Angela Davis is a Wealth Management Advisor at Merrill Lynch Wealth Management. She joined the firm in 1996 and has accumulated 28 years of experience in the financial services industry. Angela focuses on developing strategies and providing investment guidance tailored to the individual needs of her clients, encompassing their families and businesses, by understanding their short- and long-term financial objectives. Her expertise includes family wealth management strategies, personal retirement planning, portfolio management services, special needs planning strategies, women and wealth, and retirement income. Angela oversees and coordinates the financial affairs for a select group of families, retirees, corporate executives, business owners, and non-profit organizations primarily in the Southwest Florida area and across the country. She employs techniques such as goals-based planning, tax-minimization strategies, portfolio risk management, and disciplined portfolio asset allocation and rebalancing to help clients maximize their wealth. Angela holds a Bachelor's Degree from Jacksonville University and several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Manager Advisor (RMA). Following the tradition of community participation at Merrill Lynch, she dedicates time to volunteering with local organizations. In her personal time, Angela enjoys boating, camping, fishing, gardening, reading, running, spending time with her family, swimming, and traveling.

Valerie Kirchhoff is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and seven years of industry experience. Her background includes roles at PFS Investments Inc. and Primerica Financial Services, along with diverse experience in the service and retail sectors. She is also involved in sales of non-investment home-related products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services primarily through model-based strategies with custody and trade execution support from Pershing and BNY Mellon Advisors.

Chad Lynn is a financial advisor at Edward Jones in Venice, FL, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of investment strategies and affiliated services under a fiduciary standard.

Christina Simonyi is a Financial Advisor with Merrill Lynch Wealth Management. She brings over 16 years of experience in retirement planning, investment strategies, and wealth management, specializing in assisting individuals, families, and businesses to achieve their financial goals. Christina focuses on areas such as college education planning, family wealth management strategies, legacy planning, personal retirement planning, and women and wealth. She holds the Personal Investment Advisor (PIA) designation and earned her High School Diploma from Maine East High School. Christina is actively involved in professional organizations including Our Charlotte Elder Affairs Network, Rotary International, United Way, and Women's United. She volunteers with community initiatives such as Reading Buddies, Senior Friendship Centers, and United Way. Outside of her professional work and community involvement, Christina enjoys personal interests that include billiards, cooking, dancing, gardening, music, spending time with her family, traveling, and practicing yoga.

Adam Cummings is a Certified Financial Planner (CFP®) with 13 years of industry experience. He has worked primarily at Edward Jones since 2012 and most recently spent a year at LPL Financial LLC. Edward Jones is a full-service wealth management firm serving over four million clients, including both individual and institutional investors. The firm offers a broad range of advisory services and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Robert Altieri is a Series 66-credentialed financial advisor at Thrivent Investment Management with one year of industry experience. His background includes a range of roles primarily outside the financial sector, such as positions at various hospitality and retail businesses. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning that covers a broad range of topics and allows clients to combine planning with managed-account programs, while maintaining separation between these services.

Terry Stamper is a CFP® with 14 years of industry experience, currently serving at OSAIC since 2024. Prior to joining OSAIC, he spent 12 years at SPC. Outside of his advisory work, Stamper owns a small grain farm and is a 50% owner of Precision Drainage Systems, LLC, which installs field tile drainage systems for agricultural land. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment approach emphasizing asset allocation, portfolio optimization, and risk management, supported by various program options and a complex affiliate network.

Kristen Robinson is a financial advisor with LPL Financial in Punta Gorda, FL, holding a Series 66 credential and five years of industry experience. Prior to her advisory role, she worked in various positions including at Publix and Keller Williams Salty Properties. Outside of financial services, Kristen operates a home-based bakery business, Kristen's Kookies, selling products at farmers markets. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Eugene Heitman II is a CFP® with 26 years of industry experience, currently affiliated with Cetera Wealth Services, LLC and Cetera Investment Advisers, LLC. He previously worked with Avantax Advisory Services, Avantax Investment Services, and Avantax Insurance Agency, and has operated CPA Financial Advisor Inc. since 2012. Heitman also serves as a board member of Arcadia Abstract and Title. Cetera Investment Advisers LLC is an SEC-registered adviser offering portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm provides access to a multi-manager platform that includes model portfolios, third-party managers, and customizable strategies across various program structures.

Marina Shinsky is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Bank of America, Merrill, and J.P. Morgan Securities. Outside of finance, she has been involved with Brewhouse Fishville LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Neal Roberts is a financial advisor at OSAIC with 21 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked previously at SagePoint Financial and Kevin M Gustafson Financial, Inc. Outside of his advisory role, he is involved in tax preparation and bookkeeping through Murray & Roberts CPA Firm and is a partner in an LLC that manages financial software and building maintenance coordination. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm utilizes a model-based investment approach with a broad range of advisory programs, supported by a complex affiliate network and private-equity ownership.

Peter Donlevy is a financial advisor with Edward Jones in Port Charlotte, FL, holding a Series 66 designation and one year of industry experience. His prior roles include positions at SGS Maine Pointe, LLC and JandP Group, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

Dawne Polsinelli is a financial advisor with Primerica Advisors in Port Charlotte, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Primerica Advisors since 2000 and has worked with Primerica Financial Services since 1989. In addition to her advisory role, she is involved in referral activities for home security and automation products and manages crypto investing within a personal Roth IRA. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure, providing custody and trade execution services through Pershing and Primerica Brokerage Services.

Brian Placke is a CFP®-designated financial advisor with Wells Fargo Advisors in Fort Myers, FL, bringing eight years of industry experience. His prior roles include positions at Guardian Life Insurance Company, Park Avenue Securities, and Charles Schwab. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, delivering tailored recommendations through a combination of research, planning tools, and simulation models. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis.

Sean Cervin is a financial advisor at Merrill with Series 63 and Series 65 credentials and no industry experience. His prior work includes roles at Bank of America, Primerica, Northwestern Mutual, and financial education positions at the University of Florida and Sarasota Military Academy. Outside the financial sector, he is involved with OSI Restaurant Services, LLC/Prime Serious Steak. 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 institutional investors.

Austin Pearl is a financial advisor at Ameriprise Financial Services, LLC, holding a Series 65 credential with one year of industry experience. Prior to joining Ameriprise, he worked as a business consultant and was involved with PatientFlo LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement income planning through a centralized team, using proprietary research and algorithmic tools.

John Hinck is a Series 63–licensed financial advisor with 46 years of industry experience. He is currently with OSAIC and has previously worked at Commonwealth Financial Network, Wells Fargo Advisors, Wells Fargo Clearing, and A.G. Edwards & Sons. Hinck also operates Hinck Private Wealth Management. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory programs, utilizing a model-based investment process with portfolio optimization and multiple management strategies delivered through an extensive affiliate network.

Janet Willingham is a financial advisor at Merrill with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 1998, including her tenure with Bank of America 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 model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Sullivan is a CFP® credentialed financial advisor with 53 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior roles include positions at TBS Agency, Inc. and Continuity Partners Group, LLC. Sullivan also serves as a director of The Cambridge Foundation, a nonprofit focused on charitable, literary, scientific, and educational purposes. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual, pension, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and proprietary strategies.

Dustin Hays is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has worked at Bank of America N.A., Merrill, and Oppenheimer & Co. Inc. Prior to his financial services career, he spent eight years at Extra Space Storage. 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, pension plans, corporations, and charitable organizations.