Michael McDonald is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Fisher Investments since 2016. His practice is based in Venice, FL. Outside of his advisory role, he manages real estate holdings alongside his wife as a landlord, focusing on long-term investments unrelated to securities. Fisher Investments provides discretionary portfolio management to a diverse client base, including institutional investors and high-net-worth individuals, utilizing a centralized investment process that incorporates quantitative and qualitative research. The firm is notable for its global client reach and use of tax-aware and risk management strategies across various asset classes.

Bonnie Gaudreau is a financial advisor with Edward Jones in Venice, FL, holding a Series 66 designation and six years of industry experience. She has been with Edward Jones since 2018, following prior work at Zales, Inc. and involvement in professional photography and digital editing. Outside of advising, she performs video and photo editing on a part-time basis for a literacy program and commercial photography projects. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Alan Gorlick is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and having 24 years of industry experience. His prior experience includes roles at Next Financial Group Inc, Merrill, Banc of America Investment Services, Inc., and A. G. Edwards & Sons, Inc. He is also involved with Gorlick Financial Strategies, where he conducts speaking engagements and seminars. 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 portfolio programs, and institutional platforms, supported by extensive technology and a broad network of over 22,800 advisors.

Stephen Wanvig is a financial advisor with Wells Fargo Advisors in Venice, FL, holding CFP® and Series 63 credentials and bringing 34 years of industry experience. He has been with Wells Fargo Advisors since 2013. Outside of his advisory work, he serves as vice president of the South Creek Homeowners Association and is involved in community beautification efforts. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutions. The firm offers a broad planning menu, including specialized services such as business-owner transition and special-needs planning, using proprietary research and planning tools to develop tailored recommendations.

David Russo is a financial advisor with OSAIC in Venice, Florida, holding Series 63 and Series 66 designations and over 30 years of industry experience. He previously worked at Woodbury Financial Services and Questar Capital Corporation. Outside of his advisory role, he occasionally engages in life insurance and fixed annuities business through Royal Palm Financial. OSAIC Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporations. The firm offers a range of brokerage and advisory services with an investment process centered on model-based asset allocation, portfolio optimization, and multiple program options delivered through its extensive affiliate network.

Jessica Lil Reedman is a financial advisor at Edward Jones in North Port, FL, holding a Series 66 designation. She joined Edward Jones in 2026 and previously operated Lil Snaps Photography for 14 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of investment advisory programs and affiliated financial services.

Brian Marchwinski is a financial advisor at Edward Jones in St. Louis, MO, holding a Series 66 designation with five years of industry experience. He began his career at the Professional Employment Group before joining Edward Jones in 2017. Outside of advising, he works as a contractor delivery driver for a food delivery service in the evenings. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and nonprofits. The firm offers a variety of advisory programs and investment strategies supported by a large national network of advisors and branch offices.

Brian Haehl is a financial advisor with Ameriprise in Punta Gorda, FL, holding the CFP® and ChFC® designations and having 29 years of industry experience. His prior roles include positions at Wells Fargo Advisors and BB&T Bank. Outside of advising, he owns OPM Furniture, LLC, a leasing business for office furniture and amenities. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Carlos Candales is a financial advisor with Merrill in Punta Gorda, Florida, holding Series 63 and Series 66 credentials and over 30 years of industry experience. He has been with Merrill since 1993. Outside of his advisory role, he occasionally assists with photography, artwork, and maintenance at a local dance studio owned by his wife. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Geoffrey Fedurek is a CFP®-designated financial advisor with 32 years of industry experience. He is affiliated with Mass Mutual Investors Services and previously spent 19 years with Metlife Securities Inc. He is also licensed as an agent in life insurance, health, and disability income products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning, asset management, and educational seminars to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual financial planning engagements using firm-approved tools and offers a range of planning services including a recent Divorce Planning offering.

Douglas Joslin is a financial advisor with Cetera, holding a Series 66 credential and five years of industry experience. He has been affiliated with Cetera and related entities since 2021. Outside of his financial advisory work, Joslin streams video games as a Twitch affiliate, using the platform for social interaction and occasional monetary support, and serves as a mentor with the nonprofit Take Stock in Children as well as a volunteer on an ad hoc committee for the Charlotte Community Foundation. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse advisory services through a nationwide network of independent advisors, utilizing a multi-manager platform that allows for a range of portfolio management and financial planning solutions.

Deena Bryan is a financial advisor with Robert W. Baird & Co. in Port Charlotte, FL, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has been with Robert W. Baird & Co. since 2013. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across various investment strategies.

Suzanne Kingsbury is a financial advisor at Merrill with 27 years of industry experience. She holds the Series 66 designation and has been with Merrill Lynch since 1999. 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 using model-based and discretionary investment strategies.

Gary Hirschy is a financial advisor with J.P. Morgan Securities in Englewood, FL, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Bank of America/Merrill Lynch and Suncoast Credit Union/LPL Financial. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence and incorporates both quantitative and qualitative research.

Michael Lowry is a Private Wealth Advisor with The Hise/Lowry Group at Merrill Private Wealth Management. He specializes in serving ultra-high-net-worth families, individuals, businesses, and private family foundations. Michael works closely with clients to develop financial strategies tailored to their goals, focusing on wealth management, legacy planning, and investment strategy. Before joining Merrill, Michael held executive leadership roles at a Fortune 100 company for over a decade, including positions as a commercial sales director and general manager. This background supports his work with corporate executives and entrepreneurs managing concentrated business holdings. He is a Personal Investment Advisor (PIA) and holds a Bachelor's Degree from Eastern Illinois University. Michael enjoys boating, golfing, and traveling and divides his time between Kansas City and Punta Gorda, Florida.

Joel Rupp is a financial advisor at Morgan Stanley with 38 years of industry experience. He has held roles at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured, firm-approved financial planning process that uses tools such as Secular Return Estimates and Monte Carlo simulations.

Frank Russo is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, he is a part owner of KSR Performance Physical Therapy in Wisconsin. 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 services including financial planning, model portfolio programs, and institutional platforms, with advice and account management provided by investment adviser representatives utilizing various investment strategies and technology tools.

David Selden is a financial advisor with LPL Financial in Venice, FL, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Excel Wealth Management, Raymond James Financial Services, and FSC Securities Corporation. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Morgen Rivers is a financial advisor with Ameriprise in Punta Gorda, FL, holding a Series 66 designation and beginning his advisory career in 2025. His prior work experience includes roles at Lahaye Recreation and Fitness Center, Tech Marine Business, Inc., Bootleggers, Systems Planning and Analysis Inc., and The Cottage. Ameriprise Financial Services is a large diversified firm serving both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach includes customized Recommendation Reports and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Angela Davis is a Wealth Management Advisor at Merrill Lynch Wealth Management. She joined the firm in 1996 and has accumulated 28 years of experience in the financial services industry. Angela focuses on developing strategies and providing investment guidance tailored to the individual needs of her clients, encompassing their families and businesses, by understanding their short- and long-term financial objectives. Her expertise includes family wealth management strategies, personal retirement planning, portfolio management services, special needs planning strategies, women and wealth, and retirement income. Angela oversees and coordinates the financial affairs for a select group of families, retirees, corporate executives, business owners, and non-profit organizations primarily in the Southwest Florida area and across the country. She employs techniques such as goals-based planning, tax-minimization strategies, portfolio risk management, and disciplined portfolio asset allocation and rebalancing to help clients maximize their wealth. Angela holds a Bachelor's Degree from Jacksonville University and several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Manager Advisor (RMA). Following the tradition of community participation at Merrill Lynch, she dedicates time to volunteering with local organizations. In her personal time, Angela enjoys boating, camping, fishing, gardening, reading, running, spending time with her family, swimming, and traveling.