Sherry Brenneman is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Her prior experience includes roles at Noesis Capital Management Corp and other firms. 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 23,000 advisors and more than 15,000 branch offices.

Christopher Church is a financial advisor with Primerica Advisors in Port Charlotte, FL, holding Series 65 and Series 63 licenses and 17 years of industry experience. He has been with Primerica Advisors since 2008 and previously served 14 years with Charlotte County Fire/EMS. Outside of his advisory role, he is CEO and partner of Estates Authority LLC and is involved in non-investment business activities related to home security and automation referrals. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates a wrap-fee asset management program utilizing model-delivery strategies managed by unaffiliated asset managers, with support from BNY Mellon Advisors and Pershing for trade execution and custody.

James Schultz Jr. is a financial advisor with OSAIC, holding a Series 66 designation and bringing 24 years of industry experience. He previously worked for American Portfolios Financial Services for 14 years before joining OSAIC in 2024. Outside of advising, he is a member of Wealth Strategies Group, LLC, which is involved in insurance sales. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs various tools and third-party platforms to construct portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments, managing accounts on discretionary or non-discretionary bases.

Kellie R. Sheryak is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. She has been with UBS since 2013. Outside of her advisory role, she is involved as a board member and court-appointed advocate for CASA, serves on the board of Spalding University, and participates in a business group focused on educating business owners. Additionally, she is a partner in LLCs that operate sailboat charter businesses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Nicholas Magero is a financial advisor with Wells Fargo Advisors in Venice, FL, holding a Series 66 designation and 17 years of industry experience. He has been with Wells Fargo in various capacities since 2011. Outside of his advisory work, he is involved in several investment-related business activities, including ownership and trustee roles in LLCs focused on investment and insurance consulting. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, providing a broad range of investment and financial planning services. The firm emphasizes tailored recommendations using proprietary research and planning tools, offering clients the option to implement advice through brokerage or advisory programs.

Daniel Kress is a financial advisor at OSAIC with 38 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Royal Alliance Associates, Inc. since 2018, following a 30-year tenure at Signator Investors, Inc. He is involved in Kress Financial Services, which engages in sales and marketing of securities, investment advisory, and insurance products. OSAIC serves a wide range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs asset-allocation tools and risk-tolerance assessments to construct diversified portfolios and provides access to third-party money managers and unified managed accounts.

Brian Connor is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for SagePoint Financial for 10 years. Connor also serves as president of Asset Wealth Management Services Inc., a corporation related to his registered investment advisory and insurance activities. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party solutions to manage portfolios that may include various securities and alternative investments.

Kevin Cox is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has worked with Morgan Stanley since 2009 and has been associated with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including financial planning that utilizes structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Michael Ernsting is a Series 66-licensed financial advisor at Edward Jones with 10 years of industry experience. He has been with Edward Jones since 2015. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Joseph Johnson is a financial advisor at Raymond James Financial with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Riverside Financial and Johnson Financial Strategies. Outside of his advisory work, he serves as CEO of Next Millennium, a company that sells sports tickets and travel packages. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers non-discretionary, tailored advice using analytical tools and supports a large network of advisors with specialized municipal finance and retirement plan consulting services.

Lawrence Rolland is a CFP® professional with 25 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He previously worked at LPL Financial LLC and LaSalle St. Investment Advisors, LLC. Rolland has longstanding involvement with Community First Bank. 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, corporations, and institutional clients, offering tailored, non-discretionary planning and investment consulting supported by advanced analytical tools.

James Desisto is a financial advisor at Cetera with 22 years of industry experience and holds the Series 66 designation. Prior to joining Cetera, he held positions at Voya Financial Advisors and has been involved in manufacturing consulting through his ownership of Management Consulting Services since 2012. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services delivered through a nationwide network of over 10,000 advisors.

Jay Mchargue is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Venice, Florida. He has been with Merrill Lynch since 1981, focusing on portfolio management of individual assets. His client focus areas include family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, socially responsible and ESG investing, tax minimization, and retirement income. Jay holds a Bachelor's Degree in Economics from Indiana State University. He has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). His professional affiliations have included serving on the Board of Directors of the Indiana State University Foundation and the Gulf Coast Community Foundation, where he was also board chair, as well as serving on the board for Historic Spanish Point. He is a member of the Venice Yacht Club and resides in Sarasota, Florida, with his wife, Beth. Jay enjoys biking, gardening, and hiking. After years of involvement with the Gulf Coast Community Foundation and the Indiana State University Foundation, he is currently taking a break from community board activities.

Eric Caplinger is a financial advisor with Cetera and holds Series 63, 65, and 66 licenses. He has 37 years of industry experience, including 18 years at Eaton Vance Management before joining Cetera. Outside of advising, he is CEO and 49% owner of CAP-SNACKS LLC, a business specializing in high-end vending machines. Cetera Investment Advisers LLC serves a broad range of clients from individuals to institutional accounts through a large network of independent advisors. The firm offers diversified portfolio management and financial planning services with multiple program structures, including access to third-party managers and customized investment strategies.

Scott Nehra is a financial advisor with Morgan Stanley in Venice, FL, holding a Series 66 designation and 25 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and offers plans both directly and through corporate agreements.

Ronald Troyan is a Series 63 licensed financial advisor with 36 years of industry experience. He has worked at OSAIC since 2024 and previously spent 18 years at Woodbury Financial. Outside of his advisory role, he owns and manages consulting and practice management firms. OSAIC serves a diverse client base, including individual and institutional investors, offering integrated brokerage, investment advisory services, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to manage portfolios that may include a variety of securities and investment types.

Steven Muse is a financial advisor at Edward Jones in Port Charlotte, FL, holding a Series 66 designation with 11 years of industry experience. He was previously with Merrill from 2003 to 2018 before joining Edward Jones in 2018. 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 through a nationwide network of more than 23,000 financial advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Sydney Young is a financial advisor at Stifel with one year of industry experience. Prior to joining Stifel, Young worked at Young Hanks and Hanks CPAs PA from 2017 to 2024 and Robinson Hanks Young and Roberts PA from 2009 to 2017. Outside of finance, Young serves as a board member of Loveland Living Inc., an organization supporting adults with intellectual and developmental disabilities. Stifel serves a diverse client base including individuals, institutions, and municipalities, providing brokerage and investment advisory services. The firm employs a proprietary analytical methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Kara Cioffi is a Series 66 licensed advisor with Merrill, where she has worked since 2019. She has 14 years of industry experience, including prior roles at SunTrust Investment Services and SunTrust Advisory Services. Outside of finance, she is involved as a member and partner in A&M Ceramic Coating, LLC, a business specializing in ceramic coating for vehicles and other equipment. Merrill 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 and profit-sharing plans, corporations, and charitable organizations.

Charles Cash is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and two years of industry experience. He has worked at Avantax Insurance Agency and Avantax Advisory Services, and he is the managing member of AIS Tax and Financial, LLC, a tax advising and preparation firm he has operated since 2011. Outside of financial advising, he manages Suncoast Stables, LLC, a horse boarding facility he co-owns. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and access to a multi-manager platform with both affiliated and third-party managers.