Daniel Dalke Dupey is a financial advisor at Brookstone Capital Management LLC with one year of industry experience. He holds a Series 65 credential and has prior experience in insurance sales and management, serving as Managing Director at AmeriLife of Port Charlotte since 2022. He also worked in various roles in the insurance and food service industries from 2014 to 2022. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs strategic and dynamic asset-allocation models and utilizes a variety of investment vehicles, offering discretionary portfolio management through its turnkey platform and serving as a sub-advisor to other advisory programs.

Clara Laurent is a financial advisor with OSAIC Institutions, Inc. She holds the Series 66 designation and has seven years of industry experience. Clara has worked with Wauchula State Bank and Infinex Investments, Inc. since 2016. In addition to her advisory role, she is a partner in an agriculture business involved in bookkeeping and minor accounting. OSAIC Institutions, Inc. is an SEC-registered investment adviser that serves individuals, ERISA plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, and access to alternative investments while operating a hybrid adviser and broker-dealer structure.

William Bowman is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at AEGIS Financial, Raymond James Financial Services, and Bowman & Company S.C. He is also an insurance agent specializing in fixed insurance sales. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers a range of services such as financial planning, asset management, and specialized retirement consulting, employing a strategic investment process that combines passive and active management with quantitative and fundamental research.

Nicholas Nemec is a financial advisor at &PARTNERS with seven years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and two privately held companies focused on events and distribution. &PARTNERS serves a diverse range of clients, including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing a mix of proprietary and third-party investment strategies across discretionary and non-discretionary portfolio management.

Russell Woodward is a financial advisor with Steward Partners Investment Advisory, LLC in Port Charlotte, FL, holding Series 63 and Series 66 credentials with 18 years of industry experience. His prior roles include positions at Raymond James Financial Services, Inc. and INVEST Financial Corp. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets and serves a broad client base including individuals, high-net-worth clients, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of investment advisory and financial planning services with discretionary and non-discretionary portfolio management options.

Staci Rector is a financial advisor at Fidelity with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab Bank and Charles Schwab. Outside of her advisory role, she is the owner and director of WAVE Coaching LLC, where she provides personal life coaching. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and implements oversight and advisory roles with an emphasis on systematic, long-term asset allocation.

Jennifer Zeits Gasko is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has previously worked with Cetera Advisor Networks LLC and Genisys Investment Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from various sources.

Kerrolyn Noonan is a financial advisor with Merrill in Punta Gorda, FL, holding a Series 66 designation and five years of industry experience. She has previously worked at NYLife Securities and Santander Bank. Outside of her advisory role, she is involved with LKN Properties LLC, a limited liability company. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Adam Anderson is a CFP®-certified financial advisor with 27 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he has ownership in a rental property business based in Portage, Michigan. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Donna Gruber is a financial advisor with LPL Financial in Punta Gorda, FL, holding a Series 66 designation and 17 years of industry experience. Her prior work includes roles at Arthur Gallagher, Providence Financial Group, and Waddell & Reed. Outside of her advisory work, she is involved with Wieshofer & Co LLC, a family business specializing in chandeliers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Kathryn Anderson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 23 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Scott Clark is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 25 years of industry experience. His career includes multiple roles within Wells Fargo and its affiliates dating back to 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers comprehensive financial planning and investment services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Michael Sheppard Jr. is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he assists families, retirees, and busy professionals in addressing both short and long-term financial objectives. He offers guidance on investing, retirement planning, education planning, small business strategies, individual and corporate investment strategies, as well as tax minimization. He holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Michael earned a Bachelor's Degree from Florida Gulf Coast University and a Master's Degree from the University of Florida. His approach involves working closely with clients to understand their priorities and develop strategies tailored to their financial goals. Outside of his professional responsibilities, Michael has interests in boxing, camping, football, hiking, pickleball, reading, skiing, spending time with his family, and traveling.

Robert James is a financial advisor at Cambridge Investment Research Advisors with 16 years of industry experience. His background includes roles at THE O.N. Equity Sales Company and Ohio National Financial Services, each spanning 11 years. In addition to his advisory work, he operates Marathon Risk Solutions, an independent insurance agency, and provides business development coaching. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning and investment management through a network of independent professionals. The firm employs a variety of investment strategies and platform arrangements, including proprietary models and unaffiliated strategists, with options for discretionary and non-discretionary management tailored to client needs.

Paul Farthing is a CFP®-certified financial advisor with Cambridge Investment Research Advisors, where he has worked for 16 years. He has 33 years of industry experience and holds Series 63 and Series 65 licenses. Farthing is also associated with The Financial Group Resource as an investment advisor representative. Cambridge Investment Research Advisors is a large SEC-registered firm that serves individuals, retirement plans, charitable organizations, trusts, and estates through financial planning, investment management, and retirement plan advisory services. The firm provides a range of portfolio management options, including proprietary and third-party model strategies, with services tailored to client objectives and delivered via a network of independent financial professionals.

Jeimy Rodriguez is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Merrill, Amazon.com, and Banco Davivienda. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Heidi Kesner is a financial advisor at Edward Jones with 12 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2016. Outside of her advisory work, she is involved in crafting epoxy designs and plans to participate in craft fairs and sell her work on Etsy. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory programs with a nationwide network of more than 23,000 financial advisors.

Mark Uebelacker is a financial advisor with Edward Jones in Punta Gorda, FL, holding Series 66 and Series 63 designations and two years of industry experience. His prior roles include positions at Forthright Capital Partners, Crews Banking Corp/Wauchula State Bank/Infinex Investments/Osaic, and Merrill Lynch/Bank of America. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

James Levell is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He has been with Wells Fargo Advisors since 2014 and holds Series 63 and Series 65 licenses. Levell is also the owner of Levell Wealth Management, LLC, an investment-related business based in Punta Gorda, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including retirement, education, risk, and wealth-transfer planning, utilizing proprietary research and tools to develop tailored recommendations for clients.

Eric Loche is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Morgan Stanley and its affiliated private bank since 2014 and 2015, respectively. Outside of his advisory role, he is involved in managing rental property. Morgan Stanley Wealth Management serves individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by structured discovery and firm‑approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.