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 CFP®-credentialed financial advisor with 30 years of industry experience. He is currently with OSAIC Wealth Inc and has held prior roles at Hinck Private Wealth Management, Commonwealth Financial Network, and Wells Fargo Advisors. Hinck serves on the boards of the Englewood Community Redevelopment Agency and the Charlotte Harbor Sunset Rotary, involving community redevelopment and nonprofit literacy and leadership programs. OSAIC Wealth Inc serves a diverse client base—including individual, high-net-worth, institutional, and nonprofit clients—offering integrated brokerage, advisory services, and a broad range of portfolio management solutions through a large network of affiliated advisors.

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.

Brian Dayton is a financial advisor at Ameriprise with five years of industry experience. His prior roles include positions at NYLIFE Securities LLC and New York Life Insurance Company. He has also been involved with Eagle Strategises LLC and held various roles outside the financial industry prior to 2019. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet certain asset criteria. The firm provides written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies, using a combination of research, modeling, and tax-efficiency analysis.

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.

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.

John Bush is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and 29 years of industry experience. He previously worked at LPL Financial for 18 years before joining Raymond James in 2026. Outside of his advisory role, he is associated with SBS Financial, a non-investment-related DBA and support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and charitable clients. The firm offers non-discretionary services tailored to client goals using analytical tools and supports a wide advisor network, including specialized municipal and public-finance consulting.

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.

Gary Cook is a financial advisor at Raymond James Financial with 31 years of industry experience. He previously worked for Merrill Lynch, Pierce, Fenner & Smith Inc. for 22 years before joining Raymond James in 2017. Cook holds Series 63 and Series 65 licenses. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, corporate, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools and supporting clients through its advisory programs and affiliated firms.

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.

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 the ChFC® designation and a Series 63 license, with 29 years of industry experience. Prior to joining LPL Financial in 2021, Schaeffer spent 24 years with Waddell & Reed, Inc. and various insurance carriers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations. The firm offers a range of financial planning and advisory programs, employing both discretionary and non-discretionary management and utilizes research and model portfolios from multiple sources.