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.

Mark Hotchkiss is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Ameriprise in Venice, FL. His prior experience includes over a decade at First Command Financial Services and its affiliated entities. Ameriprise offers a retirement-income planning service targeting individuals near or in retirement with significant investable assets, delivering written recommendations that integrate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support clients, primarily focusing on assets managed within Ameriprise accounts.

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.

Kristin Cardona is a financial advisor with Edward Jones in Punta Gorda, FL, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, she worked in healthcare-related roles at several rehabilitation and care centers. Outside of her advisory work, she is co-owner of AC Cattle Company, an agricultural business based in Branford, FL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Matthew Streiff is a financial advisor with Edward Jones, holding CFP® and ChFC® designations and over 27 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he owns and manages personal residential rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs and affiliated services. The firm manages over $1 trillion in assets through a large network of advisors and branch offices nationwide.

Sharry Hawkins is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. She holds a Series 66 designation and has worked with Wells Fargo Clearing and Wells Fargo Advisors Financial Network since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu tailored to clients meeting certain net-worth thresholds, covering areas such as retirement, education, risk management, and specialized planning needs.

Daniel Kowalczyk is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior experience includes roles at Bank of America, Fidelity Investments, and Wintrust Financial. Outside of his advisory work, he has a limited association with a multi-level marketing company through product use and minimal compensation. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies supported by internal and third-party portfolio managers for a range of clients including individuals, high-net-worth investors, and charitable organizations.

Jo Anne Marino is a financial advisor with Osaic Wealth Inc. She holds the Series 66 designation and has 18 years of industry experience. Her prior work includes positions at Hinck Private Wealth Management, Commonwealth Financial Network, and Wells Fargo Advisors. Osaic Wealth Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across various investment types.

Glenn Darrah is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2019 and has also been affiliated with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs among its offerings.

Monica Luna is a financial advisor at Morgan Stanley with two years of industry experience. She holds a Series 66 designation and has worked within various divisions of Morgan Stanley since 2021. Outside of her advisory role, she owns and operates ML Global Resources, Inc., a business focused on organic pesticide distribution. Morgan Stanley Wealth Management serves both individual and institutional clients, offering customized financial planning and advisory programs supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides a broad range of wealth management services.

Vanya Popadiyna is a financial advisor at Edward Jones in Punta Gorda, FL, holding a Series 66 designation with nine years of industry experience. Her prior work includes positions at Merrill and Bank of America. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors.

Kristie Marshall is a Series 66-licensed financial advisor with Edward Jones in North Port, FL, with eight years of industry experience. She previously worked at Seacoast Bank for three years before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a large nationwide network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Christopher Kelly is a financial advisor with Osaic Wealth, Inc. based in Englewood, Florida, holding Series 63 and Series 65 licenses. He has 32 years of industry experience and has worked at Liberty Capital Management and Osaic since 2000. Outside of his advisory role, he is involved in insurance services through his corporation and manages several rental properties. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services with a range of investment options and employs asset-allocation tools and automated rebalancing to construct client portfolios.

Goran Kociski is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 20 years of industry experience. He has been with Wells Fargo in various capacities since 2015. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.