Julie Abdo is a financial advisor with William Blair, holding Series 63 and Series 65 licenses and six years of industry experience. She previously worked at Stifel and Brighthouse Securities, and has experience in education with the Lee County School District. William Blair’s Private Wealth Management division offers investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients through active, research-driven strategies across various asset classes.

Martha Wilson is a financial advisor at OSAIC Institutions, Inc. with nine years of industry experience and holds a Series 65 designation. Her prior experience includes roles at JPMorgan Securities LLC, UBS Financial Services, and FineMark National Bank & Trust. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a focus on both discretionary and non-discretionary accounts.

Jon Skaff is a financial advisor at Truist Advisory Services with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Truist Advisory Services since 2016 and Truist Investment Services since 2006. Outside of his advisory role, Skaff owns and manages a rental property business. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses third-party platforms and AI-enabled tools for manager selection and oversight.

Stanley Roy is a financial advisor at TLG Advisors, Inc. with 22 years of industry experience. He holds the Series 66 designation and has worked at Ameriprise and several affiliated firms prior to joining TLG Advisors in 2025. Outside of his advisory role, he owns and operates Heritage Tax & Consulting Services, providing tax return preparation and consulting services. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, using a research approach based on fundamental analysis and Modern Portfolio Theory.

Blake Otto is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and one year of industry experience. His work history includes roles at PFS Investments Inc. and Primerica Financial Services, as well as earlier experience at the University of Connecticut and the Community School of Naples. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-based investment strategies through a large network of financial advisors and supports accounts with custodial and trade execution services from Pershing and overlay management by BNY Mellon Advisors.

Michael Wilhelm is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 26 years of industry experience. He has been associated with Cetera and its related entities since 2019 and operates Michael A. Wilhelm Investments, Inc. since 2008. Outside of his advisory role, he serves on the finance committee of St. Columbkille Catholic Church, assisting with budgeting and fundraising. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management options, including discretionary and non-discretionary services and access to various third-party money managers.

Bruno Gonzalez is a financial advisor at Fidelity with Series 66 and Series 63 licenses and no prior industry experience. His background includes service in the United States Marine Corps from 2017 to 2021 and various roles in the retail and service sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction.

Elizabeth Scoggins is a financial advisor at Stifel with eight years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services and Next Level Church. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Michael Olson is a financial advisor with Primerica Advisors in Bonita Springs, FL, holding Series 63 and Series 65 licenses and with 43 years of industry experience. He has been with Primerica Advisors since 1983 and Primerica Financial Services since 1991. Outside of his advisory work, Olson is involved in referrals for home security and automation products through affiliated companies. 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 clients. The firm offers advisory services through a large network of advisors and relies on model-delivery strategies managed by unaffiliated asset managers, supported by custodial and trade execution arrangements with Pershing and BNY Mellon Advisors.

Dawn Salerno is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc for 16 years before joining Wells Fargo Advisors in 2022. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options including retirement, education, risk management, and specialized services such as business-owner transition and special-needs analysis. Advisors use Wells Fargo’s research and planning tools to develop tailored recommendations, with implementation options through the firm’s brokerage or advisory programs.

Jennifer Monty is a financial advisor with Raymond James & Associates in Fort Myers, FL, holding Series 63 and Series 66 licenses and seven years of industry experience. Her prior work includes a role at UBS Financial Services and operating The Monty Agency, where she provides proofreading and editing services for legal transcripts. 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 municipal entities, offering financial planning and consulting services supported by a range of portfolio management styles and affiliated research.

Susan Watts is a financial advisor at UBS Financial Services with 39 years of industry experience. She has been with UBS since 1985. Outside of her financial career, she has written a fictional book along with a prequel and two sequels and is seeking publication for these works. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, providing a broad range of financial services.

Michael Morin is a financial advisor at Charles Schwab in Fort Myers, FL, holding a Series 66 credential with four years of industry experience. His prior positions include roles at Merrill Lynch, Bank of America, and TigerDirect. Outside of financial services, he is the sole owner and manager of an LLC involved in a rental investment property. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, offering integrated brokerage, advisory, and custody services. The firm provides a combination of non-discretionary investment guidance and access to discretionary separately managed accounts using multi-asset model portfolios and research-backed alternative investments.

Peter Haack Jr. is a CFP® with 32 years of industry experience, currently affiliated with Morgan Stanley in Estero, FL. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he manages a real estate rental business jointly with his spouse. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools such as the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations to model outcomes.

James Macdonald is a CFP®-designated financial advisor with UBS Financial Services in Estero, FL, where he has worked since 1985, accumulating 41 years of industry experience. He holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm offers fee-based financial planning, discretionary and non-discretionary portfolio management, and distributes mutual funds and alternative products, utilizing proprietary research and model-based asset allocations.

Michael Stone is a financial advisor at Cetera with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several related firms, including First Allied Advisory Services and Cetera, over the past decade. Outside of his advisory role, he is a partner at Freedom Tax and Financial, providing tax preparation and consulting services, and he coaches at Iron Mikes High Performance. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, supporting a wide range of program structures and investment strategies.

Bharat Kikani is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining LPL Enterprise, he worked at Prudential Insurance Company of America and Pruco Securities, LLC from 1999 to 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Danielle Gates is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at LPL Financial since 2019. Her prior roles include positions at FSC Securities Corporation, MSI Financial Services, Ameriprise, and Merrill. Outside of her advisory work, she is involved in event planning through her business, Businesses Supporting Communities Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plans, institutions, and banks. The firm offers financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and technology tools.

Jeffrey Mcglone is a financial advisor with Morgan Stanley in Fort Myers, FL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His career includes roles at Merrill from 1998 to 2019, Bank of America from 2009 to 2019, and Morgan Stanley since 2019. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by proprietary tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides planning services that focus on structured discovery without individual security recommendations as part of standalone programs.

Steven Ehrman is a financial advisor with LPL Financial in Cape Coral, Florida, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with LPL Financial since 2005 and previously worked at Piper Sandler & Co. from 1999 to 2005. 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 offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supporting a large network of investment adviser representatives.