Anthony Stonger is a financial advisor with Edward Jones in Bloomington, IN, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has been with Edward Jones since 1995. Outside of his advisory work, he serves as the secretary of a local Rotary club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of advisors and offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Louis Gallipoli is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 65 designations and has held positions at Cetera Wealth Services, Gallipoli Wealth Management LLC, and Gallipoli & Gallipoli, P.C. Outside of wealth management, he is an independent insurance agent and serves as Chief Financial Officer for Cavalier Logistics Management. Cetera Investment Advisers LLC is an SEC-registered adviser with a large nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, managing over $256 billion in assets.

Kenneth Jenkins Jr. is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. His prior roles include positions at PNC Wealth Management, Fifth Third Bank and Securities, Synovus Bank, Bank of America, and United Fidelity Bank. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and utilizes research and analytics to support diversified investment strategies.

Davis Masella is a financial advisor with Edward Jones in Englewood, FL, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Red Rhino Leak Detection and Publix Super Markets Inc. He is also associated with Sarah Masella Photography as an authorized person. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of advisors, offering various advisory programs and investment solutions under a fiduciary standard.

Kelley Tate is a financial advisor with Raymond James Financial Services Advisors, Inc. in Venice, FL, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. Prior to joining Raymond James in 2026, Tate worked at Stifel Independent Advisors, LLC and Wells Fargo Advisors. Outside of advisory work, Tate serves on the finance council of Epiphany Cathedral Church, reviewing budgets for the church and school. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and analytical tools to support client goals and is noted for its municipal advisor affiliation and customized SIMPLE IRA advisory services.

James Tate Jr. is a CFP®-certified financial advisor with 10 years of industry experience, currently with Raymond James Financial in Venice, FL. His prior roles include positions at Stifel Independent Advisors, LLC and Wells Fargo Advisors. He serves as a board member and Sargent of Arms for the Sertoma Club of Venice and is also involved with Family Promise of South Sarasota County, a nonprofit supporting housing for children and families. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and investment consulting that incorporates analytical tools and risk profiling, supporting client implementation through its advisory programs and partnerships.

Henry Kramarski is a CFP® professional with 42 years of experience in the financial services industry. He is currently affiliated with Ameriprise Financial Services LLC, where he has worked since 2024, following a 23-year tenure at Linsco Private Ledger Corp. He is also the owner of Legacy Wealth Management Group LLC, which manages his Ameriprise advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, featuring a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Timothy Raynor is a financial advisor with Merrill, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He has been with Merrill since 2009. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Daniel Espenscheid Jr. is a financial advisor at Raymond James Financial with two years of industry experience. Prior to joining Raymond James in 2025, he worked at Commonwealth Financial Network for eleven years. He also holds a Series 66 designation. Outside of advisory services, he occasionally sells life insurance policies to current clients with specific needs. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools and supports municipal advisory services and customized retirement plan consulting.

Steven Markovic Sr. is a financial advisor with Primerica Advisors in Port Charlotte, FL, holding Series 63 and Series 65 licenses and offering 39 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1987. In addition to his advisory work, he is involved in non-investment business activities related to home security and automation product referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors and emphasizes model-driven investment strategies supported by third-party asset managers and custodians.

Glen Simmonds is a CFP® with 22 years of industry experience currently affiliated with Morgan Stanley. His prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He also serves as power of attorney for his father, dedicating a small amount of time monthly to managing related matters. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs and tailored financial planning to both individual and institutional clients.

James Sproul is a CFP® and holds a Series 66 license with 19 years of experience in the financial industry. He has been with Edward Jones since 2007. Based in Port Charlotte, FL, Sproul's professional background is focused on wealth management under the Edward Jones platform. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Whitis Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and over 36 years of industry experience. He has worked at Cetera and its affiliated entities since 2022, and previously spent 17 years with First Allied Securities and its related firms. Outside of advising, he serves as treasurer for a nonprofit organization and is involved in retail sales through a partnership. Cetera Investment Advisers LLC is an SEC-registered firm offering a range of portfolio management and financial planning services to individual, corporate, institutional, and charitable clients. The firm supports a multi-manager platform with a variety of program options and serves a large client base through an extensive network of advisors.

Richard Fontana is a financial advisor at Raymond James & Associates with 45 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James since 2013. He serves on the Finance Committee of the Isles Yacht Club in Punta Gorda, FL, where he assists with financial oversight and policy recommendations. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and public entities, offering financial planning, investment consulting, and institutional fiduciary solutions.

Thomas Bergen III is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity entities since 1997, including Strategic Advisers and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages its oversight with a focus on addressing conflicts of interest.

Jacqueline Purcell is a Senior Financial Advisor with Merrill Lynch Wealth Management, where she works closely with clients and their families to identify financial needs and develop strategies aimed at wealth acquisition, growth, and transition through changing goals. As part of the Wadsworth Potosky Purcell Group, she focuses on creating financial strategies tailored to each client's unique objectives. Jacqueline brings experience as a former senior executive of a Cleveland-based company, providing a distinct perspective to her advisory role. Her areas of focus include personal retirement planning, women and wealth, and retirement income. She holds the Professional Investment Advisor (PIA) designation and has completed education at Glenforest Secondary School and Humber College. She is actively involved in her community, including membership in the Chagrin Valley Chamber of Commerce and participation in the Chagrin Valley Women's Club. In her spare time, Jacqueline enjoys cooking, gardening, skiing, spending time with her family, and traveling.

Cassie Collins is a financial advisor at Edward Jones with nine years of industry experience. She holds the ChFC® designation and Series 66 license and has been with Edward Jones since 2016. Based in Venice, FL, her career has been focused entirely within the firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jonatan Diaz is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2018, also maintaining a position at Wells Fargo Bank, N.A. since 2015. Outside of his advisory role, Diaz is a 50% owner of JDP Construction, LLC, involved in managing residential property development. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Anthony Tee is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and over 34 years of industry experience. His prior roles include positions at SagePoint Financial, Next Financial Group, Inc., and Raymond James Financial Services, Inc. He is also a licensed insurance agent authorized to offer non-securities insurance products to clients. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm provides a range of brokerage and advisory services supported by model-based asset allocation, portfolio optimization, and access to third-party money managers and alternative investments.

Lou Athanas Jr. is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2009 and 2015, respectively. He serves as a board member of the Gilford Educational Endowment Fund, a nonprofit focused on children and youth. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and modeling techniques to develop tailored financial plans.