Anthony Rinaldi is a financial advisor with Morgan Stanley, holding Series 65 and Series 63 licenses and bringing 30 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes and firm-approved tools in its services.

Douglas Newman is a financial advisor with LPL Financial in Venice, FL, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with LPL Financial since 1996. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by various model portfolios, research, and technology-driven strategies.

David Gordon is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in areas such as college education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, women and wealth, sports and entertainment, tax minimization, and retirement income. David collaborates closely with clients to develop personalized financial strategies aimed at pursuing long-term goals. Originally from Long Island, David moved to Englewood, Florida at a young age. He graduated from the University of Saint Francis, where he was a four-time NCAA Division 1 letterman in tennis and a member of the Tau Kappa Epsilon fraternity. After working as a stock broker in New York for ten years, he relocated back to the Englewood/Venice area in 2007 to be near his mother. He holds professional designations including Personal Investment Advisor (PIA), Sports & Entertainment (SE), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). David is involved in community organizations such as Kiwanis and Venice Little League. He enjoys spending time with his family, playing basketball and tennis, and coaching little league baseball. His experience living near retirees has provided him with further insight into retirement planning and related client needs.

Seth Rohrbaugh is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Grove Point Investments, Springfield Financial Group, and H.Beck, Inc. He is based in Venice, FL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by model portfolios, research, and technology-driven solutions.

Joseph Mastroianni is a financial advisor with LPL Financial in Venice, FL, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior work includes roles at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of advisory work, he serves as a project design consultant for Three Cord Builders. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing discretionary and non-discretionary management supported by model portfolios and research.

Robert Duncan is a CFP® professional with 31 years of industry experience. He has worked with Avantax Advisory Services and Avantax Investment Services, Inc. for over 30 years before joining Cetera in 2025. In addition to his advisory role, he is involved with Foremost Business Services, Inc., a tax preparation and accounting business he has been associated with since 1990. Cetera Investment Advisers LLC is a national SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes both affiliated and unaffiliated managers.

Douglas Marlow is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has previously worked with Central Financial Group and Ameritas Investment Corp and is currently president and CEO of MarlowCorp, a holding company. Outside of advisory activities, he serves as a managing partner and officer in multiple real estate LLCs that hold commercial properties rented to Central Financial Group. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across various investment types and supports multiple third-party platforms and programs.

Derek Delagrange is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His career includes roles at Wells Fargo Bank and Clearing, Bank of America, and currently J.P. Morgan. Outside of his advisory work, he is the owner of Best Dads Corp, a nonprofit organization focused on supporting fathers. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and plan sponsors, offering asset allocation advice and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory capabilities with broker-dealer and investment advisory functions, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Blase Sparma is a financial advisor at Stifel with 25 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, N.A. from 2011 to 2020. Outside of his advisory role, he serves on the board of the Boosters Foundation Inc., supporting local charities focused on children and young adults with learning disabilities. Stifel serves a diverse client base including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary capital market assumptions and probabilistic modeling to guide asset allocation, retirement, insurance, and estate planning decisions.

Brian Calka is a CFP® and Series 66-licensed advisor with Edward Jones, based in Venice, FL. He has six years of industry experience, including six years at Edward Jones and prior roles in construction companies. 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 and branch offices.

John Knott Jr. is a financial advisor with Raymond James Financial in Englewood, FL, holding Series 65 and Series 66 licenses and seven years of industry experience. He has worked at Raymond James Financial Services Advisors Inc. since 2019 and previously spent eleven years at R. J. Reynolds Tobacco Co. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm uses fact-finding, risk profiling, and analytical modeling to tailor non-discretionary planning and consulting to client goals and supports a broad advisor network with specialized consulting programs.

Phebe Cosmo is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities and affiliated entities since 2012. J.P. Morgan Securities LLC 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 brokerage and investment management capabilities, delivering recommendations through a non-discretionary program supported by an in-house manager solutions team and a centralized due-diligence framework.

Kimberly Storie is a financial advisor at Edward Jones in Venice, FL, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, she worked in the recreational vehicle and marine industry for several years. Outside of her advisory role, she owns a rental property in North Port, FL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

John Spada is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market-based return estimates.

Mark Friedman is a financial advisor with OSAIC who holds Series 65 and Series 66 credentials and has 27 years of industry experience. His prior roles include positions at Securities America Advisors and INVEST Financial Corp. In addition to his advisory work, he is a partner and CPA at Fisher & Friedman, PA, providing tax preparation and accounting services, and he serves as a board member of the Trop Rock Music Association. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm uses firm-provided asset allocation tools and supports a variety of managed account solutions across discretionary and non-discretionary platforms.

James Crites is a financial advisor with Edward Jones in Venice, FL, holding a Series 66 designation and four years of industry experience. Before joining Edward Jones in 2022, he worked at Palm Beach Quote Insurance and Northwestern Mutual, among other roles across various industries. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

James Hinck is a CFP®-credentialed financial advisor with 30 years of industry experience. He is currently with OSAIC Wealth Inc and has held prior roles at Hinck Private Wealth Management, Commonwealth Financial Network, and Wells Fargo Advisors. Hinck serves on the boards of the Englewood Community Redevelopment Agency and the Charlotte Harbor Sunset Rotary, involving community redevelopment and nonprofit literacy and leadership programs. OSAIC Wealth Inc serves a diverse client base—including individual, high-net-worth, institutional, and nonprofit clients—offering integrated brokerage, advisory services, and a broad range of portfolio management solutions through a large network of affiliated advisors.

Tyler Shambora is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2022. Prior to his advisory role, he spent five years with Sarasota County Schools and one year at the University of Virginia. Outside of his financial advisory work, Shambora coaches high school and youth baseball, focusing on athlete recruitment and player development. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charities. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated financial services through a large network of advisors and branch offices.

Gidget Rowe is a financial advisor with LPL Financial in Port Charlotte, FL, holding Series 63 and Series 65 credentials and 19 years of industry experience. She has worked with LPL Financial since 2005 and with Old National Bank since 2007, where she serves as Vice President involved in a referral program for banking products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

Thomas Agostinelli is a financial advisor with LPL Financial in Venice, FL, holding Series 63 and 65 credentials and 27 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory work, he acts in a fiduciary capacity managing financial affairs for his son, who is in the US Navy, during deployments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management with access to model portfolios and research from various sources.