Christopher Bouley is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He previously worked at UBS Financial Services for nine years before joining Wells Fargo in 2024. Outside of his advisory role, he co-hosts a radio show on WNRI Radio Station. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Janice Mowen is a financial advisor with Thrivent Investment Management in North Port, FL, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has been with Thrivent since 2015. Outside of her advisory role, she is a manager and co-owner of DGM Investments, LLC, which manages real estate properties. Thrivent Investment Management provides Dedicated Planning Services for individuals, families, businesses, and nonprofit clients through a network of advisors. The firm offers goal-based, holistic financial planning addressing topics such as retirement, taxes, and estate planning, with an option to combine planning and managed-account services under a consolidated billing program called WealthPlan.

Jorge Romero is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at LPL Financial since 2023. His prior experience includes roles at Oppenheimer & Co., Inc., Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. Outside of his advisory work, he operates a business called Certification Tutor LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and portfolio management solutions supported by both proprietary and third-party research.

Michael Kreuziger is a financial advisor with Ameriprise, holding CFP® and Series 63 designations, and has 32 years of industry experience. He has been with Ameriprise since 1993, including its affiliated entities. Outside of advising, he is involved in real estate ownership and operates a consulting business. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, delivering personalized, research-supported recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Hector Rodriguez is a financial advisor with LPL Financial in Venice, FL, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has been with LPL Financial since 2002, including its predecessor, Linsco Private Ledger Corp. Outside of advisory services, he operates as an independent insurance agent specializing in fixed insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, supporting both discretionary and non-discretionary management with access to research, model portfolios, and various investment strategies.

John Churilla is a financial advisor with Wells Fargo Clearing in Venice, FL, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he owns a rental property in Nokomis, Florida. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

John Texada is a financial advisor at LPL Financial in Sarasota, FL, holding Series 63 and Series 66 licenses with 22 years of industry experience. His prior roles include positions at First Horizon Advisors, infinex Investments, Inc., and iBeria Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of representatives. The firm offers a broad range of financial planning, advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options.

Brandi Davan is a financial advisor with Merrill in Venice, FL, holding a Series 66 designation and with nine years of industry experience. She has been with Merrill since 2016. Outside of her advisory role, she operates a family household employer entity to manage payroll for her in-home daycare provider. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

William Forlow is a CFP® professional with 23 years of industry experience, all spent at Edward Jones since 2003. He holds Series 63 and Series 66 licenses and is based in Englewood, Florida. Outside of his advisory role, he is the managing member of Forlow Marine Services LLC, a marine services business in Port Charlotte, Florida. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, including managed solutions, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large national presence with a significant retail advisor and branch network.

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.

Merri Hall is a CFP®-certified financial advisor with 34 years of industry experience, currently with Wells Fargo Clearing since 2024. Her prior experience includes roles at LPL Financial and M&T Bank. Outside of her advisory work, she serves as a notary public and acts as a trustee and executor for family-related trusts and estates. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

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.

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.