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.

James Hickey is a financial advisor with Wells Fargo Clearing in Punta Gorda, FL, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wachovia Bank, N.A. for 20 years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

George Vogt is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 40 years of experience in the financial services industry, including more than 30 years with Merrill. He focuses on developing personalized wealth management strategies tailored to clients' individual goals, leveraging insights from Merrill and banking solutions from Bank of America to help clients navigate changing market conditions. George holds a Bachelor of Science degree in Business Administration from Washington University in Saint Louis, earned in 1970. He carries the Personal Investment Advisor (PIA) designation. Throughout his career, he has maintained strong ties to his community, volunteering with organizations such as Our Lady of Mercy Catholic Church and St. Louis Priory. Residing in St. Louis his entire life, George is married with three adult daughters and nine grandchildren. Outside of his professional work, he enjoys basketball, golfing, hiking, reading, traveling, and spending time with his family.

Samuel Kiburz is a financial advisor with OSAIC, holding a Series 65 designation and beginning his advisory role in 2026. He has prior experience at Crews Bank & Trust, Northern Trust Securities, Inc., and Northern Trust Bank, with a combined industry background spanning more than two decades. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides a range of brokerage and advisory services, utilizing model-based asset allocation and portfolio optimization strategies across multiple program offerings.

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.

Tiffany Meyer is a financial advisor at Edward Jones with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

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.

Catherine Poole is a financial advisor at Edward Jones with six years of industry experience. She has held multiple roles at Edward Jones since 2019 and previously worked at Verizon Wireless. 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 large network of advisors and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

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 in Punta Gorda, FL, holding Series 65 and Series 66 credentials and with 27 years of industry experience. His career includes roles at Merrill and Bank of America, where he worked for over a decade before joining Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated 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.

Richard Smidt is a financial advisor at Edward Jones in Glenwood Springs, Colorado, with 28 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Edward Jones since 2014. 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 and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds, overlay and tax-efficient services, and operates under a fiduciary standard.

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.

Todd Priest is a CFP® with eight years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. His prior roles include positions at Wells Fargo Clearing, Merrill, and Bank of America. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a mix of quantitative and qualitative research.