Marlene Mccracken is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 17 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets with over 14,000 financial advisors and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Brian Murphy is a financial advisor with Primerica Advisors in Fort Myers, Florida, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Primerica Advisors since 1997 and has a background with Navy Pier, Inc. Outside of his advisory role, he serves as president of Elite Business Solutions and owns MAM & Associates, Inc., both involved in investment-related activities. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients through a network of nearly 3,700 advisors. The firm utilizes model-based strategies managed by external asset managers and offers discretionary separately managed accounts with oversight from BNY Mellon Advisors and Pershing for trade execution and custody.

Michael Soto is a financial advisor with Merrill in Fort Myers, FL, holding a Series 66 designation and having 20 years of industry experience. He has been with Merrill since 2006. Outside of his advisory role, he is the owner of The Soto Family Trust LLC, a family business entity based in Cape Coral, FL. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides model-based and discretionary investment strategies developed by internal and third-party managers, with portfolio implementation tailored by strategy and client tax sensitivity.

Michael Matheson is a CFP®-certified financial advisor with 38 years of industry experience. He is currently with LPL Financial, having joined the firm in 2024 following nearly two decades at Financial Dimensions Group, Inc. Matheson is involved in several business ventures outside his advisory role, including managing non-investment-related entities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers a range of financial planning and portfolio management services, utilizing models and third-party strategies alongside proprietary research and technological tools.

Sam Mazzotti is a financial advisor with Edward Jones in Cape Coral, FL, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Edward Jones since 1995. Outside of his advisory role, Mazzotti serves as a trustee for the City of Cape Coral General Employee Pension Plan. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory strategies and affiliated investment products, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Els Bunkens is a CFP® and holds a Series 66 license with seven years of industry experience, all with Edward Jones since 2019. She is based in Fort Myers, FL. 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 range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jenna Bornhorst is a financial advisor at Morgan Stanley in Fort Myers, FL, with 16 years at the firm and 10 years of industry experience. She holds the Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and analytical models. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

James Percifield is a financial advisor with Wells Fargo Clearing in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior work includes tenures at Merrill and UBS Financial Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets across more than 14,000 financial advisors.

Jeffrey Berry is a financial advisor with Wells Fargo Clearing in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at UBS Financial Services for 12 years before joining Wells Fargo Clearing in 2020. Outside of his advisory role, he has ownership interests in two private LLCs, including one that holds a boat. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, and it acts as an ERISA fiduciary when advising clients.

Patrick Naidl is a financial advisor with Primerica Advisors in Ft Myers, FL, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked with PFS Investments Inc. since 2011 and with Primerica Financial Services since 2010. Outside of his advisory role, he is a partner in a hair salon business based in Naples, FL. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale, offering model-delivery investment strategies supported by third-party asset managers and custodians.

Mark Landskroner is a financial advisor at Primerica Advisors with 22 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, and Citizens Bank. In addition to his advisory role, he is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors and utilizes model-driven investment strategies managed by unaffiliated asset managers.

Amanda Pflanz is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by structured discovery and advanced modeling tools.

Tana Reich is a financial advisor at Stifel with 28 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Bank of America from 2011 to 2022 before joining Stifel in 2022. Outside of her advisory role, she volunteers with Wildblue Charitable Neighbors, serving on the services committee to support local initiatives related to hunger, housing, animal welfare, youth education, seniors, and veterans in Lee County. Stifel serves a diverse client base including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation guidance developed by its Investment Strategy Group.

Donald Mcwaters is a financial advisor with Ameriprise in Naples, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2010. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to tailor advice, primarily for clients with significant assets in Ameriprise-managed accounts.

Stacy Brown is a financial advisor at Raymond James & Associates with 31 years of industry experience. He holds a Series 63 designation and previously worked at Morgan Stanley Smith Barney for 13 years before joining Raymond James in 2022. 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 specialized municipal advisory services.

Edward Newman is a financial advisor at LPL Enterprise with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has an extensive background including over three decades at Prudential Insurance Company of America and Pruco Securities. Newman is also a licensed agent for Prudential-sponsored non-variable insurance products. LPL Enterprise provides investment advisory and brokerage services to a diverse clientele, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance products through affiliated entities.

Scott Metzger is a financial advisor with Wells Fargo Advisors in Fort Myers, FL, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His career includes roles at Wells Fargo Clearing and Prudential Equity Group, LLC. He is also involved with Metzger Wealth Management and WMMG Wealth Management Group, both investment-related businesses based in Fort Myers. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, including specialized planning areas. The firm employs research and planning tools to develop tailored recommendations, with clients having the option to implement strategies through various brokerage or advisory programs.

Juan G. Colon is a Financial Advisor at Merrill Lynch Wealth Management based in Fort Myers, Florida. He serves individuals, families, business owners, and retirees, providing personalized wealth management strategies that encompass retirement planning, investment management, wealth preservation, education funding, legacy planning, liquidity management, and portfolio construction. Juan is fluent in English and Spanish. Before his career in financial services, Juan served 20 years in the United States Air Force, retiring with honorable service. His military background informs his disciplined approach to financial advising, emphasizing preparation, accountability, and execution. He holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA), earned through the College for Financial Planning. Juan participates in community activities such as Toys For Tots and is a member of The American Legion. His personal interests include antiquing, biking, boxing, hiking, spending time with family, swimming, watching movies, and woodworking.

Terry Frith is a financial advisor with Edward Jones in Cape Coral, FL, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1994. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients nationwide. The firm manages approximately $1.01 trillion in assets under management through a broad network of financial advisors and branch offices, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and proprietary funds.

Alec Bellino is a financial advisor at Cetera with one year of industry experience and holds the Series 66 designation. Prior to his current role, he worked in various service positions including at Ruby Tuesday's and TGI Friday's. He is also involved with Retirement Advisors, where he assists with client communications and administrative tasks. Cetera Investment Advisers LLC serves a broad client base including individual investors, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supporting both discretionary and non-discretionary investment approaches.