David Burns

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.

James Gomatos is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining the firm in 2012, he has focused on delivering a comprehensive approach to wealth management that starts with understanding each client's unique needs and goals. He leverages the investment resources of Merrill Lynch and the banking services of Bank of America to address multiple aspects of clients' financial lives. James holds the designation of Senior Portfolio Advisor, allowing him to provide traditional advisory services as well as build and manage custom investment strategies. He utilizes a wide range of Merrill model portfolios and third-party investment options, and when managing clients' portfolios through the firm’s Investment Advisory Program, he may do so on a discretionary basis. His areas of client focus include Family Wealth Management Strategies, Managing New Wealth, Personal Retirement Planning, and Retirement Income. James earned a bachelor's degree from the University of Central Florida. He also holds professional designations as a Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). Outside of his professional work, James’s personal interests include biking, golfing, and running.

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.