Daniel Kuhn is a financial advisor at Ameriprise with 27 years of industry experience. He has held roles at Ameriprise and Ameriprise Financial Services, Inc. since 2005. He holds Series 63 and Series 65 licenses and is based in Cape Coral, FL. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Ryan Glynn is a financial advisor with MassMutual Investors Services in Fort Myers, FL, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has worked at MassMutual Investors Services since 2015 and Massachusetts Mutual Life Insurance Co since 2014. Glynn is also a Certified Divorce Financial Analyst and works with clients and their attorneys on financial disclosures related to divorce. Additionally, he serves as president of his local neighborhood association board. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning, asset management, and educational seminars to individuals, business owners, trusts, estates, and charitable organizations. The firm structures planning engagements as annual, collaborative relationships and offers specialized services including divorce planning and event-driven estate and employer-sponsored planning programs.

Mandi Shiel is a financial advisor with Equitable Advisors in Cape Coral, FL, holding a Series 66 designation and 13 years of industry experience. She has been with Equitable Advisors and its predecessor, AXA Equitable, since 2013. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, working extensively with program sponsors and third-party managers to deliver advisory and brokerage solutions.

Adam Hromiak is a financial advisor at Edward Jones in Cape Coral, FL, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has worked at Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Mundell Jr. is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Wells Fargo Advisors for 10 years. Mundell is also involved with Trinity Bible Church as a finance committee member. OSAIC serves a diverse client base, including individual, high-net-worth, institutional, and charitable clients, providing integrated brokerage and advisory services through a large network of advisors. The firm utilizes comprehensive asset-allocation tools and multiple investment platforms to manage portfolios that include a range of securities and alternative investments.

Carly Rainero is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds the Series 63 and Series 65 licenses and has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Secular Return Estimates and Monte Carlo simulations to support its advisory services.

Victor Mazzella is a financial advisor with Cetera in Cape Coral, FL, holding a Series 63 license and 28 years of industry experience. He has been with Cetera and its affiliated entities since 2004 and also operates an accounting and tax practice, Victor J. Mazzella, CPA, PA, which he has led since 1987. Cetera Investment Advisers LLC is a large nationwide platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and advisory services through various program structures and third-party managers.

Rebecca Ross is a financial advisor at Robert W. Baird & Co. Inc. with 45 years of industry experience. She has been with Robert W. Baird since 2009. She holds Series 63 and Series 66 designations. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed account programs, and brokerage services, supported by internal research and advanced tools such as artificial intelligence in client advice.

Carl Rimer is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Morgan Stanley and its affiliates since 2009. Rimer serves on the board of directors for the Conewango Valley Kennel Club Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients. The firm offers tailored financial planning services using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Jeffrey Bartleson is a financial advisor with Edward Jones in Cape Coral, FL, holding Series 63 and Series 66 designations and 23 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds.

Dana Nelson is a financial advisor with Primerica Advisors in Ft Myers, FL, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. Prior to focusing on financial services, Dana operated an auto service business for over a decade and has experience in automotive sales and mechanics. Outside of advisory work, Dana is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering model-based investment recommendations. The firm employs a large network of advisors and supports a range of strategic and tactical portfolio models, with trade execution and custody services provided by BNY Mellon Advisors and Pershing.

Terrence McMahon is a Certified Financial Planner (CFP®) with 21 years of industry experience. He has been with Morgan Stanley since 2009, working in both Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. McMahon is based in Fort Myers, Florida. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides services including wrap programs, private funds, and principal trading activities.

Barbara Mulford is a financial advisor with Charles Schwab, holding a Series 66 designation and two years of industry experience. She previously worked at TD Ameritrade and has been involved in her own art-related business for over a decade, creating and exhibiting artwork as well as teaching occasional art classes. She volunteers regularly at a local art gallery. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, offering a blend of non-discretionary and discretionary investment solutions supported by integrated custody, brokerage, and advisory services.

Michael Cook is a financial advisor with Merrill in Fort Myers, FL, holding Series 63 and Series 65 designations and over 29 years of industry experience. He has been associated with Merrill since 1996 and Bank of America, NA since 2009. Cook also serves as a board member of the Shell Harbor Property Owners Association in Sanibel, FL. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Leonard Katz is a financial advisor with Morgan Stanley in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools.

Kelly Johnson is a financial advisor with Wells Fargo Clearing in Cape Coral, FL, holding a Series 63 designation and 25 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she owns and operates SWANKSHACK, LLC, an online sales business. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions, managing approximately $671 billion in assets across more than 14,000 financial advisors.

Jeffrey Malavsky is a financial advisor with Stifel in Fort Myers, Florida, holding a Series 63 license and 28 years of industry experience. He has been with Stifel Nicolaus & Co. since 2010. Outside of his advisory role, Malavsky is involved with several wrestling organizations, serving as a board member and fundraising director for the National Wrestling Hall of Fame Florida Chapter and acting as a liaison between the National Wrestling Hall of Fame and the National Collegiate Wrestling Association. He also participates on the stewardship and finance committee of CityGate Ministries. Stifel serves a diverse client base including individuals, institutions, charitable organizations, and municipal entities, providing brokerage and investment advisory services supported by proprietary investment analysis from its Investment Strategy Group.

Tina Richards is a financial advisor with Edward Jones in Cape Coral, FL, holding Series 63 and Series 66 licenses and five years of industry experience. She previously worked as a self-employed bookkeeper for 12 years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with both discretionary and non-discretionary strategies, supported by a nationwide network of financial advisors and branch offices.

Peter Nguyen is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. He has worked at Charles Schwab and its affiliated entities since 2010. Peter is based in Fort Myers, Florida. Charles Schwab & Co., Inc. serves high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management alongside brokerage, custody, and financial planning services. The firm’s integrated structure supports a large client base with multi-asset model portfolios and access to alternative investments.

Jane Passy is a Senior Financial Advisor at Merrill Lynch Wealth Management. She holds the professional designation of Personal Investment Advisor (PIA). Jane earned her Bachelor's Degree from New York University. Her role involves providing clients with guidance on investment strategies and wealth management.