Jamison Edlin is a financial advisor with LPL Financial in Port Charlotte, FL, holding Series 63 and Series 66 licenses and 12 years of industry experience. His prior roles include positions at Wells Fargo Bank, Cetera Investment Advisors, and Achieva Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and advisory services, including model portfolios, third-party asset management access, and institutional platforms, supported by advanced research and operational tools.

Anthony Rinaldi is a financial advisor with Morgan Stanley in Venice, FL, holding Series 65 and Series 63 licenses and bringing 30 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market modeling techniques to support its advisory process.

Douglas Newman is a financial advisor at LPL Financial with 46 years of industry experience. He has held his current role since 1996 and previously operated Pinnacle Advisors for 20 years. He holds the Series 63 and Series 65 credentials. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers a range of financial planning and asset management services, utilizing various portfolio strategies and advisor-facing technology tools.

John Kirkwood is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds a Series 66 designation and has held positions at Wells Fargo Clearing, M&T Securities, Wilmington Brokerage Services Company, and Banc of America Investment Services. Kirkwood has been with J.P. Morgan Securities since 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to develop model asset allocations and incorporates an ESG eligibility framework.

Michael Sabo is a CFP® professional with 44 years of industry experience, currently affiliated with Raymond James Financial in Punta Gorda, FL. He has worked with Raymond James Financial since 2009 and has operated his own accounting practice since 2005, focusing on tax return preparation for small accounts and family. He also serves as executor of his late father’s estate. Raymond James Financial Services Advisors, Inc. provides comprehensive financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors, utilizing tailored, non-discretionary strategies supported by advanced analytical tools.

Seth Rohrbaugh is a financial advisor with LPL Financial in Venice, FL, holding a Series 66 designation and 14 years of industry experience. He previously worked at Grove Point Investments, LLC, Grove Point Advisors, LLC, Springfield Financial Group Inc., and H.Beck, Inc. Rohrbaugh is also involved with Springfield Financial Group Inc., a business related to his advisory activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of investment options including financial planning, model portfolios, and institutional platforms, supported by advanced operational and research tools.

Douglas Bailey is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its Private Bank since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Joseph Mastroianni is a financial advisor with LPL Financial in Venice, FL, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has previously worked at Wells Fargo Clearing, Merrill, and Banc of America Investment Services. Outside of his advisory work, he serves as a project design consultant for Three Cord Builders. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports its network with model portfolios, third-party asset managers, and technology-driven operational tools while offering services that extend beyond advising, including affiliated insurance and banking partnerships.

Robert Duncan is a CFP® with 32 years of industry experience, currently affiliated with Cetera since 2025. He previously spent over three decades with Avantax Advisory Services and Avantax Investment Services. In addition to his advisory work, he is involved with Foremost Business Services, a tax preparation and accounting business he has operated since 1990. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a large network of independent advisors, utilizing multi-manager platforms and a variety of program structures.

Derek Delagrange is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Wells Fargo Clearing and Bank of America. Outside of his financial career, he is the owner and partner of Best Dads Corp, a nonprofit organization aimed at helping fathers improve their parenting. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screens and qualitative research to build model asset allocations, incorporating ESG frameworks and leveraging the broader capabilities of affiliated investment-management entities.

Blase Sparma is a financial advisor at Stifel with 25 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, N.A. from 2011 to 2020. Outside of his advisory role, he serves on the board of the Boosters Foundation Inc., supporting local charities focused on children and young adults with learning disabilities. Stifel serves a diverse client base including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary capital market assumptions and probabilistic modeling to guide asset allocation, retirement, insurance, and estate planning decisions.

Jan Neptune is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2016 and Bank of America, N.A. since 2018. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies managed by internal and third-party teams, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brian Calka is a CFP® and Series 66-licensed advisor with Edward Jones, based in Venice, FL. He has six years of industry experience, including six years at Edward Jones and prior roles in construction companies. 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 supported by a large nationwide network of financial advisors and branch offices.

Garrett Atkinson is a CFP® professional with five years of industry experience, currently serving as a financial advisor at OSAIC. He has also worked at Beane Atkinson Financial Services and FSC Securities Corporation. In addition to his financial advising roles, Mr. Atkinson is an attorney with MH2 Technology Law Group, LLP, and he serves as the president of Atkinson Law PLLC, where he prepares estate planning documents. He is active in his community as a scoutmaster for Scouts BSA Troop 95 and holds board positions with local nonprofit organizations including the Animal Welfare League of Charlotte County and the City of Punta Gorda Fire Fighters’ Pension Board. OSAIC Wealth serves a wide range of clients, including retail investors, retirement plans, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach uses model-based asset allocation and portfolio optimization tools, allowing for discretionary and advisor-managed strategies alongside third-party manager selections.

Phebe Cosmo is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds the Series 66 designation and has worked with JPMorgan Chase and J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates systematic quantitative screens and qualitative research, supported by a centralized manager solutions team.

William Neal is a Private Wealth Advisor with Merrill Private Wealth Management. He provides wealth management advice tailored to multi-generational families and institutions, focusing on areas such as equity and fixed income management, concentrated stock management, asset allocation, and estate planning services. William’s client focus areas include corporate executive services, equity compensation services, family wealth management strategies, legacy planning, liquidity management, portfolio management services, and tax minimization. He holds the professional designations of Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). He earned a Bachelor’s Degree from Kansas State University and a Master of Business Administration (MBA) from Indiana University’s Kelley School of Business. Outside of his professional role, William has interests in baseball, biking, fishing, football, golfing, pickleball, watching movies, and yoga.

John Couto is a financial advisor with Morgan Stanley in Punta Gorda, FL, holding a Series 66 license and having 25 years of industry experience. He previously worked at Raymond James & Associates for 11 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2020. Outside of finance, he is involved as a musician through Frogs Entertainment LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide range of advisory programs and financial planning services utilizing firm-approved tools and strategies, managing approximately $2.74 trillion in client assets.

Kerri Duffey is a financial advisor with Morgan Stanley in Punta Gorda, FL, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. Her prior roles include positions at Kovack Advisors, Wells Fargo, and J.P. Morgan Securities. Morgan Stanley Wealth Management provides a broad range of advisory services to individuals and institutions, including customized financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning programs.

Kimberly Storie is a financial advisor at Edward Jones in Venice, FL, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, she worked in the recreational vehicle and marine industry for several years. Outside of her advisory role, she owns a rental property in North Port, FL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

John Spada is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and 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 planning process supported by firm-approved tools and market-based return estimates.