Danielle Gates is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at LPL Financial since 2019. Her prior roles include positions at FSC Securities Corporation, MSI Financial Services, Ameriprise, and Merrill. Outside of her advisory work, she is involved in event planning through her business, Businesses Supporting Communities Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plans, institutions, and banks. The firm offers financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and technology tools.

Jeffrey Mcglone is a financial advisor with Morgan Stanley in Fort Myers, FL, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His career includes roles at Merrill from 1998 to 2019, Bank of America from 2009 to 2019, and Morgan Stanley since 2019. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by proprietary tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides planning services that focus on structured discovery without individual security recommendations as part of standalone programs.

Steven Ehrman is a financial advisor with LPL Financial in Cape Coral, Florida, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with LPL Financial since 2005 and previously worked at Piper Sandler & Co. from 1999 to 2005. 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 access to third-party asset management, supporting a large network of investment adviser representatives.

Mike Hauser is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He worked at Prudential Equity Group from 1995 to 2003 before joining LPL Financial, where he has been since 2003. Outside of his advisory role, he is involved with The Hauser Group, a small family-owned public relations, tax preparation, and accounting firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms supported by extensive operational and research tools.

Luis Barriera Garay is a financial advisor with Primerica Advisors in Bonita Springs, FL. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. He has been with Primerica Financial Services since 2011 and PFS Investments Inc since 2013. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and operates at scale with thousands of advisors and over $15 billion in assets under management.

Brawley Adams is a financial advisor with Charles Schwab in Fort Myers, FL, holding a Series 66 designation and five years of industry experience. His prior experience includes roles at Park Avenue Securities, Guardian Life Insurance Company, and Cetera Advisor Networks. Outside of his advisory work, he is involved with Business Success Advisors, LLC and Engage Estero Inc. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and centralized operational support.

Scott Merhige is a financial advisor with Wells Fargo Advisors in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Wells Fargo Advisors and its predecessors since 2009. Merhige owns Merhige Investment Associates LLC, an investment-related business in Fort Myers. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial product sales and referral channels.

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.

Damian Varela is a CFP® professional with 11 years of industry experience, currently affiliated with Cetera in Fort Myers, FL. His prior experience includes roles at Thrivent Financial and Securian Financial Services. Outside of his advisory work, he is involved in managing an expense management business and serves as a registered agent for an LLC, in addition to providing bookkeeping and payroll services for a therapy practice. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and retirement services. The firm supports advisors with model portfolios, third-party managers, and customized strategies across various program structures and custodial relationships.

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 with Morgan Stanley in Fort Myers, FL, holding Series 65 and Series 63 licenses and bringing 17 years of industry experience. Her prior roles include positions at Raymond James Financial Services and Charles Schwab. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates firm-approved tools and modeling techniques.

Eli Sank is a financial advisor with Primerica Advisors in Ft Myers, FL, holding Series 63 and Series 65 designations and over 31 years of industry experience. He has been with Primerica Financial Services and Primerica Advisors since the early 1990s. Outside of advising, he is a tax preparer and trustee of the Rose Helen Howard Trust. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

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 at Cambridge Investment Research Advisors with 39 years of industry experience. He holds Series 65 and Series 63 credentials. Prior to joining Cambridge in 2019, he worked for H. Beck, Inc. for 21 years. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, providing both discretionary and non-discretionary investment solutions tailored to client objectives.

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.

Jodi Amos is a financial advisor at Cambridge Investment Research Advisors with 11 years of industry experience. She has worked at Commonwealth Financial Network and Commonwealth Advisory Group, Ltd., and is co-owner of 4Rivers Wealth Management, where she is involved in fixed insurance sales. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations, offering financial planning and investment management through a network of independent professionals using a range of portfolio strategies and platform arrangements.

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.