Seth Rohrbaugh is a financial advisor with LPL Financial in Venice, FL, holding a Series 66 designation and 14 years of industry experience. He previously worked at Grove Point Investments, LLC, Grove Point Advisors, LLC, Springfield Financial Group Inc., and H.Beck, Inc. Rohrbaugh is also involved with Springfield Financial Group Inc., a business related to his advisory activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of investment options including financial planning, model portfolios, and institutional platforms, supported by advanced operational and research tools.

Douglas Bailey is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its Private Bank since 2010. 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, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

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. He has previously worked at Wells Fargo Clearing, Merrill, and Banc of America Investment Services. Outside of his advisory work, he serves as a project design consultant for Three Cord Builders. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports its network with model portfolios, third-party asset managers, and technology-driven operational tools while offering services that extend beyond advising, including affiliated insurance and banking partnerships.

Robert Duncan is a CFP® with 32 years of industry experience, currently affiliated with Cetera since 2025. He previously spent over three decades with Avantax Advisory Services and Avantax Investment Services. In addition to his advisory work, he is involved with Foremost Business Services, a tax preparation and accounting business he has operated since 1990. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a large network of independent advisors, utilizing multi-manager platforms and a variety of program structures.

Douglas Marlow is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at OSAIC since 2018. Prior to that, he was associated with Sii, Central Financial Group, and Ameritas Investment Corp. Marlow is also president and CEO of MarlowCorp, a holding company he established for managing business operations. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services. The firm uses a model-based investment process emphasizing asset allocation and portfolio optimization, supporting discretionary and advisor-managed strategies alongside multiple custodial arrangements.

Derek Delagrange is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Wells Fargo Clearing and Bank of America. Outside of his financial career, he is the owner and partner of Best Dads Corp, a nonprofit organization aimed at helping fathers improve their parenting. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screens and qualitative research to build model asset allocations, incorporating ESG frameworks and leveraging the broader capabilities of affiliated investment-management entities.

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.

Phebe Cosmo is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds the Series 66 designation and has worked with JPMorgan Chase and J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates systematic quantitative screens and qualitative research, supported by a centralized manager solutions team.

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 at OSAIC with 27 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at firms including Securities America Advisors and INVEST Financial Corp. Outside of his advisory work, Friedman is a partner and CPA at Fisher & Friedman, PA, and serves as a board member for the Trop Rock Music Association. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm utilizes a multi-advisor platform offering brokerage and advisory services with a model-based investment approach emphasizing asset allocation and portfolio optimization.

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 Certified Financial Planner® with 30 years of industry experience and is currently affiliated with Osaic. He has held positions at Hinck Private Wealth Management, Commonwealth Financial Network, Wells Fargo Advisors, Wells Fargo Clearing, and A.G. Edwards & Sons. He serves as a board member for the Englewood Community Redevelopment Agency and the Charlotte Harbor Sunset Rotary Board. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm employs model-based asset allocation and portfolio optimization combined with discretionary and third-party investment strategies, and is notable for its scale, complex affiliate network, and private-equity ownership.

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 and has 19 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked at Old National Bank and LPL Financial since 2005. Rowe serves as a Vice President at Old National Bank, participating in its referral program for banking products. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a broad range of financial planning and investment management solutions through a large network of advisors.

Thomas Agostinelli is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at LPL Financial since 2009, following prior roles at Citigroup Global Markets and Legg Mason Wood Walker, Incorporated. Outside of his advisory practice, he occasionally manages financial affairs for his son, who is serving in the U.S. Navy. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment services through a large network of advisers, with access to model portfolios, third-party management, and institutional platforms.

Floyd Rinehart is a CFP®-certified financial advisor with LPL Financial, where he has worked since 2002. He has 34 years of industry experience and holds a Series 63 license. He is based in Venice, FL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and extensive operational resources.

Brian Dayton is a financial advisor at Ameriprise with five years of industry experience. His prior roles include positions at NYLIFE Securities LLC and New York Life Insurance Company. He has also been involved with Eagle Strategises LLC and held various roles outside the financial industry prior to 2019. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet certain asset criteria. The firm provides written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies, using a combination of research, modeling, and tax-efficiency analysis.

Michael Parker is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Target for 22 years and had brief roles at Publix Super Markets and periods of retirement. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across the wealth spectrum, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.