Osaic since 2000 and previously worked at Liberty Capital Management from 2000 to 2009. Outside of advising, he owns and manages several rental properties and operates an insurance services business focusing on health, dental, life, disability, property and casualty, and long-term care insurance. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with a model-based investment approach that includes asset allocation, portfolio optimization, and access to various third-party and proprietary strategies.

Goran Kociski is a financial advisor with Wells Fargo Clearing in Englewood, FL, holding Series 63 and Series 65 designations and with 20 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously employed at PNC Wealth Management from 2013 to 2015. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting through a large network of advisors and extensive assets under management.

Bruce Haltinner is a CFP® professional with 42 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He has held prior roles at Raymond James & Associates and A. G. Edwards & Sons, Inc. Haltinner is a member of the investment committee for the Sertoma Club of Venice. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory and financial planning services, supported by extensive research and analytics.

Christy Olin is a financial advisor with Edward Jones in Venice, FL, holding a Series 66 designation and having 12 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies and maintains affiliated capabilities such as a trust company and proprietary mutual funds, operating under a fiduciary standard.

Mark Cochran is a financial advisor at LPL Financial with 39 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at Wells Fargo Clearing and Prudential Equity Group. His outside activities include operating a financial advisory business in Greenbelt, MD. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions to individuals, retirement plans, banks, trust companies, and institutions.

Michael Randolph is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Ameriprise since 2024. His prior experience includes roles at Charles Schwab and TD Ameritrade, along with earlier positions outside finance in the hospitality sector. Ameriprise provides retirement-income planning services aimed at individuals nearing or in retirement with significant investable assets. The firm employs a research-driven, algorithm-supported approach to deliver personalized, tax-efficient retirement income recommendations through a centralized consulting team.

Peter Rouzzo is a financial advisor with Edward Jones in Port Charlotte, FL, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.