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.

Jose Gautier is a CFA charterholder with 17 years of industry experience. He currently works at TD Private Client Wealth LLC and TD Bank N.A. since 2025, and previously held roles at Santander Bank, Santander Securities, Lincoln Investment, Gabor Financial Solutions, and JHFN SII. Outside of finance, he is the sole owner and artist of GautierArt, an art business based in Miami Beach. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm uses a combination of strategic and tactical asset allocation with affiliated and third-party sub-managers to construct portfolios, providing ongoing portfolio management, financial planning support, and custody through third-party custodians.

Michael Faraj is a financial advisor with TD Private Client Wealth LLC in Sarasota, FL, holding Series 63 and Series 65 licenses and having five years of industry experience. He has been with TD Private Client Wealth LLC and TD Bank N.A. since 2019. Prior to his financial services career, he worked with Kensington Church Orlando from 2016 to 2019. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail U.S. clients, utilizing a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

David Cherry is a financial advisor at TD Private Client Wealth LLC in Sarasota, FL, with eight years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Cherry has been with TD Bank N.A. and its affiliated firms since 2015. 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 clients, offering a range of portfolio management solutions and financial planning support through a combination of affiliated and third-party investment managers.

Craig Desimone is a financial advisor at TIAA-CREF with 23 years of industry experience. He holds the Series 66 designation and has worked at TIAA-CREF since 2017. His prior experience includes roles at MSI Financial Services, Inc. and MetLife from 2011 to 2016. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management, and also serves as adviser to a donor-advised fund.

Stephen Martin is a CFP® with 28 years of industry experience, currently serving as a financial advisor at CWM, LLC since 2019. His prior roles include positions at Cetera Advisor Networks, SRQ Wealth Advisory, SRQ Wealth Management, and LPL Financial. Outside of his advisory work, Martin serves on the board of Bayside Community Church and is involved with several business ventures, including owning a property maintenance company and presiding over a holding company. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages portfolios on a discretionary basis using model portfolios supported by an in-house Investment Committee and offers a range of services including financial planning, variable sub-account management, sub-advisory, and retirement plan solutions.

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® with 42 years of industry experience, currently serving at Commonwealth Financial Network since 2016. He has also been associated with Commonwealth Equity Services, Inc. since 1994. Outside of his advisory role, he is president and sole owner of an entity established for securities business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides a comprehensive platform including advisory programs, investment management, and practice-management support while enabling advisors to offer customized portfolio solutions.

Thanarat Metrius is a CFA® charterholder and financial advisor with six years of industry experience. He is currently with TD Private Client Wealth LLC in Sarasota, FL, where he has worked since 2019 in various roles within TD Bank and its affiliated entities. 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. The firm utilizes strategic and tactical asset allocation through its TD Managed Portfolios and guided portfolios, combining investments from affiliated and third-party managers.

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 at GWN Securities Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with GWN Securities since 2016. Outside of his advisory role, he owns a rental property. GWN Securities is an SEC-registered investment adviser and broker-dealer that provides discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individual and business clients. The firm manages approximately $3.65 billion across more than 37,000 accounts and offers a range of managed-account programs and model portfolios, including strategies that incorporate market-timing and momentum-based approaches.

Michael Salemy is a financial advisor with CWM, LLC based in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His work history includes roles at SRQ Wealth, Cetera Advisor Networks, Bast Financial Group, Northwestern Mutual, and USAA Financial Advisors. Outside of advising, he serves as secretary of the Play for Life Foundation, a nonprofit focused on health improvements for youths, veterans, firefighters, and law enforcement, and as treasurer for the St. John Heart Foundation, which raises funds to build and operate a hospital in a low-income country. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, families, foundations, endowments, corporations, and institutions through over 600 advisors. The firm employs discretionary portfolio management using model portfolios overseen by an in-house Investment Committee, combining fundamental and technical analysis with third-party sub-advisors, while offering retirement-plan services and customized investment solutions.

Laura Mattia is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. Her prior roles include positions at Atlas Fiduciary Financial, Stonegate Wealth Management, and Cumberland Advisors. She participates in women's financial empowerment through workshops and a podcast focused on helping women harness the power of money. 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 employs a diversified investment approach that combines passive and active strategies, supported by an internal Investment Committee.

Michele Wolfe is a financial advisor with TD Private Client Wealth LLC in Sarasota, FL, holding Series 66 and Series 63 licenses and possessing 15 years of industry experience. Her prior roles include positions at Morgan Stanley, The Prudential Insurance Company of America, and Fidelity Brokerage Services. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients and high-net-worth private clients, employing a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

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.