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.

Alex Fontana is a CFP® and Series 66-licensed financial advisor with 12 years of industry experience. He is currently with Truist Advisory Services and Truist Investment Services, having worked previously at BB&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and integrated inter-affiliate service arrangements.

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.

Michael Stelogeannis is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 18 years of industry experience. His work history includes roles at Truist Investment Services, SunTrust Advisory Services, SunTrust Investment Services, Inc., and SunTrust Bank. Outside of his advisory role, he is a managing member of M2C Group LLC, a rental property holding company. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration with Truist Investment Services and Truist Bank.

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.

Zaneh Gonzalez Romaine is a financial advisor with Truist Advisory Services in Ocala, FL, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. She previously worked at BB&T Securities before joining Truist and has been with Truist Advisory Services since 2021. Outside of her advisory work, Zaneh teaches yoga classes locally and participates in charitable fundraising events through yoga partnerships. 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 platforms and AI-enabled research tools, while emphasizing inter-affiliate integration within the Truist enterprise.

Wayne Hastad is a financial advisor at Truist Advisory Services with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing and Wells Fargo Bank NA prior to joining Truist. 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 platforms and AI-enabled research tools, to deliver its services.

Christopher Turner is a financial advisor with Truist Advisory Services in Ocala, Florida, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Truist and its predecessor organizations since 2012, including roles at BB&T and SunTrust entities. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enhanced research tools.

David Perkins Sr. is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior work includes positions at Wells Fargo Clearing and Merrill. Outside of his advisory role, he serves as a rider coach for the Motorcycle Safety Foundation, teaching motorcycle riding skills in Ocala, Florida. 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, leveraging third-party platforms and AI-enabled research tools to support investment decisions.

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.

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.

Jeffrey Tucker is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He previously worked at Wells Fargo Clearing and BB&T Securities before joining Truist. Tucker serves on the financial board of a local church, reviewing monthly financial statements and advising on charitable donations. Truist Advisory Services offers investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and employs AI-enabled tools in its research while maintaining integrated service arrangements across its affiliated entities.

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.

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.