Peter Donlevy is a financial advisor with Edward Jones in Port Charlotte, FL, holding a Series 66 designation and one year of industry experience. His prior roles include positions at SGS Maine Pointe, LLC and JandP Group, LLC. 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 strategies supported by a large network of advisors and branch offices nationwide.

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 licenses and 14 years of industry experience. She previously 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 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 supported by research from Wells Fargo Investment Institute and third-party databases.

Dawne Polsinelli is a financial advisor with Primerica Advisors in Port Charlotte, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Primerica Advisors since 2000 and has worked with Primerica Financial Services since 1989. In addition to her advisory role, she is involved in referral activities for home security and automation products and manages crypto investing within a personal Roth IRA. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure, providing custody and trade execution services through Pershing and Primerica Brokerage Services.

Lawrence Hurst is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management. With over 32 years of experience at Merrill Lynch and a team combining 90 years of expertise, he focuses on delivering goal-based wealth management services tailored to individual, family, business, and not-for-profit clients. His approach includes investment planning, retirement income planning, educational expenses, estate planning, and philanthropy, emphasizing a consultative and personalized process. Lawrence holds the Chartered Retirement Planning Counselor™ (CRPC™), Certified Plan Fiduciary Advisor® (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. He is a graduate of Franklin Pierce University with a bachelor's degree in Marketing. As a qualified Portfolio Manager, he manages personalized and defined investment strategies, including individual securities, Merrill Lynch model portfolios, and third-party investment options. In addition to his professional roles, Lawrence serves on the Board of Governors and Brotherhood of Temple Emanuel and has participated in the Headmaster's Council Parent Committee at St. John's Prep. He is also involved in several local charities and civic organizations. His personal interests include golfing, music, skiing, spending time with family, and traveling.

Brian Placke is a CFP®-certified financial advisor with eight years of industry experience. He is currently with Wells Fargo Advisors in Fort Myers, FL, having joined the firm in 2025. His prior experience includes roles at Guardian Life Insurance Company, Park Avenue Securities, and Charles Schwab. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, including specialized planning for business owners, sports and entertainment professionals, and clients with special needs. The firm combines advisory services with other financial products and referral channels, providing tailored recommendations supported by proprietary research and planning tools.

Sean Cervin is a financial advisor at Merrill holding Series 65 and Series 63 credentials. He has experience at institutions including Bank of America, Primerica, and Northwestern Mutual. Outside of finance, he has been involved with OSI Restaurant Services, LLC/Prime Serious Steak since 2023. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

James Conahan is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Raymond James, he served in the U.S. Army from 2017 to 2020 and has experience with various business activities including roles at Jambo Protected LLC and a contractor position with F45 Fitness. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a wide range of clients including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory solutions using analytical tools to support client goals and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Ellen Bush is a financial advisor at Morgan Stanley with 46 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank. Outside of her advisory work, she serves on the board of directors for the Hospital and Healthcare Association of Pennsylvania and the Scranton Chamber of Commerce. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and research.

John Hinck is a financial advisor with Osaic Wealth Inc. holding a Series 63 designation and 46 years of industry experience. His career includes roles at Hinck Private Wealth Management, Commonwealth Financial Network, and Wells Fargo Advisors. Osaic Wealth Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and third-party platforms to manage portfolios across multiple asset classes.

Janet Willingham is a financial advisor at Merrill with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 1998, including her tenure with Bank of America since 2011. 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 offers model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Sullivan is a CFP® professional with over 53 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has held multiple roles within Cambridge and related entities since 2006 and previously worked at Continuity Partners Group, LLC and TBS Agency, Inc. Sullivan serves as a director of The Cambridge Foundation, a nonprofit focused on charitable, literary, scientific, and educational purposes. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, utilizing a range of proprietary and third-party model strategies with both discretionary and non-discretionary implementation options.

Dustin Hays is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has worked at Bank of America N.A., Merrill, and Oppenheimer & Co. Inc. Prior to his financial services career, he spent eight years at Extra Space Storage. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robert Domke is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously owned and operated Defining Realty Co, a real estate brokerage, which he is in the process of closing. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals and institutions. The firm provides a range of advisory programs and investment strategies, supported by a nationwide network of over 23,000 financial advisors.

Thomas Hinck is a financial advisor at Osaic Wealth Inc with 34 years of industry experience. He holds the CFP® designation and the Series 63 license. His previous roles include positions at Hinck Private Wealth Management, Commonwealth Financial Network, and Wells Fargo Advisors. Hinck serves as a board member of the Lemon Bay High School Athletic Association, a local nonprofit focused on fundraising for high school sports programs. Osaic Wealth Inc serves a diverse client base including individual, high-net-worth, pension, and charitable clients through a wide network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to provide portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Lawrence Fiorini Jr. is a CFP® certificant with 36 years of experience in the financial services industry. He is currently affiliated with Cetera and has held roles at Cetera Wealth Services, Kalejta Wealth Management, Voya Financial Advisors, and CliftonLarsonAllen. Outside of advisory work, he is an independent insurance agent and serves as Vice President of Flagship Financial. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to multiple program platforms and third-party managers.

Mary Disher is a CFP® with over 31 years of experience in the financial services industry. She is currently with Cetera and has previously worked with Summit Financial Group Inc and Summit Brokerage Services Inc. She serves on the audit committee for the Girl Scouts of Gulf Coast Florida and holds a leadership role in Toastmasters International. Additionally, she participates as a panel member for the United Way of Charlotte County where she reviews charity funding requests. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a broad range of portfolio management and financial planning services through a large network of independent advisors.

David Denna is a financial advisor at Fidelity with 16 years of industry experience. He holds a Series 66 designation and has been with Fidelity in various roles since 2010. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes proprietary research combined with quantitative analysis and algorithmic portfolio construction to deliver model portfolios across multiple asset classes.

Gregory Ordmandy is a financial advisor at Raymond James & Associates with six years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2019, following six years as a self-employed professional. Outside of advising, he owns and manages a rental property business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets, serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and municipal advisory services, supported by a nationwide network of advisors and a variety of portfolio management styles.

Dawnna Wilson is a Series 66-licensed financial advisor with 12 years of industry experience. She is currently with Osaic Wealth Inc and has previously worked at Commonwealth Financial Network, Raymond James & Associates, Wells Fargo Clearing, and Morgan Stanley Smith Barney. Outside of her advisory role, she is also involved in residential real estate sales in North Port, Florida. Osaic Wealth Inc serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers. The firm offers integrated brokerage and advisory services, utilizing various tools and platforms to construct tailored portfolios across a range of asset classes.