Samuel Mitchell is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at SunTrust Advisory Services and Foresters Financial. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Ryan Rupert is a financial advisor at Morgan Stanley with 19 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he is an owner and partner of Willow Pens LLC in Punta Gorda, FL. 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 and financial planning services, managing approximately $2.74 trillion in client assets.

Richard Kubis is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has been with Cambridge since 2013 and has additional experience as a golf course on-course reporter for CBS Sports since 2011. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a range of portfolio management strategies across multiple custody and platform options.

David Scott is a CFP®-certified financial advisor with LPL Financial, based in Punta Gorda, FL, and has 21 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, David serves as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

John Erdmann III is a Private Wealth Advisor at Merrill Private Wealth Management, leading The Erdmann Group. He has been ranked #1 on the Forbes "America's Top Wealth Advisors" list for eleven consecutive years, reflecting the efforts of his over 30-person team dedicated to providing customized wealth management services. Over four decades, his practice has focused on ultra-high-net-worth families, many of whom are founders, CEOs, or presidents of private and public companies. John's expertise encompasses intellectual rigor, in-depth customization, and a commitment to service. His client focus areas include college education planning, corporate executive services, divorce transition planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, and women and wealth. He holds the Professional Investment Advisor (PIA) designation and earned his bachelor's degree from Ohio Wesleyan University. John and his family are involved in community service, particularly working to address homelessness in Norwalk, Connecticut. He serves as the Chairman of the Board of Directors for Open Doors, a service organization dedicated to this mission. John, his wife Barbara, and their three sons are committed to giving back to their community while maintaining a strong focus on family.

Pablo Roca is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 that incorporates firm-approved tools and modeling techniques.

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.

Stephen Elcock is a financial advisor with Merrill in Punta Gorda, FL, holding a Series 66 designation and 19 years of industry experience. His prior work includes roles at Bank of America, Scottrade, Harrisdirect, and Ameriprise. 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 individuals, high-net-worth clients, and institutional investors.

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.

James Domgard is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at RBC Capital Markets and City National Bank. Outside of advisory work, he is involved in business activities related to promotional services and commercial real estate ownership. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Byron Firestone is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and with 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC and Wells Fargo Bank NA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting through a large network of more than 14,000 financial advisors and approximately $671 billion in assets under management.

Stephen Wierhake is a CFP® with 40 years of industry experience, currently serving at Cetera since 2019. He previously worked at Summit Financial Group Inc. and Summit Brokerage Services Inc. He is also an artist specializing in drawing and pastel painting and serves as an elected board member of the Port Charlotte Sunrise Kiwanis Club. Cetera Investment Advisers LLC is an SEC-registered adviser that provides financial planning, portfolio management, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform with discretionary and non-discretionary accounts, supporting a variety of program structures and third-party money managers.

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.

Edward Dancek is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Ameriprise and its affiliates since 1989. Outside of his advisory role, he serves on the board of the Christian Franchise Advisor Network and is involved as an elder and finance committee member at a local church, as well as a board member for Advent Health Port Charlotte. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to develop customized income plans. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

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.

Paul Penzel is a CFP® with 41 years of industry experience. He is currently with OSAIC, joining the firm in 2024, and previously spent over two decades at Securities America Advisors. Penzel also maintains a long-standing investment management business under his own name. OSAIC serves a diverse client base, including retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated financial advisers and multiple platforms. The firm employs various investment tools and third-party solutions to construct portfolios across a wide range of asset classes.

Francis Leontitsis is a Series 66-licensed financial advisor at Morgan Stanley with 10 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, and previously spent five years with Raymond James & Associates Inc. Leontitsis serves as a director on the board of the Boys and Girls Clubs of Charlotte County, a nonprofit organization in Florida. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering 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 financial planning process that includes firm-approved tools and scenario modeling.