Aaron White is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 credential and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Lizbeth Atkins is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has worked at Merrill since 2022 and previously spent eleven years at Bank of America. Merrill, along 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies supported by internal and third-party managers.

Steven Sizemore is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career at Merrill Lynch in 2004 as a Client Associate immediately after earning a Bachelor’s degree in Business Administration with a concentration in Finance from Elon University. He became a Financial Advisor in 2005 and focuses on wealth management planning, portfolio construction, and delivering responsive financial management through consistent communication with clients. Steven specializes in family wealth management strategies, legacy planning, retirement income, portfolio management, and tax minimization. He works closely with clients to design and construct portfolios that balance participation in favorable markets with protection during downturns, ensuring that investment objectives align with client goals. He holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Beyond his advisory role, Steven is active in the Fort Myers community, serving on the Board of Directors for the Edison Festival of Light and South Fort Myers Youth Baseball. He has also been involved with various non-profit boards and coaches youth baseball. In 2008, he received the Leukemia & Lymphoma Society’s "Man of the Year" award. Steven resides in Fort Myers with his wife, Paula, and their three sons. His personal interests include fishing, golfing, boating, and spending time with his family.

Stephanie Drew is a financial advisor with Wells Fargo Clearing in Fort Myers, FL, holding a Series 66 designation and 10 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously with WELLS FARGO Advisors, LLC and Wells Fargo Bank, N.A. Outside of her advisory role, she co-owns several rental property businesses with her spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Jennifer Conner is a Senior Financial Advisor with the Callari Group Wealth Management Team at Merrill Lynch Wealth Management, based in Fort Myers, Florida. She leads a client-focused wealth management practice dedicated to helping individuals, families, and business owners navigate complex financial decisions through thoughtful guidance, disciplined planning, and personal service. Jennifer works alongside her daughter, Ashley Ogilvie, and son, Christopher Gosling, continuing a multigenerational family tradition in wealth management. Jennifer's approach centers on building lasting relationships by understanding what matters most to the families she serves. She takes the time to learn each client's story, including family priorities, personal values, risk tolerance, and goals, to create tailored financial strategies supported by Merrill's investment insights and the banking services of Bank of America. Her expertise includes areas such as college education planning, family wealth management, legacy planning, LGBT wealth planning, retirement planning, portfolio management, tax minimization, and retirement income. A long-time resident of Fort Myers since 1975, Jennifer's passion for financial advising was inspired by her mother, who also worked in the profession. She holds a High School Diploma from Riverdale High School, an Associate's Degree from Edison State College, and an Accredited Certificate from Southwest Florida College. Jennifer also holds the Personal Investment Advisor (PIA) designation. In addition to her professional work, she is involved in the community as a Guardian ad Litem. Her personal interests include boating, camping, drawing, interior decorating, painting, spending time with family, traveling, watching movies, and woodworking.

Ryan Wahler is a financial advisor at Charles Schwab in Fort Myers, FL, with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Charles Schwab since 2023, having previously been with TD Ameritrade and briefly engaged in real estate and other business activities. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a mix of non-discretionary investment advice and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Richard Williams is a financial advisor with UBS Financial Services in Fort Myers, FL, holding a Series 63 designation and bringing 43 years of industry experience. He has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients through a blend of brokerage and investment advisory solutions, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, offering a wide range of capital markets and research resources.

Robin Hanover is a financial advisor with Charles Schwab in Fort Myers, FL, holding a ChFC® designation and Series 66 and Series 63 licenses. Hanover has 15 years of industry experience, including roles at Naples Asset Management Co., LLC and Waddell and Reed, Inc., before joining Schwab. Charles Schwab & Co., Inc. serves a large client base primarily comprised of 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 both non-discretionary and discretionary investment guidance with multi-asset model portfolios and access to alternative investments, supported by a centralized operational structure.

James Goodson is a Financial Consultant at Fidelity Investments, a position he has held since 2026. He collaborates with local families and individuals to develop customized financial plans and strategies, focusing on client education to empower informed decision-making. His approach aims to establish a trusted primary relationship to help clients achieve their goals, meet their needs, and build legacies. James has accumulated extensive experience in the financial sector, having served in various roles at Fidelity Investments, including Planning Consultant from 2024 to 2026 and Investment Consultant from 2023 to 2024. Prior to joining Fidelity, he was a Junior Partner at Ceros Financial Services from 2022 to 2023 and worked as an Account Executive at National Securities Corporation from 2015 to 2022. Outside of his professional career, James has interests in cars, fishing, food, outdoor adventures, skiing, and traveling.

Kevin Johnson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works closely with high net worth individuals and families, delivering integrated financial strategies aimed at pursuing personally meaningful goals. His approach includes personalized service combined with a disciplined wealth management process, encompassing custom asset allocation, wealth preservation and transfer, and financial risk management. Kevin's expertise spans liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from Florida Gulf Coast University and a Master's Degree from Florida International University. Born and raised in Fort Myers, Florida, Kevin remains actively involved in his local community. He participates with organizations such as United Way of Lee County, Guardian ad Litem, and The Community Foundation. Outside of work, he enjoys boating, fishing, football, golfing, hunting, reading, skiing, soccer, and spending time with his family.

Derek Ehlers is the Vice President and Branch Leader at Fidelity Investments, where he leads a team of financial professionals focused on partnering with clients and their families to address their financial and wealth planning needs. He has held this leadership role since 2021. Derek's career at Fidelity Investments spans over two decades, beginning in 2000. Throughout his tenure, he has held various positions including Assistant Branch Leader, Branch Service Manager, Senior Relationship Manager, and several specialist and representative roles, reflecting a broad range of experience within the company. No additional information regarding Derek's education, credentials, personal interests, or community involvement has been provided.

David Paciorek is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and 29 years of industry experience. He has been affiliated with Raymond James and its related entities since 2009 and is also the owner of Lighthouse Wealth Strategies, a support company based in Fort Myers, Florida. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Cameron Green is a financial advisor with Charles Schwab in Fort Myers, FL, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at Charles Schwab Bank and IUPUI. Charles Schwab & Co., Inc. serves high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and a formal alternative investment onboarding process.

Kenneth Harasym Sr. is a financial advisor at OSAIC with 42 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including American Portfolios Financial Services, Inc. and Economic Property and Casualty Agency Inc. Harasym also has a sole proprietorship through which he receives renewal commissions from Aflac products sold over eight years ago. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, risk assessments, automated rebalancing, and supports both discretionary and non-discretionary account management.

Jay Steinhilber is a financial advisor with Morgan Stanley in Fort Myers, FL, holding Series 63 and Series 65 licenses. He has 32 years of industry experience and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2009 and 2015, respectively. Outside of his advisory role, he is the sole proprietor of an agricultural farmland business in Maroa, Illinois. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm employs a structured planning process that utilizes tools like Global Investment Committee estimates and Monte Carlo simulations to model outcomes.

David Gallentine is a CFP® credentialed financial advisor with 27 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. In addition to his advisory role, he owns and operates DGIMG, LLC, an investment-related business in Fort Myers, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and 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 more than 4,100 advisors.

Sonia Vieira is a financial advisor with Merrill in Fort Myers, FL, holding Series 63 and Series 66 licenses and having eight years of industry experience. She has been associated with Bank of America and Merrill since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers both model-based and discretionary investment strategies developed by internal and third-party managers, with an emphasis on strategic asset allocation and tax-aware solutions.

Michael Siefert is a CFA® charterholder and registered investment advisor with Wells Fargo Advisors, based in Fort Myers, FL. He has four years of industry experience, including roles at Wells Fargo Advisors, Wells Fargo Clearing, Marquis Wealth Management Group, and Wells Fargo. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including retirement, education, business-owner transition, and special-needs planning, using proprietary research and tools to develop tailored recommendations.

Colin Bosak is a financial advisor at Cetera with a Series 66 credential and three years of industry experience. He has worked with several firms, including Penn Mutual Life Insurance Company and Securian Financial Services Inc. Outside of advisory services, he is involved as a lacrosse coach at Canterbury High School and works in the space-tech sector. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with options from automated allocations to direct indexing and unified managed accounts.

Craig White is a financial advisor at Cetera with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Advisors and Achieva Credit Union. White is based in Fort Myers, Florida. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform featuring both affiliated and third-party managers.