Jon Veneziano

Envision Wealth Planners was founded based on the core values of family, honesty, and always doing what's in the client's best interest. I always think there is a way to make things better, and the experience that someone has with their financial planner shouldn't be any different. At Envision Wealth Planners we evaluate your life goals to make the most appropriate recommendations for you and your family. We use high-level software to evaluate your cash flows, tax situation, insurance needs, retirement needs, and investment goals. I know that a person's or family's financial journey is one that is private, so it should be managed by someone that can leverage their expertise along with a personal touch. My process is one that won't make you feel nervous or burdened, but rather one that can be enjoyable. The long-term relationships I develop with my clients are extremely important to me and the happiness they achieve from reaching their goals is what drives my motivation. I believe that a person or family should feel okay with enjoying the life we have now and not feel burdened with fear that there may not be enough for tomorrow. By working together we can identify goals, develop a plan, and monitor and update that plan as necessary to achieve long-term financial security without sacrificing the things that are important today. In my spare time, I love to spend time with my family, cook, and play golf. I reside in Central Florida with my wife and two children but have clients all over the country. I have been involved in Florida Citrus Sports for over 10 years and have been on the Board of Directors for the Lake Nona Regional Chamber of Commerce for over 5 years. If you are looking for objective advice or just feel a little lost sometimes when it comes to your finances, please feel free to reach out, connect, or just say hi. I'm here to help!

Valentina Merkulova is a Wealth Management Advisor at Merrill Lynch Wealth Management. She provides financial advice and guidance to clients, helping them pursue their most important financial goals through personalized wealth management strategies. Valentina collaborates with clients to create flexible plans tailored to their life priorities, incorporating insights from Merrill and financial solutions from Bank of America. With over 10 years of industry experience, Valentina's areas of focus include college education planning, divorce transition planning, family wealth management strategies, employee financial health, legacy planning, personal retirement planning, portfolio management services, women and wealth, and retirement income. She holds the CERTIFIED FINANCIAL PLANNER (CFP) designation, Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA) credentials. Valentina earned an Associate's Degree from Valencia College and holds Bachelor's Degrees from Tambov State University and the University of Central Florida. She is bilingual in English and Russian. Outside of work, she has an interest in ice hockey, reading, and traveling, and she participates in community volunteer activities consistent with Merrill's tradition.

Kevin Barry is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he leads the Barry Group, a team of three professionals dedicated to serving clients with diverse financial planning needs. He has spent over 30 years helping families and business owners develop strategies to achieve their personal and financial goals, including family wealth management, retirement planning, and small business strategies. Kevin's approach focuses on connecting all aspects of a client's financial life to create personalized plans that reflect their unique priorities. Kevin earned a Bachelor of Science degree in Finance from Florida State University in 1992 and became a CERTIFIED FINANCIAL PLANNER® in 2002. He has built his career with a single financial services firm, emphasizing consistency, loyalty, and integrity. Based in the suburbs of Orlando, Kevin and his wife, Heidi, are active in their community through their church, St. Margaret Mary Catholic Church, and spend much of their time supporting their children's sports and service activities. In addition to his professional responsibilities, Kevin maintains interests in baseball, fishing, golfing, and traveling. He is open to connecting with individuals planning their financial future, community-active clients, CPAs and attorneys interested in collaboration, and business owners seeking guidance beyond their operations.

Stacey Demchak is a Wealth Management Planning Consultant at Fidelity Investments. In this role, she works with clients and their families to explore their financial goals and personal stories, aiming to develop a comprehensive understanding that guides the creation of tailored wealth management plans. Stacey has been with Fidelity Investments since 2018, progressing through roles including Financial Representative, Relationship Manager, and Planning Consultant before her current position. Her experience encompasses various aspects of financial planning and client relationship management within the wealth management sector.