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.

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.

Jeffrey Leedy serves as the Senior Resident Director for Merrill Lynch Wealth Management in Punta Gorda. He is a founding partner of Aber & Leedy Wealth Management and has been with Merrill Lynch since 1999, holding the Resident Director position since 2008. In this role, he leads a team that assists clients with their ongoing financial needs, focusing on personalized financial strategies. With decades of experience, Jeffrey specializes in retirement planning, high-net-worth guidance, residential lending, and collateralized lending services. He works closely with high-net-worth individuals, as well as small to medium-sized nonprofit organizations and family businesses. Jeffrey holds the Chartered Retirement Planning Counselor (CRPC) designation and maintains several FINRA registrations, including Series 7, 63, 65, 9, 10, and 31. He also holds Florida Life, Health, and Annuity licenses. Jeffrey received his High School Diploma from Clearfork High School. Outside of his professional life, he enjoys fishing, hunting, woodworking, and spending time with his family. He has served as a board member of the Charlotte County Chapter of the American Cancer Society. Jeffrey is married to his wife Angela and together they have five children and twelve grandchildren.

Sydney Schaeffer is a financial advisor with LPL Financial, holding a ChFC® designation and a Series 63 license. She has 29 years of industry experience, including 24 years with Waddell & Reed, Inc. and various insurance carriers prior to joining LPL Financial in 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services with a broad platform that includes model portfolios, third-party subadvisors, and institutional programs.

Anthony Stonger is a financial advisor with Edward Jones in Bloomington, IN, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has been with Edward Jones since 1995. Outside of his advisory work, he serves as the secretary of a local Rotary club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of advisors and offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Christopher Maxwell is a financial advisor at Edward Jones in Cape Coral, FL, holding a Series 66 designation. He joined Edward Jones in 2026 after working in the automotive industry at Lexus of Fort Myers, Germain Lexus, and Moses Auto Group from 2016 to 2025. 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 solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Kenneth Jenkins Jr. is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. His prior roles include positions at PNC Wealth Management, Fifth Third Bank and Securities, Synovus Bank, Bank of America, and United Fidelity Bank. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and utilizes research and analytics to support diversified investment strategies.

Henry Kramarski is a CFP® professional with 42 years of experience in the financial services industry. He is currently affiliated with Ameriprise Financial Services LLC, where he has worked since 2024, following a 23-year tenure at Linsco Private Ledger Corp. He is also the owner of Legacy Wealth Management Group LLC, which manages his Ameriprise advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, featuring a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Timothy Raynor is a financial advisor with Merrill, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He has been with Merrill since 2009. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Steven Markovic Sr. is a financial advisor with Primerica Advisors in Port Charlotte, FL, holding Series 63 and Series 65 licenses and offering 39 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1987. In addition to his advisory work, he is involved in non-investment business activities related to home security and automation product referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors and emphasizes model-driven investment strategies supported by third-party asset managers and custodians.

Timothy Meyer is a CFP® and Series 66-credentialed financial advisor with Edward Jones, where he has worked since 2009. He has 17 years of experience in the financial services industry and is 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 solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Sproul is a CFP® and holds a Series 66 license with 19 years of experience in the financial industry. He has been with Edward Jones since 2007. Based in Port Charlotte, FL, Sproul's professional background is focused on wealth management under the Edward Jones platform. 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, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Richard Fontana is a financial advisor at Raymond James & Associates with 45 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James since 2013. He serves on the Finance Committee of the Isles Yacht Club in Punta Gorda, FL, where he assists with financial oversight and policy recommendations. 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 public entities, offering financial planning, investment consulting, and institutional fiduciary solutions.

Thomas Bergen III is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity entities since 1997, including Strategic Advisers and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages its oversight with a focus on addressing conflicts of interest.

Jacqueline Purcell is a Senior Financial Advisor with Merrill Lynch Wealth Management, where she works closely with clients and their families to identify financial needs and develop strategies aimed at wealth acquisition, growth, and transition through changing goals. As part of the Wadsworth Potosky Purcell Group, she focuses on creating financial strategies tailored to each client's unique objectives. Jacqueline brings experience as a former senior executive of a Cleveland-based company, providing a distinct perspective to her advisory role. Her areas of focus include personal retirement planning, women and wealth, and retirement income. She holds the Professional Investment Advisor (PIA) designation and has completed education at Glenforest Secondary School and Humber College. She is actively involved in her community, including membership in the Chagrin Valley Chamber of Commerce and participation in the Chagrin Valley Women's Club. In her spare time, Jacqueline enjoys cooking, gardening, skiing, spending time with her family, and traveling.

Jonatan Diaz is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2018, also maintaining a position at Wells Fargo Bank, N.A. since 2015. Outside of his advisory role, Diaz is a 50% owner of JDP Construction, LLC, involved in managing residential property development. 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.

Anthony Tee is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and over 34 years of industry experience. His prior roles include positions at SagePoint Financial, Next Financial Group, Inc., and Raymond James Financial Services, Inc. He is also a licensed insurance agent authorized to offer non-securities insurance products to clients. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm provides a range of brokerage and advisory services supported by model-based asset allocation, portfolio optimization, and access to third-party money managers and alternative investments.