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.

Brenda Kleiber is a financial advisor at Robert W. Baird & Co. with 17 years of industry experience. She holds the Series 66 designation and has been with Robert W. Baird since 2016. Outside of advising, she is co-owner of EverNear Wellness and is involved in the production and marketing of homemade coffee liqueur through Campfire Beverages LLC. Brenda is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, serving individual, corporate, pension, and charitable clients. The firm offers a range of services including financial planning, portfolio management, and custody, utilizing both manager-traded and model-traded strategies alongside internal research and tools to support client advice.

Jonathan Miles is a CFP® professional with 14 years of experience in financial advising. He is currently with LPL Financial and has held prior roles at firms including First Horizon Advisors, Hancock Whitney Investment Services, and Oppenheimer & Co. Inc. Outside of his advisory work, he is president of Sand Dollar Design LLC, a non-investment related business. 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 investment management solutions, including access to third-party asset managers and institutional platforms.

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.

Justin Bowles is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2014, following prior roles at Fidelity and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Mark Friedman is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at firms including Securities America Advisors and INVEST Financial Corp. Outside of his advisory work, Friedman is a partner and CPA at Fisher & Friedman, PA, and serves as a board member for the Trop Rock Music Association. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm utilizes a multi-advisor platform offering brokerage and advisory services with a model-based investment approach emphasizing asset allocation and portfolio optimization.

James Crites is a financial advisor with Edward Jones in Venice, FL, holding a Series 66 designation and four years of industry experience. Before joining Edward Jones in 2022, he worked at Palm Beach Quote Insurance and Northwestern Mutual, among other roles across various industries. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

James Hinck is a Certified Financial Planner® with 30 years of industry experience and is currently affiliated with Osaic. He has held positions at Hinck Private Wealth Management, Commonwealth Financial Network, Wells Fargo Advisors, Wells Fargo Clearing, and A.G. Edwards & Sons. He serves as a board member for the Englewood Community Redevelopment Agency and the Charlotte Harbor Sunset Rotary Board. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm employs model-based asset allocation and portfolio optimization combined with discretionary and third-party investment strategies, and is notable for its scale, complex affiliate network, and private-equity ownership.

Tyler Shambora is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2022. Prior to his advisory role, he spent five years with Sarasota County Schools and one year at the University of Virginia. Outside of his financial advisory work, Shambora coaches high school and youth baseball, focusing on athlete recruitment and player development. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charities. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated financial services through a large network of advisors and branch offices.

Gidget Rowe is a financial advisor with LPL Financial and has 19 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked at Old National Bank and LPL Financial since 2005. Rowe serves as a Vice President at Old National Bank, participating in its referral program for banking products. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a broad range of financial planning and investment management solutions through a large network of advisors.

Amanda De La Hunt is a CFP® professional with 12 years of industry experience, currently serving at Edward Jones since 2013. She holds a Series 66 license and is based in Sarasota, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Thomas Agostinelli is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at LPL Financial since 2009, following prior roles at Citigroup Global Markets and Legg Mason Wood Walker, Incorporated. Outside of his advisory practice, he occasionally manages financial affairs for his son, who is serving in the U.S. Navy. 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 investment services through a large network of advisers, with access to model portfolios, third-party management, and institutional platforms.

Christopher Dwyer is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in developing personalized wealth management strategies, focusing on areas such as family wealth management, legacy planning, managing new wealth, retirement planning, portfolio management, socially responsible and ESG investing, sports and entertainment, individual and corporate investment strategy, tax minimization, and retirement income. He holds multiple professional designations including Accredited Portfolio Management Advisor (APMA), Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Christopher attended Bellevue University without obtaining a degree and holds a high school diploma from ST ROSE HIGH SCHOOL. Beyond his professional work, Christopher is involved in community activities and supports organizations such as Better Money Habits, Captains for Clean Water, Players Trust Major League Baseball, and All Faiths Food Bank. He also engages in various personal interests including adventure sports, baseball, basketball, boating, fishing, ice hockey, scuba diving, soccer, spending time with his family, and surfing.

Floyd Rinehart is a CFP®-certified financial advisor with LPL Financial, where he has worked since 2002. He has 34 years of industry experience and holds a Series 63 license. He is based in Venice, FL. 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 advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and extensive operational resources.

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.

Michael Parker is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Target for 22 years and had brief roles at Publix Super Markets and periods of retirement. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across the wealth spectrum, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Matthew Higinbotham is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at Abacus Advantage Inc. for three years and has experience in educational roles at Florida Gulf Coast University and Florida SouthWestern. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Anastasios Kourpouanidis is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and possessing 26 years of industry experience. He has previously worked at Wells Fargo Clearing and Truist Investment Services. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning, including tax-aware withdrawal strategies and Social Security claiming options.