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 in Fort Myers, FL, holding Series 63 and Series 65 credentials and five years of industry experience. He has worked at PFS Investments Inc. since 2021 and has experience in tax preparation, computer/software repair, notary services, jewelry insurance, and bail bond agency roles outside of his advisory practice. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients primarily through model-based investment strategies created by unaffiliated managers. The firm operates at scale with thousands of advisors and offices and approximately $15.5 billion in assets under management.

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 Series 66-licensed advisor with J.P. Morgan Securities, based in Cape Coral, FL, with 14 years of industry experience. She has been with J.P. Morgan Securities and its affiliated entities since 2016. Outside of her advisory work, she is a partial owner and silent partner in a family-owned hotel business in Barranquilla, Colombia. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that focuses on asset allocation advice, investment manager and fund searches, and customized performance reporting.

Omar Ramos is a Financial Advisor with Merrill Lynch Wealth Management based in Fort Myers, Florida. He brings over 15 years of experience in banking and wealth management, focusing on serving individuals, families, and business owners. Omar provides personalized, relationship-driven financial guidance, with expertise in areas such as equity compensation services, family wealth management strategies, legacy planning, liquidity management, and retirement income planning. He is dedicated to helping clients build, preserve, and transfer wealth with purpose, emphasizing the importance of aligning financial strategies with clients' values and goals. Omar holds the Personal Investment Advisor (PIA) designation and is proficient in Spanish, English, and Portuguese. His educational background includes a High School Diploma from North Nicholas High School. Beyond his professional work, Omar participates in his community through involvement with Next Level - Christian Church. He also has a range of personal interests including adventure sports, baseball, basketball, boating, football, golfing, music, pickleball, running, and yoga.

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 in Cape Coral, FL, holding a Series 66 designation. He joined Edward Jones in 2026 after working in the automotive industry at Lexus of Fort Myers, Germain Lexus, and Moses Auto Group from 2016 to 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Joseph Hudson is a financial professional with 18 years of industry experience, currently affiliated with Cetera and its related entities since 2020. He holds Series 65 and Series 63 licenses and has previously worked at First Allied Securities and Brunette & Associates. He also operates Artistic Strategies, a financial services business, since 2026. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers various portfolio management and consulting services through a multi-manager platform featuring both affiliated and third-party managers.

David Kinney is a financial advisor with Stifel in Fort Myers, FL, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2015, following nine years at Wells Fargo Advisors and a brief tenure at A. G. Edwards & Sons, Inc. Outside of his advisory role, he is the owner and president of Lake Runner ABB LLC, a boat storage and detailing business. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, providing asset allocation and planning analyses to support client decision-making.

Zachary Brown is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities since 2021, following roles at JPMorgan Chase Bank, Fine Designs, and BJ's Wholesale Club. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research, incorporating an ESG eligibility framework and leveraging broader derivatives and commodities capabilities.

Ian Frashier is a financial advisor at Merrill with a Series 66 designation and seven years of industry experience. Prior to joining Merrill in 2019, he worked at Best Buy Inc. from 2015 to 2019. 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 a range of model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Peter Kelly is a financial advisor with Raymond James Financial in Cape Coral, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Raymond James Financial and affiliated entities since 2009 and is a partner in the Rouse Kelly Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Jonathan Linares is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and seven years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025, he worked at Bank of America, N.A. and Merrill from 2012 to 2025. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, using forward-looking capital market assumptions to build model asset allocations within an ESG eligibility framework.