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.

Cherie Duriez is a financial advisor with Primerica Advisors in Sarasota, FL. She holds Series 65 and Series 63 licenses and has experience working at PFS Investments Inc., Primerica Financial Services, and Jacent since 2025. Prior to her advisory career, she served in the military from 2016 to 2025. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets, delivering advisory services through model-based strategies supported by third-party asset managers.

Scott Woods is a financial advisor with Robert W. Baird & Co., holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Robert W. Baird & Co. since 2012. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The team provides a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

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.

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.

Rebecca Fisher is a financial advisor with Cetera and holds the Series 66 designation. She has 24 years of industry experience, including 12 years with Cetera and more than 20 years with Achieva Credit Union. She is based in Sarasota, FL. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Christopher De Michele is a financial advisor with Edward Jones in Sarasota, FL, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a large nationwide network of advisors and branch offices.

Robert Rosenberg is a financial advisor with Cetera, holding a Series 66 designation and 22 years of industry experience. He has worked at Cetera Wealth Services, Summit Financial Group, and Summit Brokerage Services. Rosenberg serves on the board of Cardinal Mooney High School and is involved in organizing fundraising events for local schools and nonprofits in Sarasota, FL. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Alexander Gelbert is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Chase Bank and Janus Henderson Distributors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to build model asset allocations and incorporates ESG criteria within eligible strategies.

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, particularly in the Venice area. Cole also focuses on wealth management, estate planning services, and wealth transfer strategies for multigenerational families. He holds a Bachelor's degree in Finance and a Bachelor's degree in Economics from Northeastern University in Boston. Additionally, Cole earned his CERTIFIED FINANCIAL PLANNER™ certification in 2022 and is a Personal Investment Advisor (PIA). His areas of expertise include family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, socially responsible and values-based investing, tax minimization, and retirement income strategies. Cole is involved in the community through organizations such as Take Stock in Children and the Venice Arts Center. His professional focus is on assisting clients with investment planning, risk management, and tax minimization strategies to help optimize the financial outcomes for clients and their families.

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.

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.

Leroy Vinson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 11 years of industry experience. He has worked at Wells Fargo Clearing since 2017 and has been with Wells Fargo Bank, N.A. since 2012. 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.

Jared Motzenbecker is a CFP® professional with 21 years of experience, currently affiliated with LPL Financial in Sarasota, FL. His prior experience includes roles at MFS Fund Distributors, Inc. and Gulfside Bank. He is involved in Forthright Financial Planning, LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing hundreds of billions in assets.

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.

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 with Equitable Advisors in Osprey, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior work includes nearly a decade at Valic Financial Advisors and eight years at Axa Advisors, LLC. He is also owner of Accredited Wealth Consultants, LLC. Equitable Advisors serves individuals, pension plans, corporations, and charitable organizations with financial planning, retirement plan consulting, and asset management programs. The firm’s approach involves assessing client risk tolerance and matching them to model portfolios or discretionary managers, utilizing both proprietary and third-party investment solutions.

Ronald Kuperman is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and with 43 years of industry experience. He previously worked at Janney Montgomery Scott LLC and Janney Montgomery Scott Inc., where he spent over four decades. His other business activities include outside insurance appointments. Equitable Advisors serves individual and institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm offers a range of advisory models through both proprietary and third-party managers, focusing on matching clients to appropriate investment solutions without sponsoring its own wrap fee program.

Alina Gray is a financial advisor at Raymond James Financial Services Advisors, Inc. with 15 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at several notable firms including Truist Advisory Services and SunTrust Investment Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm delivers tailored, non-discretionary planning and investment consulting using risk profiling and analytical modeling, supporting clients through a broad network of advisors and specialized programs.