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.

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.

David Thuli is a financial advisor with Robert W. Baird & Co. who holds Series 63 and Series 65 licenses and has 24 years of industry experience. He has worked at Robert W. Baird & Co. since 2018 and previously held positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and CitiGroup Global Markets. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The team offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Jared Brancazio is a financial advisor with Raymond James Financial, holding a Series 66 designation and 28 years of industry experience. He has been with Raymond James and its affiliates since 2016. Outside of his advisory role, he is the managing partner of Brancazio Meisenzahl, LLC, and serves on the board and investment committee of the Florida SouthWestern State College Foundation. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary advisory services and supports a broad advisor network with specialized municipal and retirement plan consulting.

Kip Hopkins is a Series 66-licensed financial advisor with Edward Jones in Fort Myers, FL, where he has worked since 2018. He has seven years of industry experience and previously worked five years at Publix Supermarkets. Outside of his advisory role, Hopkins works part-time stocking shelves at Publix. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual, institutional, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a large network of financial advisors and branch offices nationwide.

Jessica Luchan is a Series 66-licensed financial advisor with 10 years of industry experience, currently working at Wells Fargo Advisors since 2022. Prior to that, she spent seven years at UBS. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory solutions with various financial products and referral channels.

Patricia Beckwith is a CFP®-designated financial advisor with Raymond James Financial, based in Ft Myers, FL, and has 41 years of industry experience. She has been with Raymond James Financial Services Advisors, Inc. since 2009 and associated with Raymond James Financial Services, Inc. since 1999. Beckwith is involved in nonprofit work as a board member and secretary of the Feoffees of the Grammar School of Ipswich, MA, where she serves on the finance and investment committee, and she also serves as Secretary and Director on the North Shore Chamber of Commerce board. 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, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and uses risk profiling and analytical tools to support client goals, along with specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Duane Daniels is a financial advisor with Equitable Advisors in Fort Myers, FL, holding CFP® and ChFC® designations and possessing 27 years of industry experience. He previously worked for Stifel Independent Advisors, LLC for 26 years prior to joining his current firm. Daniels is also a partner at Community Financial Management, LLC, where he engages in tax preparation and advisory services. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes a combination of proprietary and third-party advisory models and provides fiduciary services through credentialed representatives.

Michael Mcfarland is a CFP® professional with 37 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has held roles at firms including Suncoast Credit Union and Lineweaver Wealth Advisors. Outside of his advisory work, he owns a ride-sharing business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a broad advisory and brokerage platform. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Christopher Andrews is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 23 years of industry experience. He previously worked at Ameriprise Financial Services, LLC and has had multiple tenures with Wells Fargo affiliates. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets with over 14,000 advisors and offers a range of brokerage and advisory solutions.

Roman Sazonov is a financial advisor at Raymond James & Associates with 19 years of industry experience. He previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. He serves as a trustee for The Yale Club of Southwest Florida and is a member of the Investment Committee for the FSW College Foundation. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individual, institutional, and municipal clients, offering tailored financial planning and investment consulting through various advisory programs and a range of portfolio management styles.

Derek Howe is a CFP® professional with 11 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He previously spent a decade at Edward Jones before joining Raymond James in 2025. Derek is co-owner of an operations support company that manages shared office expenses and administrative support for his practice and a partnering advisor. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, institutions, and charitable organizations. The firm provides non-discretionary, customized investment consulting supported by analytical modeling and maintains specialized programs such as municipal advisory services and SIMPLE IRA employer consulting.

Jeffrey Hedberg is a financial advisor with LPL Financial in Ft. Myers, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at Morgan Stanley, Sagepoint Financial, and VOYA Financial Advisors. Outside of his advisory work, he is involved in managing a trust and will service. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a focus on a wide range of investment strategies and operational support tools.

Cynthia Smith is a financial advisor at Merrill with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 2002, with prior experience at Bank of America, N.A. since 2011. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Brian Sauls is a financial advisor with LPL Enterprise in Cape Coral, FL, holding a Series 66 designation and 13 years of industry experience. Prior to joining LPL Enterprise in 2024, he spent over a decade at Prudential Insurance Company of America and Pruco Securities, LLC. He serves as President of the local business networking group LCBN and is a board member of the Biz Net Cares Foundation, a nonprofit supporting Southwest Florida charities. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm employs model-driven investment strategies and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Edward Bell III is a CFP®-designated financial advisor with 24 years of industry experience. He has been with LPL Financial since 2020 and previously worked at SSN Advisory, Inc. and Securities Service Network, Inc. Bell also owns Edward Bell Tax Services, a tax preparation and accounting business based in Fort Myers, FL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives using a variety of investment strategies.

Justin Smith is a financial advisor at Cetera with 17 years of industry experience. He holds the Series 66 designation and has previously worked with firms including M Holdings Securities and Securian Financial Services. Smith is also the owner of Elevate Wealth Management, LLC, a financial services firm based in Fort Myers, FL. Cetera is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers diverse portfolio management and financial planning services through a nationwide network of over 10,000 advisors.

Eugene Enders Jr. is a financial advisor at Ameriprise with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise in various capacities since 2009. He is based in Fort Myers, FL. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning advice. The firm emphasizes dependable income sources and tax-aware withdrawal strategies within a structured investment framework.

Michael Meunier is a financial advisor at Edward Jones in Fort Myers, FL, with five years of industry experience. He holds a Series 66 designation and previously worked at Gibson Area Hospital for 13 years and operated Mike Meunier Consulting for one year. Outside of his advisory role, he owns a rental property business catering to vacationers in Myrtle Beach, SC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, as well as corporate and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment options, and tax-efficient services through a nationwide network of over 23,700 financial advisors.