Scott Ferguson is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 23 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2019 and previously spent 14 years at FSC Securities Corporation, Inc. Ferguson is also the CEO and owner of Seaboard Capital Group LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm delivers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

James Domgard is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at RBC Capital Markets and City National Bank. Outside of advisory work, he is involved in business activities related to promotional services and commercial real estate ownership. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

James Stein is a CFP® and ChFC® with 29 years of experience in the financial services industry. He is currently with LPL Financial, where he has worked since 2019, following roles at several firms including Waddell & Reed, Citizens Securities, and PNC Wealth Management. Outside of his advisory work, Stein is also involved as a non-variable insurance agent. 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 range of financial planning and asset management services, leveraging both proprietary research and third-party strategies, and supports its extensive network of over 22,800 advisors.

Byron Firestone is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and with 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC and Wells Fargo Bank NA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting through a large network of more than 14,000 financial advisors and approximately $671 billion in assets under management.

Stephen Wierhake is a CFP® with 40 years of industry experience, currently serving at Cetera since 2019. He previously worked at Summit Financial Group Inc. and Summit Brokerage Services Inc. He is also an artist specializing in drawing and pastel painting and serves as an elected board member of the Port Charlotte Sunrise Kiwanis Club. Cetera Investment Advisers LLC is an SEC-registered adviser that provides financial planning, portfolio management, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform with discretionary and non-discretionary accounts, supporting a variety of program structures and third-party money managers.

Christopher Neal is a financial advisor with Cetera in Punta Gorda, FL, holding Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at Wells Fargo Clearing and multiple banking institutions. Outside of his advisory work, Neal owns EV & EM LLC, a real estate investment company based in Cape Coral, FL. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary program options.

Samuel Stempler serves as a Financial Advisor with Merrill Lynch Wealth Management, based in Venice, Florida. He focuses on providing clients with thoughtful planning and flexible financial strategies, emphasizing clear communication, transparency, and long-term client relationships. His approach aims to help clients understand the importance of developing a financial plan and adapting it as life circumstances change. Originally from New York, Samuel relocated to Florida in 2023. He has been with Merrill since 2020 and assists clients with investment planning, risk management, and tax minimization strategies. He works alongside a team with over 70 years of collective wealth management experience. Samuel holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the State University of New York System. Samuel is an active member of the Sertoma organization in Venice, Florida. He resides in Parrish with his close family friend, Morgan, and their golden retriever, Oakley. His personal interests include chess, cooking, fishing, gardening, golfing, painting, pickleball, soccer, spending time with family, and swimming.

Jay Jacobs is a financial advisor at Merrill with 16 years of industry experience. He holds a Series 66 designation and has worked at both Bank of America, N.A. and Merrill since 2010. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Logan Davis is a Financial Advisor at Merrill Lynch Wealth Management with over a decade of experience in the industry. He is a native of Southwest Florida and a graduate of Florida State University. He holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Logan specializes in areas such as equity compensation services, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, women and wealth, tax minimization, and retirement income. He approaches client relationships by understanding their unique perspectives and priorities to create personalized financial plans aimed at pursuing their long-term goals. Beyond his professional role, Logan is actively involved in his local community, serving on the Cape Coral Chamber of Commerce Governmental Affairs Committee. He speaks English and Spanish, and his personal interests include boating, cooking, fishing, golfing, hiking, music, pickleball, spending time with his family, traveling, and watching movies.

Judi Aber is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management. She is a founding partner of Aber & Leedy Wealth Management and has over 40 years of experience in the financial services industry. Judi focuses on helping a select group of high net worth individuals and retirees manage all aspects of their financial lives, including implementing tax-efficient strategies for concentrated stock positions and developing retirement and educational planning strategies. Judi works closely with her clients to develop customized wealth management plans that address their financial needs, objectives, time horizons, and risk tolerance. She often collaborates with clients' tax and legal advisors to create comprehensive strategies aimed at tax minimization and wealth preservation. Her areas of expertise include legacy planning, liquidity management, personal retirement planning, portfolio management services, small business strategies, women and wealth, tax minimization, and retirement income. Judi holds a Bachelor's Degree in Management from Hodges University and obtained the CERTIFIED FINANCIAL PLANNER® certification in 2008. She resides in Punta Gorda with her husband, Jeff, and their two daughters. Her interests include baseball, football, cooking, traveling, and spending time with family.

Robert Nelson Jr. is a financial advisor with Edward Jones in North Port, FL, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he serves as Vice President of Summit Park LLC, a property management company, where he participates in board meetings and supports governance activities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and operates under a fiduciary standard, with notable scale in retail advisory services, branch offices, and affiliated financial capabilities.

Linda Coules is a financial advisor with Edward Jones in Port Charlotte, FL, holding a Series 66 designation and 21 years of industry experience. She has been with Edward Jones since 2009. 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 solutions through a large nationwide network of financial advisors and branches.

Edward Dancek is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Ameriprise and its affiliates since 1989. Outside of his advisory role, he serves on the board of the Christian Franchise Advisor Network and is involved as an elder and finance committee member at a local church, as well as a board member for Advent Health Port Charlotte. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to develop customized income plans. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Paul Penzel is a CFP® with 41 years of industry experience. He is currently with OSAIC, joining the firm in 2024, and previously spent over two decades at Securities America Advisors. Penzel also maintains a long-standing investment management business under his own name. OSAIC serves a diverse client base, including retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated financial advisers and multiple platforms. The firm employs various investment tools and third-party solutions to construct portfolios across a wide range of asset classes.

Michael Long is a financial advisor at Stifel with 46 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Bank of America and Stifel Nicolaus & Co. In addition to his advisory work, Long serves on several non-investment-related boards, including a homeowners association, a country club finance committee, and a church endowment fund. Stifel serves a diverse client base, including individuals, institutions, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Terri Nelson is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill, she worked in law enforcement with the Sarasota County and Jefferson County Sheriff's Offices and held roles at LifeLock/Symantec Corporation and Ann Taylor Factory Store. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies constructed by internal and third-party managers for individuals, high-net-worth clients, and institutional investors.

Judith Furjanic is a financial advisor at Wells Fargo Advisors with 41 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors since 2015. She is a co-trustee and part owner of Jaburek/Furjanic Financial Group, a firm based in Itasca, IL. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients meeting certain net-worth thresholds, using proprietary research and planning tools.

Francis Leontitsis is a Series 66-licensed financial advisor at Morgan Stanley with 10 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, and previously spent five years with Raymond James & Associates Inc. Leontitsis serves as a director on the board of the Boys and Girls Clubs of Charlotte County, a nonprofit organization in Florida. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that includes firm-approved tools and scenario modeling.

Adrienne Hiatt is a Senior Financial Advisor with Merrill Lynch Wealth Management, leading the team Hiatt & Associates. With over 30 years of experience in financial services, she specializes in delivering comprehensive wealth management strategies tailored to each client's unique financial situation. Adrienne serves as a Portfolio Advisor, helping clients pursue their investment objectives through individualized strategies that may include Merrill or approved third-party investment managers' offerings. Her expertise encompasses employee benefits planning, legacy planning, retirement income, managing new wealth, personal retirement planning, and advising women on wealth management. Before joining Merrill Lynch, Adrienne worked as a Private Client Manager with Bank of America Private Bank (formerly U.S. Trust). She combines her banking industry background with financial advisory expertise to address clients' assets and liabilities holistically, collaborating with other professionals to provide coordinated support. Adrienne holds Series 7, 66, and 63 FINRA registrations, as well as Life, Annuity, and Health Insurance licenses. She earned a Bachelor of Arts in Economics with a concentration in Business from the University of Maryland, College Park. Additionally, she holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Residing in Punta Gorda Isles, Florida, Adrienne is engaged in her local community as a member of the Isles Yacht Club and participates in the Punta Gorda and Charlotte County Chambers of Commerce. Outside of her professional activities, she enjoys various recreational pursuits such as boating, traveling, stand-up paddleboarding, biking, tennis, swimming, ice skating, yoga, exploring gourmet food and wine, and spending time with family and friends.

Marshall Robinson is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. He has worked at LPL Financial since 2018 and has prior experience with firms including Englewood Bank, INVEST Financial Corp, Aura Asset Management, Banc One Securities, and UBS Financial Services. Robinson is also involved with Bedrock Asset Management, LLC. 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 range of financial planning, asset management, and institutional platforms, utilizing both proprietary and third-party investment strategies.