Kristin Kehl is a financial advisor with Raymond James & Associates in Port Charlotte, FL. She holds the Series 66 designation and has eight years of industry experience, including six years at RBC Capital Markets prior to joining Raymond James. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutional investors, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and municipal advisory services, supported by various portfolio management styles and affiliated research.

Osmany Rojas is a financial advisor at Merrill with one year of industry experience. He holds the Series 66 designation and previously worked at T-Mobile USA for eleven years. Osmany has been with Merrill since 2020 and is currently associated with Bank of America, N.A. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

John Texada is a financial advisor at LPL Financial with 22 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at First Horizon Advisors, Infinex Investments, Inc., and Iberia Financial Services. 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 provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by research and technology tools.

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.

Jamison Edlin is a financial advisor with LPL Financial in Port Charlotte, FL, holding Series 63 and Series 66 licenses and 12 years of industry experience. His prior roles include positions at Wells Fargo Bank, Cetera Investment Advisors, and Achieva Credit Union. 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 advisory services, including model portfolios, third-party asset management access, and institutional platforms, supported by advanced research and operational tools.

Anthony Rinaldi is a financial advisor with Morgan Stanley in Venice, FL, holding Series 65 and Series 63 licenses and bringing 30 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market modeling techniques to support its advisory process.

Douglas Newman is a financial advisor at LPL Financial with 46 years of industry experience. He has held his current role since 1996 and previously operated Pinnacle Advisors for 20 years. He holds the Series 63 and Series 65 credentials. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers a range of financial planning and asset management services, utilizing various portfolio strategies and advisor-facing technology tools.

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 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.

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.

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.

Jan Neptune is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2016 and Bank of America, N.A. since 2018. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies managed by internal and third-party teams, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.