Jamison Edlin is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 12 years of industry experience. He has previously worked at firms including Cetera Investment Advisors, Wells Fargo Bank, and Suncoast Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, supported by research, model portfolios, and technologies such as machine learning.

John Kirkwood is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and over 20 years of industry experience. He has worked at J.P. Morgan Securities since 2019 and previously at Wells Fargo Advisors from 2015 to 2019. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm includes an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Michael Sabo is a CFP® professional with 44 years of industry experience, currently affiliated with Raymond James Financial in Punta Gorda, FL. He has worked with Raymond James Financial since 2009 and has operated his own accounting practice since 2005, focusing on tax return preparation for small accounts and family. He also serves as executor of his late father’s estate. Raymond James Financial Services Advisors, Inc. provides comprehensive financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors, utilizing tailored, non-discretionary strategies supported by advanced analytical tools.

Robert Duncan is a CFP® professional with 31 years of industry experience. He has worked with Avantax Advisory Services and Avantax Investment Services, Inc. for over 30 years before joining Cetera in 2025. In addition to his advisory role, he is involved with Foremost Business Services, Inc., a tax preparation and accounting business he has been associated with since 1990. Cetera Investment Advisers LLC is a national SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes both affiliated and unaffiliated managers.

Jan Neptune is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2016 and Bank of America, N.A. since 2018. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies managed by internal and third-party teams, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Presley is a CFP® professional with 15 years of industry experience, currently serving as an advisor at OSAIC since 2023. Prior to joining OSAIC, he worked at Fsc Securities Corp for eight years. He is the owner and senior advisor of MDPresley Financial Services, where he focuses on retirement planning and wealth management. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs advanced asset-allocation tools and supports various managed account solutions across discretionary and non-discretionary platforms.

Garrett Atkinson is a CFP®-credentialed financial advisor with five years of industry experience, currently with Osaic Wealth, Inc. He has previously worked at Beane Atkinson Financial Services and FSC Securities Corporation. In addition to his financial advisory work, he is an attorney specializing in intellectual property and estate planning, and he serves as a scoutmaster for a local Boy Scouts troop. Garrett is also involved in several community organizations, including serving on the boards of a local animal shelter and the City of Punta Gorda Fire Fighters' Pension Board. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides brokerage and advisory services through a large network of affiliated advisers, utilizing asset-allocation tools and third-party solutions to manage portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

William Neal is a Private Wealth Advisor with Merrill Private Wealth Management. He provides wealth management advice tailored to multi-generational families and institutions, focusing on areas such as equity and fixed income management, concentrated stock management, asset allocation, and estate planning services. William’s client focus areas include corporate executive services, equity compensation services, family wealth management strategies, legacy planning, liquidity management, portfolio management services, and tax minimization. He holds the professional designations of Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). He earned a Bachelor’s Degree from Kansas State University and a Master of Business Administration (MBA) from Indiana University’s Kelley School of Business. Outside of his professional role, William has interests in baseball, biking, fishing, football, golfing, pickleball, watching movies, and yoga.

John Couto is a financial advisor with Morgan Stanley in Punta Gorda, FL, holding a Series 66 license and having 25 years of industry experience. He previously worked at Raymond James & Associates for 11 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2020. Outside of finance, he is involved as a musician through Frogs Entertainment LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide range of advisory programs and financial planning services utilizing firm-approved tools and strategies, managing approximately $2.74 trillion in client assets.

Kerri Duffey is a financial advisor with Morgan Stanley in Punta Gorda, FL, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. Her prior roles include positions at Kovack Advisors, Wells Fargo, and J.P. Morgan Securities. Morgan Stanley Wealth Management provides a broad range of advisory services to individuals and institutions, including customized financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning programs.

Samuel Kiburz is a financial advisor at OSAIC with a Series 65 designation and over 20 years of experience in the financial services industry. His work history includes roles at Northern Trust Bank and Northern Trust Securities, Inc., as well as Crews Bank & Trust. OSAIC serves a diverse range of retail and institutional clients, providing integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm employs various asset-allocation tools and offers access to multiple investment platforms and third-party money managers.

Daniel Dupont is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and nine years of industry experience. He has worked with Wells Fargo Clearing Services, LLC since 2017 and Wells Fargo Bank NA since 2015. Outside of finance, Dupont owns and operates Swedish Home Kitchen, a pie distribution and sales business. Wells Fargo Advisors serves individual, corporate, and institutional clients with a wide range of investment advisory and financial planning services, employing research and analytics to support diversified portfolio management and retirement plan consulting.

James Mashburn Jr. is a financial advisor at Edward Jones with the ChFC® designation and Series 66 license, bringing eight years of industry experience. He has been with Edward Jones since 2018 and has also been involved with Glades Cabin 5 LLC since 2017. Additionally, he spent six years with BMO Sleep Systems, Inc. and had a one-year role with The Venice Symphony. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Gidget Rowe is a financial advisor with LPL Financial in Port Charlotte, FL, holding Series 63 and Series 65 credentials and 19 years of industry experience. She has worked with LPL Financial since 2005 and with Old National Bank since 2007, where she serves as Vice President involved in a referral program for banking products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

Christopher Dwyer is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing personalized wealth management strategies tailored to individual client needs, drawing on the investment insights of Merrill and the banking and lending solutions offered by Bank of America. His expertise includes family wealth management strategies, legacy planning, retirement planning, portfolio management, socially responsible and values-based investing, tax minimization, and strategies for clients in sports and entertainment. He holds several professional designations including Accredited Portfolio Management Advisor (APMA), Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Christopher attended Bellevue University and holds a high school diploma from St. Rose High School. Christopher is engaged in community involvement through organizations such as All Faiths Food Bank, Better Money Habits, and Captains For Clean Water. He follows the Merrill tradition of participating in communities served by volunteering his time. Outside of his professional work, he enjoys participating in adventure sports and spending time with his family.

Christopher Langley 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, based in Punta Gorda, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kimball Bullard is a financial advisor with Raymond James & Associates in Punta Gorda, FL, holding Series 65 and Series 66 credentials and possessing 27 years of industry experience. His prior work includes roles at Bank of America, N.A., and Merrill. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and municipal entities. The firm provides financial planning, non-discretionary investment consulting, and institutional advisory services, drawing on a range of portfolio management styles and firm research.

Joseph Tackaberry is a financial advisor at Edward Jones with 11 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, and operates under a fiduciary standard while maintaining a large national network of advisors and branch offices.

Oscar Tapia is a financial advisor with Ameriprise in Ft Myers, FL, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its related entities since 2005. Tapia has an ownership interest in OTC, LLC, which he uses to manage business expenses. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Robert Cerritelli is a financial advisor with Ameriprise in Port Charlotte, FL, holding a Series 66 designation and 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Cerritelli serves on the Board of Directors and acts as Treasurer for The Museum Society, Inc. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.