David Cherry is a financial advisor at TD Private Client Wealth LLC in Sarasota, FL, with eight years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Cherry has been with TD Bank N.A. and its affiliated firms since 2015. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients, offering a range of portfolio management solutions and financial planning support through a combination of affiliated and third-party investment managers.

Stephen Leavitt is a CFP® with 42 years of industry experience, currently serving at Commonwealth Financial Network since 2016. He has also been associated with Commonwealth Equity Services, Inc. since 1994. Outside of his advisory role, he is president and sole owner of an entity established for securities business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides a comprehensive platform including advisory programs, investment management, and practice-management support while enabling advisors to offer customized portfolio solutions.

Thanarat Metrius is a CFA® charterholder and financial advisor with six years of industry experience. He is currently with TD Private Client Wealth LLC in Sarasota, FL, where he has worked since 2019 in various roles within TD Bank and its affiliated entities. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail investors. The firm utilizes strategic and tactical asset allocation through its TD Managed Portfolios and guided portfolios, combining investments from affiliated and third-party managers.

Sharon Raymond Daley is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and 10 years of industry experience. She has worked at TD Bank N.A. and TD Private Client Wealth LLC since 2016, and at PNC Investments since 2015. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth private, and retail clients. The firm utilizes a combination of strategic and tactical asset allocation across various portfolios, incorporating both affiliated and third-party sub-managers.

Ronald Hamilton is a Series 66-licensed financial advisor with 42 years of industry experience. He has worked at Bar Harbor Bank & Trust and infinex Investments, Inc. since 2008. Hamilton is also involved in health insurance sales, including commissions from Aetna Insurance Company. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services through a network of investment adviser representatives and employs a hybrid adviser/broker-dealer structure that provides clients access to alternative investments, lending solutions, and both discretionary and non-discretionary account management.

Michele Wolfe is a financial advisor with TD Private Client Wealth LLC in Sarasota, FL, holding Series 66 and Series 63 licenses and possessing 15 years of industry experience. Her prior roles include positions at Morgan Stanley, The Prudential Insurance Company of America, and Fidelity Brokerage Services. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients and high-net-worth private clients, employing a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Jared Burke is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. His prior roles include positions at NewEdge Advisors, Mid Atlantic Financial Management, and Ameriprise Financial Services. He also engages in fixed insurance sales on a limited basis. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs, investment management, and practice-management support. The firm offers diverse portfolio construction options and discretionary model portfolios, supported by a substantial clearing and custody relationship with National Financial Services LLC.

John Fitzgerald is a financial advisor at TD Private Client Wealth LLC with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His work history includes multiple roles within TD Bank N.A. and First Citizens Bank and Investor Services between 2016 and the present. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, as well as retail clients. The firm offers portfolio management through a combination of strategic and tactical asset allocation using both affiliated and third-party sub-managers.

Daniel Sobol is a financial advisor at Corient with 27 years of industry experience. He holds a Series 65 designation and has worked at Corient and its affiliated entities since 2022, following a 26-year tenure at Gofen and Glossberg, L.L.C. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm uses a goals-based, team investment approach that combines proprietary strategies with third-party managers and employs risk management tools and stress testing to align portfolios with client objectives.

Steven Cecil is a financial advisor with NewEdge Advisors and holds the Series 66 designation. He has 24 years of industry experience, including prior roles at Mid Atlantic Financial Management and USAA-affiliated firms. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Steven Morgan is a financial advisor with First Command Advisory Services and holds Series 63 and Series 65 designations. He has 34 years of industry experience and has worked previously at firms including Grove Point Investments, H. Beck, and Mass Mutual Investors Services. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs featuring centrally managed model portfolios and third-party managers selected by its Investment Management Team.

Oscar Rico is a financial advisor at PNC Wealth Management in Sarasota, FL, with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including BBVA Wealth Solutions and Oppenheimer & Co. Inc. prior to joining PNC in 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary online model account available to select employees that uses algorithm-driven risk assessments and primarily invests in mutual funds and ETFs with annual rebalancing.

Robert Decaro is a financial advisor with Lincoln Investment in Englewood, FL, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 2012. Outside of his advisory role, he is licensed to sell individual life insurance and long-term care insurance. Lincoln Investment serves individuals, including high-net-worth clients, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services using both strategic and tactical approaches, managing approximately $22.9 billion in advisory assets as of the end of 2025.

Cynthia Robinson is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 credentials and four years of industry experience. She has been with TD Private Client Wealth LLC and TD Bank N.A. since 2021 and previously worked at TD Bank N.A. from 1998 to 2021. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm’s investment approach combines strategic and tactical asset allocation with both affiliated and third-party sub-managers through various guided portfolio options.

Umair Jawaid is a financial advisor at TD Private Client Wealth LLC with six years of industry experience. He holds a Series 66 designation and has worked at several major firms, including Bank of America, Merrill, and J.P. Morgan Securities. Jawaid is also part owner of ON DEMAND REHAB LLC, a limited liability company in Florida. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, offering portfolio management, financial planning support, and custody through third-party custodians. The firm uses both affiliated and third-party sub-managers and employs a range of strategic and tactical asset allocation strategies.

Rosa Pachon is a Series 66-licensed financial advisor with TD Private Client Wealth LLC, based in Sarasota, FL. She has 21 years of industry experience, including 14 years with TD Bank, N.A. and TD Private Client Wealth LLC. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients. The firm employs a combination of strategic and tactical asset allocation across both affiliated and third-party investment managers.

Francisco Avalle is a financial advisor at TD Private Client Wealth LLC with 14 years of industry experience. He holds Series 63 and Series 66 registrations and has previously worked at Wells Fargo Bank. Avalle is based in Sarasota, FL. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients and high-net-worth private clients. The firm combines strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering financial planning support and custody through third-party custodians.

Stephen Powers is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses, and has 41 years of industry experience. He has worked at Janney Montgomery Scott since 2020 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2020. Powers serves as a trustee on the board of the Gulf N Bay Condo Association in Venice, Florida. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and advisory services through various portfolio management strategies.

Ryan Stevenson is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. Stevenson has been with Fifth Third Securities since 2013 and has worked at Fifth Third Bank since 2004. Outside of his advisory role, he is a co-owner of Michelle Lynn Stevenson PA, a realty business in Cape Coral, Florida. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, corporations, and institutional investors. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank and its status as a municipal advisor.

Cynthia Danker Merritt is a financial advisor with PNC Wealth Management in Venice, Florida. She holds Series 63 and Series 65 credentials and has 21 years of industry experience, including 14 years at PNC. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only Portfolio Solutions Strategist Digital Offering that uses algorithm-driven model strategies managed by PNC or third-party strategists.