Ronald Kuperman is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at Janney Montgomery Scott from 1983 to 2025 before joining Equitable Advisors in 2025. His other business activities include outside insurance appointments. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model that combines advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

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 11 years at the firm and two years of industry experience. He holds Series 65 and Series 63 licenses. Prior to his current role, he spent time at Western Governors University. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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 licenses and bringing 35 years of industry experience. He has been with Cambridge Investment Research Advisors since 2009. 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 individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors, offering financial planning, investment management, and retirement advisory services. The firm provides a range of investment solutions through independent Financial Professionals and maintains proprietary and third-party model strategies across various custody platforms.

Karissa Favazza is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation. She has several years of experience working within Cambridge Investment Research and related entities since 2022, as well as experience with SmartPro Financial and LeadCoverage. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm provides a range of financial planning and investment management services delivered through independent Financial Professionals using various portfolio management and advisory platforms.

Michael Mcnamee is a financial advisor with Raymond James & Associates in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, spending a combined 11 years at those firms. 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 individuals, institutions, and municipal entities, offering tailored financial planning and consulting services through a range of portfolio management styles and affiliated research resources.

Daniel Motyl is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 28 years of industry experience, including prior roles at Dempsey Lord Smith, LLC and H.D. Vest Advisory Services. He is also president of Daniel H. Motyl, CPA, PA, a tax services firm. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers diverse investment implementation options, including proprietary and third-party model strategies, with features such as advisor transition support and documented business relationships with professionals offering legal and accounting services.

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 at LPL Financial with 43 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Commonwealth Financial Network for 26 years before joining LPL Financial in 2023. McDavitt also engages in activities related to insurance products, including term life, whole life, and long-term care insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and nonprofit organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from both internal and third-party sources.

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.

Bonnie Gaudreau is a financial advisor with Edward Jones in Venice, FL, holding a Series 66 designation and six years of industry experience. She has been with Edward Jones since 2018, following prior work at Zales, Inc. and involvement in professional photography and digital editing. Outside of advising, she performs video and photo editing on a part-time basis for a literacy program and commercial photography projects. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Alan Gorlick is a financial advisor with LPL Financial in Venice, FL, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He previously worked at Next Financial Group Inc for 14 years before joining LPL Financial in 2025. Gorlick also conducts seminars and workshops through his own firm, Gorlick Financial Strategies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning services, and uses research from multiple sources to support discretionary and non-discretionary portfolio management.

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.

Lindsey McCarthy is a Financial Consultant at Fidelity Investments, a role she has held since 2024. She has been with Fidelity Investments in various capacities since 2008, including positions as Investment Solutions Consultant - Insurance, Financial Consultant, Central Relationship Manager, Prime Services Manager, Prime Services Senior Associate, and Prime Services Associate. Prior to her tenure at Fidelity, Lindsey worked as an Equity Trader at Timucuan Asset Management from 2016 to 2019. Lindsey's professional focus is on empowering individuals and families to achieve financial security and independence through personalized financial planning. She employs a holistic approach that supports families at various life stages, encompassing education planning, retirement, and legacy building. She holds insurance licenses in Arkansas and California. Outside her professional career, Lindsey's personal interests include fitness, golf, horseback riding, Pilates, and yoga.

Christopher Garcia is a financial advisor with Morgan Stanley in Sarasota, FL, holding a Series 66 designation and 12 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and tailored financial planning services supported by structured discovery processes and advanced modeling tools.

Stephen Wanvig is a financial advisor with Wells Fargo Advisors in Venice, FL, holding CFP® and Series 63 credentials and bringing 34 years of industry experience. He has been with Wells Fargo Advisors since 2013. Outside of his advisory work, he serves as vice president of the South Creek Homeowners Association and is involved in community beautification efforts. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutions. The firm offers a broad planning menu, including specialized services such as business-owner transition and special-needs planning, using proprietary research and planning tools to develop tailored recommendations.

David Russo is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Woodbury Financial Services and Questar Capital Corporation. Russo is also involved in life insurance and fixed annuities through Royal Palm Financial. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides a range of brokerage and investment advisory services supported by advanced portfolio construction tools and multiple third-party solutions.

Taylor Alt is a financial advisor at Cambridge Investment Research Advisors with a Series 65 credential and three years of industry experience. Prior to joining Cambridge in 2023, Taylor worked at SmartPro Financial and MoneyShow/Investment Seminars, Inc., and has experience in self-employment through Double Stag, LLC. Cambridge Investment Research Advisors is a large SEC-registered adviser serving individuals, retirement plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement plan advisory services delivered through independent Financial Professionals using a range of portfolio management and model-based solutions.