Peter Ferrante is a CFP® professional with 35 years of experience in the financial industry. He has worked at Benjamin F. Edwards & Company, Inc. since 2011 and previously held positions at Wells Fargo Clearing and Legg Mason Wood Walker, Incorporated. Outside of his advisory role, he is a co-owner of Ferrante Wine Farm Inc., a manufacturing business. 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, and investment management that combine proprietary strategies and third-party models.

Daniel Zebrowski is a financial advisor at SPC with 28 years of industry experience. He holds the PFS™ designation and is registered with Series 63 and Series 65 licenses. His career includes roles at Sigma Financial Corporation, Investment Advisors Corp., and Broker Dealer Financial Services Corp. Zebrowski is also a certified public accountant and is involved in several related business activities, including ownership and leadership positions in accounting and financial planning firms. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and offers tailored, discretionary investment advice through multiple account programs, with custody and execution services provided primarily via Fidelity/NFS.

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.

Berni Stevens is a financial advisor with Independent Advisor Alliance, LLC, holding Series 65 and Series 66 credentials and three years of industry experience. Prior to joining Independent Advisor Alliance, Stevens worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2017 and has been involved with TruNorth Divorce Solutions, LLC since 2017. 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. The firm utilizes a network model of advisory representatives and leverages technology platforms to deliver portfolio management and estate-planning solutions.

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®-designated financial advisor with over 32 years of industry experience. He is currently with Osaic Advisory Services, LLC and has previously worked with Arbor Point Advisors, Securities America, Beacon Financial Advisory, and Capital Analysts. In addition to his advisory role, he is an attorney providing estate planning services. Osaic Advisory Services, LLC is an SEC-registered enterprise firm that serves a diverse client base including individuals, pension plans, corporate and charitable entities, retirement participants, and sovereign wealth funds. The firm offers a range of investment management and financial planning solutions, utilizing both fundamental and technical analysis alongside access to alternative investments and co-advisory arrangements.

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.

Joseph Jarrett is a Series 66-credentialed financial advisor with 13 years of industry experience. He is currently with Truist Advisory Services, where he has worked since 2018, following prior roles at Merrill Lynch and Edward Jones. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and a multi-affiliate operating structure.

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.

Kevin Maxwell is a Series 65-licensed advisor with Equity Services, Inc. (ESI Financial Advisors) and has four years of industry experience. Prior to joining Equity Services in 2026, he spent five years with Knights of Columbus Asset Advisors LLC and eleven years with Knights of Columbus Insurance, where he continues to serve as a Field Agent specializing in life insurance and related products. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, including third-party asset managers and model portfolios, and manages a combination of discretionary and non-discretionary client accounts.

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.