Vincent Moore is a financial advisor with Raymond James Financial in Fort Myers, FL, holding a Series 66 designation and 10 years of industry experience. He previously worked at Edward Jones for nine years before joining Raymond James in 2025. Outside of his advisory role, he co-owns an operations company that manages shared office space and related expenses with another local advisor. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse range of clients, using analytical tools and risk profiling to tailor non‑discretionary advice that supports both individual and institutional investors.

Chelsea Scomak is a CFP® with 10 years of industry experience, currently serving as an advisor at Cambridge Investment Research Advisors since 2017. Prior to this, she worked at Sophia's At Walden and Kovack Securities, Inc. She is also the founder of Via Brio LLC and serves as a board member of Women in Tech & Entrepreneurship in Fort Myers, FL. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan advisory services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers a range of portfolio management options through a network of independent financial professionals, utilizing both proprietary and unaffiliated strategies.

Scott Lair is a financial advisor at LPL Financial with 37 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at FSC Securities Corporation for 16 years before joining LPL Financial in 2019. 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 advisors. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

James Sands Jr. is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 66 designation and has been with LPL Financial since 2013. In addition to his advisory role, Sands is involved in tax preparation and accounting services, as well as offering non-variable life and health insurance products. 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 provides a range of advisory programs and financial planning services supported by research and a variety of investment management approaches.

William White III is a financial advisor with Stifel in Fort Myers, FL, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He previously worked at UBS Financial Services from 2011 to 2021 before joining Stifel in 2021. Outside of his advisory work, he serves on the boards of See His Face Ministries and the Southwest Florida Community Prayer Breakfast. Stifel serves a diverse client base including individuals, institutions, and municipalities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodology developed by its Investment Strategy Group.

Timothy Betts is a financial advisor at Cetera with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms, including Bank of America, Merrill, LPL Financial, and Lincoln Investment. Outside of his advisory role, he owns Moon Financial Group, which provides marketing lead generation services for final expense insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts. It offers portfolio management, financial planning, and access to a range of third-party money managers through a multi-manager platform with discretionary and non-discretionary program options.

Thomas Boland is a CFP®-designated financial advisor with 25 years of industry experience. He is currently with LPL Financial and has previously worked for Wells Fargo Advisors. Outside of his advisory role, he is involved with Montesano Financial Group LLC in a non-investment capacity. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and model portfolios.

Debra Merwin is a financial advisor with Morgan Stanley in Fort Myers, FL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She previously worked at LPL Financial for 18 years before joining Morgan Stanley in 2019. Outside of her advisory role, she is also a commissioned notary. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a comprehensive range of advisory programs to individual and institutional clients. The firm’s financial planning approach includes structured discovery conversations and firm-supported planning tools, serving clients through customized strategies and broader institutional relationships.

Bradley Jenson is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Raymond James Financial in Fort Myers, FL. He has been with Raymond James Financial and Raymond James Financial Services, Inc. since 2009. Outside of his advisory role, he is involved as a partner in Longevity Revolution Press, where he presents workshops and promotes book sales, and he has authored several books and contributed chapters on diverse topics. 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 clients, pension plans, corporations, and charitable organizations. The firm employs a non-discretionary, tailored approach to investment consulting that incorporates risk profiling and analytical modeling to support client goals.

Terrence Porter is a financial advisor with Ameriprise in Fort Myers, FL, holding Series 63, 65, and 66 licenses and 22 years of industry experience. His prior roles include positions at Merrill and Bank of America. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Geovana Costa Freitas is a financial advisor with Fidelity, holding a Series 66 designation and beginning her career in the industry in 2026. Prior to joining Fidelity, she held positions at J.P. Morgan Chase and has experience in various other roles across multiple sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as an advisor to registered investment companies and employs systematic methodologies including the use of AI in their investment process.

Joseph Timm is a financial advisor with Edward Jones in La Belle, FL, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory work, he serves as an off-ice official for the East Coast Hockey League. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, and maintains a large national presence with more than 23,000 advisors and 15,000 branch offices.

David Parker is a CFP® professional with 31 years of industry experience, currently serving at LPL Financial in Fort Myers, FL. His prior roles include over two decades at Next Financial Group Inc and positions at Davis CPAs and Associates and Mathis CPAs and Associates. He is also involved with RETIRE ON TIME, a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, and institutions. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Hannah Andersch is a financial advisor with Equitable Advisors in Fort Myers, FL, holding a Series 66 designation and four years of industry experience. She has been with Equitable Advisors since 2021 and previously worked in retail and restaurant positions. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer and utilizes LPL-sponsored programs and multiple endorsed third-party managed account platforms.

Luis O'barrio is a financial advisor with Merrill in Fort Myers, FL, holding a Series 66 designation and bringing 16 years of experience at the firm. He has been with Merrill since 2010. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal teams and third-party managers.

Joseph Webber is a CFP® professional with 31 years of industry experience, currently affiliated with Wells Fargo Clearing. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank, where he worked for a combined 16 years. Webber has ownership in a business entity established to hold a future boat for liability protection. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Richard Crosby II is a financial advisor at Stifel with 33 years of industry experience. He has held his current position at Stifel Nicolaus & Co Inc since 2008. Crosby holds Series 63 and Series 65 designations. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning.

Kat Dalberth is an Investment Consultant at Fidelity Investments, where she works closely with individuals and families to identify their financial goals, develop comprehensive financial plans, and provide investment strategies tailored to their needs. She has held several roles within Fidelity Investments since 2020, progressing from Investor Center Intern to Administrative Assistant, Financial Representative, Relationship Manager, and currently Investment Consultant. Throughout her tenure at Fidelity Investments, Kat has gained experience in client relationship management and financial planning. Her approach focuses on partnering with clients to help them achieve their personal financial objectives and attain financial peace of mind. Outside of her professional work, Kat has interests in art, boating, fishing, horseback riding, pets, and traveling.

Paul Weinstein is a CFP® professional with over 40 years of experience in the financial services industry. He is affiliated with Raymond James Financial and has been with the firm since 2008, currently working at West Charlotte Commercial since 2016. Outside of his advisory role, he is involved in managing a family trust and holds partnerships in several investment-related ventures. Raymond James Financial Services Advisors, Inc. provides comprehensive financial planning and investment consulting to a diverse range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers non-discretionary, tailored planning and advisory services supported by analytical tools and maintains unique affiliations that support specialized municipal and public finance work.

Shenandoah Million is a financial advisor with Equitable Advisors in Fort Myers, FL, holding Series 63 and Series 65 designations and 24 years of industry experience. He has been with Equitable Advisors since 2011 and previously worked at Axa Advisors. Outside of his advisory role, he is involved in creative producing through his ownership and directorship of Million's Enterprises, a business focused on producing under the name Family Tree Financial Strategies. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management via third-party managers and LPL programs. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage channels to meet client needs.