Sergiu Pletosu is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has prior experience at Edward Jones Financial and various real estate and outsourcing roles. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Glen Payne Jr. is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. 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 under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Andrew Barclay is a financial advisor at OSAIC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Woodbury Financial Services and Thrivent Financial. Barclay is also president of Barclay Investments, a sole proprietorship focused on financial planning and wealth management. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a broad network of financial advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across various asset classes.

Paul Spada is a financial advisor with Morgan Stanley in Venice, FL, holding a Series 66 designation and four years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and prior work connected with the University of Miami and Turner Construction. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through a combination of direct and corporate financial planning agreements.

Roy Borrego is a financial advisor with Merrill in Punta Gorda, Florida, holding a Series 66 credential and 27 years of industry experience. He has been with Merrill Lynch PF & S Inc. since 1999 and Bank of America, NA since 2009. Outside of his advisory role, Borrego is involved as a general partner in Borrego Brothers LLC and serves as a committee member for It's Our Turn, Inc., a local nonprofit supporting veterans. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary strategies for a range of clients including individuals, high-net-worth investors, and charitable organizations.

Gail Costa is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has been in the financial services industry for over 23 years and is a CERTIFIED FINANCIAL PLANNER® certificant as well as a Chartered Retirement Planning Counselor™. She leads the Costa Leonard Wealth Management Group, focusing on providing financial advice and guidance with a long-term approach to families, individuals, and business owners. Her expertise includes retirement management, investment management, portfolio management, and insurance, with particular attention to life and long-term care insurance and income annuities. Prior to her financial services career, Gail worked for over 18 years in information technology as an international sales and marketing manager. Gail holds an M.B.A. from the Katz Graduate School of Business at the University of Pittsburgh and dual B.A. degrees in Economics and French from Albion College. She is involved with the Civic Light Opera Guild and the Camp Nicolet Foundation. In her personal time, she enjoys antiquing, camping, golfing, interior decorating, reading, running, sewing, spending time with her family, tennis, and watching movies.

Rachel Layton is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. Her prior work includes positions at Chapman Insurance Group and Landmark Realty. She is based in Punta Gorda, FL. Merrill, along 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 using model-based and discretionary investment strategies.

Bradley Schott is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Investacorp and Securities America Advisors. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of advisers and multiple platforms. The firm uses asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios that include a variety of investment types.

Samuel Mitchell is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at SunTrust Advisory Services and Foresters Financial. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Denise Manning is a financial advisor with UBS Financial Services in Venice, FL, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. She has been with UBS since 1999. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

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.

Ryan Rupert is a financial advisor at Morgan Stanley with 19 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he is an owner and partner of Willow Pens LLC in Punta Gorda, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

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.