Kenneth Layton is a financial advisor at Merrill with 14 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2012 and Bank of America, N.A. since 2013. He is based in Punta Gorda, Florida. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Randall Van Sickle is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career as an intern with Merrill Lynch Wealth Management from 1983 to 1985 while attending college, ultimately building over 30 years of experience in wealth management and real estate industries. Van Sickle's expertise spans a range of client focus areas, including college education planning, corporate executive services, family wealth management strategies, personal retirement planning, portfolio management, tax minimization, and retirement income. He holds a bachelor's degree in business from Bucknell University and has earned multiple professional designations, including Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), and Personal Investment Advisor (PIA). Van Sickle emphasizes building authentic client relationships through personalized planning that aligns with clients’ life priorities and financial goals. Van Sickle maintains active involvement in his community, having served in leadership roles such as former president of the Eastward Ho! golf club. Outside of work, he enjoys cooking, fishing, football, golfing, spending time with his family, and traveling. He resides in Chatham with his wife and twin sons.

Jennifer Wilson is a financial advisor at Merrill with 14 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2011. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Byron Firestone is a financial advisor with Wells Fargo Clearing in Punta Gorda, FL, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked with Wells Fargo Bank NA starting in 2015. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

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.

Christopher Twining is a financial advisor at Edward Jones with 20 years of industry experience. He holds the Series 66 credential and has prior work history at Charles Schwab, TD Ameritrade, Merrill Lynch, and Bank of America. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and maintaining one of the largest retail advisor networks in the industry.

Adrienne Hiatt is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 30 years of experience in the financial services industry. She supports clients in addressing both sides of their financial balance sheets by collaborating with other professional advisors to provide synchronized wealth management solutions. Adrienne specializes in areas such as employee benefits planning, legacy planning, managing new wealth, personal retirement planning, women and wealth, and retirement income. Before joining Merrill, Adrienne served as a Private Client Manager with Bank of America Private Bank (formerly U.S. Trust) and has maintained FINRA Series 7, 66, and 63 registrations along with Life, Annuity & Health Insurance Licenses. She holds a Bachelor's degree in Economics with a concentration in Business from the University of Maryland, College Park. Among her professional designations are CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Adrienne is a member of the Isles Yacht Club and the Punta Gorda and Charlotte County Chambers of Commerce. She resides in Punta Gorda Isles, Florida, where she enjoys pursuits including boating, traveling, and spending time with family.

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.

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.

James Hickey is a financial advisor with Wells Fargo Clearing in Punta Gorda, FL, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wachovia Bank, N.A. for 20 years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

George Vogt is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 40 years of experience in the financial services industry, including more than 30 years with Merrill. He focuses on developing personalized wealth management strategies tailored to clients' individual goals, leveraging insights from Merrill and banking solutions from Bank of America to help clients navigate changing market conditions. George holds a Bachelor of Science degree in Business Administration from Washington University in Saint Louis, earned in 1970. He carries the Personal Investment Advisor (PIA) designation. Throughout his career, he has maintained strong ties to his community, volunteering with organizations such as Our Lady of Mercy Catholic Church and St. Louis Priory. Residing in St. Louis his entire life, George is married with three adult daughters and nine grandchildren. Outside of his professional work, he enjoys basketball, golfing, hiking, reading, traveling, and spending time with his family.

Randall Norden is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Raymond James & Associates and its affiliated entity since 2010. Raymond James & Associates, Inc. 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 charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions with a variety of portfolio management styles and affiliated research resources.

Tiffany Meyer is a financial advisor at Edward Jones with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

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.

Catherine Poole is a financial advisor at Edward Jones with six years of industry experience. She has held multiple roles at Edward Jones since 2019 and previously worked at Verizon Wireless. 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 through a large network of advisors and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

Glenn Wyatt Arthurs is a financial advisor with UBS Financial Services who holds Series 63 and Series 65 credentials and has 43 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he is a co-owner of Camp Pathfinder, a boys’ summer camp, where he oversees a full-time professional staff. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

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.

Ian Frashier is a financial advisor at Merrill with a Series 66 designation and seven years of industry experience. Prior to joining Merrill in 2019, he worked at Best Buy Inc. from 2015 to 2019. 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 a range of model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.