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 19 years of industry experience. She holds a Series 66 designation and has worked with Wells Fargo Clearing and Wells Fargo Advisors Financial Network since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu tailored to clients meeting certain net-worth thresholds, covering areas such as retirement, education, risk management, and specialized planning needs.

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.

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.

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.

Vanya Popadiyna is a financial advisor at Edward Jones in Punta Gorda, FL, holding a Series 66 designation with nine years of industry experience. Her prior work includes positions at Merrill and Bank of America. 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 large nationwide network of financial advisors.

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 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 Series 63 and Series 65 designations. His prior roles include positions at AXA Advisors and VALIC Financial Advisors. He is also the owner of Accredited Wealth Consultants, LLC, where he supervises an administrative assistant. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing a network of Investment Adviser Representatives and third-party asset managers.

Mark Cochran is a financial advisor with LPL Financial who holds Series 63, 65, and 66 credentials and has 39 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Prudential Equity Group, LLC. Cochran operates Cochran Wealth Management as a DBA for his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting its network of over 22,800 advisors managing more than $819 billion in discretionary assets.

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.