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® with 32 years of industry experience, currently affiliated with Cetera since 2025. He previously spent over three decades with Avantax Advisory Services and Avantax Investment Services. In addition to his advisory work, he is involved with Foremost Business Services, a tax preparation and accounting business he has operated since 1990. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a large network of independent advisors, utilizing multi-manager platforms and a variety of program structures.

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 and has 19 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked at Old National Bank and LPL Financial since 2005. Rowe serves as a Vice President at Old National Bank, participating in its referral program for banking products. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a broad range of financial planning and investment management solutions through a large network of advisors.

Christopher Dwyer is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in developing personalized wealth management strategies, focusing on areas such as family wealth management, legacy planning, managing new wealth, retirement planning, portfolio management, socially responsible and ESG investing, sports and entertainment, individual and corporate investment strategy, tax minimization, and retirement income. He holds multiple 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 without obtaining a degree and holds a high school diploma from ST ROSE HIGH SCHOOL. Beyond his professional work, Christopher is involved in community activities and supports organizations such as Better Money Habits, Captains for Clean Water, Players Trust Major League Baseball, and All Faiths Food Bank. He also engages in various personal interests including adventure sports, baseball, basketball, boating, fishing, ice hockey, scuba diving, soccer, spending time with his family, and surfing.

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.

Michael Parker is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Target for 22 years and had brief roles at Publix Super Markets and periods of retirement. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across the wealth spectrum, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Kimball Bullard is a financial advisor with Raymond James & Associates, holding Series 65 and Series 66 credentials and 27 years of industry experience. His prior roles include positions at Merrill and Bank of America. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving a wide range of clients including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and municipal advisory services, utilizing a variety of portfolio management styles supported by extensive research and affiliated sub-advisers.

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, holding a Series 66 designation and bringing 31 years of industry experience. He has been with Ameriprise and its affiliated firms since 2005. Cerritelli serves as Treasurer on the Board of Directors for The Museum Society, Inc. in Punta Gorda, FL. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, with recommendations based on proprietary research and third-party data, and features enrollment criteria that include minimum investable assets.