Christopher Kelly is a financial advisor with Osaic Wealth, Inc. based in Englewood, Florida, holding Series 63 and Series 65 licenses. He has 32 years of industry experience and has worked at Liberty Capital Management and Osaic since 2000. Outside of his advisory role, he is involved in insurance services through his corporation and manages several rental properties. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services with a range of investment options and employs asset-allocation tools and automated rebalancing to construct client portfolios.

Goran Kociski is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 20 years of industry experience. He has been with Wells Fargo in various capacities since 2015. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Bruce Haltinner is a CFP® with 41 years of industry experience and is currently associated with Wells Fargo Clearing. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC for two years. He serves as an investment committee member for the Sertoma Club of Venice, reviewing quarterly statements and reporting to the board. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans 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.

Stephen Picazio Jr. is a financial advisor with Merrill, holding a Series 66 credential and 28 years of industry experience. He has been with Merrill since 1997 and also associated with Bank of America since 2009. Outside of his advisory role, he serves as a board member of the Venice Nokomis Rotary Club and holds power of attorney responsibilities for family-related matters. 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, pension plans, corporations, and charitable organizations.

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.

Toufik Bouhamid is a financial advisor at Equitable Advisors with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Equitable Advisors since 2012. He is also the owner of Accredited Wealth Consultants, LLC, where he supervises administrative staff. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Ronald Kuperman is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at Janney Montgomery Scott from 1983 to 2025 before joining Equitable Advisors in 2025. His other business activities include outside insurance appointments. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model that combines advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

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.

Michael McDonald is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Fisher Investments since 2016. His practice is based in Venice, FL. Outside of his advisory role, he manages real estate holdings alongside his wife as a landlord, focusing on long-term investments unrelated to securities. Fisher Investments provides discretionary portfolio management to a diverse client base, including institutional investors and high-net-worth individuals, utilizing a centralized investment process that incorporates quantitative and qualitative research. The firm is notable for its global client reach and use of tax-aware and risk management strategies across various asset classes.

Bonnie Gaudreau is a financial advisor with Edward Jones in Venice, FL, holding a Series 66 designation and six years of industry experience. She has been with Edward Jones since 2018, following prior work at Zales, Inc. and involvement in professional photography and digital editing. Outside of advising, she performs video and photo editing on a part-time basis for a literacy program and commercial photography projects. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Alan Gorlick is a financial advisor with LPL Financial in Venice, FL, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He previously worked at Next Financial Group Inc for 14 years before joining LPL Financial in 2025. Gorlick also conducts seminars and workshops through his own firm, Gorlick Financial Strategies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning services, and uses research from multiple sources to support discretionary and non-discretionary portfolio management.

Stephen Wanvig is a financial advisor with Wells Fargo Advisors in Venice, FL, holding CFP® and Series 63 credentials and bringing 34 years of industry experience. He has been with Wells Fargo Advisors since 2013. Outside of his advisory work, he serves as vice president of the South Creek Homeowners Association and is involved in community beautification efforts. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutions. The firm offers a broad planning menu, including specialized services such as business-owner transition and special-needs planning, using proprietary research and planning tools to develop tailored recommendations.

David Russo is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Woodbury Financial Services and Questar Capital Corporation. Russo is also involved in life insurance and fixed annuities through Royal Palm Financial. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides a range of brokerage and investment advisory services supported by advanced portfolio construction tools and multiple third-party solutions.

Jessica Lil Reedman is a financial advisor at Edward Jones in Nokomis, FL, holding a Series 66 designation. She joined Edward Jones in 2026 and has prior experience running Lil Snaps Photography for 14 years. 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 solutions supported by a nationwide network of financial advisors and branch offices.

Jonathan Knott is a CFP® professional with 17 years of experience, currently affiliated with Raymond James Financial Services Advisors, Inc. since 2013. He has held roles at Four Pillars Financial Planning Group and Venice Wealth Advisors, where he maintains ownership of related non-investment support companies. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Thomas Hanks is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 65 credential and has one year of industry experience. Prior to joining Raymond James, he was a partner at Young, Hanks & Hanks CPAs PA and has experience with other CPA firms. He serves as chair of the board for the nonprofit Village on the Isle. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored planning and consulting using analytical tools and supports municipal and public finance through a unique municipal advisor affiliation.

Michael Robertson is a financial advisor at Raymond James Financial with a Series 65 designation and approximately one year of industry experience. Prior to his advisory role, he worked in education, teaching at both the University of Florida and Liberty University, as well as at Venice High School and Venice Middle School. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers tailored, non-discretionary planning and employs analytical tools such as risk profiling and modeling to support client goals.

Geoffrey Fedurek is a CFP®-designated financial advisor with 32 years of industry experience. He is affiliated with Mass Mutual Investors Services and previously spent 19 years with Metlife Securities Inc. He is also licensed as an agent in life insurance, health, and disability income products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning, asset management, and educational seminars to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual financial planning engagements using firm-approved tools and offers a range of planning services including a recent Divorce Planning offering.

Benjamin Krich is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds the Series 63 and Series 66 licenses and has previously worked at Edward Jones, Stifel, and Northwestern Mutual Investment Management. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support its recommendations.