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®-designated financial advisor with Wells Fargo Advisors in Fort Myers, FL, bringing eight years of industry experience. His prior roles include positions at Guardian Life Insurance Company, Park Avenue Securities, and Charles Schwab. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, delivering tailored recommendations through a combination of research, planning tools, and simulation models. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis.

Sean Cervin is a financial advisor at Merrill with Series 63 and Series 65 credentials and no industry experience. His prior work includes roles at Bank of America, Primerica, Northwestern Mutual, and financial education positions at the University of Florida and Sarasota Military Academy. Outside the financial sector, he is involved with OSI Restaurant Services, LLC/Prime Serious Steak. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

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.

Austin Pearl is a financial advisor at Ameriprise Financial Services, LLC, holding a Series 65 credential with one year of industry experience. Prior to joining Ameriprise, he worked as a business consultant and was involved with PatientFlo LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement income planning through a centralized team, using proprietary research and algorithmic tools.

John Hinck is a Series 63–licensed financial advisor with 46 years of industry experience. He is currently with OSAIC and has previously worked at Commonwealth Financial Network, Wells Fargo Advisors, Wells Fargo Clearing, and A.G. Edwards & Sons. Hinck also operates Hinck Private Wealth Management. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory programs, utilizing a model-based investment process with portfolio optimization and multiple management strategies delivered through an extensive affiliate network.

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® credentialed financial advisor with 53 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior roles include positions at TBS Agency, Inc. and Continuity Partners Group, LLC. Sullivan also serves as a director of The Cambridge Foundation, a nonprofit focused on charitable, literary, scientific, and educational purposes. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual, pension, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and proprietary strategies.

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 with Osaic Wealth Inc. in Englewood, Florida, holding the CFP® designation and Series 63 license. He has 34 years of industry experience, including prior roles at Hinck Private Wealth Management, Commonwealth Financial Network, and Wells Fargo Advisors. He 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 serves a broad range of retail and institutional clients through a multi-advisor platform, offering both brokerage and advisory services that include financial planning, advisor-managed portfolios, and retirement plan consulting. The firm utilizes a model-based investment process emphasizing asset allocation and portfolio optimization with access to various discretionary and third-party management options.

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 17 years of industry experience. He holds a Series 66 designation and has worked at Fidelity since 2010, including seven years with Fidelity Personal and Workplace Advisors and most recently with Fidelity Investments. Prior to joining Fidelity, he spent one year at Merrill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles with registered investment companies, and integration of advanced technologies such as AI and large language models in its research process.

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-registered financial advisor with OSAIC, based in Englewood, FL, and has 12 years of industry experience. Her prior roles include positions at Commonwealth Financial Network, Raymond James & Associates, Wells Fargo Clearing, and Morgan Stanley Smith Barney. Outside of her advisory work, she is also active as a residential real estate sales agent in North Port, FL. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers both brokerage and advisory services through a multi-advisor platform, focusing on model-based asset allocation and portfolio optimization supported by various analytical tools and a range of investment management options.

Sergiu Pletosu is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones Financial and several real estate and country club positions. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program supported by centralized due diligence and a combination of quantitative and qualitative research.

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 Wealth with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Woodbury Financial Services and Thrivent Financial. Barclay is also president of Barclay Investments, a sole proprietorship through which he performs financial planning and wealth management services. Osaic Wealth serves a broad mix of retail and institutional clients, offering brokerage and advisory services across comprehensive financial planning, managed portfolios, retirement plan consulting, and alternative investments. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization supported by various tools and multiple custodial and program arrangements.