Taylor Schenone is a CFP® with 12 years of industry experience and has been with Edward Jones since 2014. He is based in Ft Myers, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Walter Wilhelm Jr. is a financial advisor with LPL Financial in Estero, Florida, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. His prior work includes roles at Waddell & Reed, Inc. and various business entities primarily related to investment activities. LPL Financial operates as a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Dylan Sanders is a Vice President and Private Wealth Management Advisor at Fidelity Investments. In this role, he partners with high-net-worth individuals to build, preserve, and create enduring family legacies. He emphasizes collaboration and trust in his client relationships, focusing on helping clients define a roadmap to achieve their financial goals. Dylan has been with Fidelity Investments since 2011, initially serving as an Account Executive from 2011 to 2014 before advancing to his current position in 2014.

Michael Perino is a financial advisor with Raymond James & Associates in Fort Myers, FL, holding a Series 66 designation and offering 19 years of industry experience. He has been with Raymond James & Associates since 2012. 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 diverse client base including individuals, institutions, pension and profit-sharing plans, and municipal entities, providing tailored financial planning and consulting through various programs and research-driven portfolio management approaches.

Robert Esterman is a ChFC® credentialed financial advisor with Ameriprise in Estero, Florida, bringing 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Esterman is also the owner of DAEMROCA LLC, a business focused on shared operational infrastructure and expense management among team members. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm provides a wide range of advisory, brokerage, and insurance solutions through affiliated companies.

Fritzler Bernagene is a financial advisor with Primerica Advisors in Ft Myers, FL, holding a Series 65 designation and eight years of industry experience. He has been with Primerica Advisors since 2018 and concurrently serves at the Collier County Sheriff's Office, where he has worked since 2014. In addition to his advisory role, he also receives compensation related to sales of home security and automation products through affiliated Primerica companies. Primerica Advisors 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 utilizes model-driven investment strategies from unaffiliated asset managers and offers a range of strategic and tactical portfolio approaches supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Ryan Connelly is a financial advisor with LPL Financial in Fort Myers, FL, holding Series 63 and Series 66 licenses and 27 years of industry experience. His prior experience includes roles at Morgan Stanley, Waddell & Reed, and BMO Harris Financial Advisors. Connelly also operates Light The Lamp Wealth Management LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Scott Hartman is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC since 2022, following a ten-year tenure at UBS Financial Services. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning that leverages firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and employer-sponsored financial planning agreements.

Jodi Tanner is a financial advisor at Ameriprise with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked primarily with Ameriprise since 1999. Outside of her advisory role, she serves as a bookkeeper for her church and is a commissioned notary public in Florida. Ameriprise provides retirement-income planning services focused on individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate customized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Marie Somers is a financial advisor with Raymond James Financial Services Advisors, Inc. in Fort Myers, FL, holding a Series 66 designation and 37 years of industry experience. She has been with Raymond James and the Kleinfeld Wealth Group since 2015, where she also serves as an Operations Manager. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, supported by analytical tools and specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Kevin Wolf is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. His prior firms include Wells Fargo Clearing and Prudential Equity Group. He has ownership interests in two wealth management entities based in Florida. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions tailored to clients who meet certain net-worth thresholds. The firm uses proprietary research and planning tools to develop recommendations, delivering services through discrete engagements and integrating advisory offerings with other financial products and referral channels.

Rebecca Durling is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and previously worked at Corporate Travel Management and Xanterra Travel. Outside of her advisory role, she is a co-owner of an online retail business called Sea Shell Coaster. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated capabilities, supported by a large nationwide network of advisors and branch offices.

Daniel Rolon is a financial advisor with Thrivent Investment Management in Fort Myers, FL, holding Series 66 and Series 63 credentials and one year of industry experience. His prior work includes roles at Vanguard Marketing Corporation, The Vanguard Group, Inc., and the Retirement Plan Consulting Group. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive, goal-based financial plans without discretionary trading authority and allowing clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Joshua Janssen is a financial advisor at Edward Jones in Estero, FL, holding Series 63 and Series 65 credentials with one year of industry experience. His prior roles include positions at Lincoln Investment, Capital Wealth Planning, and Columbia Pacific Capital Partners. Outside of finance, he owns Janssen Enterprises LLC, a home watch service checking on vacant properties during summer months. Edward Jones is a full-service wealth management firm serving individual and institutional clients with discretionary and non-discretionary investment strategies. The firm manages over $1 trillion in assets and supports a large nationwide network of advisors and branch offices.

Ryan Berry is a financial advisor with Wells Fargo Clearing in Fort Myers, FL, holding a Series 66 designation and two years of industry experience. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., Fidelity Brokerage Services, and Wells Fargo Advisors. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

David Thuli is a financial advisor with Robert W. Baird & Co. who holds Series 63 and Series 65 licenses and has 24 years of industry experience. He has worked at Robert W. Baird & Co. since 2018 and previously held positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and CitiGroup Global Markets. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The team offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Jared Brancazio is a financial advisor with Raymond James Financial, holding a Series 66 designation and 28 years of industry experience. He has been with Raymond James and its affiliates since 2016. Outside of his advisory role, he is the managing partner of Brancazio Meisenzahl, LLC, and serves on the board and investment committee of the Florida SouthWestern State College Foundation. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary advisory services and supports a broad advisor network with specialized municipal and retirement plan consulting.

Kip Hopkins is a Series 66-licensed financial advisor with Edward Jones in Fort Myers, FL, where he has worked since 2018. He has seven years of industry experience and previously worked five years at Publix Supermarkets. Outside of his advisory role, Hopkins works part-time stocking shelves at Publix. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual, institutional, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a large network of financial advisors and branch offices nationwide.

Jessica Luchan is a Series 66-licensed financial advisor with 10 years of industry experience, currently working at Wells Fargo Advisors since 2022. Prior to that, she spent seven years at UBS. 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 and integrates advisory solutions with various financial products and referral channels.

Michael Moen is a financial advisor at Wells Fargo Clearing with 52 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Wells Fargo Clearing since 2016. Moen serves on the board of directors for the Plaza Towers Condominium Association in Des Moines, Iowa. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory and financial planning services, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.