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.

Oscar Tapia is a financial advisor with Ameriprise in Ft Myers, FL, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its related entities since 2005. Tapia has an ownership interest in OTC, LLC, which he uses to manage business expenses. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Travis Mann is a Financial Advisor at Merrill Lynch Wealth Management. After serving eight years in the United States Army, including leadership roles in the 75th Ranger Regiment, he transitioned to a career in financial services. He earned a bachelor's degree from Flagler College in 2022 and holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Travis specializes in providing comprehensive financial planning and investment management tailored to the individual needs of clients. His areas of expertise include education planning, family wealth management, legacy and philanthropic planning, liquidity management, retirement planning, portfolio management, small business strategies, and special needs planning. He focuses on uncovering client goals to create personalized strategies that address both current concerns and future aspirations, with ongoing guidance as client needs evolve. In addition to his professional activities, Travis is involved in community organizations such as the American Legion, Habitat for Humanity, and the Three Rangers Foundation. He is also a member of the Charlotte County Chamber of Commerce. Outside of work, he engages in biking, boating, bowling, camping, chess, golfing, hiking, reading, skydiving, 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, holding a Series 66 designation and bringing 31 years of industry experience. He has been with Ameriprise and its affiliated firms since 2005. Cerritelli serves as Treasurer on the Board of Directors for The Museum Society, Inc. in Punta Gorda, FL. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, with recommendations based on proprietary research and third-party data, and features enrollment criteria that include minimum investable assets.

Kurstan Fox is a financial advisor at Edward Jones with Series 66 credentials and two years of industry experience. Prior to joining Edward Jones in 2023, he worked for eight years at Nutter Custom Construction. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a nationwide network of over 23,700 financial advisors.

Todd Priest is a CFP® with eight years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. His prior roles include positions at Wells Fargo Clearing, Merrill, and Bank of America. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a mix of quantitative and qualitative research.

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.

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.

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.

Jeffrey Leedy serves as the Senior Resident Director for Merrill Lynch Wealth Management in Punta Gorda. He is a founding partner of Aber & Leedy Wealth Management and has been with Merrill Lynch since 1999, holding the Resident Director position since 2008. In this role, he leads a team that assists clients with their ongoing financial needs, focusing on personalized financial strategies. With decades of experience, Jeffrey specializes in retirement planning, high-net-worth guidance, residential lending, and collateralized lending services. He works closely with high-net-worth individuals, as well as small to medium-sized nonprofit organizations and family businesses. Jeffrey holds the Chartered Retirement Planning Counselor (CRPC) designation and maintains several FINRA registrations, including Series 7, 63, 65, 9, 10, and 31. He also holds Florida Life, Health, and Annuity licenses. Jeffrey received his High School Diploma from Clearfork High School. Outside of his professional life, he enjoys fishing, hunting, woodworking, and spending time with his family. He has served as a board member of the Charlotte County Chapter of the American Cancer Society. Jeffrey is married to his wife Angela and together they have five children and twelve grandchildren.

Michael Praznovsky III is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 26 years of industry experience. His career includes roles at Merrill, Morgan Stanley, Wells Fargo Clearing, and Royal Alliance Associates, among others. He is also involved with Suncoast Credit Union. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by various advisor tools and extensive financial activities.

Sydney Schaeffer is a financial advisor with LPL Financial, holding a ChFC® designation and a Series 63 license. She has 29 years of industry experience, including 24 years with Waddell & Reed, Inc. and various insurance carriers prior to joining LPL Financial in 2021. 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 with a broad platform that includes model portfolios, third-party subadvisors, and institutional programs.

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 six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Bank of America, Merrill, Edward Jones, and Northwestern Mutual. 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 combines quantitative and qualitative research to support its advisory process and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

Anthony Stonger is a financial advisor with Edward Jones in Bloomington, IN, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has been with Edward Jones since 1995. Outside of his advisory work, he serves as the secretary of a local Rotary club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of advisors and offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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 with Raymond James & Associates in Venice, FL, holding Series 63 and Series 65 credentials and bringing 50 years of industry experience. His prior roles include positions at Morgan Keegan & Company, Merrill, and A. G. Edwards & Sons. He serves on the finance and investment committee of St. Augustine Catholic Church, where he participates in monthly meetings and provides financial guidance. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.