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 at Wells Fargo Clearing with 18 years of industry experience. He has held positions at Wells Fargo Advisors LLC and Wachovia Bank, N.A. He holds Series 63 and Series 66 licenses and is based in Punta Gorda, FL. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and uses research and analytics to support diversified investment strategies.

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 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.

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 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.

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.

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.

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 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.

Todd Priest is a CFP®-certified financial advisor with eight years of industry experience, currently affiliated with J.P. Morgan Securities in Punta Gorda, FL. His prior experience includes roles at Wells Fargo Clearing, Bank of America, Merrill, and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support its recommendations.

Glenn Wyatt Arthurs is a financial advisor with UBS Financial Services who holds Series 63 and Series 65 credentials and has 43 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he is a co-owner of Camp Pathfinder, a boys’ summer camp, where he oversees a full-time professional staff. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Edward Mc Kinney is a Series 66 licensed advisor with 20 years of industry experience. He has worked at Edward Jones since 2021 and previously held roles at Wells Fargo Clearing, Kovack Securities, and Lincoln Financial Advisors. 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 with a broad network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.