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.

Sadie Gatch is a financial advisor with Truist Advisory Services, holding a Series 63 designation and 27 years of industry experience. She has worked with Truist Advisory Services and related entities since 2013, including SunTrust Advisory Services and SunTrust Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program, combining discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Terry Schueler is a financial advisor at Truist Advisory Services with 11 years of industry experience. He holds a Series 66 designation and has been with Truist Advisory Services since 2016, following a period at Truist Investment Services beginning in 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and employs third-party platforms and AI-enabled research tools to support its investment and manager selection processes.

Amy Delapaz is a financial advisor with Truist Advisory Services and holds Series 63 and Series 65 credentials, bringing 19 years of industry experience. She has been with Truist Advisory Services and its affiliated entities since 2013. Outside of her advisory role, she assists with the management and administrative support of her husband’s veterinary practice. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager-selection programs, utilizing a combination of discretionary and non-discretionary approaches supported by affiliated broker-dealer and banking services.

Don Eves is a financial advisor with VOYA Financial Advisors, Inc., holding the ChFC® and Series 63 designations and bringing 57 years of industry experience. He has been with VOYA Financial Advisors since 2014 and simultaneously serves as president of Premium Resources, Inc., a life insurance and long-term care marketing and sales business he has led since 1990. Eves also oversees the development and distribution of a web-based retirement program through Reachable Retirement, Inc. VOYA Financial Advisors is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, and retirement-plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm utilizes investment policy statements, model portfolios, and technology-enabled tools to structure client relationships, providing a mix of discretionary and non-discretionary management across a broad product shelf.

Shawn Lambert is a financial advisor at Benjamin F. Edwards & Company, Inc. with 23 years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo Clearing, Merrill, JP Morgan Securities, and Morgan Stanley. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of services including wrap-fee advisory programs, financial planning, investment management, and brokerage services, utilizing both proprietary strategies and third-party model providers.

Daniel Bonder is a CFP® professional with 32 years of experience, currently affiliated with Osaic Advisory Services, LLC. His prior experience includes roles at Arbor Point Advisors, Securities America, Inc., Beacon Financial Advisory, and Capital Analysts, Inc. Bonder is also an attorney who provides estate planning advice. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and lending solutions, utilizing 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.

Austin Nielson is a financial advisor with TIAA-CREF who holds a Series 66 designation and has 11 years of industry experience. His prior work includes roles at Charles Schwab and Edward Jones. Outside of his advisory duties, he serves as a non-compensated board member and president of a homeowners association, where he oversees architectural approvals and community area budgets. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, frequently serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing portfolio management, offering both model-based and customized investment options.

Matthew Davis is a Series 65-licensed financial advisor with AE Wealth Management, LLC, based in Inverness, FL. He has eight years of experience with AE Wealth Management and has owned Davis Financial Group since 2012, where he is involved in the sale and service of fixed annuity and life insurance policies. 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 variety of services such as model portfolio solutions, discretionary asset management, financial planning, and consulting, utilizing a platform-centered approach that combines internal and third-party managed models.

Danny Benedetti is a financial advisor at Citizens Securities, Inc. with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked predominantly with Citizens Securities, with a brief tenure at Cadaret Grant & Co., Inc. Outside of his advisory role, he assists with clerical work for his spouse’s travel business, B Anywhere Travell. Citizens Securities serves a wide retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides both a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency with integrated bank affiliations.

Anthony Capitano is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 66 licenses and has 21 years of industry experience. His prior roles include positions at LPL Financial, JP Morgan Securities, Charles Schwab, and Scottrade. He serves as a board member for the nonprofit Franklin’s Friends. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services. The firm offers multiple program types on the Passageway Managed Account platform, utilizing third-party portfolio managers and personalized risk profiling.

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.

Richard Little is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and 65 licenses, and has 13 years of industry experience. His prior firms include Raymond James & Associates and InvestCloud, and he is also the owner of Kahn Little LLC, a business unrelated to investment advisory services. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing advisory services primarily through investment adviser representatives.

Monette Spears is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. She has been with Morgan Stanley and its affiliates since 2007. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies, managing approximately $2.74 trillion in client assets.

Travis Bowersox is a Wealth Management Advisor and Portfolio Advisor with Merrill Lynch Wealth Management, serving clients in The Villages, FL. He specializes in wealth management planning, professional investment management, and providing financial strategies tailored to high net worth families, CEOs, business owners, executives, and retirees. Travis earned a Bachelor's degree in Finance from the University of Central Florida School of Business. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor™ (CRPC), and Personal Investment Advisor (PIA). He is also the founding member and current president of The Villages Estate Planning Council, which comprises professionals such as attorneys, CPAs, and trust officers. Outside of his professional commitments, Travis enjoys an active lifestyle with interests in biking, chess, cooking, hiking, rock climbing, running, swimming, and spending time with his family. He resides in Mount Dora with his wife, Sarah, and their daughter, Ella.

Chad Buchignani is a Financial Consultant at Fidelity Investments, a position he has held since 2021. In this role, he partners with clients to help them make appropriate financial decisions for themselves and their families, focusing on wealth management and ongoing financial monitoring. Prior to joining Fidelity, Chad worked as a Financial Consultant at TD Ameritrade from 2018 to 2020 and as an Investment Consultant at Scottrade between 2016 and 2018. Chad holds insurance licenses in Arkansas and California. His approach centers on building and maintaining client relationships based on trust, reliability, and transparency. He chose to join Fidelity due to its trusted brand, ethical values, and unique investment approach. Outside of his professional life, Chad enjoys baseball, family activities, fishing, exploring food, caring for pets, and running.

Dale Cebert is a financial advisor with LPL Financial, holding a Series 63 designation and 28 years of industry experience. His career includes roles at Ameriprise Financial Services, Morgan Stanley, and National Planning Corporation, as well as operating Cebert Wealth Management since 2014. He is also involved with Cebert Tax Service, LLC, which provides tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Casey Orourke is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Prior to joining LPL Financial in 2018, he worked for SII Investments, Inc. from 2013 to 2018. 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, third-party asset management access, and institutional platforms, supported by technology and a large network of advisors.

John Knopick is a financial advisor at Edward Jones with a Series 66 designation. He has one year of industry experience and previously worked at Rollins College for 18 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and investment strategies and manages approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.