Bruno Rossi is a financial advisor at TD Private Client Wealth LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Merrill and Bank of America, N.A. Outside of finance, Rossi has experience in the food service and entertainment industries. 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 clients. The firm uses a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, providing portfolio management, financial planning support, and custody through third-party custodians.

Jorge Navarro Jr. is a financial advisor at TD Private Client Wealth LLC in Sarasota, FL, holding the Series 66 designation with over a decade of experience in the financial industry. His career includes roles at TD Bank N.A. and PNC Bank. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail investors, utilizing a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

John Kushman is a financial advisor with Truist Advisory Services, holding Series 65, Series 63, and Series 66 licenses and 22 years of industry experience. His prior roles include positions at U.S. Bancorp Investments, U.S. Bank, Synovus Bank, and SunTrust Advisory Services. He serves on the investment advisory committee of The Community Foundation and holds board roles with a semi-professional soccer club and a local condominium association in Sarasota, FL. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and manager arrangements.

Marilyn Vazquez is a financial advisor at TD Private Client Wealth LLC with nine years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Wells Fargo and Citigroup. Vazquez 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 TDIS clients. The firm offers ongoing portfolio management, financial planning support, and custody services, utilizing a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

John Raleigh Jr. is a CFP®-certified financial advisor with 33 years of industry experience. He is currently with CWM, LLC and has held roles at Shilanski & Associates and Summit Financial Group Inc., among others. Outside of his advisory work, he volunteers as a track coach for pole vaulting and is an Auxiliarist with the United States Coast Guard Auxiliary, in addition to organizing tours as a conductor. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients. The firm employs a discretionary portfolio management approach using model portfolios and third-party sub-advisors, with a focus on retirement plan services and comprehensive fiduciary oversight.

Alina Gray is a financial advisor with Truist Advisory Services in Sarasota, FL, holding Series 63, 65, and 66 designations and 15 years of industry experience. She has been with Truist Advisory Services and its predecessor firms since 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary and non-discretionary manager relationships and employs AI-enabled research tools to support its investment oversight and manager selection.

Brian Dixon II is a financial advisor at Mariner with one year of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services LLC, Wells Fargo Advisors, Merrill, Amazon.com, Bank of America, and other companies. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and tax and accounting integration, with customized, discretionary portfolios supported by in-house research and third-party managers.

Catalina Alexander is a financial advisor at TD Private Client Wealth LLC with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at TD Private Client Wealth LLC and TD Bank, N.A. for over a decade, as well as a brief tenure at Merrill. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients. The firm uses a combination of strategic and tactical asset allocation through its TD Managed Portfolios and related offerings, employing both affiliated and third-party sub-managers.

Dominick Bennese is a financial advisor at SPC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Royal Alliance Associates, Inc. and Signator Investors Inc. Bennese is also licensed as an independent insurance agent, selling life, disability, health, and Medicare insurance products. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans with a range of portfolio management, financial planning, and ERISA-related retirement services. The firm manages approximately $5.66 billion in assets and offers discretionary and nondiscretionary investment strategies tailored to client suitability.

John Costello Jr. is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and bringing 20 years of industry experience. Prior to joining Osaic in 2024, he worked at American Portfolios Financial Services for 19 years. Outside of his advisory role, he sells life, disability, and long-term care insurance as a sole proprietor and through 76 Wealth Advisory LLC. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, charitable organizations, and municipal entities. The firm provides a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and a combination of proprietary and third-party platforms.

Jonathan Bass is a financial advisor with TD Private Client Wealth LLC in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at firms such as JP Morgan Securities, Wells Fargo Advisors, and Cetera Investment Services. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients, utilizing a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Kimberly March is a financial advisor at TIAA-CREF with five years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Societe Generale for 18 years before joining TIAA-CREF. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected through employer retirement plans, as well as to trusts, estates, and other entities. The firm differentiates its services by separating one-time financial planning from ongoing portfolio management, offering both model-based and customized investment solutions.

Francisco Navarro is a financial advisor at TD Private Client Wealth LLC with Series 63 and Series 65 credentials and four years of industry experience. He has worked at TD Private Client Wealth LLC and TD Bank N.A. since 2018, with prior roles at US Health Advisors, Infinite Management Solutions, and Enterprise Rent-A-Car. 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 portfolio management, financial planning, and access to a broad range of investment products through both affiliated and third-party managers.

Darin Pierce is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and over 32 years of industry experience. He has been associated with Commonwealth Equity Services, Inc. since 1997 and is president and part owner of Financial Services of Bradenton, Inc. and Insurance Services of Bradenton, through which he is involved in both securities and insurance businesses. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $213 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, third-party asset manager access, and custody services.

Rodrigo Lopez is a financial advisor at TD Private Client Wealth LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at McAdam LLC and Urraburu e Hijos Corredor de Bolsa. 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 TDIS clients. The firm constructs portfolios using a combination of strategic and tactical asset allocation through various TD Managed Portfolios and partners with multiple affiliated and third-party sub-managers.

Ryan Lynch is a financial advisor at Steward Partners Investment Advisory, LLC with 10 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services Inc., Bank of America, N.A., and Merrill. Lynch is based in Sarasota, FL. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering investment advisory, financial planning, pension consulting, and managed account programs.

Carl Hefflefinger is a CFP® professional with 37 years of industry experience, currently serving at Commonwealth Financial Network since 2002 and at Acorn Financial, LLC since 2008. He holds Series 63 and Series 65 licenses. Outside of his advisory work, he acts as a guardian and power of attorney for family members. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, offering a variety of advisory programs including discretionary model portfolios and personalized investment solutions.

Jakob Hart is a financial advisor with Eagle Strategies (New York Life) based in Sarasota, FL, holding a Series 66 designation and bringing 12 years of industry experience. He is the principal of Hart and Hart Financial Services and has been associated with New York Life Insurance Company and NYLife Securities LLC since 2013. Hart serves as a board member on the endowment fund committee for the Sahib Shriners. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, defined contribution and defined benefit plans, and charitable and corporate entities. The firm emphasizes tailored advice and delivers solutions through multiple program types, with most assets managed on a non-discretionary basis.

Kelly Sever is an advisor at Fifth Third Securities, Inc. based in Sarasota, FL. She holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2025. Her prior experience includes roles at Fifth Third Bank, Covenant Metabolic Specialists, and the University of South Florida. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

Timothy Wagner is a financial advisor at TD Private Client Wealth LLC with 22 years of industry experience. He holds the Series 66 designation and has worked previously at Ameriprise Financial Services, Wells Fargo Advisors, and TD Bank. Wagner is based in Sarasota, Florida. 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 TDIS clients. The firm’s investment approach includes strategic and tactical asset allocation, using both affiliated and third-party sub-managers, supported by Envestnet’s advisory platform and Pershing custody.