David Rouse is a financial advisor with Raymond James Financial in Cape Coral, FL, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Raymond James Financial and its affiliated entities since 2009 and is also a partner in Rouse Kelly Financial, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized programs in municipal advisory and SIMPLE IRA employer consulting.

George Vogt is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 40 years of experience in the financial services industry, including more than 30 years with Merrill. He focuses on developing personalized wealth management strategies tailored to clients' individual goals, leveraging insights from Merrill and banking solutions from Bank of America to help clients navigate changing market conditions. George holds a Bachelor of Science degree in Business Administration from Washington University in Saint Louis, earned in 1970. He carries the Personal Investment Advisor (PIA) designation. Throughout his career, he has maintained strong ties to his community, volunteering with organizations such as Our Lady of Mercy Catholic Church and St. Louis Priory. Residing in St. Louis his entire life, George is married with three adult daughters and nine grandchildren. Outside of his professional work, he enjoys basketball, golfing, hiking, reading, traveling, and spending time with his family.

Daniel Hynden is a CFP® professional with 11 years of experience, currently serving as a financial advisor at UBS Financial Services in Fort Myers, FL. He has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary capital market assumptions and research to tailor investment plans to clients’ goals and risk tolerances.

Randall Norden is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Raymond James & Associates and its affiliated entity since 2010. Raymond James & Associates, Inc. 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 charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions with a variety of portfolio management styles and affiliated research resources.

Nicole Giannone is a CFP® professional with seven years of industry experience. She has worked at LPL Financial since 2019 and previously held roles at FSC Securities Corporation, King’s Way Christian Center, and D. Gates Wealth Management. Outside of her advisory work, she is a business owner of Business Supporting Communities, Inc. in Cape Coral, FL, and holds notary status in the State of Florida. 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 provides a range of advisory programs, financial planning, and retirement consulting, supported by diverse model portfolios and research from LPL Research and third-party subadvisors.

Jason Phillips is a Series 66-licensed financial advisor with Merrill in Fort Myers, FL, with 12 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2014. Outside of his advisory role, he serves on the Allocations Committee for United Way, where he reviews grant requests and provides recommendations for charitable funding. Merrill provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nathan Cox is a financial advisor with Charles Schwab in Fort Myers, FL, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2013 and 2015, respectively, and spent a year at TD Ameritrade Inc. Outside of his advisory work, he and his wife manage a rental condo that was their previous residence. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions supported by strategic multi-asset portfolios and a centralized operational platform.

Karen Zeis is a financial advisor at UBS Financial Services with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and delivers advisory work through a network of Financial Advisors using proprietary research and asset allocation models.

Frank Virno Jr. is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2014. He owns Gulf Coast Premier Wealth Management LLC and holds a treasurer position with the Rotary Club of Cape Coral, where he manages the club’s financials and historical records. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include specialized services such as business-owner transition and special-needs analysis. The firm combines advisory services with other financial products and referral channels through a large network of financial advisors.

Adam Hirsch is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and four years of industry experience. His background includes work with PFS Investments Inc. and roles in tax preparation, computer services, notary services, jewelry insurance, and bail bond agency. Primerica Advisors sponsors and manages 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 uses model-delivery investment strategies developed by unaffiliated asset managers and supports accounts through BNY Mellon Advisors and Pershing custody platforms.

Natasha Lark is a financial advisor at UBS Financial Services with 13 years of industry experience. She has worked at several firms including Raymond James and Associates, Morgan Stanley, and SunTrust/GenSpring. Between 2018 and 2019, she traveled and studied for the CIMA designation at Yale University. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Julie Vogt is a financial advisor with Morgan Stanley in Fort Myers, FL, holding a Series 63 designation and 36 years of industry experience. She has worked with Morgan Stanley since 2009 and has been associated with Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, Vogt serves as Treasurer for JV Operations, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs for individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Kevin Forness is a financial advisor with Primerica Advisors in Fort Myers, FL, holding Series 63 and Series 65 licenses. He has two years of industry experience and has previously worked at PFS Investments Inc. and several technology companies. Outside of his advisory role, he is president of K2 Management Group, Inc., a non-investment related business based in Las Vegas, NV. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm employs model-driven investment strategies delivered through a large network of advisors and offers various portfolio management options supported by third-party managers and custodians.

Glenn Wyatt Arthurs is a financial advisor with UBS Financial Services who holds Series 63 and Series 65 credentials and has 43 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he is a co-owner of Camp Pathfinder, a boys’ summer camp, where he oversees a full-time professional staff. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Maria Clare is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 13 years of industry experience. She has worked at various J.P. Morgan entities since 2016. Outside of her advisory role, she is a partial owner and silent partner in a family business, the Majestic Hotel in Barranquilla, Colombia. 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 affiliated brokerage, distribution, and investment management capabilities.

Omar Ramos is a Financial Advisor specializing in wealth management strategies and investment planning. He works with clients to develop personalized financial plans that address goals such as funding education, planning for retirement and healthcare expenses, legacy planning, and managing new wealth. Omar's approach emphasizes simplicity and transparency in financial planning processes. He holds the Personal Investment Advisor (PIA) designation and earned a High School Diploma from North Nicholas High School. Omar is fluent in Spanish, English, and Portuguese. He is involved with Next Level - Christian Church as part of his community engagement. Omar focuses on areas including equity compensation services, liquidity management, tax minimization, and small business strategies, aiming to assist clients in building, preserving, and transferring wealth with purpose.

Joshua Scoggins is a Series 66-licensed financial advisor with Stifel in Fort Myers, FL. He joined Stifel in 2026 and has prior experience at Gartner and various other roles across multiple industries. Outside of finance, he was involved with Next Level Church in Southwest Florida for five years. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and advisory services. The firm’s investment approach uses a proprietary methodology developed by its Investment Strategy Group that incorporates forward-looking capital market assumptions and probabilistic modeling to support client decision-making.

Taylor Clinton is a Series 66 licensed financial advisor with Edward Jones, based in Ft Myers, FL, and has two years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he co-founded a travel blog with his spouse, offering educational content on travel tips and planning. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm manages over $1 trillion in assets and provides a range of advisory programs and investment solutions through a large network of financial advisors and branch offices.

Christopher Maxwell is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he worked in the automotive industry at Lexus of Fort Myers, Germain Lexus, and Moses Auto Group, and has experience in the fitness sector with Crossfit WV. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Joseph Hudson is a financial professional with 18 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 designations and has worked with firms including First Allied Securities, INC. and Brunette & Associates, LLC. Since 2026, he has operated Artistic Strategies, a financial services business. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.