Michael Morin is a financial advisor at Charles Schwab in Fort Myers, FL, holding a Series 66 credential with four years of industry experience. His prior positions include roles at Merrill Lynch, Bank of America, and TigerDirect. Outside of financial services, he is the sole owner and manager of an LLC involved in a rental investment property. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, offering integrated brokerage, advisory, and custody services. The firm provides a combination of non-discretionary investment guidance and access to discretionary separately managed accounts using multi-asset model portfolios and research-backed alternative investments.

Michael Stone is a financial advisor at Cetera with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several related firms, including First Allied Advisory Services and Cetera, over the past decade. Outside of his advisory role, he is a partner at Freedom Tax and Financial, providing tax preparation and consulting services, and he coaches at Iron Mikes High Performance. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, supporting a wide range of program structures and investment strategies.

Bharat Kikani is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with Prudential Insurance Company of America since 1999 and Pruco Securities, LLC from 1999 to 2024 before joining LPL Enterprise. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Jeffrey Mcglone is a financial advisor with Morgan Stanley in Fort Myers, FL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His career includes roles at Merrill from 1998 to 2019, Bank of America from 2009 to 2019, and Morgan Stanley since 2019. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by proprietary tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides planning services that focus on structured discovery without individual security recommendations as part of standalone programs.

Adam Schwartz is a CFP® professional with 32 years of industry experience, currently serving as an advisor at OSAIC in Ft Myers, FL. He has previously worked at MGFS Private Wealth, GCD Advisors, Woodbury Financial Services, AssetMark Brokerage, and Centurion Capital Group. In addition to his advisory work, he is an author and operates several consulting and advisory businesses. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, institutions, and charitable organizations through a large network of advisers. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to multiple investment platforms and third-party managers.

Scott Merhige is a financial advisor with Wells Fargo Advisors in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Wells Fargo Advisors and its predecessors since 2009. Merhige owns Merhige Investment Associates LLC, an investment-related business in Fort Myers. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial product sales and referral channels.

Joseph Stuart is a financial advisor with Equitable Advisors in Fort Myers, FL, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he holds network appointments with several insurance providers including The Hartford, United Healthcare, Guardian, American Family, and Cigna. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Jonathon Skalmusky is a financial advisor with Equitable Advisors in Fort Myers, FL, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at AXA Advisors, Commonwealth, SPECTRUM, and Mattress Firm. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer and utilizes a delivery model heavily reliant on LPL-sponsored programs and endorsed third-party managers.

Damian Varela is a CFP® professional with 11 years of industry experience, currently affiliated with Cetera in Fort Myers, FL. His prior experience includes roles at Thrivent Financial and Securian Financial Services. Outside of his advisory work, he is involved in managing an expense management business and serves as a registered agent for an LLC, in addition to providing bookkeeping and payroll services for a therapy practice. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and retirement services. The firm supports advisors with model portfolios, third-party managers, and customized strategies across various program structures and custodial relationships.

Caroline Peters is a financial advisor with Morgan Stanley in Fort Myers, FL, holding Series 65 and Series 63 licenses and bringing 17 years of industry experience. Her prior roles include positions at Raymond James Financial Services and Charles Schwab. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates firm-approved tools and modeling techniques.

Warren Denardo is a CFP®-certified financial advisor with 41 years of industry experience, currently with Wells Fargo Advisors since 2022. He has held prior roles within Wells Fargo Clearing and Wells Fargo Advisors LLC totaling 13 years before his current position. Outside his advisory role, he is involved in investment-related business activities including serving as president of Denardo Financial Group Ltd. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm provides a broad range of planning options leveraging Wells Fargo’s research and tools, with a focus on discrete engagements tailored to clients meeting net-worth thresholds.

Leo Boisvert is a financial advisor with Raymond James Financial in Fort Myers, FL, holding Series 63 and Series 65 licenses and over 34 years of industry experience. He previously worked at Commonwealth Financial Network for 19 years before joining Raymond James in 2025. Boisvert owns and manages Private Wealth Consultants, LLC, a firm focused on client investment asset management, and is also proprietor of Private Wealth Tax Advisory LLC, which outsources tax preparation services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning using various analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Shelby Keepler is a financial advisor with Edward Jones in Ft Myers, FL, holding a Series 66 designation and 11 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Corey Wilson is a financial advisor with LPL Financial in Fort Myers, FL, holding Series 63 and Series 65 licenses and 14 years of industry experience. He previously worked at Mills-Price & Associates, Inc. for six years before joining LPL Financial in 2012. Outside of his advisory work, he manages an Etsy shop called The Girl With the Blueprint. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

David Hovden is a financial advisor at Thrivent Investment Management with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Based in Fort Myers, FL, he serves clients through a well-established institutional firm. 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 analyses and supports combining planning with managed-account programs while maintaining separate service structures.

Devin Reich is a financial advisor at Stifel with a Series 66 designation and two years of industry experience. He has been with Stifel since 2023 and is the President and CEO of Calibir Inc., an online learning company focused on market research. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Laurie Moore is a financial advisor with Morgan Stanley in Fort Myers, FL, holding a Series 66 designation and 10 years of industry experience. She has worked with Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutions. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Jaymi Dragonetti is a financial advisor with LPL Financial in Fort Myers, FL, holding a Series 66 designation and four years of industry experience. Her prior work experience includes roles at First Citizens Investor Services and First Command Financial Planning. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios and research from both internal and third-party sources.

Brian Schoenle is a financial advisor with Wells Fargo Clearing in Naples, FL, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Merrill and Wells Fargo Bank, NA. Wells Fargo Clearing provides retirement plan consulting and fiduciary investment advice to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Henry Roy III is a CFP®-designated financial advisor with Wells Fargo Advisors in Fort Myers, FL, bringing 31 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory work, he has taught an investments course at the Community College of Rhode Island and serves as an on-ice official for youth ice hockey games. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial product offerings through a network of financial advisors.