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.

Christopher Langley is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011, based in Punta Gorda, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brian Dayton is a financial advisor at Ameriprise with five years of industry experience. His prior roles include positions at NYLIFE Securities LLC and New York Life Insurance Company. He has also been involved with Eagle Strategises LLC and held various roles outside the financial industry prior to 2019. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet certain asset criteria. The firm provides written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies, using a combination of research, modeling, and tax-efficiency analysis.

Kimball Bullard is a financial advisor with Raymond James & Associates, holding Series 65 and Series 66 credentials and 27 years of industry experience. His prior roles include positions at Merrill and Bank of America. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving a wide range of clients including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and municipal advisory services, utilizing a variety of portfolio management styles supported by extensive research and affiliated sub-advisers.

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.

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.

Todd Priest is a CFP®-certified financial advisor with eight years of industry experience, currently affiliated with J.P. Morgan Securities in Punta Gorda, FL. His prior experience includes roles at Wells Fargo Clearing, Bank of America, Merrill, and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support its recommendations.

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.

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.

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.

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.

Henry Kramarski is a CFP® professional with 42 years of experience in the financial services industry. He is currently affiliated with Ameriprise Financial Services LLC, where he has worked since 2024, following a 23-year tenure at Linsco Private Ledger Corp. He is also the owner of Legacy Wealth Management Group LLC, which manages his Ameriprise advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, featuring a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Timothy Raynor is a financial advisor with Merrill, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He has been with Merrill since 2009. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Glen Simmonds is a CFP® with 22 years of industry experience, currently serving at Morgan Stanley. His career includes roles at Wells Fargo Advisors and A.G. Edwards & Sons. He also holds power of attorney for his father, managing related investment matters. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by structured discovery and firm-approved tools.

Timothy Meyer is a CFP® and Series 66-credentialed financial advisor with Edward Jones, where he has worked since 2009. He has 17 years of experience in the financial services industry and is based in Punta Gorda, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Richard Fontana is a financial advisor at Raymond James & Associates with 45 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James since 2013. He serves on the Finance Committee of the Isles Yacht Club in Punta Gorda, FL, where he assists with financial oversight and policy recommendations. 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 public entities, offering financial planning, investment consulting, and institutional fiduciary solutions.

Jacqueline Purcell is a Senior Financial Advisor with Merrill Lynch Wealth Management, where she works closely with clients and their families to identify financial needs and develop strategies aimed at wealth acquisition, growth, and transition through changing goals. As part of the Wadsworth Potosky Purcell Group, she focuses on creating financial strategies tailored to each client's unique objectives. Jacqueline brings experience as a former senior executive of a Cleveland-based company, providing a distinct perspective to her advisory role. Her areas of focus include personal retirement planning, women and wealth, and retirement income. She holds the Professional Investment Advisor (PIA) designation and has completed education at Glenforest Secondary School and Humber College. She is actively involved in her community, including membership in the Chagrin Valley Chamber of Commerce and participation in the Chagrin Valley Women's Club. In her spare time, Jacqueline enjoys cooking, gardening, skiing, spending time with her family, and traveling.