Gerard Rocchi is a financial advisor with Eagle Strategies (New York Life) based in Venice, FL. He holds the Series 63 and Series 65 designations and has 37 years of industry experience. Rocchi has been affiliated with New York Life and its related entities since 1999. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm employs multiple advisory programs and focuses primarily on non-discretionary asset management within an integrated New York Life affiliate structure.

Raymond Dinkel is a financial advisor at Oppenheimer with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2013, following roles at PNC Wealth Management and J.J.B. Hilliard, W.L. Lyons, LLC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and other clients. The firm offers a range of investment and consulting services across discretionary and non-discretionary accounts, maintaining custody of client assets while providing tailored portfolio management and retirement planning.

Eric King is a Certified Financial Planner® with over 41 years of industry experience, currently serving at Commonwealth Financial Network since 2016. He previously worked at My Financial Group, Ltd. for 15 years and has operated King Financial Services since 1990. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $212 billion in client assets, offering a broad range of managed account programs and access to third-party asset managers and custodial services.

Matthew Jimenez is a financial advisor at TD Private Client Wealth LLC with nine years of industry experience. He holds the Series 66 designation and has worked at firms including TD Bank N.A., Morgan Stanley, Royal Alliance Associates, and LPL Financial. 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 combines strategic and tactical asset allocation through portfolios that include both affiliated and third-party sub-managers, offering ongoing portfolio management, financial planning support, and custody via third-party custodians.

Steven Wong is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 65 licenses. He has been with Fifth Third Securities since 2025 and has prior experience working at FIFTH THIRD BANK since 2022. Before entering the financial industry, he worked at Laishley Crabhouse from 2009 to 2022. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing multiple managed-account options and features such as direct indexing and tax-overlay services.

Wendy Namack is a CFP® professional with 29 years of industry experience, currently affiliated with Commonwealth Financial Network. She has operated Namack Portfolio Investment Professionals, LLC since 2009, serving as its sole owner. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a variety of advisory programs and services, including discretionary model portfolios and personalized investment solutions. The firm provides extensive operational, technology, and compliance support while allowing advisors discretion in portfolio construction.

Ricky Smith is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at TD Bank, N.A. and TD Private Client Wealth LLC since 2012. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients. The firm employs a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers, offering portfolio management, financial planning support, and custody services.

Ronald Anno is a financial advisor at AE Wealth Management, LLC with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked with several firms, including Financial & Tax Architects, Inc and Horter Investment Management, LLC. Outside of his advisory role, he is an author currently writing a book. AE Wealth Management serves a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-based approach featuring model portfolio solutions, discretionary asset management, and financial planning services.

Daniel Corcoran is a financial advisor at Truist Advisory Services with 20 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Truist, he worked at Wells Fargo Clearing for seven years and spent nearly a decade at SunTrust Investment Services and its advisory affiliates. 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 platform arrangements and AI-enabled research tools.

Matthew Petersen is a financial advisor at Fifth Third Securities, Inc. in Sarasota, FL, with eight years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Fifth Third Securities and Fifth Third Bank in 2026, he worked at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., The Vanguard Group, and several other firms. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage services. The firm offers multiple program types on the Passageway Managed Account platform, including mutual fund, ETF, SMA, and direct-indexing strategies, and operates as a wholly owned subsidiary of Fifth Third Bank.

David Hoover is a Series 66-licensed financial advisor with Principal Financial Services, based in Nokomis, FL. He has one year of industry experience, including roles at Principal Life Insurance Company and Principal Securities, Inc. Prior to his advisory career, he held various positions in security services, distribution, and transportation. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

David Glickman is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and bringing nine years of industry experience. He has worked with TD Bank, N.A. and TD Private Client Wealth LLC since 2015. 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 uses a combination of strategic and tactical asset allocation with investments from affiliated and third-party managers, offering portfolio management, financial planning support, and custody services through third-party custodians.

Cameron Angeloni is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 17 years of industry experience. His previous roles include positions at TD Ameritrade and Fidelity Investments. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, utilizing a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction.

Brian Young is a financial advisor with Osaic Wealth, Inc. in Venice, Florida. He holds the CFP® designation and has 29 years of industry experience, including prior roles at Woodbury Financial Services and Questar Asset Management. Additionally, he is involved with Comprehensive Financial Planning Group, LLC, where he provides financial planning and insurance services. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing firm-provided asset-allocation tools and third-party managed solutions to construct portfolios across a broad range of asset classes.

Idaliz Diaz Godineaux is a CFP® and holds a Series 66 license with 13 years of experience in the financial industry. She has worked at Fidelity Investments since 2013, with prior roles at Charles Schwab, JP Morgan, PNC Investments, and Merrill. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to both retail and institutional clients. The firm uses a combination of proprietary fundamental research and quantitative analysis to construct model portfolios and serves as an advisor to multiple registered investment companies.

Matthew Harrington is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and previously worked at Liberty University and The Gentleman Plumber. He is also associated with Young Living Essential Oils, a business managed solely by his wife. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Dayhan Gomez is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He previously worked at Bank of America, N.A. and has been with Merrill since 2008. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm uses internal Chief Investment Office teams and third-party managers to implement portfolio strategies and administer accounts.

James Tate Sr. is a CFP® with 38 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. He previously worked at Stifel Independent Advisors, LLC and Wells Fargo Advisors. Outside of his advisory role, he is the owner of Green Fairways Financials, LLC and serves as secretary of the Myakka River Trails Homeowners Association in Venice, FL. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary advisory services that incorporate risk profiling and modeling tools, with a notable focus on municipal and public-finance work as well as specialized retirement plan advisory programs.

Stephen Horiuchi is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in assisting executives with managing concentrated stock positions and navigating significant transition events such as retirement, inheritance, or the sale of a business. Stephen also provides clients with access to Bank of America Private Bank services, including trust and estate planning, credit, lending, and banking solutions. He collaborates with clients' external attorneys, accountants, and other professional advisors to coordinate comprehensive financial and legacy plans. Stephen holds the designations of Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his bachelor's degree from Marist College. In addition to his professional work, Stephen is engaged in community service through volunteer activities, reflecting the Merrill tradition of participating in the communities served.

James Preston is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliate since 2014. Outside of his advisory role, he is an independent insurance agent and president of Preston Financial Management Inc. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a large network of independent professionals. The firm provides a variety of investment implementation options and maintains proprietary models alongside access to unaffiliated strategists, with formal policies addressing conflicts of interest and support for advisor business relationships.