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.

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, 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.

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.

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.

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.

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.

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.