Paul Soto Mendoza is a financial advisor at TD Private Client Wealth LLC with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Bank of America, Merrill, J.P. Morgan Securities, and U.S. Bancorp Investments. Outside finance, he owns a steel and metal subcontracting business managed by his family. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, offering access to diversified portfolios through affiliated and third-party managers.

Ricky Smith is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at TD Bank, N.A. and TD Private Client Wealth LLC since 2012. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm employs a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering portfolio management, financial planning support, and custody services.

Donald Lynch Jr. is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been associated with WealthPort, LLC and Commonwealth Equity Services, Inc. since 1995. Lynch is also president and co-owner of WealthPort, LLC, a private entity operating in the securities business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a variety of advisory programs and services. The firm provides comprehensive back-office support, technology, investment management, and compliance resources while allowing advisors discretion in portfolio construction.

Kandi Lynn is a financial advisor with TD Private Client Wealth LLC based in Sarasota, FL, holding a Series 66 designation and eight years of industry experience. She has worked at Merrill and Bank of America, N.A. prior to her current role at TD Private Client Wealth LLC and TD Bank N.A. 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 and provides services including portfolio management, financial planning support, and custody through third-party custodians.

Michelle Cross is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2021. Her prior roles include positions at Allegiant Private Advisors, Commonwealth Financial Network, and H. Beck, Inc., along with experience running her own insurance business. She serves as Treasurer for the Southwest Florida Estate Planning Council, a nonprofit board position she began in 2025. Mariner Wealth Advisors serves a diverse client base ranging from individuals and high-net-worth households to pension plans, trusts, and charitable organizations. The firm offers customized discretionary portfolios supported by internal and third-party management, with a notable integration of tax and accounting services as well as specialized family office and employer financial wellness tools.

Judith Mellett is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with SunTrust Advisory Services since 2016 and with SunTrust Investment Services, Inc. since 2012. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches, supplemented by AI-enabled research and inter-affiliate integrations.

Michael Gross is a financial advisor at Janney Montgomery Scott with 11 years of industry experience. He holds Series 66 and Series 63 designations. His prior work includes roles at Toby Richey & Associates, Bank of America, Merrill, PNC Investments, TD Ameritrade, Charles Schwab, First Citizens Investor Services, and Scottrade. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, offering brokerage services, financial planning, consulting, and multiple advisory programs through a combination of in-house and third-party portfolio management.

Michael Spears is a financial advisor with TD Private Client Wealth LLC in Sarasota, FL, holding a Series 66 designation and totaling 10 years of industry experience. His prior work includes roles at Morgan Stanley Private Bank, Morgan Stanley, JP Morgan Chase Bank, JP Morgan Securities, Bank of America, and Merrill. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party managers, offering portfolio management, financial planning support, and custody services.

Orion Marx is a financial advisor with Mariner Wealth Advisors, holding CFP® and ChFC® designations and over 31 years of industry experience. He previously spent 29 years at Lincoln Financial Advisors Corporation and has been with Mariner since 2024. Marx serves as a committee member for the Fanconi Cancer Foundation in Sarasota, FL, where he participates in fundraising activities. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement consulting. The firm combines in-house research with third-party managers across a range of strategies and provides integrated tax, accounting, and family office services.

Randy Aranowitz is a financial advisor with GWN Securities Inc., holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. He has worked with GWN Securities since 2004 and has also been associated with Kades Margolis Corp. since 1990. Outside of his advisory role, he is licensed to market and sell various types of insurance. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm supports a large network of advisors and offers a range of managed-account programs that include both traditional asset-allocation and legacy market-timing strategies.

James Mcclellan Jr. is a financial advisor with Truist Advisory Services, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. He has worked at SunTrust Investment Services and SunTrust Advisory Services since 2019 and previously spent three years with Wells Fargo Clearing and one year with Wells Fargo Advisors. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, and a manager-selection program, implementing advice through both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Nicolas Duran is a financial advisor at TD Private Client Wealth LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at TD Bank, Trustco Bank, and WFG Transamerica. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients and high-net-worth private clients. The firm integrates strategic and tactical asset allocation using both affiliated and third-party managers and offers financial planning support alongside custody and reporting services.

Robin Howard is a financial advisor at TD Private Client Wealth LLC with 12 years of industry experience. He previously worked at J.P. Morgan Securities from 2013 to 2025 before joining TD in 2026. Howard holds Series 66 and Series 63 designations and 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 customers. The firm employs a combination of strategic and tactical asset allocation using both affiliated and third-party sub-managers across its portfolio offerings.

Albert McNorton is a financial advisor at Mariner with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Financial Advisors, Oppenheimer, and Msec, LLC. In addition to his advisory role, he operates a sole practitioner tax preparation business serving individual clients in Sarasota, FL. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations by offering investment management, financial planning, retirement consulting, and tax services. The firm implements customized discretionary portfolios supported by in-house research and third-party managers, and it provides integrated tax and accounting solutions alongside traditional portfolio management.

Melanie Ross is a CFP® professional at Cerity Partners LLC with eight years of industry experience. She has worked at Cerity Partners since 2019 and previously held positions at Intuit and Cray Kaiser Ltd. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset-allocation and manager selection strategies and offers a range of services including portfolio management, financial planning, retirement plan consulting, and access to alternative investments.

Patricia Maxwell is a Series 66-licensed financial advisor with Benjamin F. Edwards & Company, Inc., where she has worked since 2015. She has 18 years of industry experience. Maxwell also serves as Successor Trustee for the F.L. Maxwell Jr Rev Trust. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs and investment strategies that include both firm-developed and third-party models.

Conor Gold is a financial advisor at Steward Partners Investment Advisory, LLC with one year of industry experience. He holds a Series 66 designation and has worked in various roles including positions within government offices and retail prior to joining the financial services industry. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of advisory and managed account services with both discretionary and non-discretionary portfolio management options.

Gregory Misko is a CFP® with 20 years of experience in the financial services industry. He is currently an advisor with Truist Advisory Services, where he has worked since 2021, including time associated with Truist Investment Services and prior firms such as SunTrust and BB&T. Outside of his advisory role, he owns and maintains rental properties in Sarasota, FL, and Ocean City, MD. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of solutions including asset allocation, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches supported by AI-enabled research and integrated inter-affiliate services.

Dianna Weaver is a financial advisor at Truist Advisory Services with 19 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Truist Investment Services since 2008, joining Truist Advisory Services in 2016. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by AI-enabled research tools and inter-affiliate resources.

Matthew Petersen is a financial advisor at Fifth Third Securities, Inc. in Sarasota, FL, with eight years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Fifth Third Securities and Fifth Third Bank in 2026, he worked at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., The Vanguard Group, and several other firms. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage services. The firm offers multiple program types on the Passageway Managed Account platform, including mutual fund, ETF, SMA, and direct-indexing strategies, and operates as a wholly owned subsidiary of Fifth Third Bank.