Jordan Roth is a financial advisor at Edward Jones with 12 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2013. Outside of his advisory role, Roth serves as Vice President and a board member of Farmer's Mutual Insurance Company of Clinton County and is a board member of Community Courtyard in Plattsburg, Missouri. 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 under management through a large network of advisors and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

William King Jr. is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 credentials and 14 years of industry experience. He previously worked at The Prudential Insurance Company of America and Pruco Securities LLC, where he was employed for over a decade. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, and institutional clients. The firm offers financial planning, advisory services, and access to a variety of investment and insurance products through an integrated platform that combines advisory programs with brokerage and insurance services.

Glen Rauch is a financial advisor with Wells Fargo Advisors in Fort Myers, FL, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. He previously worked at UBS Financial Services Inc. for 11 years before joining Wells Fargo Advisors in 2019. Rauch Financial Services, LLC, a practice he owns, is an investment-related business based in Fort Myers. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk, and wealth-transfer planning. The firm combines advisory services with other financial product offerings through its extensive network of advisors.

Steven Fried is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and 24 years of industry experience. He has been with J.P. Morgan Securities since 2013 and is also the owner of Making Magic Destinations, a travel agency specializing in theme park, cruise, and group travel bookings. Additionally, he is affiliated with WAYT Nutrition, promoting nutritional supplements through social media and assisting with brand strategy. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory capabilities with brokerage and investment management services, delivering recommendations through a non-discretionary program.

William Mac Donald is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Cetera. He has a long career including roles at Avantax Advisory Services and operates his own CPA practice since 1985. Mac Donald is a member and Treasurer of the Board of Directors for the Japan-America Society of New Hampshire. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management options and investment strategies under discretionary and non-discretionary authorities.

Marlene Soto is a financial advisor with Merrill in Fort Myers, FL, holding a Series 66 designation and 18 years of industry experience. She has worked at Merrill since 2008 and Bank of America, N.A. since 2009. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Elizabeth Hagewood is a financial advisor with Edward Jones in Cape Coral, FL, holding a Series 66 designation. She has been with Edward Jones since 2014. 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 solutions supported by a large nationwide network of financial advisors and branch offices.

Melissa Kadrmas is a financial advisor at Thrivent Investment Management with eight years of industry experience. She holds Series 63 and Series 66 designations and has worked at Thrivent since 2018. Prior to her advisory role, she held positions at Remis Power Systems, Inc. and Prepaid Legal Services, Inc. Outside of finance, Kadrmas volunteers with the U.S. Coast Guard Auxiliary, conducting safety classes and participating in boater safety patrols. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial analyses and planning without discretionary portfolio management.

Mayte Sahakian is a financial advisor at Merrill with five years of industry experience. She holds the Series 66 designation and has previously worked at Bank of America before joining Merrill. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Stephanie Negip is a financial advisor at Edward Jones with seven years of experience in the industry and holds a Series 66 designation. Her prior work includes roles at Allstate Construction & Roofing and Distinctive Renovations. She serves as a trustee for the Paul N & Marsha Robinson Trust. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branch offices nationwide.

Lee McCauley is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 licenses and has 42 years of industry experience. He worked at Merrill Lynch for 33 years before joining Raymond James in 2017. He is also the managing partner of McCauley Financial LLC, a support company. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm provides tailored, non-discretionary consulting using analytical tools and supports municipal and public-finance work through a municipal advisor affiliation.

John Dipietro is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked at Ameriprise since 2018 and previously at Ascend Financial Services and Minnesota Life. Outside of advisory services, he is involved in independent insurance brokering. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a Premier Retirement Income service focused on retirement-income planning through a centralized team that provides written recommendations and ongoing advice tailored to dependable income sources and tax-aware withdrawal strategies.

Jason Duke is a financial advisor at Morgan Stanley based in Fort Myers, FL, holding a Series 66 designation with 22 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs and tailored financial planning supported by firm‑approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers planning services through its Financial Advisors and Estate Planning Strategies Group.

Philip Sgariglia is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 39 years of industry experience. He has worked at LPL Financial since 2018, previously serving five years at CETERA Advisor Networks LLC and over five decades at Financial Servicenter Corp. He is president and owner of Azzurro Financial Corp., a separate business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.

Jason Scoggins is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2021, following a 13-year tenure at UBS Financial Services Inc. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment analysis relies on a proprietary methodology developed by its Investment Strategy Group, providing asset allocation and planning guidance based on forward-looking capital market assumptions.

Melissa Palmer Ball is a financial advisor with Ameriprise in Cape Coral, FL, holding a Series 63 designation and 31 years of industry experience. She has been with Ameriprise and its affiliated entities since 2011. Outside of her advisory role, she is involved with Big Sisters of Greater Racine. Ameriprise provides a retirement-income planning service tailored for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver customized, written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Cole Murray is an Investment Consultant at Fidelity Investments in Southwest Florida, where he has worked for nearly four years. He specializes in comprehensive wealth management and financial planning, focusing on developing financial strategies tailored to align with the unique long-term goals of individuals and families. Before his current role, Cole served as a Relationship Manager at Fidelity Investments from 2024 to 2026 and as a Financial Representative from 2023 to 2024. He holds the FINRA Series 7, 63, and 66 registrations, along with the Florida Life, Health, and Annuities license.

Andrea Nicolopoulos is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary advice. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Christopher Wendland is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 27 years of industry experience. His prior roles include positions at Grove Point Investments, LLC, Grove Point Advisors, LLC, and H. Beck, Inc. Wendland is also involved in non-variable insurance services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies across discretionary and non-discretionary management.

Mark Ratay is a financial advisor with Morgan Stanley in Fort Myers, FL, holding Series 63 and Series 65 credentials and having 41 years of industry experience. He has worked with Morgan Stanley and its associated Private Bank since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.