James Lowe is a financial advisor at LPL Financial with 38 years of industry experience. He previously worked at Commonwealth Financial Network for 13 years before joining LPL Financial in 2016. His credentials include Series 63 and Series 65 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing discretionary and non-discretionary management supported by proprietary and third-party research.

Devin Reich is a financial advisor at Stifel with a Series 66 designation and two years of industry experience. He has been with Stifel since 2023 and is the President and CEO of Calibir Inc., an online learning company focused on market research. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Laurie Moore is a financial advisor with Morgan Stanley in Fort Myers, FL, holding a Series 66 designation and 10 years of industry experience. She has worked with Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutions. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Angela Walton is a financial advisor with Raymond James & Associates in Cape Coral, FL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has worked with Raymond James since 2010 and has prior experience with Optavia and Weight Watchers. Outside of her financial advisory role, Walton owns Life 2 Love Coaching, where she provides personal and relationship coaching. 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 municipal advisory services.

Brian Schoenle is a financial advisor with Wells Fargo Clearing in Naples, FL, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Merrill and Wells Fargo Bank, NA. Wells Fargo Clearing provides retirement plan consulting and fiduciary investment advice to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Henry Roy III is a CFP®-designated financial advisor with Wells Fargo Advisors in Fort Myers, FL, bringing 31 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory work, he has taught an investments course at the Community College of Rhode Island and serves as an on-ice official for youth ice hockey games. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based 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 financial advisors.

Kristin Peters is a financial advisor at Merrill with 14 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Bank of America, TD Ameritrade, and Scottrade. Peters is based in Fort Myers, Florida. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Jairo Sotomayor is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His career includes roles at JPMorgan Chase Bank, Bank of America, Merrill, and Fifth Third Securities. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary recommendations supported by an in-house manager solutions team and centralized due diligence.

Michael Longo is a financial advisor with LPL Financial based in Cape Coral, FL. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Sagepoint Financial, Capital Financial Services, and has been involved with Jackson Hewitt tax services since 2005, where he oversees tax offices. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and various technology-driven strategies.

Taylor Schenone is a CFP® with 12 years of industry experience and has been with Edward Jones since 2014. He is based in Ft Myers, FL. 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 strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Michael Perino is a financial advisor with Raymond James & Associates in Fort Myers, FL, holding a Series 66 designation and offering 19 years of industry experience. He has been with Raymond James & Associates since 2012. 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, pension and profit-sharing plans, and municipal entities, providing tailored financial planning and consulting through various programs and research-driven portfolio management approaches.

Fritzler Bernagene is a financial advisor with Primerica Advisors in Ft Myers, FL, holding a Series 65 designation and eight years of industry experience. He has been with Primerica Advisors since 2018 and concurrently serves at the Collier County Sheriff's Office, where he has worked since 2014. In addition to his advisory role, he also receives compensation related to sales of home security and automation products through affiliated Primerica companies. Primerica Advisors 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 clients. The firm utilizes model-driven investment strategies from unaffiliated asset managers and offers a range of strategic and tactical portfolio approaches supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Ryan Connelly is a financial advisor with LPL Financial in Fort Myers, FL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include work at Waddell & Reed, various insurance carriers, and management of his own entities such as Light The Lamp Wealth Management LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, including discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Scott Hartman is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC since 2022, following a ten-year tenure at UBS Financial Services. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning that leverages firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and employer-sponsored financial planning agreements.

Jodi Tanner is a financial advisor at Ameriprise with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked primarily with Ameriprise since 1999. Outside of her advisory role, she serves as a bookkeeper for her church and is a commissioned notary public in Florida. Ameriprise provides retirement-income planning services focused on individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate customized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Marie Somers is a financial advisor with Raymond James Financial Services Advisors, Inc. in Fort Myers, FL, holding a Series 66 designation and 37 years of industry experience. She has been with Raymond James and the Kleinfeld Wealth Group since 2015, where she also serves as an Operations Manager. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, supported by analytical tools and specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Rebecca Durling is a financial advisor with Edward Jones in St James City, FL. She holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, she worked in the travel industry, including roles at Corporate Travel Management and Xanterra Travel. Rebecca is co-owner of an online retail business, Sea Shell Coaster. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Brandon Bruce is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds a Series 66 designation and has worked previously at firms including RATE QUOTE DIRECT and Capital One. Outside of his advisory role, Bruce is the founder and executive director of Build Dreams Over Time, a nonprofit organization focused on educational workshops and leadership development for youth and underserved communities, and he occasionally works as a freelance videographer. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based planning across various financial topics without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option while maintaining separation between the services.

Daniel Rolon is a financial advisor at Thrivent Investment Management based in Fort Myers, FL, holding Series 63 and Series 66 licenses with one year of industry experience. His prior positions include roles at Vanguard Marketing Corporation, The Vanguard Group, Inc., and Retirement Plan Consulting Group. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive planning on topics such as retirement, taxes, and estate matters without discretionary trading authority.

Ryan Berry is a financial advisor with Wells Fargo Clearing in Fort Myers, FL, holding a Series 66 designation and two years of industry experience. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., Fidelity Brokerage Services, and Wells Fargo Advisors. 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 and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.