Jennifer Wilson is a financial advisor at Merrill with 14 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Melissa Cunningham is a financial advisor with Wells Fargo Advisors in Fort Myers, FL, holding Series 63 and Series 65 credentials and eight years of industry experience. Her career includes roles at Raymond James Financial Services and Ameriprise Financial Services. She also has experience in the restaurant industry, having been involved with 3 Fisherman Seafood Restaurant for three years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

James Domgard is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at RBC Capital Markets and City National Bank. Outside of advisory work, he is involved in business activities related to promotional services and commercial real estate ownership. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

James Stein is a CFP® and ChFC® with 29 years of experience in the financial services industry. He is currently with LPL Financial, where he has worked since 2019, following roles at several firms including Waddell & Reed, Citizens Securities, and PNC Wealth Management. Outside of his advisory work, Stein is also involved as a non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services, leveraging both proprietary research and third-party strategies, and supports its extensive network of over 22,800 advisors.

Byron Firestone is a financial advisor with Wells Fargo Clearing in Punta Gorda, FL, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked with Wells Fargo Bank NA starting in 2015. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

Stephen Wierhake is a CFP® with 40 years of industry experience, currently serving at Cetera since 2019. He previously worked at Summit Financial Group Inc. and Summit Brokerage Services Inc. He is also an artist specializing in drawing and pastel painting and serves as an elected board member of the Port Charlotte Sunrise Kiwanis Club. Cetera Investment Advisers LLC is an SEC-registered adviser that provides financial planning, portfolio management, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform with discretionary and non-discretionary accounts, supporting a variety of program structures and third-party money managers.

Jay Jacobs is a financial advisor at Merrill with 16 years of industry experience. He holds a Series 66 designation and has worked at both Bank of America, N.A. and Merrill since 2010. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Logan Davis is a Financial Advisor at Merrill Lynch Wealth Management with over a decade of experience in the industry. He is a native of Southwest Florida and a graduate of Florida State University. He holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Logan specializes in areas such as equity compensation services, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, women and wealth, tax minimization, and retirement income. He approaches client relationships by understanding their unique perspectives and priorities to create personalized financial plans aimed at pursuing their long-term goals. Beyond his professional role, Logan is actively involved in his local community, serving on the Cape Coral Chamber of Commerce Governmental Affairs Committee. He speaks English and Spanish, and his personal interests include boating, cooking, fishing, golfing, hiking, music, pickleball, spending time with his family, traveling, and watching movies.

Judi Aber is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management. She is a founding partner of Aber & Leedy Wealth Management and has over 40 years of experience in the financial services industry. Judi focuses on helping a select group of high net worth individuals and retirees manage all aspects of their financial lives, including implementing tax-efficient strategies for concentrated stock positions and developing retirement and educational planning strategies. Judi works closely with her clients to develop customized wealth management plans that address their financial needs, objectives, time horizons, and risk tolerance. She often collaborates with clients' tax and legal advisors to create comprehensive strategies aimed at tax minimization and wealth preservation. Her areas of expertise include legacy planning, liquidity management, personal retirement planning, portfolio management services, small business strategies, women and wealth, tax minimization, and retirement income. Judi holds a Bachelor's Degree in Management from Hodges University and obtained the CERTIFIED FINANCIAL PLANNER® certification in 2008. She resides in Punta Gorda with her husband, Jeff, and their two daughters. Her interests include baseball, football, cooking, traveling, and spending time with family.

Robert Nelson Jr. is a financial advisor with Edward Jones in North Port, FL, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he serves as Vice President of Summit Park LLC, a property management company, where he participates in board meetings and supports governance activities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and operates under a fiduciary standard, with notable scale in retail advisory services, branch offices, and affiliated financial capabilities.

Edward Dancek is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Ameriprise and its affiliates since 1989. Outside of his advisory role, he serves on the board of the Christian Franchise Advisor Network and is involved as an elder and finance committee member at a local church, as well as a board member for Advent Health Port Charlotte. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to develop customized income plans. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Paul Penzel is a CFP® with 41 years of industry experience, currently affiliated with OSAIC since 2024. He previously worked at Securities America Advisors and SECURITIES AMERICA, inc. for over two decades and has managed his own investment management firm since 2000. OSAIC Wealth serves a diverse client base, including retail and institutional investors, through a multi-advisor platform offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization. The firm is notable for its scale, complex affiliate network, and a broad range of investment and financial planning programs.

Francis Leontitsis is a Series 66-licensed financial advisor at Morgan Stanley with 10 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, and previously spent five years with Raymond James & Associates Inc. Leontitsis serves as a director on the board of the Boys and Girls Clubs of Charlotte County, a nonprofit organization in Florida. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that includes firm-approved tools and scenario modeling.

Adrienne Hiatt is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 30 years of experience in the financial services industry. She supports clients in addressing both sides of their financial balance sheets by collaborating with other professional advisors to provide synchronized wealth management solutions. Adrienne specializes in areas such as employee benefits planning, legacy planning, managing new wealth, personal retirement planning, women and wealth, and retirement income. Before joining Merrill, Adrienne served as a Private Client Manager with Bank of America Private Bank (formerly U.S. Trust) and has maintained FINRA Series 7, 66, and 63 registrations along with Life, Annuity & Health Insurance Licenses. She holds a Bachelor's degree in Economics with a concentration in Business from the University of Maryland, College Park. Among her professional designations are CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Adrienne is a member of the Isles Yacht Club and the Punta Gorda and Charlotte County Chambers of Commerce. She resides in Punta Gorda Isles, Florida, where she enjoys pursuits including boating, traveling, and spending time with family.

Marshall Robinson is a financial advisor with LPL Financial, holding the Series 66 designation and over 25 years of industry experience. He has worked at LPL Financial since 2018 and previously held positions at Englewood Bank, INVEST Financial Corp, Aura Asset Management, Banc One Securities Corporation, and UBS Financial Services. Robinson is also involved with Bedrock Asset Management, LLC, an entity affiliated with his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jose Mateo is a financial advisor with Osaic, holding Series 65 and Series 63 credentials and 28 years of industry experience. His prior roles include positions at Securities America Advisors, Inc., Investacorp Advisory Services, and Valic Financial Advisors. Outside of his advisory duties, he owns and operates J.Mateo Financial, Inc. and is involved in fixed insurance sales. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services. The firm employs a model-based investment approach with portfolio optimization tools and supports various strategies through a multi-advisor platform.

Stanley Jahn is a CFP®-certified financial advisor with Ameriprise, based in Port Charlotte, FL, and has 47 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in managing several real estate holding companies. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Randall Francis is a financial advisor with Raymond James & Associates, holding a Series 63 designation and 24 years of industry experience. He has been with Raymond James & Associates since 2008. 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, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Derek Collins is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at various Fidelity entities since 2015, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company where he is based, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios consisting of mutual funds, ETFs, and ETPs.

Riley Giauque is a CFP®-designated financial advisor with six years of industry experience, currently affiliated with LPL Financial in Port Charlotte, FL. His prior roles include positions at Flaharty Asset Management, Legacy Wealth Management, and Play It Again Sports. He operates a separate business entity, Riley Giauque, LLC, for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a broad network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.