Shanna Mate is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2020, following a 12-year tenure at Raymond James & Associates. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning and manages approximately $2.74 trillion in client assets.

Kristin Kehl is a financial advisor with Raymond James & Associates in Port Charlotte, FL. She holds the Series 66 designation and has eight years of industry experience, including six years at RBC Capital Markets prior to joining Raymond James. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutional investors, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and municipal advisory services, supported by various portfolio management styles and affiliated research.

Osmany Rojas is a financial advisor at Merrill with one year of industry experience. He holds the Series 66 designation and previously worked at T-Mobile USA for eleven years. Osmany has been with Merrill since 2020 and is currently associated with Bank of America, N.A. Merrill, together 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 using model-based and discretionary investment strategies.

William Forlow is a CFP® professional with 23 years of industry experience, all spent at Edward Jones since 2003. He holds Series 63 and Series 66 licenses and is based in Englewood, Florida. Outside of his advisory role, he is the managing member of Forlow Marine Services LLC, a marine services business in Port Charlotte, Florida. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, including managed solutions, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large national presence with a significant retail advisor and branch network.

Jamison Edlin is a financial advisor with LPL Financial in Port Charlotte, FL, holding Series 63 and Series 66 licenses and 12 years of industry experience. His prior roles include positions at Wells Fargo Bank, Cetera Investment Advisors, and Achieva Credit Union. 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 financial planning and advisory services, including model portfolios, third-party asset management access, and institutional platforms, supported by advanced research and operational tools.

John Kirkwood is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds a Series 66 designation and has held positions at Wells Fargo Clearing, M&T Securities, Wilmington Brokerage Services Company, and Banc of America Investment Services. Kirkwood has been with J.P. Morgan Securities since 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to develop model asset allocations and incorporates an ESG eligibility framework.

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 Wealth since 2023. Prior to joining Osaic, he spent eight years at Fsc Securities Corp. He is also the owner and senior advisor of MDPresley Financial Services, focusing on retirement planning and wealth management in Punta Gorda, FL. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services that include comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach centers on model-based asset allocation and portfolio optimization with options for discretionary management, third-party managers, and proprietary strategies.

Garrett Atkinson is a CFP® professional with five years of industry experience, currently serving as a financial advisor at OSAIC. He has also worked at Beane Atkinson Financial Services and FSC Securities Corporation. In addition to his financial advising roles, Mr. Atkinson is an attorney with MH2 Technology Law Group, LLP, and he serves as the president of Atkinson Law PLLC, where he prepares estate planning documents. He is active in his community as a scoutmaster for Scouts BSA Troop 95 and holds board positions with local nonprofit organizations including the Animal Welfare League of Charlotte County and the City of Punta Gorda Fire Fighters’ Pension Board. OSAIC Wealth serves a wide range of clients, including retail investors, retirement plans, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach uses model-based asset allocation and portfolio optimization tools, allowing for discretionary and advisor-managed strategies alongside third-party manager selections.

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.

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 Hinck is a Certified Financial Planner® with 30 years of industry experience and is currently affiliated with Osaic. He has held positions at Hinck Private Wealth Management, Commonwealth Financial Network, Wells Fargo Advisors, Wells Fargo Clearing, and A.G. Edwards & Sons. He serves as a board member for the Englewood Community Redevelopment Agency and the Charlotte Harbor Sunset Rotary Board. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm employs model-based asset allocation and portfolio optimization combined with discretionary and third-party investment strategies, and is notable for its scale, complex affiliate network, and private-equity ownership.

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.