Allan Thiessen is a financial advisor at Merrill with 43 years of industry experience. He holds Series 63 and Series 65 designations and has been with Merrill since 1983, also working at Bank of America since 2009. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutions.

Floyd Rinehart is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at LPL Financial since 2002. He holds the Series 63 designation and is based in Venice, FL. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individual clients, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research, model portfolios, and various portfolio management options.

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.

Jessie Norton is a financial advisor at Raymond James Financial with 20 years of industry experience. She previously worked at Edward Jones for 11 years before joining Raymond James in 2017. Norton is the owner and CEO of The Norton Group, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through unique affiliations.

Travis Mann is a Financial Advisor with Merrill Lynch Wealth Management. After serving eight years in the United States Army as a forward observer and team leader in the 75th Ranger Regiment, he transitioned to a career in finance. He earned a bachelor’s degree from Flagler College in 2022 and holds the designation of Personal Investment Advisor (PIA). Travis takes a holistic approach to financial planning, focusing on understanding clients' goals to develop tailored strategies. His areas of expertise include education planning, family wealth management, legacy and philanthropic planning, retirement and portfolio management, as well as strategies for small businesses and special needs planning. He works closely with clients to provide comprehensive advice and access to banking, credit, and home financing resources through Bank of America specialists. He is involved in professional and community organizations including the American Legion, Charlotte County Chamber of Commerce, Habitat for Humanity, and the Three Rangers Foundation. Outside of work, Travis enjoys activities such as biking, boating, bowling, camping, chess, golfing, hiking, skydiving, reading, and spending time with his family.

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.

Nicholas Mettert is a financial advisor with Morgan Stanley in Venice, FL, holding Series 63 and Series 66 licenses and having 16 years of industry experience. His prior work includes roles at JPMorgan Chase Bank and JP Morgan Securities. Morgan Stanley Wealth Management delivers a broad range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process with firm-approved tools and provides advisory services without individual security recommendations as part of standalone plans.

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.

Joshua Grubbs is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He has held positions at Four Pillars Financial Planning Group, Balentine, LCG Associates, and WoodMark Capital Advisors. Outside of his advisory work, he is involved with Four Pillars Financial Planning Group in a non-investment-related support capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and consulting using analytical tools and supports clients through various advisory programs and institutional consulting services.

Kristin Nelson is a financial advisor at Ameriprise with 11 years of industry experience. She has previously worked at Wells Fargo Clearing, Wells Fargo Bank, and Fifth Third Securities. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic tools to deliver personalized retirement planning, primarily for clients with assets managed within Ameriprise.

Michael Praznovsky III is a financial advisor with LPL Financial in Venice, FL, holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior roles include positions at Royal Alliance Associates and Suncoast Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of representatives. The firm provides a range of advisory programs, financial planning services, and both discretionary and non-discretionary portfolio management supported by research and model portfolios.

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.

Vonda Nicol is a financial advisor at Stifel with 28 years of industry experience. She worked at Merrill from 1998 to 2020 before joining Stifel in 2020. Nicol is also a Notary Public, providing document notarization services. Stifel serves a wide range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Maria Vargas is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Bank of America, Merrill, Edward Jones, and Northwestern Mutual. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities.

Louis Gallipoli is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 65 designations and has held positions at Cetera Wealth Services, Gallipoli Wealth Management LLC, and Gallipoli & Gallipoli, P.C. Outside of wealth management, he is an independent insurance agent and serves as Chief Financial Officer for Cavalier Logistics Management. Cetera Investment Advisers LLC is an SEC-registered adviser with a large nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, managing over $256 billion in assets.

Richard Martini is a financial advisor at Raymond James & Associates with 49 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James & Associates since 2013. Martini also serves on the finance and investment committee at St. Augustine Catholic Church. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and charitable organizations. The firm offers financial planning and consulting through various programs and is notable for its municipal advisory services and extensive affiliate ecosystem.

Kenneth Jenkins Jr. is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. His prior roles include positions at PNC Wealth Management, Fifth Third Bank and Securities, Synovus Bank, Bank of America, and United Fidelity Bank. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and utilizes research and analytics to support diversified investment strategies.