James Cairo is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various firms including Summit Financial Group Inc and James Cairo Investments, Inc., where he serves as president. In addition to advisory work, he sells life, annuities, and long-term care insurance as a licensed insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to multiple investment managers through a multi-manager platform with discretionary and non-discretionary options.

Scott Klein is a financial advisor at Stifel with 29 years of industry experience. He has held his current role since 2007 and holds Series 63 and Series 65 designations. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, providing brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Randall Van Sickle is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career as an intern with Merrill Lynch Wealth Management from 1983 to 1985 while attending college, ultimately building over 30 years of experience in wealth management and real estate industries. Van Sickle's expertise spans a range of client focus areas, including college education planning, corporate executive services, family wealth management strategies, personal retirement planning, portfolio management, tax minimization, and retirement income. He holds a bachelor's degree in business from Bucknell University and has earned multiple professional designations, including Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), and Personal Investment Advisor (PIA). Van Sickle emphasizes building authentic client relationships through personalized planning that aligns with clients’ life priorities and financial goals. Van Sickle maintains active involvement in his community, having served in leadership roles such as former president of the Eastward Ho! golf club. Outside of work, he enjoys cooking, fishing, football, golfing, spending time with his family, and traveling. He resides in Chatham with his wife and twin sons.

Michael Freitag is a financial advisor with Morgan Stanley in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and its Estate Planning Strategies Group.

Mina Choe Mc Quade is a financial advisor with UBS Financial Services in Fort Myers, FL, holding Series 63 and Series 65 licenses and five years of industry experience. She previously worked at Equitable Advisors LLC and has experience in consulting and other roles outside the financial industry. Mc Quade serves as an associate board member of the Korean American Foundation. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client solutions.

Jennifer Ramey is a financial advisor with Morgan Stanley in Fort Myers, FL, holding a Series 66 designation and bringing 21 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and employs structured planning processes supported by firm‑approved tools.

Grayson Hogoboom is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 63 and Series 65 licenses and has held various roles within Charles Schwab and its affiliated entities. Prior to joining Schwab, he worked in non-financial service roles including positions at Modis and several hospitality and service businesses. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts using multi-asset model portfolios and due diligence-supported alternative investments.

Christopher Neal is a financial advisor at Cetera with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several financial institutions including Wells Fargo and Regions Bank. Neal has an ownership interest in EV & EM LLC DBA Aventus Real Estate. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers various investment management and financial planning services, utilizing a multi-manager platform with both discretionary and non-discretionary account options.

Juliana Lombardo is a Series 66 licensed financial advisor with UBS Financial Services in Tampa, FL, having two years of industry experience. Her prior roles include positions at Bank of America, Merrill, and Equitable Advisors. Outside of finance, she has worked in the food service industry with Little Greek New Tampa and Vale Food Co. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services across a broad array of investment products.

Christopher Twining is a financial advisor at Edward Jones with 20 years of industry experience. He holds the Series 66 credential and has prior work history at Charles Schwab, TD Ameritrade, Merrill Lynch, and Bank of America. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and maintaining one of the largest retail advisor networks in the industry.

Nicole Majoras is a financial advisor at Morgan Stanley in Fort Myers, FL, holding a Series 66 credential with 18 years of experience at the firm. She has been with Morgan Stanley since 2008. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and analysis as part of its financial planning process.

Carrie Woods is a Wealth Management Advisor at Merrill Lynch Wealth Management. She joined the firm in 2016 after nearly 20 years of experience as an attorney. Carrie provides clients with advice on financial strategies, estate planning services, insurance needs, and business succession planning. She offers expertise in wealth management that complements clients' complex trust and estate plans and assists clients post-divorce in reassessing and restructuring their financial lives. Carrie holds a Bachelor's degree from Harvard University and a Juris Doctorate from Suffolk University Law School. She is a Certified Financial Planner® professional and holds several professional designations including Certified Divorce Financial Analyst (CDFA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Her focus areas include college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, women and wealth, tax minimization, and retirement income. Outside of her professional work, Carrie is involved with United Way Cape Cod. Her personal interests include boating, golfing, reading, skiing, traveling, and yoga.

Parker Conitz is a financial advisor at UBS Financial Services with two years of industry experience. He holds the Series 66 designation and has worked in various roles including positions at multiple country clubs and a golf preserve. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Michael Mccormack Jr. is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been a registered Financial Advisor for more than 27 years, bringing extensive experience to his role. He started his career at PaineWebber/UBS Financial Services, Inc., where he spent 19 years before continuing his work advising clients. Michael focuses on family wealth management strategies, portfolio management services, and retirement income. He provides integrated planning based consulting services to high net worth individuals, with an emphasis on in-depth financial strategies and retirement planning. He works one-on-one with clients to develop personalized financial strategies aimed at pursuing long-term goals. Michael is a graduate of the University of Rhode Island and Avon Old Farms School. He holds the Personal Investment Advisor (PIA) designation. He lives in Newport, Rhode Island, with his wife Michele and their four children. Outside of his professional work, Michael enjoys golfing, music, and running.

Shawn Kinney is a CFP® professional with 25 years of experience in the financial services industry. He is currently with Stifel and has previously worked at Ameriprise, Edward Jones, Stifel Nicolaus & Co Inc, Wells Fargo Advisors, and A. G. Edwards & Sons, Inc. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, providing forward-looking analysis and asset allocation guidance.

Jonathan Kokolakis is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 30 years of industry experience. His prior roles include positions at Bank of America and Merrill. He serves as an initiative development committee member for Fairfax County's Shape the Future of Aging program and works as an election officer for the Fairfax County Elections Office. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. 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.

Nicholas Durcau is a Series 65 licensed financial advisor with Primerica Advisors, based in Ft Myers, FL. He has two years of industry experience, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Prior to his financial services career, he worked in the food service industry. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating with a tiered wrap-fee structure.

Julie White is a financial advisor with Primerica Advisors in Cape Coral, FL, holding Series 63 and Series 65 credentials and 14 years of industry experience. Her work history includes roles at DentaQuest and PFS Investments Inc. She is involved in the sales of investment-related products and receives compensation for referrals of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management via its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Randy Dombrowski is a financial advisor with Morgan Stanley in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is involved with a parking debt recovery business. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process incorporating firm-approved tools and modeling techniques, while offering both retail and institutional investment options.

David Moreland is a financial advisor at Stifel with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Stifel Nicolaus & Co Inc. since 2019, following a 13-year tenure at UBS Financial Services Inc. Outside of his advisory role, he serves on the corporate advisory board for The Terraces at Bonita Springs Foundation and is a board member of Freedom Church of Southwest Florida. Stifel serves a wide range of clients, including individuals, institutions, and municipal entities, providing both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning, with clients retaining discretion over implementation.