Carl Nicolosi is a financial advisor with Ameriprise in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Ameriprise since 2016 and previously held roles at Summit Financial Group, Summit Brokerage Services Inc., and Private Asset Management Group, LLC, where he also manages office operations as a co-partner. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, providing personalized recommendation reports that incorporate research, modeling, and tax-efficient strategies. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Beth Di Roma is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo in various capacities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu including cash-flow, retirement, education, and niche services such as business-owner transition and special-needs analysis, using proprietary research and planning tools to develop tailored recommendations.

Christine Haut is a financial advisor at Merrill with over 30 years of industry experience. She has been with Merrill since 1993 and holds Series 63 and Series 65 designations. 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 both model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Amy Mitchell is a Series 66-licensed financial advisor with Merrill in Fort Myers, FL, having 21 years of industry experience. She has worked with Merrill since 1993, including a brief tenure at BOFA Securities, Inc. in 2019. Outside of her advisory role, Mitchell serves on the advisory board of Collier County Honor Flight, a nonprofit supporting local veterans. 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, corporations, and charitable organizations.

Frank Durand is a CFP® with 39 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2009. He holds Series 63 and Series 65 licenses and is based in Fort Myers, FL. 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, including specialized areas such as business-owner transition and sports & entertainment planning, using proprietary research and tools to develop tailored recommendations.

Alexandre Blagojevic is a financial advisor with Raymond James & Associates in Fort Myers, FL, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he serves as Treasurer and board member for the Southwest Free Pain Clinic, a community organization in Fort Myers. Raymond James & Associates is a large, dual-registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research.

Leif Fry is a financial advisor with UBS Financial Services in Fort Myers, FL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he serves as Chair of the Endowment Board for The Tomahwk Club in Honey Harbour, Ontario, where he reviews investments and cash flow. UBS Financial Services provides brokerage and investment advisory solutions to individual, corporate, and institutional clients, combining model-based asset allocation and proprietary research with institutional trading capabilities and wealth management services.

Jamie Tischner is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 10 years of industry experience. Her prior roles include positions at Wells Fargo Advisors, Suncoast Credit Union, and Newport Group Securities. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options, leveraging scale and a broad network of over 10,000 advisors.

Jay Shifflet is a Series 66 licensed financial advisor at Fidelity with one year of industry experience. He previously worked at Equitable Advisors and Bankers Life, and has held roles outside the financial sector, including at Garret Barrel & Drum and Dock Side Willies. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research and quantitative analysis to construct model portfolios comprising mutual funds, ETFs, and ETPs, and it maintains regulatory registrations and advisory roles that distinguish it among large institutional peers.

Lawrence Union III is a financial advisor with LPL Financial in Ft. Myers, FL, holding the Series 66 designation and having nine years of industry experience. His prior roles include positions at Wells Fargo Clearing, Edward Jones, and Bank of the Ozarks. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Madison Wood is an advisor at Raymond James & Associates with a Series 66 designation and no prior industry experience. Before joining Raymond James, Madison worked in retail at Express Factory Outlet and held roles with Florida Gulf Coast University, Kid-2-Kid, and the Lee County School District. Raymond James & Associates is a large, dually registered broker‑dealer and SEC‑registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning and non‑discretionary investment consulting supported by firm research and multiple portfolio management styles.

Widneliz Morales De Jesus is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Merrill Lynch/Bank of America and Fifth Third Bank. 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 operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Gretchen Collins is a financial advisor at LPL Financial with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Advisors and Securities Service Network. In addition to her advisory role, she is a non-variable insurance agent selling fixed annuities, term, and whole life insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and specialized portfolio management supported by proprietary and third-party research.

Adam Piatt is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools and modeling techniques.

Gina Maya is a financial advisor at Merrill with 13 years of industry experience. She holds a Series 66 credential and has been with Merrill since 2006. Outside of her advisory role, she is involved in family-held LLCs related to rental properties in Fort Myers, Florida. 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 both model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth investors, and institutions.

William Du Pont is a financial advisor with Morgan Stanley in Fort Myers, FL, holding a Series 66 designation and eight years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2018. Prior to that, he worked at She Sells Sea Shells from 2015 to 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning using structured processes and firm-approved tools.

Robert Krupp is a financial advisor with Equitable Advisors in Fort Myers, FL, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 2008. He serves as a co-trustee and power of attorney for his mother's trust. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through various sponsored and endorsed platforms.

Ajay Verma is a financial advisor at Ameriprise in Fort Myers, FL, holding a Series 63 designation with 28 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he is involved in business ownership through Solver LLC. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Mark Sonntag is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 designations and possessing 37 years of industry experience. His prior roles include positions at National Securities Corporation and Gilman Ciocia, Inc. since 2009. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored planning advice focused on income sources and tax-aware withdrawal strategies for those nearing or in retirement.

Tarek Salhab is a Series 66-credentialed financial advisor with 25 years of industry experience. He is currently with Raymond James & Associates and has prior experience at Bank of America and Merrill. Outside of his advisory work, he serves on the board of Canterbury School and owns a sports content app called PostLeague. Raymond James & Associates oversees approximately $501 billion in assets and serves a diverse client base including individuals, institutions, and municipalities. The firm offers financial planning, non-discretionary investment consulting, and institutional services, utilizing a range of portfolio management styles supported by affiliated research and sub-advisers.