Michael Siefert is a CFA® charterholder and registered investment advisor with Wells Fargo Advisors, based in Fort Myers, FL. He has four years of industry experience, including roles at Wells Fargo Advisors, Wells Fargo Clearing, Marquis Wealth Management Group, and Wells Fargo. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including retirement, education, business-owner transition, and special-needs planning, using proprietary research and tools to develop tailored recommendations.

Wendy Evans is a financial advisor at Raymond James Financial with 20 years of industry experience. She holds a Series 66 designation and has been with Raymond James since 1996. Outside of her advisory role, she is the owner and president of Individualized Investment Solutions, Inc., a support company related to her work. 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, pension plans, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and uses various analytical tools to guide client decisions, supporting implementation through its advisory programs or other providers.

Colin Bosak is a financial advisor at Cetera with a Series 66 credential and three years of industry experience. He has worked with several firms, including Penn Mutual Life Insurance Company and Securian Financial Services Inc. Outside of advisory services, he is involved as a lacrosse coach at Canterbury High School and works in the space-tech sector. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with options from automated allocations to direct indexing and unified managed accounts.

Craig White is a financial advisor at Cetera with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Advisors and Achieva Credit Union. White is based in Fort Myers, Florida. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform featuring both affiliated and third-party managers.

Anthony Panarello is a financial advisor at Morgan Stanley with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cetera Investment Services, Foresters Advisory Services, and Monsignor Farrell High School. His prior roles include both advisory and non-financial positions, including a year at Carrabba's Italian Grill. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and integrates advanced modeling techniques in its planning services.

Sean Toggweiler is a financial advisor with Morgan Stanley in Fort Myers, FL, holding a Series 66 designation and having two years of industry experience. Prior to joining Morgan Stanley, he held roles at Beacon Hill Staffing Group, Finastra, and other firms. He also founded STOGG Digital Marketing LLC in 2017. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and offers a variety of investment and financial services, including planning and institutional solutions.

Glenn Rusler is a CFP® and ChFC® with 36 years of industry experience, currently serving at Ameriprise in Fort Myers, FL. He has been with Ameriprise and its predecessor entities since 1990. Outside of his advisory work, he is involved in business ownership related to commercial office properties and vacation properties. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm uses a centralized consulting team to deliver non-discretionary, research-driven recommendations that incorporate tax efficiency and adaptive withdrawal strategies.

Betty Lewis is a CFP®-certified financial advisor with Raymond James Financial who has eight years of industry experience. She has worked at Raymond James Financial Services Advisors, Inc. since 2018 and supports other advisors and managers at Weinstein Wilkes Financial Group in Fort Myers, FL. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through unique affiliations.

Alexandra Chiklakis is a financial advisor with LPL Financial in Ft. Myers, FL, holding a Series 66 designation and bringing eight years of industry experience. She has worked with LPL Financial and Henderson Wealth Partners since 2015. Outside of her advisory role, she is an ordained minister through Get Ordained. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

Gerald Norris is a financial advisor with UBS Financial Services in Ft. Myers, FL, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with UBS since 1989. He served on the Board of Directors of the St. Charles Yacht Club, a local boating and social nonprofit organization. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management through proprietary research and tailored portfolio management.

William Valenti is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2012, including a role at Morgan Stanley Private Bank, National Association since 2015. Valenti serves as a committee member for The Florida Bar’s Twentieth Judicial Circuit Grievance Committee A. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes a structured planning process supported by proprietary tools and serves clients through various financial and estate planning strategies.

Stephanie Chicago is a Financial Consultant with experience in various roles within the financial services industry. She has worked as an Investment Consultant and Central Relationship Manager at Fidelity Investments from 2022 to 2024, and as a Financial Professional at Equitable Advisors from 2020 to 2022. Stephanie focuses on creating sustainable financial plans tailored to her clients' needs. A Florida native, Stephanie is motivated by a desire to positively impact her community. Outside of her professional work, she enjoys board games, fitness, gardening, spending time with pets, running, and traveling.

Michael Stryker is a financial advisor with UBS Financial Services in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with UBS since 2012 and is also a part-time musician and songwriter. Outside of finance, he owns Spindrift Guitars Inc., a retail business specializing in guitar sales. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans and portfolio management.

Gail Bivens Rose is a financial advisor with Robert W. Baird & Co., holding Series 63 and Series 65 designations and bringing 27 years of industry experience. She has been with Robert W. Baird & Co. since 2010. Outside of her advisory role, she serves on the board and investment finance committee of Sunrise Retirement Community. Robert W. Baird & Co.’s DDK Group provides tailored wealth management services to individuals, families, pensions, corporations, and institutional clients, offering a range of portfolio management and consulting solutions that include traditional and complex investment strategies.

Charles Reed IV is a financial advisor at Edward Jones in Ft Myers, FL, holding a Series 66 designation. He joined Edward Jones in 2026 after 17 years at Gartner and one year outside the industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large nationwide network of advisors and branch offices.

Jordan Roth is a financial advisor at Edward Jones with 12 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2013. Outside of his advisory role, Roth serves as Vice President and a board member of Farmer's Mutual Insurance Company of Clinton County and is a board member of Community Courtyard in Plattsburg, Missouri. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a large network of advisors and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

William King Jr. is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 credentials and 14 years of industry experience. He has worked at The Prudential Insurance Company of America and Pruco Securities LLC since 2011 before joining LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach, leveraging portfolios developed by LPL’s Research Department and third-party strategists, and also offers affiliated trust custody, insurance services, and a collateralized lending program.

Glen Rauch is a financial advisor with Wells Fargo Advisors in Fort Myers, FL, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. He previously worked at UBS Financial Services Inc. for 11 years before joining Wells Fargo Advisors in 2019. Rauch Financial Services, LLC, a practice he owns, is an investment-related business based in Fort Myers. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk, and wealth-transfer planning. The firm combines advisory services with other financial product offerings through its extensive network of advisors.

Steven Fried is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and 24 years of industry experience. He has been with J.P. Morgan Securities since 2013 and is also the owner of Making Magic Destinations, a travel agency specializing in theme park, cruise, and group travel bookings. Additionally, he is affiliated with WAYT Nutrition, promoting nutritional supplements through social media and assisting with brand strategy. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory capabilities with brokerage and investment management services, delivering recommendations through a non-discretionary program.

William Mac Donald is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Cetera. He has a long career including roles at Avantax Advisory Services and operates his own CPA practice since 1985. Mac Donald is a member and Treasurer of the Board of Directors for the Japan-America Society of New Hampshire. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management options and investment strategies under discretionary and non-discretionary authorities.