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.

Danielle Gates is a CFP®-certified financial advisor with 27 years of industry experience, currently affiliated with LPL Financial since 2019. She previously worked at Fsc Securities Corporation for six years. Outside of her advisory role, she is the business owner of Businesses Supporting Communities Inc., an event planning company in Cape Coral, FL. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and consulting services supported by research, model portfolios, and various management options.

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.

Steven Ehrman is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been with LPL Financial since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and third-party research.

Mike Hauser is a financial advisor with LPL Financial in Fort Myers Beach, FL, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with LPL Financial since 2003. Outside of his advisory work, he is involved in a family-owned public relations firm that also provides tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, combining discretionary and non-discretionary portfolio management with research support and various investment strategies.

Jonathan Cabrera is a financial advisor with LPL Financial based in Cape Coral, FL. He holds a Series 66 designation and has four years of industry experience, including prior roles at Morgan Stanley and Wells Fargo Clearing Services. Outside of his advisory work, he is a partner in Four Hands Properties LLC, involved in property management and business development. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, and corporations, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary portfolio management along with access to model portfolios, research, and various specialized investment strategies.

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.

Brawley Adams is a financial advisor at Charles Schwab with a Series 66 credential and four years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, and Cetera Advisor Networks. Outside of his advisory work, he has been involved in several business activities, including owning Business Success Advisors, LLC and participating in the sale of fixed life insurance products. Charles Schwab & Co., Inc. serves a large client base 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 combines non-discretionary advisory relationships with access to discretionary model portfolios, offering integrated brokerage, custody, and advisory solutions.

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.

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.

Eli Sank is a financial advisor with Primerica Advisors in Ft Myers, FL, holding Series 63 and Series 65 designations and over 31 years of industry experience. He has been with Primerica Financial Services and Primerica Advisors since the early 1990s. Outside of advising, he is a tax preparer and trustee of the Rose Helen Howard Trust. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Francine Payson is a financial advisor with Raymond James & Associates and holds the ChFC® designation along with Series 63 and Series 65 licenses. She has 35 years of industry experience, including prior roles at Bank of America and Merrill. She is based in Fort Myers, FL. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning and consulting through various programs and drawing on diverse portfolio management styles supported by affiliated research and sub-advisers.

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.

James Winstel Jr. is a financial advisor with Mass Mutual Investors Services in Fort Myers, FL, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Co. since 2014. Outside of advisory work, he is involved as an agent in life, fixed annuities, disability, long-term care insurance, and life settlements referral services. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing tools such as Monte Carlo simulations and automated asset-allocation software to support its collaborative, goal-focused planning process.

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.