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.

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.

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.

Stephen Serati is a financial advisor at OSAIC with 37 years of industry experience. He holds Series 66 and Series 63 credentials and has previously worked at Securities America Advisors, Inc. and SSN Advisory, Inc. Serati is also a partner in Millenia Investments, a business involved in securities and variable life and equity indexed annuity sales. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services supported by asset-allocation tools and access to third-party money managers and managed-account solutions.

Amber Weaver is a Series 66 licensed financial advisor at Merrill with eight years of industry experience. She previously practiced law at Amber L. Weaver, Esquire P.A. for sixteen years before transitioning to finance. Weaver serves as an advisory board member for Meals on Wheels of Charlotte County. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, corporations, pension and profit-sharing plans, and charitable organizations.

Jean Paul Ceballo is a financial advisor with Primerica Advisors, holding a Series 66 designation and three years of industry experience. His background includes roles at Merrill Lynch, Charles Schwab, LPL Financial, and Wells Fargo Bank, among others. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages a wrap-fee asset management program that utilizes model-delivery strategies created by unaffiliated asset managers and offers a range of strategic, tactical, tax-managed, and income-distribution investment models.

Stacy Hart is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Cetera Wealth Services since 2013 and Cetera Investment Advisers since 2023. Outside of her advisory role, she is co-owner of a home inspection business with her spouse. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Brittany Ingman is a financial advisor with Merrill in Punta Gorda, FL, holding a Series 66 designation and nine years of industry experience. She has worked at Bank of America and Merrill since 2017 and was previously employed by Arcadia Amoco (Marathon) from 2014 to 2017. Outside of her advisory role, she serves as an event coordinator for a boating club that hosts community events. Merrill, together 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 a range of clients including individuals, high-net-worth investors, and organizations.

Thaddeus Obecny is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 27 years of industry experience. His career includes long tenures at Avantax Insurance Agency, LLC and Avantax Investment Services, Inc. He is also a partner in a notary public service and serves as an executor of an estate, overseeing its operations. Additionally, he assists with financial management for his son's professional golf business. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets.

Jill Spatola is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 25 years of experience in the financial industry. She specializes in managing both personal and corporate retirement plans, developing income plans, and providing personal wealth analysis. Jill works closely with her clients' attorneys, CPAs, and Medicare specialists to ensure that all aspects of their wealth management plans are aligned. Her practice serves a variety of clients, including real estate professionals, corporate executives, and small to mid-size companies, focusing on strategies such as family wealth management, legacy planning, tax minimization, and retirement income. Jill holds a Bachelor's degree from the University of Massachusetts and has completed additional coursework at Bryant University. She has earned several professional designations, including Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Throughout her career, she has been involved in community organizations such as BNI, Girls on the Run, School on Wheels of Massachusetts, and Women United of Charlotte County. Jill has also served on the boards of several nonprofit organizations, including School on Wheels of Massachusetts and the Animal Welfare League of Charlotte County. In addition to her professional commitments, Jill volunteers as a coach for Girls on the Run and participates in local chambers of commerce. She has chaired initiatives like the School on Wheels Holiday Bag Drive, which involved coordinating community efforts to support students. Jill balances her professional and community work with personal interests including adventure sports, boating, running, and spending time with her family.