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.

Cynthiea Locala is a financial advisor at Raymond James Financial with 33 years of industry experience. She holds the CFP® designation and multiple securities licenses, including Series 63, 65, and 66. Prior to joining Raymond James, she worked for UBS Financial Services for 10 years. She is also involved in two support companies, Just Cindy LLC and Momentum Wealth Partners LLC, where she serves in advisory and executive roles. 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, and institutions. The firm employs non-discretionary planning and consultative approaches tailored to client goals and supports municipal and public-finance work through its affiliation with a municipal advisor.

Gary Hirschy is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds the Series 66 designation and has worked at Bank of America/Merrill Lynch, Suncoast Credit Union/LPL Financial, and Jpmorgan Chase Bank, N.A. prior to his current role. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

David Selden is a financial advisor affiliated with LPL Financial, holding Series 63 and Series 66 credentials and with 19 years of industry experience. He previously worked at Raymond James Financial Services Advisors Inc. from 2015 to 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisors. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management strategies supported by proprietary research and third-party subadvisors.

Mariah Cudlipp Gant is a financial advisor at OSAIC with eight years of industry experience. She holds a Series 66 designation and has worked at firms including Sagepoint Financial, Inc. and United Planners Financial Services of America. Gant is also president of MEC Financial Services, Inc., a fixed insurance firm, and maintains ownership of an independent insurance business. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to manage portfolios that include a wide range of investment products.

Paige Olin is a Series 66-licensed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, Paige worked in marketing and healthcare-related roles. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Cornelius Bonner is a Senior Financial Advisor and Senior Portfolio Advisor with Merrill Lynch Wealth Management. He joined Merrill Lynch in 2017 as part of the GBSDC Wealth Management Group. Cornelius offers advice tailored to individuals, families, and business clients by understanding their financial goals, focusing on areas such as retirement planning, investment management, wealth transfer, and navigating financial transitions. With experience in the financial industry since 2008, Cornelius works closely with retirees, business owners, widows, and those building long-term wealth. His approach involves developing customized strategies integrating investments, tax efficiency, risk management, and retirement income. He holds the Chartered Retirement Planning Counselor (CRPC) designation and the Personal Investment Advisor (PIA) credential. Cornelius holds a High School Diploma from Sussex County Vocational Technical School and an Associate's Degree from Sussex County Community College. He is involved with the organization Big Brothers Big Sisters. Outside of work, he enjoys cooking, participating in various sports, and spending time with his family.

Chad Lynn is a financial advisor at Edward Jones in Venice, FL, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of investment strategies and affiliated services under a fiduciary standard.

Darren Kaufman is a financial advisor with Primerica Advisors in Sarasota, FL, holding Series 63 and Series 65 registrations and three years of industry experience. His work history includes roles at Primerica Financial Services, E.W. Scripps Company, and AT&T. Outside of his advisory role, he is involved in real estate sales and property management through New Home Suncoast Inc. Primerica Advisors provides discretionary asset management primarily to individual and high-net-worth clients through its Lifetime Investment Program, which offers model-delivery strategies and limited discretionary separately managed account options under a wrap-fee structure.

Amy Depriester is a financial advisor with Merrill in Venice, FL, holding a Series 66 designation and 17 years of industry experience. She has been with Merrill since 2007. Outside of her advisory role, she owns and operates a blog focused on young adult fiction books, providing a fan site for discussions about books, authors, and movie adaptations. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Brian Reichenberger is a CFP® professional with 29 years of industry experience, currently serving as an advisor at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC from 2009 to 2016. He holds Series 63 and Series 65 licenses and is based in Venice, FL. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Annette Celentano is a financial advisor at Stifel with 24 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for 15 years. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Angela Noble is a financial advisor at Morgan Stanley with 37 years of industry experience. She holds Series 63 and Series 66 designations and has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses firm-approved planning tools and structured processes to support financial planning.

Marina Shinsky is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Bank of America, Merrill, and J.P. Morgan Securities. Outside of finance, she has been involved with Brewhouse Fishville LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA 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.

Neal Roberts is a financial advisor with OSAIC in Englewood, FL, holding Series 63 and Series 66 licenses and 21 years of industry experience. His prior roles include positions at SagePoint Financial and Kevin M Gustafson Financial, Inc., alongside ongoing work at Murray & Roberts CPA Firm where he provides tax and accounting services. Outside of advisory work, he is a partner in an LLC that reviews financial software and coordinates building maintenance. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of advisors and platforms. The firm offers integrated brokerage and advisory services with portfolio construction tools and access to third-party money managers, operating through a complex, multi-entity corporate structure.

Jesse Horton is a financial advisor with Wells Fargo Clearing in Sarasota, FL, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Consumers Credit Union, Cuso Financial Services, State Farm, Bank of America, and Merrill. 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 vehicles and bank deposit sweep options among its investment offerings.

Laura Russell Grigore is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. She holds a Series 63 designation and has worked at Wells Fargo Advisors and Wachovia Bank prior to her current role. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions.

Heather Duquette is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 13 years of industry experience. She has worked at Wells Fargo Advisors, ViewTrade Securities, and Signator Investors. Outside of her advisory role, she coaches volleyball at Riverview High School and Elite Volleyball Prep Academy in Sarasota, FL. Wells Fargo Clearing provides retirement plan consulting services for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a broader investment menu that includes insurance-related products and bank deposit sweep options.