Anthony Panarello is a financial advisor at Morgan Stanley with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cetera Investment Services, Foresters Advisory Services, and Monsignor Farrell High School. His prior roles include both advisory and non-financial positions, including a year at Carrabba's Italian Grill. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and integrates advanced modeling techniques in its planning services.

Walter Draper is a financial advisor with Edward Jones in Fort Myers, FL, holding Series 63 and Series 66 licenses and over 21 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and maintaining a large national network of advisors and branch offices.

Sean Toggweiler is a Series 66-licensed financial advisor with Morgan Stanley in Fort Myers, FL, with two years of industry experience. He has held various roles within Morgan Stanley since 2023, including at Morgan Stanley Private Bank, N.A. He also has prior experience in staffing, technical services, and financial recruitment. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and firm-approved tools, with a focus on advisory services rather than individual security recommendations.

Glenn Rusler is a CFP® and ChFC® with 36 years of industry experience, currently serving at Ameriprise in Fort Myers, FL. He has been with Ameriprise and its predecessor entities since 1990. Outside of his advisory work, he is involved in business ownership related to commercial office properties and vacation properties. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm uses a centralized consulting team to deliver non-discretionary, research-driven recommendations that incorporate tax efficiency and adaptive withdrawal strategies.

Betty Lewis is a CFP®-certified financial advisor with Raymond James Financial who has eight years of industry experience. She has worked at Raymond James Financial Services Advisors, Inc. since 2018 and supports other advisors and managers at Weinstein Wilkes Financial Group in Fort Myers, FL. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through unique affiliations.

Alexandra Chiklakis is a financial advisor with LPL Financial in Ft. Myers, FL, holding a Series 66 designation and bringing eight years of industry experience. She has been with LPL Financial and Henderson Wealth Partners since 2015. Outside of her advisory role, she is an ordained minister through Get Ordained. 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 financial planning and advisory programs, retirement plan consulting, and brokerage services, featuring both discretionary and non-discretionary management supported by research and model portfolios.

Gerald Norris is a financial advisor with UBS Financial Services in Ft. Myers, FL, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with UBS since 1989. He served on the Board of Directors of the St. Charles Yacht Club, a local boating and social nonprofit organization. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management through proprietary research and tailored portfolio management.

William Valenti is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2012, including a role at Morgan Stanley Private Bank, National Association since 2015. Valenti serves as a committee member for The Florida Bar’s Twentieth Judicial Circuit Grievance Committee A. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes a structured planning process supported by proprietary tools and serves clients through various financial and estate planning strategies.

Stephanie Chicago is a Financial Consultant with experience in various roles within the financial services industry. She has worked as an Investment Consultant and Central Relationship Manager at Fidelity Investments from 2022 to 2024, and as a Financial Professional at Equitable Advisors from 2020 to 2022. Stephanie focuses on creating sustainable financial plans tailored to her clients' needs. A Florida native, Stephanie is motivated by a desire to positively impact her community. Outside of her professional work, she enjoys board games, fitness, gardening, spending time with pets, running, and traveling.

Michael Stryker is a financial advisor with UBS Financial Services in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with UBS since 2012 and is also a part-time musician and songwriter. Outside of finance, he owns Spindrift Guitars Inc., a retail business specializing in guitar sales. 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 employs proprietary research and model-based asset allocations to tailor financial plans and portfolio management.

Charles Reed IV is a financial advisor at Edward Jones in Ft Myers, FL, holding a Series 66 designation. He joined Edward Jones in 2026 after 17 years at Gartner and one year outside the industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large nationwide network of advisors and branch offices.

Glen Rauch is a financial advisor with Wells Fargo Advisors in Fort Myers, FL, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. He previously worked at UBS Financial Services Inc. for 11 years before joining Wells Fargo Advisors in 2019. Rauch Financial Services, LLC, a practice he owns, is an investment-related business based in Fort Myers. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk, and wealth-transfer planning. The firm combines advisory services with other financial product offerings through its extensive network of advisors.

William Mac Donald is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Cetera. He has a long career including roles at Avantax Advisory Services and operates his own CPA practice since 1985. Mac Donald is a member and Treasurer of the Board of Directors for the Japan-America Society of New Hampshire. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management options and investment strategies under discretionary and non-discretionary authorities.

Marlene Soto is a financial advisor with Merrill in Fort Myers, FL, holding a Series 66 designation and 18 years of industry experience. She has worked at Merrill since 2008 and Bank of America, N.A. since 2009. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Mayte Sahakian is a financial advisor at Merrill with five years of industry experience. She holds the Series 66 designation and has previously worked at Bank of America before joining Merrill. 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.

Lee McCauley is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 licenses and has 42 years of industry experience. He worked at Merrill Lynch for 33 years before joining Raymond James in 2017. He is also the managing partner of McCauley Financial LLC, a support company. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm provides tailored, non-discretionary consulting using analytical tools and supports municipal and public-finance work through a municipal advisor affiliation.

Jason Duke is a financial advisor at Morgan Stanley based in Fort Myers, FL, holding a Series 66 designation with 22 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs and tailored financial planning supported by firm‑approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers planning services through its Financial Advisors and Estate Planning Strategies Group.

Jason Scoggins is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2021, following a 13-year tenure at UBS Financial Services Inc. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment analysis relies on a proprietary methodology developed by its Investment Strategy Group, providing asset allocation and planning guidance based on forward-looking capital market assumptions.

Cole Murray is an Investment Consultant at Fidelity Investments in Southwest Florida, where he has worked for nearly four years. He specializes in comprehensive wealth management and financial planning, focusing on developing financial strategies tailored to align with the unique long-term goals of individuals and families. Before his current role, Cole served as a Relationship Manager at Fidelity Investments from 2024 to 2026 and as a Financial Representative from 2023 to 2024. He holds the FINRA Series 7, 63, and 66 registrations, along with the Florida Life, Health, and Annuities license.

Andrea Nicolopoulos is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary advice. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a broader range of financial products including insurance-related vehicles and bank deposit sweep options.