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.

Richard Dempsey is a financial advisor at Edward Jones with 15 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at USAA Financial Advisors and Usaa Investment Management Company, as well as ownership of a restaurant business. 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 approximately $1.01 trillion in assets and operates through a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

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.

Lawrence Union III is a financial advisor with LPL Financial in Ft Myers, FL, holding a Series 66 designation and bringing 10 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Edward Jones, and Bank of the Ozarks. 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 and third-party asset management, supported by a large network of investment adviser representatives.

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 five 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 plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research with forward-looking capital market assumptions, and it incorporates an ESG eligibility framework in its recommended strategies.

Philip Maurer is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Raymond James & Associates since 2012 and is currently based in Cape Coral, FL. Raymond James & Associates, Inc. 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 plans, and municipal entities, providing financial planning, investment consulting, and institutional fiduciary solutions.

Gretchen Collins is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and over 21 years of industry experience. Her career includes positions at Wells Fargo Clearing and SSN Advisory, Inc. She is also a licensed agent selling fixed annuities, term life, and whole life insurance. 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 portfolio programs, and institutional platforms.

Adam Piatt is a financial advisor at UBS Financial Services with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, Morgan Stanley, and Merrill. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management, proprietary research, and a broad service platform.

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.

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.

Sarah Jakubowski is a financial advisor with Primerica Advisors in Cape Coral, FL, holding Series 63 and Series 65 designations and having 10 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2018 and previously worked at SunTrust Advisory Services and SunTrust Investment Services. Jakubowski is also involved in sales of home security and automation products, loan products, and other home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a network of over 3,600 advisors using model-based investment strategies supported by third-party asset managers and custodians.

Tarek Salhab is a financial advisor with Raymond James & Associates in Fort Myers, FL, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Morgan Stanley. Outside of advising, he serves as a committee member for Canterbury School and owns a sports content-related app called PostLeague. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting services supported by a broad range of portfolio management styles and research resources.

Todd Bramson is a CFP® and ChFC® with 42 years of experience in the financial services industry. He is currently with Cetera and has held positions at notable firms including Securian Financial Services, Inc. and North Star Consultants, Inc. Outside of advising, he is an author and serves as a director for the Western Golf Association. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Craig Braun is a financial advisor with Stifel in Fort Myers, FL, holding Series 63 and Series 65 credentials and 33 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. from 2009 to 2018 before joining Stifel in 2018. Braun serves as a volunteer member of the Investment Advisory Committee for the Charter Township of Independence. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, providing both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, employing forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning.

Vincent Moore is a financial advisor with Raymond James Financial in Fort Myers, FL, holding a Series 66 designation and 10 years of industry experience. He previously worked at Edward Jones for nine years before joining Raymond James in 2025. Outside of his advisory role, he co-owns an operations company that manages shared office space and related expenses with another local advisor. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse range of clients, using analytical tools and risk profiling to tailor non‑discretionary advice that supports both individual and institutional investors.

Carroll Clark Jr. is a financial advisor at Ameriprise with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise since 1981, including its predecessor firm. He is also a notary and co-owns an LLC that leases office space shared with two other advisors. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm serves a broad client base with advisory, brokerage, and insurance solutions typical of a large institutional provider.