Scott Merhige is a financial advisor at Wells Fargo Advisors with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016 before joining Wells Fargo Advisors in 2023. Merhige also owns Merhige Investment Associates LLC, an investment-related business based in Fort Myers, Florida. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions tailored to clients who meet certain net-worth criteria.

Grant Gunder is a financial advisor with Ameriprise in Estero, FL, holding a Series 66 designation and four years of industry experience. He has been with Ameriprise since 2021 and also manages bookkeeping services through his ownership of Gunder Services, LLC. Additionally, he has experience as a bookkeeper at Architectural Builders of Southwest Florida, INC. and has worked at Florida Gulf Coast University. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Jonathon Skalmusky is a financial advisor with Equitable Advisors in Fort Myers, FL, holding a Series 66 designation and seven years of industry experience. He has worked at Equitable Advisors since 2018 and previously held positions at AXA Advisors, Commonwealth, Spectrum, and Mattress Firm. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives and third-party managers.

Keith Albert is a Series 66 licensed financial advisor with Ameriprise in Bonita Springs, FL, and has 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2003. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

John Hill is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2008, based in Estero, FL. 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 and provides a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Caroline Peters is a financial advisor at Morgan Stanley in Fort Myers, FL, holding Series 65 and Series 63 licenses with 17 years of industry experience. Her prior roles include positions at Raymond James Financial Services and Charles Schwab. Morgan Stanley Wealth Management offers a variety of advisory programs to individuals and institutions, providing tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning arrangements.

Eli Sank is a financial advisor with Primerica Advisors in Ft Myers, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Primerica Advisors since 1994 and Primerica Financial Services since 1993. Outside of his advisory role, he is a tax preparer and owner of a related business since 1991 and serves as a trustee for the Rose Helen Howard Trust. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven investment strategies managed by unaffiliated asset managers and supports execution and custody through Pershing and BNY Mellon Advisors.

Francine Payson is a financial advisor with Raymond James & Associates and holds the ChFC® designation along with Series 63 and Series 65 licenses. She has 35 years of industry experience, including prior roles at Bank of America and Merrill. She is based in Fort Myers, FL. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning and consulting through various programs and drawing on diverse portfolio management styles supported by affiliated research and sub-advisers.

Leo Boisvert is a financial advisor with Raymond James Financial in Fort Myers, FL, holding Series 63 and Series 65 licenses and over 34 years of industry experience. He previously worked at Commonwealth Financial Network for 19 years before joining Raymond James in 2025. Boisvert owns and manages Private Wealth Consultants, LLC, a firm focused on client investment asset management, and is also proprietor of Private Wealth Tax Advisory LLC, which outsources tax preparation services. 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 institutions. The firm offers tailored, non-discretionary planning using various analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Anthony Lombardi is a financial advisor with Cambridge Investment Research Advisors and holds Series 65 and Series 63 credentials. He has 39 years of industry experience, including 21 years at H. Beck, Inc. before joining Cambridge in 2019. Outside of his advisory role, he is also an independent insurance agent affiliated with various companies. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports multiple management platforms and provides access to third-party advisers and proprietary model strategies.

Shelby Keepler is a financial advisor with Edward Jones in Ft Myers, FL, holding a Series 66 designation and 11 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Richard Picone is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and over 22 years of industry experience. He previously worked at Raymond James Financial Services Advisors and LPL Financial. He is also the owner of Picone Financial Partners, where he is involved in client investment management and business operations. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides detailed retirement planning and ongoing advice focused on income stability and tax-aware withdrawal strategies.

Corey Wilson is a financial advisor with LPL Financial in Fort Myers, FL, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. He previously worked at Mills-Price & Associates, Inc. for six years. Outside of his advisory role, Wilson manages an Etsy shop called The Girl With the Blueprint. 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, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Anthony Gottschalk is a financial advisor with Wells Fargo Advisors in Fort Myers, FL, holding a Series 66 credential and having 11 years of industry experience. His prior roles include positions at Morgan Stanley and Wells Fargo Clearing. He is also involved with a family office and a wealth management partnership based in Fort Myers. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering investment and fee-based financial planning services tailored to clients who meet certain net-worth criteria. The firm’s offerings include a broad range of planning services and utilize proprietary research and tools to develop customized recommendations.

James Winstel Jr. is a financial advisor with Mass Mutual Investors Services in Fort Myers, FL, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Co. since 2014. Outside of advisory work, he is involved as an agent in life, fixed annuities, disability, long-term care insurance, and life settlements referral services. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing tools such as Monte Carlo simulations and automated asset-allocation software to support its collaborative, goal-focused planning process.

Francis Kirby III is a financial advisor with Morgan Stanley in Bonita Springs, FL, holding Series 63 and Series 65 licenses. He has 53 years of industry experience, including roles at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. Their financial planning process uses firm-approved tools and models but does not include individual security recommendations as part of standalone plans.

Kyle Terzak is a CFP® and ChFC® with 11 years of experience in the financial services industry. He has worked at Edward Jones since 2023 and previously spent 10 years with Northwestern Mutual Investment Management. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Tim Lynch is an Investment Consultant currently working with Fidelity Investments since 2024. With over 30 years of experience advising on public markets in the financial industry, he has a comprehensive background in equities sales, having spent three decades at Bank of America Merrill Lynch from 1993 to 2023. Tim's investing experience began nearly 40 years ago when he was a young Army officer at Fort Knox, Kentucky. He utilizes his extensive financial knowledge and life experiences to assist clients in strengthening and securing their financial well-being. Outside of his professional work, Tim enjoys boating, fishing, fitness, social events with friends, spending time with pets, and skiing.

Devin Reich is a financial advisor at Stifel with a Series 66 designation and two years of industry experience. He has been with Stifel since 2023 and is the President and CEO of Calibir Inc., an online learning company focused on market research. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Justin Suter is a financial advisor at Raymond James Financial with Series 63 and Series 65 credentials and two years of industry experience. His prior work includes positions at Comvest Partners and Spicer Jeffries LLP. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting 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 supports advisory programs with advanced analytical tools, alongside specialized municipal and public finance services.