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.

Allison Rud is a financial advisor at Osaic Wealth with 22 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Sagepoint Financial, Inc., American General Securities Incorporated, and AIG American General Life Insurance Company. Outside of her advisory role, she is a member of Ali Rud Financial Services, LLC, which is involved in the sale of fixed life and health insurance. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment approach centered on asset allocation and portfolio optimization, with a variety of program options including advisor-managed portfolios, third-party money managers, and retirement plan consulting.

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. She brings over 16 years of experience in retirement planning, investment strategies, and wealth management, specializing in assisting individuals, families, and businesses to achieve their financial goals. Christina focuses on areas such as college education planning, family wealth management strategies, legacy planning, personal retirement planning, and women and wealth. She holds the Personal Investment Advisor (PIA) designation and earned her High School Diploma from Maine East High School. Christina is actively involved in professional organizations including Our Charlotte Elder Affairs Network, Rotary International, United Way, and Women's United. She volunteers with community initiatives such as Reading Buddies, Senior Friendship Centers, and United Way. Outside of her professional work and community involvement, Christina enjoys personal interests that include billiards, cooking, dancing, gardening, music, spending time with her family, traveling, and practicing yoga.

Adam Cummings is a Certified Financial Planner (CFP®) with 13 years of industry experience. He has worked primarily at Edward Jones since 2012 and most recently spent a year at LPL Financial LLC. Edward Jones is a full-service wealth management firm serving over four million clients, including both individual and institutional investors. The firm offers a broad range of advisory services and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Brian Reichenberger is a CFP® certificant with 30 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 both brokerage and advisory solutions.

Robert Altieri is a Series 66-credentialed financial advisor at Thrivent Investment Management with one year of industry experience. His background includes a range of roles primarily outside the financial sector, such as positions at various hospitality and retail businesses. 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 planning that covers a broad range of topics and allows clients to combine planning with managed-account programs, while maintaining separation between these services.

Terry Stamper is a CFP® with 14 years of industry experience, currently serving at OSAIC since 2024. Prior to joining OSAIC, he spent 12 years at SPC. Outside of his advisory work, Stamper owns a small grain farm and is a 50% owner of Precision Drainage Systems, LLC, which installs field tile drainage systems for agricultural land. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment approach emphasizing asset allocation, portfolio optimization, and risk management, supported by various program options and a complex affiliate network.

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 at OSAIC with 21 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked previously at SagePoint Financial and Kevin M Gustafson Financial, Inc. Outside of his advisory role, he is involved in tax preparation and bookkeeping through Murray & Roberts CPA Firm and is a partner in an LLC that manages financial software and building maintenance coordination. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm utilizes a model-based investment approach with a broad range of advisory programs, supported by a complex affiliate network and private-equity ownership.

Jesse Horton is a financial advisor with Wells Fargo Clearing in Sarasota, FL, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Consumers Credit Union, Cuso Financial Services, State Farm, Bank of America, and Merrill. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Peter Donlevy is a financial advisor with Edward Jones in Port Charlotte, FL, holding a Series 66 designation and one year of industry experience. His prior roles include positions at SGS Maine Pointe, LLC and JandP Group, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

Laura Russell Grigore is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 32 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and concurrently at Wachovia Bank, N.A. since 2009. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.