Lawrence Rolland is a CFP® professional with 25 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He previously worked at LPL Financial LLC and LaSalle St. Investment Advisors, LLC. Rolland has longstanding involvement with Community First Bank. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients, offering tailored, non-discretionary planning and investment consulting supported by advanced analytical tools.

James Desisto is a financial advisor at Cetera with 22 years of industry experience and holds the Series 66 designation. Prior to joining Cetera, he held positions at Voya Financial Advisors and has been involved in manufacturing consulting through his ownership of Management Consulting Services since 2012. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services delivered through a nationwide network of over 10,000 advisors.

Jay Mchargue is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Venice, Florida. He has been with Merrill Lynch since 1981, focusing on portfolio management of individual assets. His client focus areas include family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, socially responsible and ESG investing, tax minimization, and retirement income. Jay holds a Bachelor's Degree in Economics from Indiana State University. He has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). His professional affiliations have included serving on the Board of Directors of the Indiana State University Foundation and the Gulf Coast Community Foundation, where he was also board chair, as well as serving on the board for Historic Spanish Point. He is a member of the Venice Yacht Club and resides in Sarasota, Florida, with his wife, Beth. Jay enjoys biking, gardening, and hiking. After years of involvement with the Gulf Coast Community Foundation and the Indiana State University Foundation, he is currently taking a break from community board activities.

Luke Holloway is a financial advisor at Merrill in Sarasota, FL, holding Series 65 and Series 66 licenses. He has been in the industry for one year with prior experience at Bank of America, Ameriprise Financial, and Florida Financial Advisors. Outside of his advisory roles, he spent time working in hospitality with Daiquiri Deck and Oak and Stone. 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 and profit-sharing plans, corporations, and charitable organizations.

Andre Prince is a financial advisor at Primerica Advisors with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with government agencies and private firms including Prince George's County Government DOE and Lane Construction. His other business activities include the sale of investment-related products and non-investment referrals associated with Primerica-affiliated companies. 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 manages a wrap-fee asset management program using model-delivery strategies developed by unaffiliated asset managers and supports trade execution through BNY Mellon Advisors and Pershing custody services.

Eric Caplinger is a financial advisor with Cetera and holds Series 63, 65, and 66 licenses. He has 37 years of industry experience, including 18 years at Eaton Vance Management before joining Cetera. Outside of advising, he is CEO and 49% owner of CAP-SNACKS LLC, a business specializing in high-end vending machines. Cetera Investment Advisers LLC serves a broad range of clients from individuals to institutional accounts through a large network of independent advisors. The firm offers diversified portfolio management and financial planning services with multiple program structures, including access to third-party managers and customized investment strategies.

Carmen Alaimo Jr. is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Wells Fargo Advisors Financial Network since 2009. Alaimo also serves as a trustee for First Quality Wealth Management Inc.’s retirement plans and has ownership in the firm, dedicating limited time to this outside business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutions. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, special needs, and divorce, leveraging Wells Fargo’s research and tools to develop tailored recommendations.

Charles Alario Jr. is a financial advisor with Robert W. Baird & Co., holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with Robert W. Baird & Co. since 2012. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients with consulting and portfolio services. The firm offers tailored investment strategies using a combination of in-house and third-party managers, including traditional and non-traditional asset allocations, alongside municipal advisory and public finance services.

Scott Nehra is a financial advisor with Morgan Stanley in Venice, FL, holding a Series 66 designation and 25 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and offers plans both directly and through corporate agreements.

Ronald Troyan is a financial advisor at OSAIC with 36 years of industry experience. He holds a Series 63 designation and previously worked at Woodbury Financial for 18 years and operated Troyan & Associates, Inc. for two years. Troyan is involved in business consulting and practice management through Troyan and Associates Inc. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization, supported by a multi-advisor platform and a wide range of investment programs.

Sydney Young is a financial advisor at Stifel with one year of industry experience. Prior to joining Stifel, Young worked at Young Hanks and Hanks CPAs PA from 2017 to 2024 and Robinson Hanks Young and Roberts PA from 2009 to 2017. Outside of finance, Young serves as a board member of Loveland Living Inc., an organization supporting adults with intellectual and developmental disabilities. Stifel serves a diverse client base including individuals, institutions, and municipalities, providing brokerage and investment advisory services. The firm employs a proprietary analytical methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Alan Richmond is a financial advisor with Ameriprise in Venice, FL, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Brian Angelillis is a CFP® professional with 10 years of industry experience, currently advising clients at Edward Jones since 2015. He holds the Series 66 designation and is based in Venice, FL. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Scott Ferguson is a Series 66-licensed financial advisor with 23 years of industry experience. He is currently with Cambridge Investment Research Advisors, where he has worked since 2019, following prior roles at FSC Securities Corporation and Morgan Stanley DW Inc. Outside of his advisory work, he is CEO and owner of Seaboard Capital Group LLC and also operates as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individual investors and institutional clients such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs, supporting both discretionary and non-discretionary management across multiple platforms and custodians.

Brandon High is a financial advisor with Edward Jones in Sarasota, FL, holding a Series 66 designation and nine years of industry experience. Prior to joining Edward Jones in 2017, he worked at Brixey & Meyer from 2014 to 2017. He serves as a board member of CHESS Christian School in Centerville, OH. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of advisory programs and investment options. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers discretionary and non-discretionary strategies, including tax-efficient services and affiliated investment products.

Victor Mweu is a Financial Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 2019. In his role, Victor focuses on family wealth management strategies, liquidity management, personal retirement planning, portfolio management services, and tax minimization. He aims to build deep client relationships by understanding their unique ambitions and creating personalized financial plans that reflect their priorities. Victor holds a Bachelor's Degree and a Master of Business Administration (MBA), both from Anderson University. He is a Personal Investment Advisor (PIA) and a member of several professional organizations, including Phi Eta Sigma National Honor Society, Alpha Chi College Honor Society, Pi Sigma Alpha Political Science Honors Society, and is a Center for Public Service (CPS) Fellow. His community involvement includes supporting the Gleaners Food Bank of Indiana, part of Feeding America. Outside of his professional work, Victor enjoys basketball, football, golfing, and soccer. He is committed to helping clients uncover what matters most to them and their families to develop strategies that pursue their financial goals.

Samuel Stempler serves as a Financial Advisor with Merrill Lynch Wealth Management, based in Venice, Florida. He focuses on providing clients with thoughtful planning and flexible financial strategies, emphasizing clear communication, transparency, and long-term client relationships. His approach aims to help clients understand the importance of developing a financial plan and adapting it as life circumstances change. Originally from New York, Samuel relocated to Florida in 2023. He has been with Merrill since 2020 and assists clients with investment planning, risk management, and tax minimization strategies. He works alongside a team with over 70 years of collective wealth management experience. Samuel holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the State University of New York System. Samuel is an active member of the Sertoma organization in Venice, Florida. He resides in Parrish with his close family friend, Morgan, and their golden retriever, Oakley. His personal interests include chess, cooking, fishing, gardening, golfing, painting, pickleball, soccer, spending time with family, and swimming.

Blake Lynn is a financial advisor at Edward Jones with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2002. 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 through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

Keri Hawk is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds the Series 66 designation and has been with J.P. Morgan Securities since 2012. Outside of her advisory role, she has an ownership interest in a collectibles grading business related to sports memorabilia. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach combines quantitative screening and qualitative research to develop model asset allocations and includes broader derivatives and commodities capabilities compared with many institutional advisory programs.

Robert Nelson Jr. is a financial advisor with Edward Jones in North Port, FL, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he serves as Vice President of Summit Park LLC, a property management company, where he participates in board meetings and supports governance activities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and operates under a fiduciary standard, with notable scale in retail advisory services, branch offices, and affiliated financial capabilities.