Kristin Peters is a financial advisor at Merrill with 14 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Bank of America, TD Ameritrade, and Scottrade. Peters is based in Fort Myers, Florida. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Ryan Connelly is a financial advisor with LPL Financial in Fort Myers, FL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include work at Waddell & Reed, various insurance carriers, and management of his own entities such as Light The Lamp Wealth Management LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, including discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Scott Hartman is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC since 2022, following a ten-year tenure at UBS Financial Services. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning that leverages firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and employer-sponsored financial planning agreements.

Daniel Rolon is a financial advisor at Thrivent Investment Management based in Fort Myers, FL, holding Series 63 and Series 66 licenses with one year of industry experience. His prior positions include roles at Vanguard Marketing Corporation, The Vanguard Group, Inc., and Retirement Plan Consulting Group. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive planning on topics such as retirement, taxes, and estate matters without discretionary trading authority.

Ryan Berry is a financial advisor with Wells Fargo Clearing in Fort Myers, FL, holding a Series 66 designation and two years of industry experience. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., Fidelity Brokerage Services, and Wells Fargo Advisors. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

David Thuli is a financial advisor with Robert W. Baird & Co. who holds Series 63 and Series 65 licenses and has 24 years of industry experience. He has worked at Robert W. Baird & Co. since 2018 and previously held positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and CitiGroup Global Markets. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The team offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Jared Brancazio is a financial advisor with Raymond James Financial, holding a Series 66 designation and 28 years of industry experience. He has been with Raymond James and its affiliates since 2016. Outside of his advisory role, he is the managing partner of Brancazio Meisenzahl, LLC, and serves on the board and investment committee of the Florida SouthWestern State College Foundation. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary advisory services and supports a broad advisor network with specialized municipal and retirement plan consulting.

Jessica Luchan is a Series 66-licensed financial advisor with 10 years of industry experience, currently working at Wells Fargo Advisors since 2022. Prior to that, she spent seven years at UBS. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory solutions with various financial products and referral channels.

Patricia Beckwith is a CFP®-designated financial advisor with Raymond James Financial, based in Ft Myers, FL, and has 41 years of industry experience. She has been with Raymond James Financial Services Advisors, Inc. since 2009 and associated with Raymond James Financial Services, Inc. since 1999. Beckwith is involved in nonprofit work as a board member and secretary of the Feoffees of the Grammar School of Ipswich, MA, where she serves on the finance and investment committee, and she also serves as Secretary and Director on the North Shore Chamber of Commerce board. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and uses risk profiling and analytical tools to support client goals, along with specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Duane Daniels is a CFP® and ChFC® with 26 years of industry experience, currently serving with Equitable Advisors since 2026. He previously worked for Stifel Independent Advisors, LLC for 26 years. Daniels is also a partner in Community Financial Management, LLC, where he is involved in tax preparation alongside investment advisory services. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through program sponsors and third-party managers to provide advisory and brokerage solutions with a mix of discretionary and non-discretionary management approaches.

Derek Howe is a CFP® professional with 11 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He previously spent a decade at Edward Jones before joining Raymond James in 2025. Derek is co-owner of an operations support company that manages shared office expenses and administrative support for his practice and a partnering advisor. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, institutions, and charitable organizations. The firm provides non-discretionary, customized investment consulting supported by analytical modeling and maintains specialized programs such as municipal advisory services and SIMPLE IRA employer consulting.

Jeffrey Hedberg is a financial advisor with LPL Financial in Ft. Myers, FL, holding Series 63 and Series 65 licenses and having 34 years of industry experience. His prior experience includes roles at SagePoint Financial and Morgan Stanley, where he worked across various capacities from 2011 to 2019. Outside of advising, he is involved in managing a business entity focused on trusts and wills. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs and financial planning services with access to model portfolios, research, and multiple investment management strategies.

Cynthia Smith is a financial advisor at Merrill with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 2002, with prior experience at Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Edward Bell III is a CFP® professional affiliated with LPL Financial, based in Fort Myers, FL, with 24 years of industry experience. He previously worked at SSN Advisory, Inc. and Securities Service Network, Inc. for nearly two decades. Bell also owns a tax preparation and accounting business, Edward Bell Tax Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and multiple investment strategies.

Justin Smith is a financial advisor at Cetera with 17 years of industry experience and holds a Series 66 designation. He has worked at firms including Meridian Financial Group, Securian Financial Services, and Minnesota Life Insurance Company. In addition to his advisory role, he is the owner of Elevate Wealth Management, LLC, where he provides financial services. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to both affiliated and unaffiliated third-party managers.

Eugene Enders Jr. is a financial advisor at Ameriprise with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise in various capacities since 2009. He is based in Fort Myers, FL. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning advice. The firm emphasizes dependable income sources and tax-aware withdrawal strategies within a structured investment framework.

Michael Meunier is a financial advisor at Edward Jones in Fort Myers, FL, with five years of industry experience. He holds a Series 66 designation and previously worked at Gibson Area Hospital for 13 years and operated Mike Meunier Consulting for one year. Outside of his advisory role, he owns a rental property business catering to vacationers in Myrtle Beach, SC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, as well as corporate and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment options, and tax-efficient services through a nationwide network of over 23,700 financial advisors.

Jonathan Casimini is a financial advisor with UBS Financial Services in Fort Myers, FL, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with UBS since 2010. Outside of his advisory role, he previously worked at Chops City Grill from 2009 to 2017. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

James Thomure is a financial advisor with Raymond James Financial Services Advisors, Inc. in Fort Myers, FL, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 24 years of industry experience, including a long tenure at Edward Jones and over a decade of work with the University of Missouri. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs non-discretionary planning and analytical tools tailored to client goals and supports a wide advisor network with specialized municipal and SIMPLE IRA advisory services.

Jerome King is a financial advisor with Wells Fargo Clearing in Fort Myers, FL, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He previously worked at UBS Financial Services for 12 years before joining Wells Fargo Clearing in 2020. Outside of his advisory role, he is a managing member of KING FAMILY WYOMING, LLC, an investment-related business he owns jointly with his spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.