Debra Cooper is a financial advisor at Hightower Advisors with 22 years of industry experience. She holds a Series 66 designation and has worked at firms including Landsberg Bennett Private Wealth Management, Wells Fargo Advisors, Merrill, and Morgan Stanley. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. Their approach emphasizes manager selection and multi-manager solutions using affiliated and third-party managers, along with proprietary research and portfolio construction techniques spanning mutual funds, ETFs, alternative investments, and custom indexing.

William Bowman is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at AEGIS Financial, Raymond James Financial Services, and Bowman & Company S.C. He is also an insurance agent specializing in fixed insurance sales. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers a range of services such as financial planning, asset management, and specialized retirement consulting, employing a strategic investment process that combines passive and active management with quantitative and fundamental research.

Nicholas Nemec is a Series 66-licensed financial advisor with seven years of industry experience. He has worked at &PARTNERS since 2026 and previously spent seven years at Edward Jones. Prior to his advisory career, he was involved in event management and distribution businesses. &PARTNERS serves a diverse client base including high-net-worth individuals, institutions, and charitable organizations, offering investment management and financial planning services. The firm employs a combination of fundamental, technical, and quantitative analysis through both proprietary and third-party strategies, with client accounts managed on discretionary or non-discretionary bases.

Kerrolyn Noonan is a financial advisor with Merrill in Punta Gorda, FL, holding a Series 66 designation and five years of industry experience. She has previously worked at NYLife Securities and Santander Bank. Outside of her advisory role, she is involved with LKN Properties LLC, a limited liability company. Merrill, along 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 individuals, high-net-worth clients, and various institutional investors.

Adam Anderson is a CFP®-certified financial advisor with 27 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he has ownership in a rental property business based in Portage, Michigan. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Donna Gruber is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. Her work history includes roles at Arthur Gallagher, Waddell & Reed, and Providence Financial Group. She is also involved in a family business, Wieshofer & Co LLC, a chandelier company based in Punta Gorda. 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 portfolio programs, and institutional platforms, utilizing both proprietary and third-party strategies.

David Feldstein is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 credentials. He has 21 years of industry experience, including prior roles at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and The Prudential Insurance Company of America. Outside of his advisory work, he serves as a volunteer committee member on a school governance council and is president of a consulting and coaching business. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, employing a range of strategies including proprietary and third-party model solutions.

Scott Clark is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 25 years of industry experience. His career includes multiple roles within Wells Fargo and its affiliates dating back to 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers comprehensive financial planning and investment services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Michael Sheppard Jr. is a Financial Advisor with Merrill Lynch Wealth Management, specializing in helping families, retirees, and busy professionals address both their short-term and long-term financial goals. He provides tailored strategies that encompass general investing, retirement planning, education planning, small business strategies, individual and corporate investment strategies, and tax minimization. Michael utilizes a one-on-one approach to understand client priorities and develop portfolio strategies aligned with their objectives. He offers ongoing advice and adapts portfolios as circumstances change, supporting clients through complex financial decisions such as buying a home, saving for college, and preparing for healthcare needs. In addition to his advisory role, he coordinates with Bank of America specialists on banking, credit, home financing, and small business solutions. He holds a Bachelor's degree from Florida Gulf Coast University and a Master's degree from the University of Florida. Michael has earned professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of work, he enjoys activities such as boxing, camping, football, hiking, pickleball, reading, skiing, spending time with his family, and traveling.

Robert James is a financial advisor at Cambridge Investment Research Advisors with 16 years of industry experience. His background includes roles at THE O.N. Equity Sales Company and Ohio National Financial Services, each spanning 11 years. In addition to his advisory work, he operates Marathon Risk Solutions, an independent insurance agency, and provides business development coaching. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning and investment management through a network of independent professionals. The firm employs a variety of investment strategies and platform arrangements, including proprietary models and unaffiliated strategists, with options for discretionary and non-discretionary management tailored to client needs.

Paul Farthing is a CFP®-certified financial advisor with Cambridge Investment Research Advisors, where he has worked for 16 years. He has 33 years of industry experience and holds Series 63 and Series 65 licenses. Farthing is also associated with The Financial Group Resource as an investment advisor representative. Cambridge Investment Research Advisors is a large SEC-registered firm that serves individuals, retirement plans, charitable organizations, trusts, and estates through financial planning, investment management, and retirement plan advisory services. The firm provides a range of portfolio management options, including proprietary and third-party model strategies, with services tailored to client objectives and delivered via a network of independent financial professionals.

Michael Harding is a financial advisor with Ameriprise in King of Prussia, PA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at Ameriprise and its affiliated entities since 1996. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team.

Mark Uebelacker is a financial advisor with Edward Jones in Punta Gorda, FL, holding Series 63 and Series 66 licenses and has two years of industry experience. His prior roles include positions at Forthright Capital Partners, Crews Banking Corp, and Merrill Lynch/Bank of America. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor and branch network as well as affiliated capabilities beyond advisory services.

James Levell is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He has been with Wells Fargo Advisors since 2014 and holds Series 63 and Series 65 licenses. Levell is also the owner of Levell Wealth Management, LLC, an investment-related business based in Punta Gorda, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including retirement, education, risk, and wealth-transfer planning, utilizing proprietary research and tools to develop tailored recommendations for clients.

Eric Loche is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Morgan Stanley and its affiliated private bank since 2014 and 2015, respectively. Outside of his advisory role, he is involved in managing rental property. Morgan Stanley Wealth Management serves individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by structured discovery and firm‑approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Stephen Serati is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. His prior roles include positions at Securities America Advisors, Inc., SSN Advisory, Inc., and MSI Financial Services, Inc. He is also a 50% partner in Millenia Investments, a private investment and insurance business. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools and risk assessments to construct portfolios that may include a variety of asset types and supports both discretionary and non-discretionary account management.

Amber Weaver is a Series 66 licensed financial advisor at Merrill with eight years of industry experience. She previously practiced law at Amber L. Weaver, Esquire P.A. for sixteen years before transitioning to finance. Weaver serves as an advisory board member for Meals on Wheels of Charlotte County. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, corporations, pension and profit-sharing plans, and charitable organizations.

Brittany Ingman is a financial advisor with Merrill in Punta Gorda, FL, holding a Series 66 designation and nine years of industry experience. She has worked at Bank of America and Merrill since 2017 and was previously employed by Arcadia Amoco (Marathon) from 2014 to 2017. Outside of her advisory role, she serves as an event coordinator for a boating club that hosts community events. 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 organizations.

Thaddeus Obecny is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 27 years of industry experience. His career includes long tenures at Avantax Insurance Agency, LLC and Avantax Investment Services, Inc. He is also a partner in a notary public service and serves as an executor of an estate, overseeing its operations. Additionally, he assists with financial management for his son's professional golf business. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets.

Mark Hotchkiss is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Ameriprise in Venice, FL. His prior experience includes over a decade at First Command Financial Services and its affiliated entities. Ameriprise offers a retirement-income planning service targeting individuals near or in retirement with significant investable assets, delivering written recommendations that integrate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support clients, primarily focusing on assets managed within Ameriprise accounts.