Sherri Desjardins is a financial advisor with Centaurus Financial, Inc. She holds Series 63 and Series 66 licenses and has 12 years of industry experience. Prior to joining Centaurus Financial in 2017, she worked at Newbridge Securities from 2014 to 2017. Additionally, she is the managing member of Desjardins Retirement Solutions LLC, a Florida-registered insurance agency that sells life, health, and fixed annuities. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing a combination of fundamental and technical analysis across discretionary and non-discretionary arrangements.

John Schatz is a CFP® professional with 49 years of experience in the financial services industry. He has been associated with Commonwealth Financial Network since 1988 and has operated his own firm, Schatz Financial, since 1996. Schatz spends approximately 20% of his time providing financial planning and consulting services through his own registered investment adviser. Commonwealth Financial Network serves a national network of about 2,950 advisors and their clients, offering a range of advisory programs and services including custom portfolio solutions, third-party asset manager access, wealth management, and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support, enabling advisors to deliver tailored advice under Commonwealth’s supervision.

Klaudia Maslo is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 14 years of industry experience. She has been with Private Advisor Group since 2013 and also maintains a role with LPL Financial since 2011. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs and separately managed account strategies.

Berni Stevens is a financial advisor with Independent Advisor Alliance, LLC, holding Series 66 and Series 65 licenses and three years of industry experience. Prior to joining Independent Advisor Alliance in 2025, Stevens worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2017. Stevens also has involvement with TruNorth Divorce Solutions, LLC. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers a range of services such as asset management, financial planning, and retirement consulting, utilizing discretionary and non-discretionary portfolio management along with various analytical techniques and technology platforms.

Darren Mc Quary is a financial advisor at AE Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has prior work history with Baum Financial Services and Scott Barnwell State Farm. Outside of his advisory role, he is also involved in insurance sales and tax preparation through Baum Financial Services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining managed model portfolios, discretionary asset management, and financial planning services.

Don Eves is a ChFC® credentialed financial advisor with 57 years of industry experience, currently serving at Voya Financial Advisors, Inc. since 2014. He is also president of Premium Resources, Inc., a company involved in life insurance and long-term care marketing and sales, and leads Reachable Retirement, Inc., a web-based retirement program. Additionally, he operates as an independent insurance agent focusing on fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors, offering financial planning, portfolio management, and consulting services through multiple program structures. The firm primarily delivers non-discretionary advice and maintains both SEC-registered investment adviser and broker-dealer registrations.

Bryce Sowitch is a financial advisor at NorthCoast Asset Management LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at Focus Partners Wealth, Kovitz Investment Group Partners, and IFAM Capital. NorthCoast Asset Management provides investment advisory services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach, offering portfolio management across multiple strategies and acting as a fiduciary for ERISA and IRA accounts.

Brian Panzella is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and having 10 years of industry experience. He has worked at Truist Advisory Services and related entities since 2018 and previously held roles at Fifth Third Securities and Fifth Third Bank. Outside of his advisory work, he plays guitar and occasionally provides backup vocals in a band. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary manager relationships and integrates various inter-affiliate services to support client investment management.

Thomas Talmage III is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 credentials and 18 years of industry experience. His career includes ten years at LPL Financial and ongoing roles at Independent Financial Partners and the Talmage Financial Group. He is also involved in business advisory services through Encompass Consulting, focusing on exit planning, estate planning, and retirement planning for business owner clients. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, offering both decentralized investment strategies and centralized asset management options.

Daniel Bonder is a CFP® with 32 years of industry experience and is currently with Osaic Advisory Services, LLC. His prior roles include positions at Arbor Point Advisors, Beacon Financial Advisory LLC, and Capital Analysts, Inc. In addition to his financial advisory work, he is also an attorney providing estate planning advice. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, charitable organizations, and governmental entities. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and access to alternative investments, delivering advisory services through multiple program models with custody primarily through Schwab and Fidelity.

Nordia Hue is a financial advisor at FIFTH THIRD SECURITIES, Inc. in Orlando, FL, with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Investments, J.P. Morgan Chase Bank, Merrill, Bank of America, and Wells Fargo. Outside of her advisory role, she manages a travel consulting business. FIFTH THIRD SECURITIES, Inc. offers brokerage and investment advisory services to individuals, charitable organizations, and institutional clients through its Passageway Managed Account Program. The firm combines bank affiliation with municipal advisory registration and provides a range of managed-account options, including direct indexing and tax-overlay services.

Sean Allen is a CFP®-certified financial advisor with 14 years of industry experience. He has been with Truist Advisory Services and Truist Investment Services since 2016, following previous roles at SunTrust Advisory Services. 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 manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver its investment solutions.

Danny Benedetti is a financial advisor at Citizens Securities, Inc. with 26 years of industry experience. He holds Series 63 and Series 66 designations. Benedetti has spent the majority of his career with Citizens Securities, with a brief period at Cadaret Grant & Co., Inc. He assists with clerical work for his spouse’s travel business, B Anywhere Travell. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Shane Mahadeo is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and two years of industry experience. His prior work includes roles at USHEALTH Advisors Orlando, World Financial Group Insurance Agency, and Equitable Advisors LLC. Outside of advising, he is involved in entrepreneurial activities through Mahindra Enterprises Inc. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services, providing access to proprietary and third-party investment models with discretionary and non-discretionary management options.

Joshua Neuville is a financial advisor with Fifth Third Securities, Inc. in Apopka, Florida. He holds Series 63 and Series 65 credentials and has two years of industry experience. Prior to his current roles, he worked in real estate with Jeff Cook Real Estate and has experience in the restaurant industry, including positions at La Tela Pizzeria and Fat Hen. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs through its Passageway platform, combining third-party portfolio managers, strategist portfolios, and advisor-managed options, with distinctive features such as direct indexing and tax-overlay services.

Joseph Jarrett is a financial advisor at Truist Advisory Services with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill Lynch and SunTrust Investment Services. Jarrett is currently based in Okahumpka, FL. 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, supported by third-party platforms and AI-enabled research tools, to deliver investment solutions.

Barbara Vaught is a Series 66-licensed financial advisor with 24 years of industry experience. She has been with TIAA-CREF since 2013, working within the firm’s enterprise segment in Apopka, FL. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm is notable for its fiduciary approach and its role as adviser to the TIAA Donor Advised Fund, operating within a vertically integrated group that uses affiliated funds.

Ian Crangle is a financial advisor at Creative Planning with nine years of industry experience. His prior roles include positions at Ameriprise, Voya Investment Management, and E*Trade Securities. He holds Series 63 and Series 66 designations. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base that includes individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by tailored allocations and private market exposure.

Ricardo De Oliveira is a financial advisor with Truist Advisory Services holding a Series 66 designation and four years of industry experience. His career includes roles at Truist Advisory Services and Truist Investment Services since 2021, as well as prior experience at Adventhealth Waterman and SunTrust Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver its AMC Advantage manager-selection program and related advisory services.

Roger Finder is a financial advisor with Commonwealth Financial Network, holding the CFP® and ChFC® designations and over 42 years of industry experience. He has been with Commonwealth since 2005. In addition to his advisory role, he is a certified divorce financial analyst and a co-owner of Centre Real Estate, LLC, which owns his branch office building. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers advisors discretion in portfolio construction alongside model portfolios managed by its Investment Management and Research team.