Christopher Persandi is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked at TD Bank N.A. and its affiliate TD Private Client Wealth LLC since 2020, and previously was with Bank of America, N.A. and Merrill from 2013 to 2020. 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 providers. The firm uses a combination of proprietary and third-party investment managers and employs a discretionary trading model with a percentage-of-assets-under-management fee structure.

Daniel McDermott is a CFP® and ChFC® with 38 years of industry experience. He is currently with Mercer Global Advisors Inc., where he has worked since 2018, following prior experience at McDermott Advisory Group, LLC and Cambridge Investment Research, Inc. He is also a Notary Public of Delaware. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach with globally diversified portfolios and offers a range of investment and planning solutions.

Jonathan Kosmata is a financial advisor at Truist Advisory Services with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked in various roles within Truist Investment Services and SunTrust entities since 2015. 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 AI-enabled research tools and inter-affiliate integration within the Truist enterprise.

Lidia Granger is a financial advisor with Fifth Third Securities, Inc. in Venice, FL, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. She previously worked at Charles Schwab and Charles Schwab Bank from 2015 to 2019 before joining Fifth Third Securities and Fifth Third Bank in 2019. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Jackson King is a financial advisor with TD Private Client Wealth LLC, holding Series 63 and Series 65 credentials and 16 years of industry experience. His career includes positions at First Citizens Investor Services, Wells Fargo, Capital Research Advisors, and Hammond Iles Wealth Advisors. He is based in Sarasota, FL. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients, utilizing a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Ron Shchemelev is a financial advisor at Empower Advisory Group with Series 63 and Series 66 designations and three years of industry experience. He previously worked at Janus Henderson Distributors US LLC and Janus Henderson Investors US LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing.

Kimberly Brown is a financial advisor with Empower Advisory Group in Port Charlotte, FL, holding Series 63 and Series 65 credentials and nine years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA, with a combined tenure of over 30 years. Outside of her advisory role, she has served as a crew member for Breezy Belle Cruises Inc., assisting with public and private charter boat lake tours. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, delivering services through an integrated platform that emphasizes long-term portfolio returns and annual rebalancing.

Bryan Domian is a financial advisor at Hornor, Townsend & Kent, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked with Penn Mutual Life Insurance Company and BCD Financial, LLC. Outside of his advisory role, he serves as treasurer for a donor advised fund that raises and distributes contributions to local nonprofits and is involved with 3D Build Systems, LLC, focusing on additive manufacturing techniques for housing construction. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm provides a combination of advisory and broker-dealer services with a network of advisers managing approximately $8.37 billion in discretionary assets under management as of the end of 2025.

Marilyn Vazquez is a financial advisor at TD Private Client Wealth LLC with nine years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Wells Fargo and Citigroup. Vazquez is based in Sarasota, FL. 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 TDIS clients. The firm offers ongoing portfolio management, financial planning support, and custody services, utilizing a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Catalina Alexander is a financial advisor at TD Private Client Wealth LLC with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at TD Private Client Wealth LLC and TD Bank, N.A. for over a decade, as well as a brief tenure at Merrill. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients. The firm uses a combination of strategic and tactical asset allocation through its TD Managed Portfolios and related offerings, employing both affiliated and third-party sub-managers.

John Costello Jr. is a financial advisor at Osaic Advisory Services, LLC with 20 years of industry experience. He holds a Series 66 designation and previously spent 19 years at American Portfolios Financial Services. In addition to his advisory role, he sells life and health insurance as a sole proprietor and provides insurance services through 76 Wealth Advisory LLC. Osaic Advisory Services is an SEC-registered enterprise adviser serving a diverse client base, including individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment programs, retirement plan consulting, and access to alternative investments, utilizing both fundamental and technical analysis across discretionary and non-discretionary accounts.

Jonathan Bass is a financial advisor with TD Private Client Wealth LLC in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at firms such as JP Morgan Securities, Wells Fargo Advisors, and Cetera Investment Services. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients, utilizing a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Timothy Wagner is a financial advisor with TD Private Client Wealth LLC, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Wells Fargo Clearing, Banc of America Investment Services, Invest Financial Corporation, and Merrill. He is based in Sarasota, FL. 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, combining strategic and tactical asset allocation through affiliated and third-party sub-managers.

Brian Canty is a financial advisor at Truist Advisory Services with 20 years of industry experience. He holds the Series 63 and Series 65 designations and has worked in various capacities within Truist and its predecessor firms since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by advanced research tools and inter-affiliate resources.

Jacqueline Thompson is a financial advisor with Empower Advisory Group in Port Charlotte, FL, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. Her work history includes roles at Morgan Stanley, Truist Investment Services, and PNC Investments. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients, using an integrated model tied to Empower’s recordkeeping and administrative platforms.

Stephen Leavitt is a CFP®-certified financial advisor with Commonwealth Financial Network, bringing 43 years of industry experience. He has been affiliated with Commonwealth Equity Services, Inc. since 1994 and has led his own securities business entity since 2013. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and a broad client base. The firm provides a comprehensive platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

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-registered financial advisor with 42 years of industry experience. He is currently affiliated with OSAIC Institutions, Inc. and has previously worked with Bar Harbor Bank & Trust, Infinex Investments, Inc., and Uvest Financial Services Group, Inc. Hamilton is also involved in health insurance sales, including ongoing service commissions with Aetna Insurance. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, high-net-worth clients, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a focus on both discretionary and non-discretionary asset management.

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.