Patricia Beckwith is a CFP®-designated financial advisor with Raymond James Financial, based in Ft Myers, FL, and has 41 years of industry experience. She has been with Raymond James Financial Services Advisors, Inc. since 2009 and associated with Raymond James Financial Services, Inc. since 1999. Beckwith is involved in nonprofit work as a board member and secretary of the Feoffees of the Grammar School of Ipswich, MA, where she serves on the finance and investment committee, and she also serves as Secretary and Director on the North Shore Chamber of Commerce board. 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, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and uses risk profiling and analytical tools to support client goals, along with specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Duane Daniels is a financial advisor with Equitable Advisors in Fort Myers, FL, holding CFP® and ChFC® designations and possessing 27 years of industry experience. He previously worked for Stifel Independent Advisors, LLC for 26 years prior to joining his current firm. Daniels is also a partner at Community Financial Management, LLC, where he engages in tax preparation and advisory services. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes a combination of proprietary and third-party advisory models and provides fiduciary services through credentialed representatives.

Michael Mcfarland is a CFP® professional with 37 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has previously worked with firms including Suncoast Credit Union, CUNA Brokerage Services, and Lineweaver Wealth Advisors. Outside of his advisory role, Mcfarland owns a ride-sharing business. 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 financial planning and investment management solutions, leveraging advisory representatives who utilize model portfolios, third-party subadvisors, and customized strategies.

Christopher Andrews is a financial advisor with Wells Fargo Clearing in Cape Coral, FL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Ameriprise Financial Services, FIFTH THIRD SECURITIES, Truist Investment Services, The Huntington Investment Company, PNC Wealth Management, and Natcity Investments. 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 with over 14,000 financial advisors and offers a combination of brokerage and advisory solutions.

Roman Sazonov is a financial advisor at Raymond James & Associates with 19 years of industry experience. He previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. He serves as a trustee for The Yale Club of Southwest Florida and is a member of the Investment Committee for the FSW College Foundation. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individual, institutional, and municipal clients, offering tailored financial planning and investment consulting through various advisory programs and a range of portfolio management styles.

Derek Howe is a CFP® professional with 11 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He previously spent a decade at Edward Jones before joining Raymond James in 2025. Derek is co-owner of an operations support company that manages shared office expenses and administrative support for his practice and a partnering advisor. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, institutions, and charitable organizations. The firm provides non-discretionary, customized investment consulting supported by analytical modeling and maintains specialized programs such as municipal advisory services and SIMPLE IRA employer consulting.

Jeffrey Hedberg is a financial advisor with LPL Financial in Ft. Myers, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at Morgan Stanley, Sagepoint Financial, and VOYA Financial Advisors. Outside of his advisory work, he is involved in managing a trust and will service. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a focus on a wide range of investment strategies and operational support tools.

Timothy Fries is a CFP® professional with over 31 years of experience in the financial services industry. He has been with Raymond James Financial since 2009 and also manages Fries Financial Group LLC, which he founded in 2004. Fries holds a Series 63 license and serves on the Joint Review Board for the City of Chippewa Falls. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools, and it is known for its municipal and public-finance work as well as specialized advisory programs.

Mark Quinn is a financial advisor with Edward Jones in Estero, FL, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1997. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Cynthia Smith is a financial advisor at Merrill with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 2002, with prior experience at Bank of America, N.A. since 2011. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Brian Sauls is a financial advisor with LPL Enterprise in Cape Coral, FL, holding a Series 66 designation and 13 years of industry experience. Prior to joining LPL Enterprise in 2024, he spent over a decade at Prudential Insurance Company of America and Pruco Securities, LLC. He serves as President of the local business networking group LCBN and is a board member of the Biz Net Cares Foundation, a nonprofit supporting Southwest Florida charities. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm employs model-driven investment strategies and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Edward Bell III is a CFP®-designated financial advisor with 24 years of industry experience. He has been with LPL Financial since 2020 and previously worked at SSN Advisory, Inc. and Securities Service Network, Inc. Bell also owns Edward Bell Tax Services, a tax preparation and accounting business based in Fort Myers, FL. 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 provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives using a variety of investment strategies.

Justin Smith is a financial advisor at Cetera with 17 years of industry experience. He holds the Series 66 designation and has previously worked with firms including M Holdings Securities and Securian Financial Services. Smith is also the owner of Elevate Wealth Management, LLC, a financial services firm based in Fort Myers, FL. Cetera is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers diverse portfolio management and financial planning services through a nationwide network of over 10,000 advisors.

Eugene Enders Jr. is a financial advisor at Ameriprise with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise in various capacities since 2009. He is based in Fort Myers, FL. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning advice. The firm emphasizes dependable income sources and tax-aware withdrawal strategies within a structured investment framework.

Michael Meunier is a financial advisor at Edward Jones in Fort Myers, FL, with five years of industry experience. He holds a Series 66 designation and previously worked at Gibson Area Hospital for 13 years and operated Mike Meunier Consulting for one year. Outside of his advisory role, he owns a rental property business catering to vacationers in Myrtle Beach, SC. 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, as well as corporate and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment options, and tax-efficient services through a nationwide network of over 23,700 financial advisors.

Jonathan Casimini is a financial advisor at UBS Financial Services with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at UBS since 2010. Outside of his advisory role, he was involved with Chops City Grill from 2009 to 2017. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management through a broad range of offerings, supported by proprietary research and capital markets services.

James Thomure is a financial advisor with Raymond James Financial Services Advisors, Inc. in Fort Myers, FL, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 24 years of industry experience, including a long tenure at Edward Jones and over a decade of work with the University of Missouri. 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, corporations, and institutional investors. The firm employs non-discretionary planning and analytical tools tailored to client goals and supports a wide advisor network with specialized municipal and SIMPLE IRA advisory services.

Jerome King is a financial advisor with Wells Fargo Clearing in Fort Myers, FL, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He previously worked at UBS Financial Services for 12 years before joining Wells Fargo Clearing in 2020. Outside of his advisory role, he is a managing member of KING FAMILY WYOMING, LLC, an investment-related business he owns jointly with his spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Aaron White is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 credential and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Lizbeth Atkins is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has worked at Merrill since 2022 and previously spent eleven years at Bank of America. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies supported by internal and third-party managers.