Kenneth Harasym Sr. is a financial advisor at OSAIC with 42 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including American Portfolios Financial Services, Inc. and Economic Property and Casualty Agency Inc. Harasym also has a sole proprietorship through which he receives renewal commissions from Aflac products sold over eight years ago. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, risk assessments, automated rebalancing, and supports both discretionary and non-discretionary account management.

Eric Mackellar is a financial advisor with J.P. Morgan Securities in Fort Myers, FL, holding a Series 66 designation and 24 years of industry experience. He has been with J.P. Morgan Securities since 2014. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Jay Steinhilber is a financial advisor with Morgan Stanley in Fort Myers, FL, holding Series 63 and Series 65 licenses. He has 32 years of industry experience and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2009 and 2015, respectively. Outside of his advisory role, he is the sole proprietor of an agricultural farmland business in Maroa, Illinois. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm employs a structured planning process that utilizes tools like Global Investment Committee estimates and Monte Carlo simulations to model outcomes.

David Gallentine is a CFP® credentialed financial advisor with 27 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. In addition to his advisory role, he owns and operates DGIMG, LLC, an investment-related business in Fort Myers, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial product offerings through a network of more than 4,100 advisors.

Sonia Vieira is a financial advisor with Merrill in Fort Myers, FL, holding Series 63 and Series 66 licenses and having eight years of industry experience. She has been associated with Bank of America and Merrill since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers both model-based and discretionary investment strategies developed by internal and third-party managers, with an emphasis on strategic asset allocation and tax-aware solutions.

Michael Siefert is a CFA® charterholder and registered investment advisor with Wells Fargo Advisors, based in Fort Myers, FL. He has four years of industry experience, including roles at Wells Fargo Advisors, Wells Fargo Clearing, Marquis Wealth Management Group, and Wells Fargo. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including retirement, education, business-owner transition, and special-needs planning, using proprietary research and tools to develop tailored recommendations.

Wendy Evans is a financial advisor at Raymond James Financial with 20 years of industry experience. She holds a Series 66 designation and has been with Raymond James since 1996. Outside of her advisory role, she is the owner and president of Individualized Investment Solutions, Inc., a support company related to her work. Raymond James Financial Services Advisors, Inc. offers 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 employs tailored, non-discretionary planning and uses various analytical tools to guide client decisions, supporting implementation through its advisory programs or other providers.

Colin Bosak is a financial advisor at Cetera with a Series 66 credential and three years of industry experience. He has worked with several firms, including Penn Mutual Life Insurance Company and Securian Financial Services Inc. Outside of advisory services, he is involved as a lacrosse coach at Canterbury High School and works in the space-tech sector. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with options from automated allocations to direct indexing and unified managed accounts.

Craig White is a financial advisor at Cetera with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Advisors and Achieva Credit Union. White is based in Fort Myers, Florida. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform featuring both affiliated and third-party managers.

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.