Nicholas Greiner is a Financial Advisor and Portfolio Manager at Merrill Lynch Wealth Management. He has over a decade of experience in the financial services industry, focusing on helping clients manage their wealth, plan for retirement, and navigate the wealth accumulation journey. He began his career as an intern at Merrill Lynch Wealth Management while attending the University of Central Florida, where he earned his bachelor's degree. Nicholas holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Nicholas specializes in areas such as college education planning, divorce transition planning, family wealth management strategies, services for endowments, foundations, and non-profits, international wealth management, liquidity management, small business strategies, women and wealth, tax minimization, and retirement income. His approach is grounded in understanding clients' values and goals through one-on-one conversations, enabling him to help them focus on pursuing life goals and planning their legacy. Born in Chicago and raised in Cape Coral, Nicholas calls Southwest Florida his home. He is active in the community and participates in organizations including Bank of America Community Volunteers, Habitat for Humanity, LEAD for Women, and The Community Foundation of Cape Coral. Outside of work, he enjoys baseball, boating, camping, cooking, fishing, music, reading, skiing, watching movies, and woodworking.

Nicholas Maurillo Jr. is a financial advisor with UBS Financial Services in Fort Myers, FL, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he is a partner in multiple real estate investment entities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and employs proprietary research and capital market assumptions to tailor client strategies.

Robert Dimaria is a financial advisor with Ameriprise in Cape Coral, FL, holding Series 63 and Series 65 licenses and having 26 years of industry experience. His prior experience includes roles at Bank of America, Merrill, and Ameriprise Financial Services Inc. since 2018. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis within a centralized consulting team, and emphasizes the use of Ameriprise Managed Accounts in its advisory process.

Daniel King is a CFP® professional affiliated with LPL Financial, with 11 years of industry experience. He has held roles at Suncoast Credit Union and CUNA Brokerage Services, Inc. since 2018, and previously worked at Raymond James Financial Services and King Wealth Management. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Timothy Hurst is a Series 66-registered financial advisor with Morgan Stanley, based in Lisle, IL, and has 25 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers services directly to individuals and through corporate agreements.

Mark Edwards is a CFP® with 33 years of industry experience, currently serving at Cetera since 2025. Prior to this, he spent over three decades at Avantax Advisory Services and Avantax Investment Services. Outside of his advisory role, Edwards owns a tax preparation business and is a partner managing multiple franchise H&R Block offices. Cetera Investment Advisers LLC is an SEC-registered adviser that operates a multi-manager platform serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services, with access to affiliated and third-party managers across various program structures.

James Reddington is a financial advisor at Equitable Advisors in Fort Myers, FL, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has been with Equitable Advisors since 2013, previously working at AXA Advisors, LLC. Outside of his advisory role, he serves as power of attorney for his wife. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, employing both advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Jacqueline Webster is a financial advisor at Stifel with 25 years of industry experience. She has been with Stifel Nicolaus & Co. Inc. since 2009. Outside of her advisory work, she volunteers with the Girl Scouts of Gulf Coast Florida, Inc. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Thomas Mullan III is a financial advisor at Edward Jones with eight years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining Edward Jones in 2022, he worked for Indeck Corinth Energy for 24 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Robert Graettinger is a financial advisor with Wells Fargo Clearing in Ft Myers, FL, holding Series 63 and Series 65 licenses and with 32 years of industry experience. He has been with Wells Fargo entities since 2009. Outside of his advisory role, he is a landlord of a rental property in Point Pleasant Beach, NJ. 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 provides both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Dennis Harrelson is a financial advisor at Cetera with 42 years of industry experience. He holds a Series 63 designation and has held leadership roles at multiple entities, including CEO of Omni Financial Services of Lee County, Inc., a position he has held since 1996. He is also involved in continuing education through The Continuing Education Academy, where he participates in training and seminars. Cetera Investment Advisers LLC serves a broad client base, including individual, corporate, retirement plan, and institutional clients, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting. The firm operates a multi-manager platform that enables advisors to implement diverse investment strategies through affiliated and third-party managers.

June Miller is a financial advisor with Morgan Stanley in Fort Myers, FL, holding Series 63 and Series 65 licenses and having 32 years of industry experience. She has worked with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Janna Sirmans is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. She holds Series 65 and Series 63 licenses and has been with Wells Fargo Clearing since 2022, following 13 years at Wells Fargo Advisors Financial Network LLC. Outside of her advisory role, she is an investor and brand partner in a private equity venture, Beer Republic Brewing, LLC. 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 a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Andrew Bean is a financial advisor at Fidelity with two years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Fidelity, he worked at Northwestern Mutual and has experience in education spanning roles at Belmont University and St. George's Independent School. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients through discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and has a formal advisory role for multiple registered investment companies and fund-of-funds.

Stephen Ruhmel is a financial advisor with LPL Financial in Alva, Florida, holding Series 63 and Series 65 licenses with 38 years of industry experience. He has worked with Linsco/Private Ledger Corp. since 1995. Outside of finance, he operates Steve Ruhmel Photography, a business he has run since 1985. 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, financial planning, and retirement plan consulting supported by model portfolios and research from multiple sources.

Annelises Corvison is a financial advisor at Merrill with one year of industry experience. She holds the Series 66 designation and has been with Merrill since 2010, previously working at Bank of America, N.A. since 2025. Merrill, along 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

David Mc Quade is a financial advisor with UBS Financial Services in Fort Myers, FL, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he captains Pelagic Birding Charters for birdwatching excursions in the Gulf of Mexico. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory services, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management, offering research-driven, model-based investment strategies tailored to clients' goals.

David Satkoski is a financial advisor with LPL Financial in Fort Myers, FL, holding a Series 63 designation and 25 years of industry experience. He has been with LPL Financial since 2001 and previously worked at Mills-Price & Associates, Inc. from 1999 to 2018. Outside of advisory services, he is involved in the sales of life and health insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer servicing individuals, retirement plans, financial institutions, and charitable organizations through a large network of advisers. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Matthew Wadiak is a CFP®-designated financial advisor with Edward Jones in Fort Myers, FL, where he has worked since 2001, accumulating 25 years of industry experience. He serves on the External Advisory Board for the SIUC Department of Finance and is a member of the Marion Memorial Health Foundation Board of Directors. Wadiak also owns MRW Ventures LLC, an LLC focused on property maintenance. 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. The firm offers a broad range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Christian Whiteley is a financial advisor at Morgan Stanley in Fort Myers, FL, holding a Series 66 designation with one year of industry experience. He previously worked at UBS, Truist Bank, and Suncoast Credit Union. Outside of his advisory role, he operates a travel content creation business called Whiteley Travels LLC. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group and managing approximately $2.74 trillion in client assets.