Anthony Desjardins is a financial advisor with Centaurus Financial, Inc. in Lady Lake, FL, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Centaurus Financial since 2017 and previously at Newbridge Securities Company from 2015 to 2017. Desjardins is also the managing member of Desjardins Retirement Solutions, LLC, a Florida-licensed insurance agency. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning and portfolio management using multiple analytical approaches, with both discretionary and non-discretionary account arrangements.

James Lagrone is an advisor with Kestra Advisory who holds Series 63 and Series 65 credentials and has 30 years of industry experience. He has worked with Kestra Advisory since 2016 and maintains ownership of Wintergreen Financial Services, Inc., where he acts as a registered representative. Outside of his advisory work, Lagrone volunteers with AARP-TAX AID preparing personal tax returns. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients with approximately $79.8 billion in assets under management.

William Schmidt is a CFP® with 33 years of industry experience. He is currently affiliated with Independent Advisor Alliance, LLC and has held roles at LPL Financial, Independent Financial Partners, and Schmidt Financial Resources. Schmidt Financial Resources, Inc. has been a longtime business activity of his, operating since 1992. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting services through a network model that combines independent advisory representatives with access to third-party managers and technology platforms.

Mitchell Nunn is a financial advisor at Brookstone Capital Management LLC with two years of industry experience. He holds a Series 65 designation and has worked in insurance sales and office management at Amerilife of Brevard since 2021. His prior roles include positions outside the financial services industry, such as work at Overlook Bible Training Center and Starbucks. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions, and supports a large advisor network with model portfolios and managed account services.

Peter Ferrante is a CFP® professional with 35 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2011. He is also a co-owner of Ferrante Wine Farm Inc., a manufacturing business in Geneva, Ohio. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets, serving individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations. The firm offers a range of advisory programs and investment strategies, combining firm-developed and third-party models with ongoing oversight from an Investment Strategy Committee.

Daniel Zebrowski is a financial advisor with SPC who holds the PFS™ designation and has 27 years of industry experience. He has worked at Sigma Financial Corporation and SPC since 2018 and has prior experience with Investment Advisors Corp. and Broker Dealer Financial Services Corp. Zebrowski is also a CPA and is involved in several related business activities, including serving as president of Family Financial Planners, Inc. and Family Financial Advisors, Inc., where he provides financial planning, tax consulting, and advisory services. SPC serves a diverse client base including individual, high-net-worth households, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisors and approximately $5.66 billion in assets under management.

Michael Mehltretter is a financial advisor at Lincoln Investment with 20 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Lincoln Investment in 2017, he worked at Legend Advisory Corporation and Legend Equities Corporation. He has also served with the Buffalo Fire Department since 1991. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a range of managed portfolio programs using both strategic and dynamic investment approaches.

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.

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.

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.

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.

Shawn Lambert is a financial advisor at Benjamin F. Edwards & Company, Inc. with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo Clearing, Merrill, Bank of America, and JP Morgan Securities. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, and nonprofit organizations. The firm offers a range of advisory programs and investment strategies, combining firm-developed and third-party models with periodic strategic reviews and oversight from an Investment Strategy Committee.

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.