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.

Daniel Corcoran is a financial advisor at Truist Advisory Services with 20 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Truist, he worked at Wells Fargo Clearing for seven years and spent nearly a decade at SunTrust Investment Services and its advisory affiliates. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools.

Clara Laurent is a financial advisor with OSAIC Institutions, Inc. She holds a Series 66 designation and has 8 years of industry experience. She has worked at Wauchula State Bank / Infinex Investments, Inc. since 2016. Outside of her advisory role, she is a partner in an agriculture-focused limited partnership, where she handles bookkeeping and minor accounting. OSAIC Institutions, Inc. serves individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, utilizing a hybrid adviser and broker-dealer structure with discretionary and non-discretionary account management.

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 Series 66-licensed financial advisor with seven years of industry experience. He has worked at &PARTNERS since 2026 and previously spent seven years at Edward Jones. Prior to his advisory career, he was involved in event management and distribution businesses. &PARTNERS serves a diverse client base including high-net-worth individuals, institutions, and charitable organizations, offering investment management and financial planning services. The firm employs a combination of fundamental, technical, and quantitative analysis through both proprietary and third-party strategies, with client accounts managed on discretionary or non-discretionary bases.

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.

Brian Montalbano is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior roles include positions at Pinnacle Bank, Synovus Securities, Synovus Bank, and SunTrust Advisory Services. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and various non-securities products and services through affiliated entities.

Jennifer Zeits Gasko is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 18 years of industry experience. Her prior roles include positions at Genisys Credit Union and Cetera Advisor Networks. She is also involved with Lithops Juntos, an investment-related activity outside her primary advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisors implementing strategies using both proprietary research and third-party resources.

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® professional with 27 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He previously worked at Prudential Equity Group, LLC from 2001 to 2003. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, utilizing research from Wells Fargo Investment Institute and third-party databases to support its investment approach.

Donna Gruber is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. Her work history includes roles at Arthur Gallagher, Waddell & Reed, and Providence Financial Group. She is also involved in a family business, Wieshofer & Co LLC, a chandelier company based in Punta Gorda. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, utilizing both proprietary and third-party strategies.

David Feldstein is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. His prior roles include positions at Mass Mutual Investors Services and The Prudential Insurance Company of America. Feldstein is active as a volunteer committee member on a school governance council and serves as president of a consulting and coaching firm, Boomer Concierge. Cambridge Investment Research Advisors serves a diverse client base, including individual, institutional, pension, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Nick Wilson is a financial advisor with J.P. Morgan Securities in Venice, FL, holding a Series 66 designation and 14 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has nine years of prior experience with JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, incorporating forward-looking capital market assumptions and ESG frameworks where applicable.

Scott Clark is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He holds a Series 66 designation and has worked with Wells Fargo Clearing and A. G. Edwards & Sons, Inc. in prior roles. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting a net-worth threshold, utilizing proprietary research and planning tools to develop customized recommendations.

Michael Sheppard Jr. is a Financial Advisor with Merrill Lynch Wealth Management, specializing in helping families, retirees, and busy professionals address both their short-term and long-term financial goals. He provides tailored strategies that encompass general investing, retirement planning, education planning, small business strategies, individual and corporate investment strategies, and tax minimization. Michael utilizes a one-on-one approach to understand client priorities and develop portfolio strategies aligned with their objectives. He offers ongoing advice and adapts portfolios as circumstances change, supporting clients through complex financial decisions such as buying a home, saving for college, and preparing for healthcare needs. In addition to his advisory role, he coordinates with Bank of America specialists on banking, credit, home financing, and small business solutions. He holds a Bachelor's degree from Florida Gulf Coast University and a Master's degree from the University of Florida. Michael has earned professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of work, he enjoys activities such as boxing, camping, football, hiking, pickleball, reading, skiing, spending time with his family, and traveling.

Robert James is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 designations. He has 16 years of industry experience, including roles at THE O.N. Equity Sales Company and Ohio National Financial Services. Outside of advising, he is involved in business development coaching and operates an independent insurance agency through Marathon Risk Solutions. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and provides access to proprietary model strategies and unaffiliated third-party advisers.

Paul Farthing is a CFP® professional with 33 years of industry experience. He has been with Cambridge Investment Research Advisors since 2010, following prior roles at Gunnallen Financial, Inc. and Mass Mutual Investors Services. Cambridge Investment Research Advisors, Inc. serves a diverse range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and offers access to multiple platforms, discretionary and non-discretionary management, as well as proprietary model strategies.

Jeimy Rodriguez is a financial advisor at J.P. Morgan Securities with four years of industry experience and a Series 66 designation. Their prior work experience includes roles at JPMORGAN Chase Bank, Bank of America, Merrill, Amazon.com, and Banco Davivienda. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Michael Harding is a financial advisor with Ameriprise in King of Prussia, PA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at Ameriprise and its affiliated entities since 1996. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team.