Kelly Sever is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Bradenton, Florida. She holds Series 63 and Series 65 credentials and has one year of industry experience. Her prior roles include positions at Fifth Third Bank and Covenant Metabolic Specialists. FIFTH THIRD SECURITIES, Inc. serves a diverse clientele including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers multiple program types and third-party portfolio managers on its Passageway Managed Account platform, combining mutual fund and ETF models, SMA strategies, and tax overlay options.

Timothy Wagner is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Wells Fargo Clearing, Banc of America Investment Services, Invest Financial Corporation, and Merrill. He is based in Sarasota, FL. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail investors, combining strategic and tactical asset allocation through affiliated and third-party sub-managers.

Sarah Birkin is a financial advisor with Bankers Life Advisory Services, Inc. She holds a Series 66 designation and has been with the Bankers Life organization since 2013, primarily in insurance roles. Her current advisory experience spans one year at Bankers Life Advisory Services. Outside of advisory services, she works as an insurance agent specializing in Medicare, life, long-term care, critical illness, and fixed/indexed annuity products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, periodic rebalancing, and a combination of fundamental, technical, and cyclical analysis to guide investment decisions.

Lea Marie Mattia is a financial advisor at Wealth Enhancement Advisory Services, LLC with a Series 65 designation and one year of industry experience. Her prior work includes roles at Wealth Enhancement Group, the University of Florida, JPAN Sushi & Grill, and Pine View School. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and follows a diversified, risk-class based investment approach that combines passive and active management overseen by an internal Investment Committee.

Gina Tedesco is a Series 66-credentialed financial advisor with five years of industry experience, currently with NewEdge Advisors. Her prior work includes roles at Equitable Advisors and WR Wealth Planners LLC, as well as entrepreneurial and instructional positions such as an entrepreneurship instructor at the State College of Florida 26 West Entrepreneurship Center. Outside of her advisory work, she co-owns the Women's Power Forum, a professional networking group. NewEdge Advisors is an enterprise-scale registered investment adviser serving a wide range of clients, including individuals, pension plans, corporations, and charitable organizations. The firm offers diversified portfolio management and consulting services through multiple program structures, combining in-house and third-party manager selections with technology-supported client solutions.

Craig Desimone is a financial advisor with TIAA-CREF in Lakewood Ranch, FL, holding a Series 66 designation and 23 years of industry experience. He has worked at TIAA-CREF since 2017, with prior roles at MSI Financial Services and Ameriprise. TIAA-CREF’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm combines point-in-time planning with ongoing portfolio management under a fiduciary standard and acts as adviser to a donor-advised fund.

Stephen Martin is a CFP® professional with 28 years of experience in the financial services industry, currently serving as an advisor at Carson Wealth. His prior roles include positions at LPL Financial, UBS Financial Services, and SRQ Wealth Advisory. Outside of advising, he is a board member of Bayside Community Church and is involved in property maintenance and income management through his ownership of Shed Happens and presidency of Salemworks. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and $50.6 billion in assets under management. The firm offers discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that constructs model portfolios and provides tailored solutions integrating custodial and technology partnerships.

Charles Dees is a CFP® and CFA® affiliated with Mariner Wealth Advisors in Sarasota, FL, with five years of industry experience. His prior work experience includes roles at Allegiant Private Advisors, BB&T, Citi Group, and Marshall University. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax services. The firm utilizes customized discretionary portfolios supported by internal research and third-party managers, and offers integrated tax and accounting services alongside specialized financial wellness and family office solutions.

Stephen Leavitt is a CFP®-certified financial advisor with Commonwealth Financial Network, bringing 43 years of industry experience. He has been affiliated with Commonwealth Equity Services, Inc. since 1994 and has led his own securities business entity since 2013. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and a broad client base. The firm provides a comprehensive platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Ryan Mcmahon is a CFP® professional at Mariner with five years of industry experience. He has previously worked at Ranch Capital Advisors, Lincoln Investment, and Shepherd Financial. Mariner serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs customized, discretionary portfolios supported by an Investment Committee and integrates tax and accounting services uncommon among large advisory enterprises.

Matthew Reed is a financial advisor with Principal Financial Services based in Sarasota, FL. He holds the Series 63 designation and has 27 years of industry experience. His work history includes roles at Monarch Wealth Management Group, Principal Securities Inc., Reed & Associates, and Principal Life Insurance Company. Reed is also involved in selling health insurance and fixed insurance products, including life, annuities, long-term care, and disability insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Sharon Raymond Daley is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and 10 years of industry experience. She has worked at TD Bank N.A. and TD Private Client Wealth LLC since 2016, and at PNC Investments since 2015. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth private, and retail clients. The firm utilizes a combination of strategic and tactical asset allocation across various portfolios, incorporating both affiliated and third-party sub-managers.

David Flynn is a financial advisor with GWN Securities Inc. in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at StoneX Advisors Inc., WRP Investments, Kovack Advisors, and Kovack Securities. GWN Securities provides investment advisory services to individual and corporate clients through multiple managed account programs and financial planning offerings. The firm employs a mix of affiliated and unaffiliated sub-advisers and utilizes both model-based allocations and tactical strategies including market-timing and momentum approaches.

Michael Salemy is a financial advisor with Carson Wealth and holds Series 63 and Series 65 licenses. He has 16 years of industry experience and has previously worked at firms including SRQ Wealth, Cetera Advisor Networks, Northwestern Mutual, and USAA Financial Advisors. Outside of his advisory role, he serves as secretary for the Play for Life Foundation, a nonprofit focused on health for youth, veterans, firefighters, and law enforcement, and is treasurer for the St. John Heart Foundation. CWM, LLC operates as an SEC-registered enterprise platform managing approximately $50.6 billion across more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to oversee model portfolios and providing tailored solutions including custom indexing and access to alternative investments.

Laura Mattia is a Certified Financial Planner® with 18 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. Her prior roles include positions at Atlas Fiduciary Financial, Stonegate Wealth Management, and Baron Financial Group. She is involved in community activities focused on women’s financial empowerment, including participation in workshops and hosting a podcast called Money Matriarchs. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting primarily for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets, employing a diversified investment approach that combines passive and active strategies with quantitative and fundamental analysis.

Rolando Fernandez is a financial advisor at Fifth Third Securities, Inc. based in Sarasota, FL, with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Wells Fargo and RBC Capital Markets. Outside of his advisory role, he is the managing member of Florence Mercantile LLC, an online and pop-up women's clothing business. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers a variety of managed account programs and portfolio management options, operating as a wholly owned subsidiary of Fifth Third Bank.

Jared Burke is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. His prior roles include positions at NewEdge Advisors, Mid Atlantic Financial Management, and Ameriprise Financial Services. He also engages in fixed insurance sales on a limited basis. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs, investment management, and practice-management support. The firm offers diverse portfolio construction options and discretionary model portfolios, supported by a substantial clearing and custody relationship with National Financial Services LLC.

Batina Tramaglino is a financial advisor with Truist Advisory Services, holding a Series 66 designation and five years of industry experience. Prior to joining Truist in 2021, she worked at Edward Jones and Bragg Law Firm, among other roles. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary strategies, supported by AI-enabled research and inter-affiliate resources.

Robert Klare is a CFA® charterholder based in Sarasota, FL, with 18 years of industry experience. He has been with SunTrust Advisory Services and SunTrust Bank since 2016, continuing through their transition to Truist Advisory Services. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary approaches, utilizing third-party platform and manager arrangements, while maintaining a focus on inter-affiliate integration and oversight.

Angelina Anderson is a financial advisor at Oppenheimer with Series 65 and Series 63 credentials and one year of industry experience. Her prior roles include positions at Meridian Wealth Advisors and Raymond James, as well as experience in education and private tutoring. Outside of finance, she has worked as a model and was involved with Sukoy Hibachi Express. Oppenheimer serves a wide range of clients, including individuals, corporations, and charitable organizations, offering various advisory programs that cover equity, balanced, and fixed-income portfolios. The firm provides both discretionary and non-discretionary services and maintains custody of client assets while operating broker-dealer and advisory businesses.