David Selden is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 19 years of industry experience. His career includes prior roles at Raymond James Financial Services Advisors Inc. and FSC Securities Corporation. He also operates a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers various financial planning and portfolio management programs supported by extensive resources and a large network of investment adviser representatives.

Mariah Cudlipp Gant is a financial advisor at OSAIC with eight years of industry experience. She holds a Series 66 designation and has worked at firms including Sagepoint Financial, Inc. and United Planners Financial Services of America. Gant is also president of MEC Financial Services, Inc., a fixed insurance firm, and maintains ownership of an independent insurance business. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to manage portfolios that include a wide range of investment products.

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.

Paige Olin is a Series 66-licensed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, Paige worked in marketing and healthcare-related roles. 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, supported by a large network of financial advisors and branch offices nationwide.

Valerie Kirchhoff is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and seven years of industry experience. Her background includes roles at PFS Investments Inc. and Primerica Financial Services, along with diverse experience in the service and retail sectors. She is also involved in sales of non-investment home-related products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services primarily through model-based strategies with custody and trade execution support from Pershing and BNY Mellon Advisors.

Cornelius Bonner is a Senior Financial Advisor and Senior Portfolio Advisor with Merrill Lynch Wealth Management. He joined Merrill Lynch in 2017 as part of the GBSDC Wealth Management Group. Cornelius offers advice tailored to individuals, families, and business clients by understanding their financial goals, focusing on areas such as retirement planning, investment management, wealth transfer, and navigating financial transitions. With experience in the financial industry since 2008, Cornelius works closely with retirees, business owners, widows, and those building long-term wealth. His approach involves developing customized strategies integrating investments, tax efficiency, risk management, and retirement income. He holds the Chartered Retirement Planning Counselor (CRPC) designation and the Personal Investment Advisor (PIA) credential. Cornelius holds a High School Diploma from Sussex County Vocational Technical School and an Associate's Degree from Sussex County Community College. He is involved with the organization Big Brothers Big Sisters. Outside of work, he enjoys cooking, participating in various sports, and spending time with his family.

Chad Lynn is a financial advisor at Edward Jones in Venice, FL, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of investment strategies and affiliated services under a fiduciary standard.

Christina Simonyi is a Financial Advisor with Merrill Lynch Wealth Management, bringing over 16 years of experience helping individuals, families, and businesses achieve their financial goals. She specializes in retirement planning, investment strategies, wealth management, college education planning, family wealth management strategies, legacy planning, personal retirement planning, and women and wealth. Christina takes a personalized approach to developing financial plans that align with each client's unique needs and values, aiming to build lasting relationships based on trust, transparency, and results. Christina holds a Personal Investment Advisor (PIA) designation and earned her high school diploma from Maine East High School. She is actively involved in her community through organizations such as Our Charlotte Elder Affairs Network, Rotary International, and United Way. Outside of her professional commitments, Christina enjoys billiards, cooking, dancing, gardening, music, spending time with her family, traveling, and yoga.

Adam Cummings is a CFP® professional with 13 years of industry experience. He has been with Edward Jones since 2012 in Punta Gorda, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Amy Depriester is a financial advisor with Merrill in Venice, FL, holding a Series 66 designation and 17 years of industry experience. She has been with Merrill since 2007. Outside of her advisory role, she owns and operates a blog focused on young adult fiction books, providing a fan site for discussions about books, authors, and movie adaptations. Merrill, along 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, and various institutional investors.

Brian Reichenberger is a CFP® professional with 29 years of industry experience, currently serving as an advisor at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC from 2009 to 2016. He holds Series 63 and Series 65 licenses and is based in Venice, FL. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Robert Altieri is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Port Charlotte, FL. He joined Thrivent in 2026 and has prior experience in the hospitality and service industries. Outside of financial advising, his background includes management roles at several restaurant and entertainment venues. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses covering a broad range of planning topics, with options to combine planning and managed-account services while maintaining them as separate engagements.

Terry Stamper is a CFP® professional with 14 years of industry experience, currently affiliated with OSAIC. Prior to joining OSAIC, Stamper worked at Spc for 12 years. Outside of financial advising, he owns and operates agricultural enterprises, including a grain farm and a company specializing in field tile drainage systems. He also provides financial planning services through Engler, Garrow & Roth, Ltd., focusing on risk management, insurance analysis, budgeting, retirement, and estate planning. OSAIC serves a diverse client base, including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, and access to multiple investment platforms with portfolio construction supported by proprietary tools and third-party managers.

Kristen Robinson is a financial advisor with LPL Financial in Punta Gorda, FL, holding a Series 66 credential and five years of industry experience. Prior to her advisory role, she worked in various positions including at Publix and Keller Williams Salty Properties. Outside of financial services, Kristen operates a home-based bakery business, Kristen's Kookies, selling products at farmers markets. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Annette Celentano is a financial advisor at Stifel with 24 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for 15 years. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Angela Noble is a financial advisor at Morgan Stanley with 37 years of industry experience. She holds Series 63 and Series 66 designations and has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses firm-approved planning tools and structured processes to support financial planning.

Eugene Heitman II is a CFP® with 26 years of industry experience, currently affiliated with Cetera Wealth Services, LLC and Cetera Investment Advisers, LLC. He previously worked with Avantax Advisory Services, Avantax Investment Services, and Avantax Insurance Agency, and has operated CPA Financial Advisor Inc. since 2012. Heitman also serves as a board member of Arcadia Abstract and Title. Cetera Investment Advisers LLC is an SEC-registered adviser offering portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm provides access to a multi-manager platform that includes model portfolios, third-party managers, and customizable strategies across various program structures.

Marina Shinsky is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Bank of America, Merrill, and J.P. Morgan Securities. Outside of finance, she has been involved with Brewhouse Fishville LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Neal Roberts is a financial advisor with OSAIC in Englewood, FL, holding Series 63 and Series 66 licenses and 21 years of industry experience. His prior roles include positions at SagePoint Financial and Kevin M Gustafson Financial, Inc., alongside ongoing work at Murray & Roberts CPA Firm where he provides tax and accounting services. Outside of advisory work, he is a partner in an LLC that reviews financial software and coordinates building maintenance. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of advisors and platforms. The firm offers integrated brokerage and advisory services with portfolio construction tools and access to third-party money managers, operating through a complex, multi-entity corporate structure.