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.

Matthew Miller is a financial advisor with Morgan Stanley in Fort Myers, FL, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management provides a broad range of advisory programs and tailored financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process using firm‑approved tools and methodologies.

Johnnie Daniels is a financial advisor with Primerica Advisors in Ft Myers, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Primerica Advisors since 2000 and has been associated with Primerica Financial Services since 1998. Outside of advisory services, he is involved in the sale of home security and automation products through part-time referrals with affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, focusing on services for individual investors rather than institutional clients.

Kevin Reich is a financial advisor with Stifel, holding Series 63 and Series 66 credentials and 22 years of industry experience. He worked at Bank of America from 2009 to 2022 before joining Stifel Nicolaus & Co. Inc in 2022. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Nicholas Meginnis is a financial advisor with Raymond James & Associates, holding a Series 66 designation and two years of industry experience. Prior to joining Raymond James, he worked at Hologic and Stryker, and served six years in the US Army. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Thomas Wilander is a financial advisor with MassMutual Investors Services in Fort Myers, FL, holding Series 66 and Series 63 licenses and with three years of industry experience. Prior to joining MassMutual Investors Services, he held positions at MassMutual Life Insurance Co. He is also president of multiple real estate-related businesses. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning, asset management, and educational services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative annual planning engagements using firm-approved tools and emphasizes investment category recommendations rather than specific product selections.

Randall Keslar is a Financial Advisor at Merrill Lynch Wealth Management, specializing in retirement planning, college education planning, portfolio management services, and retirement income. A native of Western Pennsylvania, he applies a blue collar work ethic to his client relationships, focusing on developing clear, goals-based retirement plans that empower clients to approach retirement with confidence. Keslar holds a Bachelor's Degree from Tampa College and has earned professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). His advisory approach emphasizes personalized discovery conversations, resulting in tailored wealth analyses and plans that are revisited and adjusted as life circumstances evolve. Beyond his professional work, Keslar has been active in community organizations such as the Neshannock Township Economic Development Advisory Panel and the Rotary Club of Lawrence County, where he served on the board and as president. He has also contributed to the Lawrence County Habitat For Humanity and held multiple roles with West Pasco Little League, including board member, vice president of operations, coach, and district umpire. His personal interests include baseball, biking, camping, football, golfing, reading, refereeing, running, swimming, and spending time with his family.

Dody Mcgee is a financial advisor with Primerica Advisors in Fort Myers, FL, holding Series 63 and 65 licenses and 20 years of industry experience. He has been with Primerica since 2006 and also operates TED Property Management LLC. He serves as a committee member on the Investment Advisory Committee for the Charter Township of Independence. Primerica Advisors sponsors a wrap-fee asset management program primarily for individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

William Moss is a financial advisor with Edward Jones in Ft Myers, FL. He holds a Series 66 designation and has seven years of industry experience, all with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory programs and investment options supported by a nationwide network of more than 23,000 financial advisors.

Leonard Stagnitti is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 66 designations and has been with Stifel Nicolaus & Co Inc since 2015. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group, providing asset allocation and planning analyses based on forward-looking market assumptions.

Erica Brown is a financial advisor with Wells Fargo Clearing in Fort Myers, FL, holding Series 63 and Series 66 licenses and eight years of industry experience. She has worked at Wells Fargo Bank, N.A. since 2017 and previously gained experience at Alorica Inc. and Gartner Inc. Outside of her advisory role, she is a managing member of Browns Professional Construction LLC, where she assists with office paperwork, marketing, and client interface. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources to inform its investment strategies.

Terrance Sonnenfeld is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and over 34 years of industry experience. He has held positions at various firms including Nextep and Insperity, and he is the owner and president of Sonnenfeld Financial, Inc. dba The Sfi Group. Sonnenfeld serves as vice president and secretary of the Automotorplex Homeowners Association in Minnesota. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate, charitable, and institutional clients across a nationwide network of over 10,000 independent advisors. The firm offers diverse portfolio management, financial planning, and retirement services through a multi-manager platform with discretionary and non-discretionary program options.

Kelly O'Neill is a financial advisor with Wells Fargo Advisors in Cape Coral, FL, holding Series 63 and Series 65 licenses and with 23 years of industry experience. She has been with Wells Fargo Advisors since 2015. Outside of her advisory role, she owns KO Wealth Management LLC, a separate practice. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services and investment options, providing tailored recommendations supported by Wells Fargo research and planning tools.

Diane Everhart is a financial advisor with Mass Mutual Investors Services who holds the ChFC® designation and Series 63 license, with 27 years of industry experience. She has been with Mass Mutual and its related firms since 2015. Outside of her advisory role, she is involved as an agent in an insurance business and serves as a bookkeeper for a retail liquor store in Fort Myers, Florida. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers through collaborative, annual planning engagements.

Sheri Delisle is a financial advisor with Mass Mutual Investors Services in Cape Coral, FL, holding Series 63 and Series 65 licenses and having 19 years of industry experience. Her career includes roles at Milford Federal Savings, Infinex Investments, and Santander Securities. MassMutual Investors Services is 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 using firm-approved analytical tools and structured annual planning engagements.

Kathleen Hobart is a financial advisor at Ameriprise with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Raymond James & Associates, Morgan Stanley Private Bank, and Morgan Stanley Smith Barney. Hobart serves on the House Corporation Board for the Beta Upsilon chapter of Delta Gamma sorority. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement, combining research, modeling, and tax-efficiency strategies to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.