Andrew Allard is a financial advisor with Parsonex Advisory Services, Inc. He holds Series 63 and Series 65 credentials and has 17 years of industry experience. His work history includes time at Parsonex Securities Inc. since 2011 and A&P Business Services, Inc. since 2004. Outside of advising, he is involved in tax preparation and sells insurance products on a limited basis. Parsonex Advisory Services is an SEC-registered investment adviser serving individuals, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a multi-manager approach relying on third-party advisers, offering discretionary managed accounts with ongoing monitoring and client risk assessments.

David Wattles is a financial advisor with Amerity Wealth Management, LLC in Fort Myers, FL, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Alexander Peter Wealth Management and Beacon Global Advisor Network, and he operated UK Pension Consultants from 2015 to 2017. Amerity Wealth Management is a multi-advisor registered investment adviser serving individual clients, businesses, trusts, and plan sponsors. The firm offers discretionary asset management and specialized services, including UK expatriate pension transfers, using a range of investment vehicles and coordinating multiple custodians and co-advisors to deliver tailored strategies.

Shannon Yarbrough is a financial advisor at Paragon Capital Management LLC with 14 years of industry experience. She holds Series 63, Series 65, and Series 66 designations and has worked at Paragon since 2020, following six years at Frontier Wealth Management LLC. Paragon Capital Management LLC provides discretionary portfolio management and integrated financial planning to individuals, high-net-worth clients, foundations, trusts, and estates. The firm manages approximately $633 million across about 321 clients, emphasizing fundamental analysis, continuous account supervision, and customized portfolios tailored to client goals and risk tolerance.

Steven Wong is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 65 licenses. He has been with Fifth Third Securities since 2025 and has prior experience working at FIFTH THIRD BANK since 2022. Before entering the financial industry, he worked at Laishley Crabhouse from 2009 to 2022. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing multiple managed-account options and features such as direct indexing and tax-overlay services.

Susan Kleczkowski is a financial advisor with Principal Financial Services in Alva, Florida, holding Series 63 and Series 65 licenses and 22 years of industry experience. Her prior work includes roles at Principal Life Insurance Company, Principal Securities, Inc., Newport Group, and Securian Financial Services. She also serves as a bank officer supporting retirement plan account relationships across Principal’s insurance, broker-dealer, and bank/trust offerings. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed accounts.

Josh Wurtsbaugh is a financial advisor at Edward Jones in Cape Coral, FL, holding a Series 66 license with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at United Captain Services and Marinemax Fort Myers. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,000 financial advisors, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

Roland Fannin is a financial advisor at Edward Jones with Series 63 and Series 66 credentials and 29 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1996. Outside of his advisory role, he is involved as a general partner in Pioneer Cabinetry Manufacturing and AJ Holdings, and owns agricultural and hospitality-related businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a network of over 23,700 financial advisors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions under a fiduciary standard.

William Mac Donald is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Cetera. His career includes extensive experience with Avantax Advisory Services and fiduciary appointments dating back to 2011. He is also a certified public accountant and serves as treasurer on the board of the Japan-America Society of New Hampshire. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, supported by various advisory and institutional platforms.

Vincent Perfetto Jr. is a financial advisor at LPL Financial in Fort Myers, FL, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Suncoast Credit Union, Bonterra, and O'Brien Law Firm. Outside of financial services, he spent four years solo traveling the world. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm provides a range of investment solutions supported by an in-house research team and offers both advisory and brokerage services through a large network of investment adviser representatives.

Ronald Teller Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He worked at National Planning Corporation for 11 years before joining LPL Financial in 2017. Outside of his advisory role, Teller is a commissioned notary. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Timothy Betts is a financial professional with seven years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 66 designations and has worked at several firms including Lincoln Investment, LPL Financial, and Bank of America. Betts is also the owner of Moon Financial Group, which provides marketing lead generation services for final expense insurance. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services supported by various advisory programs and affiliated trust capabilities.

Joseph Timm is a financial advisor with Edward Jones in La Belle, FL, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory work, he serves as an off-ice official for the East Coast Hockey League. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, and maintains a large national presence with more than 23,000 advisors and 15,000 branch offices.

Stephen Ruhmel is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been affiliated with Linsco/Private Ledger Corp. since 1995 and operates an independent photography business, Steve Ruhmel Photography, since 1985. Ruhmel is also registered as an independent insurance agent specializing in fixed products. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory services such as insurance and annuity sales.

Adam Hromiak is a financial advisor at Edward Jones in Cape Coral, FL, with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2003. 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, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Michael Presley is a CFP®-certified financial advisor with 14 years of industry experience. He is currently with OSAIC and previously worked at Fsc Securities Corp for eight years. Presley owns and serves as senior advisor of MDPresley Financial Services, focusing on retirement planning and wealth management. OSAIC is a large SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and investment solutions, supported by extensive technology and third-party manager access.

Jeffrey Kline is a financial advisor at Edward Jones with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2004. Outside of his advisory role, he owns a commercial real estate business. 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 and offers a range of discretionary and non-discretionary investment strategies, supported by a nationwide network of more than 23,700 financial advisors.

Hector Gomez Jr. is a financial advisor with Edward Jones in Cape Coral, FL, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he served 20 years in the United States Navy and has worked in education and contracting. Outside of his advisory role, he coaches middle school boys’ soccer at an evangelical Christian school in Fort Myers, FL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 advisors.

William Mcdowell is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds a Series 66 designation and has 12 years of industry experience, all with T. Rowe Price. The firm serves a broad client base and is known for its comprehensive investment management and advisory services.