William Love is a financial advisor with OSAIC based in Fort Myers, FL. He holds Series 63 and Series 66 credentials and has 38 years of industry experience. Prior to joining OSAIC in 2023, he spent 25 years at FSC Securities Corporation. Outside of his advisory role, he owns and operates an Airbnb rental property. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated financial advisers. The firm employs asset-allocation tools and risk-tolerance analysis to construct diversified portfolios, supporting both discretionary and non-discretionary accounts with access to third-party money managers and unified managed accounts.

Jeffrey Fournace is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wells Fargo Clearing since 2016. His prior experience includes roles at Ameriprise Advisor Services, Inc. and Choreo, LLC. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

David Moreland is a financial advisor at Stifel with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Stifel Nicolaus & Co Inc. since 2019, following a 13-year tenure at UBS Financial Services Inc. Outside of his advisory role, he serves on the corporate advisory board for The Terraces at Bonita Springs Foundation and is a board member of Freedom Church of Southwest Florida. Stifel serves a wide range of clients, including individuals, institutions, and municipal entities, providing both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning, with clients retaining discretion over implementation.

Matthew Miller is a financial advisor with Morgan Stanley in Fort Myers, FL, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management provides a broad range of advisory programs and tailored financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process using firm‑approved tools and methodologies.

Christopher Wolf is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. He holds the CFA® designation and Series 63 license. Prior to joining Wells Fargo Advisors in 2024, he worked at Goldman Sachs and Goldman Sachs & Co. LLC for a total of 12 years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services tailored to clients meeting a net-worth threshold, utilizing proprietary research and planning tools to develop customized recommendations.

Daniel Rattigan is a CFP® professional affiliated with LPL Financial, with 26 years of industry experience. He previously worked at UBS Financial Services, Merrill, and Prudential Equity Group. His outside activities include an investor relations role for a DBA entity associated with his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions, with a broad platform including financial planning, model portfolios, and institutional programs.

Kevin Reich is a financial advisor with Stifel, holding Series 63 and Series 66 credentials and 22 years of industry experience. He worked at Bank of America from 2009 to 2022 before joining Stifel Nicolaus & Co. Inc in 2022. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Randall Keslar is a Financial Advisor at Merrill Lynch Wealth Management, specializing in retirement planning, college education planning, portfolio management services, and retirement income. A native of Western Pennsylvania, he applies a blue collar work ethic to his client relationships, focusing on developing clear, goals-based retirement plans that empower clients to approach retirement with confidence. Keslar holds a Bachelor's Degree from Tampa College and has earned professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). His advisory approach emphasizes personalized discovery conversations, resulting in tailored wealth analyses and plans that are revisited and adjusted as life circumstances evolve. Beyond his professional work, Keslar has been active in community organizations such as the Neshannock Township Economic Development Advisory Panel and the Rotary Club of Lawrence County, where he served on the board and as president. He has also contributed to the Lawrence County Habitat For Humanity and held multiple roles with West Pasco Little League, including board member, vice president of operations, coach, and district umpire. His personal interests include baseball, biking, camping, football, golfing, reading, refereeing, running, swimming, and spending time with his family.

Jason Scott is a financial advisor at Raymond James & Associates with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked in various roles at Raymond James Financial Services Advisors, Inc. and related entities since 2022, as well as prior experience at Suncoast Credit Union and CUNA Brokerage Services. 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, and municipal entities, offering tailored, mostly non-discretionary financial planning and investment consulting supported by extensive research and multiple portfolio management styles.

Leonard Stagnitti is a financial advisor at Stifel with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Co Inc since 2015, following 12 years at Wells Fargo Clearing. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Jennifer Brown is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of experience at the firm. She is based in Fort Myers, FL. 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 services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, incorporating a broader set of financial product offerings than typical large institutional advisers.

Mark Miller is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing Services, Bank of America, and Merrill. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Shirley Willis is a Series 66-licensed financial advisor with LPL Financial, bringing nine years of industry experience. She previously worked at Edward Jones for nine years before joining LPL Financial. 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 services including financial planning, model portfolio programs, and institutional platforms, utilizing various investment approaches and advisor support tools.

Carly Rainero is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds the Series 63 and Series 65 licenses and has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Secular Return Estimates and Monte Carlo simulations to support its advisory services.

Ronald Fitzgerald is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 designations and bringing 47 years of industry experience. He previously worked at UBS Financial Services for 22 years before joining RBC Capital Markets in 2020. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, with investment strategies tailored to each client’s risk profile.

Michael Sawyer is a financial advisor at Equitable Advisors with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Equitable Advisors since 2005, previously serving at Axa Advisors and Mony Securities Corporation. Outside of his advisory role, he operates an outside insurance brokerage business under the name Educated Wealth Strategies. 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, utilizing both proprietary and third-party investment solutions delivered through a broad network of Investment Adviser Representatives.

Sean Molloy is a financial advisor with Wells Fargo Advisors, holding the Series 66 designation and 23 years of industry experience. His prior roles include positions at Ameriprise Financial for 17 years and Raymond James Financial Services from 2019 to 2021. Outside of his advisory work, he serves on the board of the Riverwatch Home Owners Association and co-owns a dance academy in Fort Myers, Florida. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and tools, with planning engagements typically conducted on a discrete basis.

Lee Coomler is a financial advisor with Raymond James Financial in Fort Myers, FL, holding Series 63 and Series 65 licenses and having 25 years of industry experience. His prior roles include positions at Morgan Stanley and Citigroup Global Markets. Coomler is also the owner of Stonecrest Group LLC, where he focuses on client acquisition and retention. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and consulting, utilizing risk profiling and analytical tools to support client decision-making.

John Ginsbury is a financial advisor with Ameriprise in Fort Myers, FL, holding a Series 66 designation and 16 years of industry experience. He has worked at Ameriprise since 2019 and previously spent five years at Oppenheimer. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Michael Roach is a financial advisor with LPL Financial based in Fort Myers, FL, holding a Series 63 designation and bringing 33 years of industry experience. He founded Roach Financial Services, Inc. in 1993 and previously worked at FSC Securities Corporation for 29 years. Outside of advisory work, he is a licensed notary and sells fixed immediate annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, utilizing various investment strategies implemented by investment adviser representatives.