Adrienne Hiatt is a Senior Financial Advisor with Merrill Lynch Wealth Management, leading the team Hiatt & Associates. With over 30 years of experience in financial services, she specializes in delivering comprehensive wealth management strategies tailored to each client's unique financial situation. Adrienne serves as a Portfolio Advisor, helping clients pursue their investment objectives through individualized strategies that may include Merrill or approved third-party investment managers' offerings. Her expertise encompasses employee benefits planning, legacy planning, retirement income, managing new wealth, personal retirement planning, and advising women on wealth management. Before joining Merrill Lynch, Adrienne worked as a Private Client Manager with Bank of America Private Bank (formerly U.S. Trust). She combines her banking industry background with financial advisory expertise to address clients' assets and liabilities holistically, collaborating with other professionals to provide coordinated support. Adrienne holds Series 7, 66, and 63 FINRA registrations, as well as Life, Annuity, and Health Insurance licenses. She earned a Bachelor of Arts in Economics with a concentration in Business from the University of Maryland, College Park. Additionally, she holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Residing in Punta Gorda Isles, Florida, Adrienne is engaged in her local community as a member of the Isles Yacht Club and participates in the Punta Gorda and Charlotte County Chambers of Commerce. Outside of her professional activities, she enjoys various recreational pursuits such as boating, traveling, stand-up paddleboarding, biking, tennis, swimming, ice skating, yoga, exploring gourmet food and wine, and spending time with family and friends.

Marshall Robinson is a financial advisor with LPL Financial, holding the Series 66 designation and over 25 years of industry experience. He has worked at LPL Financial since 2018 and previously held positions at Englewood Bank, INVEST Financial Corp, Aura Asset Management, Banc One Securities Corporation, and UBS Financial Services. Robinson is also involved with Bedrock Asset Management, LLC, an entity affiliated with his LPL business. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jose Mateo is a financial advisor at Osaic with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Securities America Advisors, Inc., Investacorp Advisory Services, and Valic Financial Advisors. Outside of his advisory role, he is the owner and president of J. Mateo Financial, Inc., an S-Corporation that manages administrative functions for his securities business, and he is involved in the sales of fixed insurance products. OSAIC Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing firm-provided tools and third-party platforms to construct and manage diversified portfolios on both discretionary and non-discretionary bases.

Derek Collins is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with various Fidelity entities since 2015, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios. The firm is notable for its use of AI and systematic methodologies, as well as its advisory role to multiple registered investment companies.

Shanna Mate is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2020, following a 12-year tenure at Raymond James & Associates. 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 and manages approximately $2.74 trillion in client assets.

William Forlow is a CFP® professional with 23 years of industry experience, all spent at Edward Jones since 2003. He holds Series 63 and Series 66 licenses and is based in Englewood, Florida. Outside of his advisory role, he is the managing member of Forlow Marine Services LLC, a marine services business in Port Charlotte, Florida. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, including managed solutions, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large national presence with a significant retail advisor and branch network.

Michael Sabo is a CFP® professional with 44 years of industry experience, currently affiliated with Raymond James Financial in Punta Gorda, FL. He has worked with Raymond James Financial since 2009 and has operated his own accounting practice since 2005, focusing on tax return preparation for small accounts and family. He also serves as executor of his late father’s estate. Raymond James Financial Services Advisors, Inc. provides comprehensive financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors, utilizing tailored, non-discretionary strategies supported by advanced analytical tools.

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.

Garrett Atkinson is a CFP®-credentialed financial advisor with five years of industry experience, currently with Osaic Wealth, Inc. He has previously worked at Beane Atkinson Financial Services and FSC Securities Corporation. In addition to his financial advisory work, he is an attorney specializing in intellectual property and estate planning, and he serves as a scoutmaster for a local Boy Scouts troop. Garrett is also involved in several community organizations, including serving on the boards of a local animal shelter and the City of Punta Gorda Fire Fighters' Pension Board. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides brokerage and advisory services through a large network of affiliated advisers, utilizing asset-allocation tools and third-party solutions to manage portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

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.

John Couto is a financial advisor with Morgan Stanley in Punta Gorda, FL, holding a Series 66 license and having 25 years of industry experience. He previously worked at Raymond James & Associates for 11 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2020. Outside of finance, he is involved as a musician through Frogs Entertainment LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide range of advisory programs and financial planning services utilizing firm-approved tools and strategies, managing approximately $2.74 trillion in client assets.

Kerri Duffey is a financial advisor with Morgan Stanley in Punta Gorda, FL, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. Her prior roles include positions at Kovack Advisors, Wells Fargo, and J.P. Morgan Securities. Morgan Stanley Wealth Management provides a broad range of advisory services to individuals and institutions, including customized financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning programs.

James Hickey is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC, alongside a 20-year tenure at Wachovia Bank, N.A. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm combines brokerage and advisory solutions and manages roughly $671 billion in assets through a large network of more than 14,000 financial advisors.

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.

Samuel Kiburz is a financial advisor at OSAIC with a Series 65 designation and over 20 years of experience in the financial services industry. His work history includes roles at Northern Trust Bank and Northern Trust Securities, Inc., as well as Crews Bank & Trust. OSAIC serves a diverse range of retail and institutional clients, providing integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm employs various asset-allocation tools and offers access to multiple investment platforms and third-party money managers.

Daniel Dupont is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and nine years of industry experience. He has worked with Wells Fargo Clearing Services, LLC since 2017 and Wells Fargo Bank NA since 2015. Outside of finance, Dupont owns and operates Swedish Home Kitchen, a pie distribution and sales business. Wells Fargo Advisors serves individual, corporate, and institutional clients with a wide range of investment advisory and financial planning services, employing research and analytics to support diversified portfolio management and retirement plan consulting.

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.

James Hinck is a CFP®-credentialed financial advisor with 30 years of industry experience. He is currently with OSAIC Wealth Inc and has held prior roles at Hinck Private Wealth Management, Commonwealth Financial Network, and Wells Fargo Advisors. Hinck serves on the boards of the Englewood Community Redevelopment Agency and the Charlotte Harbor Sunset Rotary, involving community redevelopment and nonprofit literacy and leadership programs. OSAIC Wealth Inc serves a diverse client base—including individual, high-net-worth, institutional, and nonprofit clients—offering integrated brokerage, advisory services, and a broad range of portfolio management solutions through a large network of affiliated advisors.

James Mashburn Jr. is a financial advisor at Edward Jones with the ChFC® designation and Series 66 license, bringing eight years of industry experience. He has been with Edward Jones since 2018 and has also been involved with Glades Cabin 5 LLC since 2017. Additionally, he spent six years with BMO Sleep Systems, Inc. and had a one-year role with The Venice Symphony. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.