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.

Mark Cochran is a financial advisor with LPL Financial who holds Series 63, 65, and 66 credentials and has 39 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Prudential Equity Group, LLC. Cochran operates Cochran Wealth Management as a DBA for his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting its network of over 22,800 advisors managing more than $819 billion in discretionary assets.

Michael Randolph is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Ameriprise since 2024. His prior experience includes roles at Charles Schwab and TD Ameritrade, along with earlier positions outside finance in the hospitality sector. Ameriprise provides retirement-income planning services aimed at individuals nearing or in retirement with significant investable assets. The firm employs a research-driven, algorithm-supported approach to deliver personalized, tax-efficient retirement income recommendations through a centralized consulting team.

Peter Rouzzo is a financial advisor with Edward Jones in Port Charlotte, FL, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.

Roland Fannin is a financial advisor with Edward Jones in Charlotte, FL, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1996. Outside of his advisory role, he is involved as a general partner and owner in several business ventures, including cabinetry manufacturing, agriculture, hospitality, and real estate. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and maintains a large network of financial advisors and branch offices across the country.

Brian Marchwinski is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with five years of industry experience. He began his career at the Professional Employment Group before joining Edward Jones in 2017. Outside of advising, he works as a contractor delivery driver for a food delivery service in the evenings. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and nonprofits. The firm offers a variety of advisory programs and investment strategies supported by a large national network of advisors and branch offices.

Brian Haehl is a financial advisor with Ameriprise in Punta Gorda, FL, holding the CFP® and ChFC® designations and having 29 years of industry experience. His prior roles include positions at Wells Fargo Advisors and BB&T Bank. Outside of advising, he owns OPM Furniture, LLC, a leasing business for office furniture and amenities. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Carlos Candales is a financial advisor with Merrill in Punta Gorda, Florida, holding Series 63 and Series 66 credentials and over 30 years of industry experience. He has been with Merrill since 1993. Outside of his advisory role, he occasionally assists with photography, artwork, and maintenance at a local dance studio owned by his wife. 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, pension plans, corporations, and charitable organizations.

Douglas Joslin is a financial advisor with Cetera, holding a Series 66 credential and five years of industry experience. He has been affiliated with Cetera and related entities since 2021. Outside of his financial advisory work, Joslin streams video games as a Twitch affiliate, using the platform for social interaction and occasional monetary support, and serves as a mentor with the nonprofit Take Stock in Children as well as a volunteer on an ad hoc committee for the Charlotte Community Foundation. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse advisory services through a nationwide network of independent advisors, utilizing a multi-manager platform that allows for a range of portfolio management and financial planning solutions.

Deena Bryan is a financial advisor with Robert W. Baird & Co. in Port Charlotte, FL, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has been with Robert W. Baird & Co. since 2013. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across various investment strategies.

Suzanne Kingsbury is a financial advisor at Merrill with 27 years of industry experience. She holds the Series 66 designation and has been with Merrill Lynch since 1999. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Gary Hirschy is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds the Series 66 designation and has worked at Bank of America/Merrill Lynch, Suncoast Credit Union/LPL Financial, and Jpmorgan Chase Bank, N.A. prior to his current role. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Michael Lowry is a Private Wealth Advisor with The Hise/Lowry Group at Merrill Private Wealth Management. He specializes in serving ultra-high-net-worth families, individuals, businesses, and private family foundations. Michael works closely with clients to develop financial strategies tailored to their goals, focusing on wealth management, legacy planning, and investment strategy. Before joining Merrill, Michael held executive leadership roles at a Fortune 100 company for over a decade, including positions as a commercial sales director and general manager. This background supports his work with corporate executives and entrepreneurs managing concentrated business holdings. He is a Personal Investment Advisor (PIA) and holds a Bachelor's Degree from Eastern Illinois University. Michael enjoys boating, golfing, and traveling and divides his time between Kansas City and Punta Gorda, Florida.

Joel Rupp is a financial advisor at Morgan Stanley with 38 years of industry experience. He has held roles at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured, firm-approved financial planning process that uses tools such as Secular Return Estimates and Monte Carlo simulations.

Frank Russo is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, he is a part owner of KSR Performance Physical Therapy in Wisconsin. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, with advice and account management provided by investment adviser representatives utilizing various investment strategies and technology tools.

David Selden is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 19 years of industry experience. His career includes prior roles at Raymond James Financial Services Advisors Inc. and FSC Securities Corporation. He also operates a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers various financial planning and portfolio management programs supported by extensive resources and a large network of investment adviser representatives.

Morgen Rivers is a financial advisor with Ameriprise in Punta Gorda, FL, holding a Series 66 designation and beginning his advisory career in 2025. His prior work experience includes roles at Lahaye Recreation and Fitness Center, Tech Marine Business, Inc., Bootleggers, Systems Planning and Analysis Inc., and The Cottage. Ameriprise Financial Services is a large diversified firm serving both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach includes customized Recommendation Reports and ongoing advice focused on dependable income and tax-aware withdrawal strategies.