Peter Donlevy is a financial advisor with Edward Jones in Port Charlotte, FL, holding a Series 66 designation and one year of industry experience. His prior roles include positions at SGS Maine Pointe, LLC and JandP Group, LLC. 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 strategies supported by a large network of advisors and branch offices nationwide.

Dawne Polsinelli is a financial advisor with Primerica Advisors in Port Charlotte, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Primerica Advisors since 2000 and has worked with Primerica Financial Services since 1989. In addition to her advisory role, she is involved in referral activities for home security and automation products and manages crypto investing within a personal Roth IRA. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure, providing custody and trade execution services through Pershing and Primerica Brokerage Services.

Brian Placke is a CFP®-designated financial advisor with Wells Fargo Advisors in Fort Myers, FL, and has eight years of industry experience. His prior experience includes roles at Guardian Life Insurance Company, Park Avenue Securities, and Charles Schwab, among others. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk management, and niche services such as business-owner transition and special-needs planning. The firm integrates advisory services with other financial products and referral channels, delivering tailored recommendations supported by Wells Fargo research and planning tools.

Janet Willingham is a financial advisor at Merrill with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 1998, including her tenure with Bank of America since 2011. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Sullivan is a CFP® professional with over 53 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has held multiple roles within Cambridge and related entities since 2006 and previously worked at Continuity Partners Group, LLC and TBS Agency, Inc. Sullivan serves as a director of The Cambridge Foundation, a nonprofit focused on charitable, literary, scientific, and educational purposes. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, utilizing a range of proprietary and third-party model strategies with both discretionary and non-discretionary implementation options.

Mary Disher is a CFP® with over 31 years of experience in the financial services industry. She is currently with Cetera and has previously worked with Summit Financial Group Inc and Summit Brokerage Services Inc. She serves on the audit committee for the Girl Scouts of Gulf Coast Florida and holds a leadership role in Toastmasters International. Additionally, she participates as a panel member for the United Way of Charlotte County where she reviews charity funding requests. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a broad range of portfolio management and financial planning services through a large network of independent advisors.

David Denna is a financial advisor at Fidelity with 17 years of industry experience. He holds a Series 66 designation and has worked at Fidelity since 2010, including seven years with Fidelity Personal and Workplace Advisors and most recently with Fidelity Investments. Prior to joining Fidelity, he spent one year at Merrill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles with registered investment companies, and integration of advanced technologies such as AI and large language models in its research process.

Gregory Ordmandy is a financial advisor at Raymond James & Associates with six years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2019, following six years as a self-employed professional. Outside of advising, he owns and manages a rental property business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets, serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and municipal advisory services, supported by a nationwide network of advisors and a variety of portfolio management styles.

Glen Payne Jr. is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Roy Borrego is a financial advisor with Merrill in Punta Gorda, Florida, holding a Series 66 credential and 27 years of industry experience. He has been with Merrill Lynch PF & S Inc. since 1999 and Bank of America, NA since 2009. Outside of his advisory role, Borrego is involved as a general partner in Borrego Brothers LLC and serves as a committee member for It's Our Turn, Inc., a local nonprofit supporting veterans. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary strategies for a range of clients including individuals, high-net-worth investors, and charitable organizations.

Rachel Layton is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. Her prior work includes positions at Chapman Insurance Group and Landmark Realty. She is based in Punta Gorda, FL. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Bradley Schott is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Investacorp and Securities America Advisors. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of advisers and multiple platforms. The firm uses asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios that include a variety of investment types.

Christopher Church is a financial advisor with Primerica Advisors in Port Charlotte, FL, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked with Primerica Advisors since 2008 and served in the Charlotte County Fire/EMS from 2007 to 2021. In addition to his advisory role, he is CEO and partner of Estates Authority LLC. Primerica Advisors is a large firm serving primarily individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers and provides discretionary portfolio management through integrated custodial and trading services.

Ryan Rupert is a financial advisor at Morgan Stanley with 19 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he is an owner and partner of Willow Pens LLC in Punta Gorda, FL. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Richard Kubis is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has been with Cambridge since 2013 and has additional experience as a golf course on-course reporter for CBS Sports since 2011. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a range of portfolio management strategies across multiple custody and platform options.

David Scott is a CFP®-certified financial advisor with LPL Financial, based in Punta Gorda, FL, and has 21 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, David serves as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Pablo Roca is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that incorporates firm-approved tools and modeling techniques.

Steven Muse is a financial advisor at Edward Jones in Port Charlotte, FL, holding a Series 66 designation with 11 years of industry experience. He was previously with Merrill from 2003 to 2018 before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,000 financial advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Kenneth Layton is a financial advisor at Merrill with 14 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2012 and Bank of America, N.A. since 2013. He is based in Punta Gorda, Florida. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Charles Cash is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and two years of industry experience. He has worked at Avantax Insurance Agency and Avantax Advisory Services, and he is the managing member of AIS Tax and Financial, LLC, a tax advising and preparation firm he has operated since 2011. Outside of financial advising, he manages Suncoast Stables, LLC, a horse boarding facility he co-owns. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and access to a multi-manager platform with both affiliated and third-party managers.