Christy Olin is a financial advisor with Edward Jones in Venice, FL, holding a Series 66 designation and having 12 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies and maintains affiliated capabilities such as a trust company and proprietary mutual funds, operating under a fiduciary standard.

Toufik Bouhamid is a financial advisor with Equitable Advisors in Osprey, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior work includes nearly a decade at Valic Financial Advisors and eight years at Axa Advisors, LLC. He is also owner of Accredited Wealth Consultants, LLC. Equitable Advisors serves individuals, pension plans, corporations, and charitable organizations with financial planning, retirement plan consulting, and asset management programs. The firm’s approach involves assessing client risk tolerance and matching them to model portfolios or discretionary managers, utilizing both proprietary and third-party investment solutions.

Mark Laflamme is a financial advisor at OSAIC Wealth, Inc with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at firms including Ameriprise Financial Services, Merrill, and Banc of America Investment Services. Outside of advising, he is the founder and vice president of Canines for Heroes, an organization that provides and trains service dogs for veterans and first responders diagnosed with PTSD. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, and corporate clients. The firm offers a multi-advisor platform with a range of advisory and brokerage services, utilizing model-based asset allocation and portfolio optimization supported by various tools and third-party programs.

Joseph Topolski is a financial advisor with Cambridge Investment Research Advisors in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior experience includes roles at MML Investors Services and Mass Mutual Life Insurance Company. Outside of his advisory work, he owns Fraser Financial Partner, operating as an independent insurance agent. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.

Thomas Bardwell is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2014. Outside of his advisory role, Bardwell serves on the board of directors for the Hello Industry Music Band, where he provides business strategy advice. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market scenario modeling as part of its financial planning process.

Ronald Kuperman is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and with 43 years of industry experience. He previously worked at Janney Montgomery Scott LLC and Janney Montgomery Scott Inc., where he spent over four decades. His other business activities include outside insurance appointments. Equitable Advisors serves individual and institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm offers a range of advisory models through both proprietary and third-party managers, focusing on matching clients to appropriate investment solutions without sponsoring its own wrap fee program.

Lisa Longo is a CFA® charterholder and holds a Series 63 license with two years of industry experience. She began her career at Rockwood Capital Advisors, where she worked for 23 years, followed by two years at PlanMember Securities Corporation before joining Charles Schwab and Co., Inc. and Charles Schwab Bank in 2026. Charles Schwab & Co., Inc. serves a broad client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by centralized custody and operational processes.

Patrick Compston is a financial advisor at Merrill with Series 63 and Series 65 licenses and two years of industry experience. He has been with Merrill since 2015 and also has prior experience at Western Governors University. Merrill provides managed account services through its Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Ryan Fruth is a financial advisor with Wells Fargo Advisors in Sarasota, FL, holding Series 63 and Series 66 licenses and having 12 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Bank NA. He is also involved in insurance consulting and owns a financial consulting firm. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services and develops tailored recommendations using proprietary research and tools.

John Hance is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. He has been with Cambridge Investment Research Advisors since 2009, and previously worked at The Capital Advisory Group Advisory Services, LLC and Investors Capital Corp. In addition to his advisory role, he operates Hance Financial LLC as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individual investors, pension funds, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm provides both discretionary and non-discretionary management and maintains proprietary investment strategies under the Founders Gate Capital brand.

Karissa Favazza is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and beginning her industry experience in 2022. Her prior roles include positions at SmartPro Financial and LeadCoverage. Cambridge Investment Research Advisors serves both individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platform options.

Alina Gray is a financial advisor at Raymond James Financial Services Advisors, Inc. with 15 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at several notable firms including Truist Advisory Services and SunTrust Investment Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm delivers tailored, non-discretionary planning and investment consulting using risk profiling and analytical modeling, supporting clients through a broad network of advisors and specialized programs.

Michael Mcnamee is a financial advisor with Raymond James & Associates who holds Series 63 and Series 65 licenses and has 43 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Morgan Stanley. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including high-net-worth individuals, institutions, and municipalities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Daniel Motyl is a financial advisor at Cambridge Investment Research Advisors with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Dempsey Lord Smith, LLC and H.D. Vest Advisory Services. Outside of his advisory role, he is president of Daniel H. Motyl, CPA, PA, providing tax services, and president of Parpari Asset Management Inc. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through a broad network of financial professionals.

Ruth Doepel is a CFP® with 30 years of industry experience and has been with Raymond James & Associates since 2008. She is based in Sarasota, FL, and holds a Series 63 license. Outside of her advisory role, she owns The DW Group LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and charitable organizations. The firm offers financial planning and consulting services with a non-discretionary approach and provides access to a range of portfolio management styles and affiliated research resources.

Thomas Mcdavitt is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He worked at Commonwealth Financial Network for 26 years before joining LPL Financial in 2023. Mcdavitt is also involved in providing various insurance products including term life, whole life, and long-term care insurance through affiliated business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services with access to model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools for advisors.

Michael McDonald is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Fisher Investments since 2016. His practice is based in Venice, FL. Outside of his advisory role, he manages real estate holdings alongside his wife as a landlord, focusing on long-term investments unrelated to securities. Fisher Investments provides discretionary portfolio management to a diverse client base, including institutional investors and high-net-worth individuals, utilizing a centralized investment process that incorporates quantitative and qualitative research. The firm is notable for its global client reach and use of tax-aware and risk management strategies across various asset classes.

Michele Custer is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Comerica Securities and Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs supported by structured planning tools and a Global Investment Committee, managing approximately $2.74 trillion in client assets.

Alan Gorlick is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and having 24 years of industry experience. His prior experience includes roles at Next Financial Group Inc, Merrill, Banc of America Investment Services, Inc., and A. G. Edwards & Sons, Inc. He is also involved with Gorlick Financial Strategies, where he conducts speaking engagements and seminars. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology and a broad network of over 22,800 advisors.

Cassandra Costa is a Planning Consultant at Fidelity Investments, a position she has held since 2025. In this role, she partners closely with clients and their Financial Consultant to provide planning support, simplify financial complexity, and help connect current decisions with long-term goals. Before becoming a Planning Consultant, Cassandra served as a Relationship Manager at Fidelity Investments from 2024 to 2025 and as a Financial Representative from 2023 to 2024. Through these roles, she has developed experience in client relationship management and financial representation. Outside of her professional work, Cassandra enjoys art, barre, beach activities, painting, yoga, and spending time with her family.