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 bringing 27 years of industry experience. His prior roles include work at Waddell & Reed, various insurance carriers, and management of his own entities such as Light The Lamp Wealth Management LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, including discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

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.

Rebecca Durling is a financial advisor with Edward Jones in St James City, FL. She holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, she worked in the travel industry, including roles at Corporate Travel Management and Xanterra Travel. Rebecca is co-owner of an online retail business, Sea Shell Coaster. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Brandon Bruce is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds a Series 66 designation and has worked previously at firms including RATE QUOTE DIRECT and Capital One. Outside of his advisory role, Bruce is the founder and executive director of Build Dreams Over Time, a nonprofit organization focused on educational workshops and leadership development for youth and underserved communities, and he occasionally works as a freelance videographer. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based planning across various financial topics without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option while maintaining separation between the services.

Daniel Rolon is a financial advisor at Thrivent Investment Management based in Fort Myers, FL, holding Series 63 and Series 66 licenses with one year of industry experience. His prior positions include roles at Vanguard Marketing Corporation, The Vanguard Group, Inc., and Retirement Plan Consulting Group. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive planning on topics such as retirement, taxes, and estate matters without discretionary trading authority.

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 Series 63, 65, and 66 designations and 51 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Moen serves on the board of directors for the Plaza Towers Condominium Association in Des Moines, Iowa. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

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 CFP® and ChFC® with 26 years of industry experience, currently serving with Equitable Advisors since 2026. He previously worked for Stifel Independent Advisors, LLC for 26 years. Daniels is also a partner in Community Financial Management, LLC, where he is involved in tax preparation alongside investment advisory services. 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. The firm operates through program sponsors and third-party managers to provide advisory and brokerage solutions with a mix of discretionary and non-discretionary management approaches.

Michael Mcfarland is a financial advisor at LPL Financial with 37 years of industry experience. He holds a CFP® designation and Series 63 and 65 licenses. His prior experience includes roles at Suncoast Credit Union, CUNA Brokerage Services, Lineweaver Wealth Advisors, Triad Advisors, and Diversified Financial Concepts. Outside of finance, he owns a ride-sharing business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a wide range of advisory programs, financial planning services, and brokerage solutions, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.