Bruce Kavenagh

I help those in grief (and the advisors who support them) navigate financial matters." In 2008, at the peak of the recession, I lost my mother to cancer in August and my father to a broken heart in November. In 2010, my paternal grandmother passed from a stroke. In 2012, I lost my oldest child. Based on those tragic events, I changed the trajectory of my career to solely help families and individuals in grief. I decided to further my education in the field of life transitions and grief. I became a Certified Financial Transitionist®, to help clients navigate through major life events and the financial transitions that accompany them. I’ve helped over 400 families navigate many financial issues and life circumstances such as grieving loss of loved ones. If my life journey and life's passion sounds like something that could help you, I would love to walk with you on your journey to Life After Grief.

With an extensive background in athletics, Marty O'Leary CFP® ChFC®, has developed his investment management and financial planning around NFL players, NFL and college football coaches, and other high-earning individuals. Customized portfolios, individualized advice, and lower than average fees combine to deliver massive value to Stadium Financial's clients.

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.

Jon Veneziano is a Senior Financial Advisor with Merrill Lynch Wealth Management, serving clients in Central Florida since 2003. He holds the designation of Personal Investment Advisor (PIA) and has over 25 years of experience in the financial services industry. In his role, Jon combines traditional financial advice with custom investment strategy development, managing portfolios through a broad selection of Merrill model portfolios and third-party strategies. As a specially qualified Senior Portfolio Advisor, he is able to provide discretionary management of client investment strategies within the Firm’s Investment Advisory Program. His expertise encompasses family wealth management, employee financial health, legacy planning, liquidity management, personal retirement planning, portfolio management services, small business strategies, special needs planning, and sports and entertainment finance. Jon’s approach to wealth management is consultative and objective, focusing on personalized strategies aligned with clients’ long-term goals. Jon holds a Bachelor’s Degree from the University of Hartford. Outside of his professional responsibilities, he participates in community volunteering and dedicates time to personal interests including fishing, golfing, and spending time with his family.

Sami Guindi is a Senior Financial Advisor and Vice President with Merrill Lynch Wealth Management, serving as a partner with The MSG Wealth Management Group in Orlando, Florida. In this role, he focuses on integrating all aspects of clients' financial lives to help them pursue their most important goals. By leveraging Merrill's resources and specialists, as well as managing clients' personal and business banking services through Bank of America, he designs customized strategies to grow, preserve, and distribute wealth efficiently with regard to costs and taxes. Sami began his career in this capacity in 2015 and brings expertise in wealth management planning, emphasizing a dynamic process that adapts to the evolving financial landscape. He aims to relieve client stress, save time, and make confident adjustments suitable to individual financial situations regardless of age, wealth, experience, or complexity. He holds a Bachelor's Degree in Finance from the University of Central Florida and has earned the Personal Investment Advisor (PIA) designation. Sami is based in Orlando, Florida.