Giovanni Naranjo is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 66 designation and previously worked at Merrill and DGP Editores, SAS. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management, with unique features such as registration as a commodity pool operator and the use of AI in research.

Marney Skinner is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. Her prior roles include positions at TD Bank, New York Life, JP Morgan Securities, and Edward Jones. She is also involved with Ocean View, Aspida, and F & G in non-variable insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm offers a range of financial planning and portfolio management solutions supported by proprietary research and technology, serving over 22,800 advisors and overseeing more than $819 billion in discretionary assets.

Thomas Metzler is a ChFC®-designated financial advisor with 42 years of industry experience. He has worked at LPL Financial since 2023 and previously operated his own advisory business, Thomas R. Metzler, CLU, CHFC, while also being affiliated with Cadaret, Grant & Co., Inc. from 2004 to 2023. 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, third-party asset management, and institutional platforms.

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.

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.

Susan Myers is a CFP® with 37 years of experience in the financial industry. She has worked at Mass Mutual Investors Services since 2017 and was previously with MetLife Securities for 14 years. Myers is also an individual life and health insurance agent. Mass Mutual Investors Services, LLC is an SEC-registered investment adviser and broker-dealer serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational programs using firm-approved tools to analyze client goals and deliver written recommendations.

Eric Burton is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 27 years of industry experience. He has worked at Cetera and its affiliates since 2016 and is president of Megent Financial, a financial services firm. Burton also serves as president and treasurer of a homeowners association and is co-chair of a philanthropy group associated with Florida State University. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

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.

Michael Moen is a financial advisor at Wells Fargo Clearing with 52 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Wells Fargo Clearing since 2016. Moen serves on the board of directors for the Plaza Towers Condominium Association in Des Moines, Iowa. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory and financial planning services, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.

Dennis Hesselink is a CFP® and ChFC® with 28 years of industry experience. He is currently with Osaic and has previously worked at Royal Alliance Associates, Inc., The O.N. Equity Sales Company, and Ohio National Life Insurance Company. Outside of his advisory role, he serves as president of the board for McLaren Northern Michigan Hospital, a nonprofit organization. Osaic Wealth serves a wide range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services that include financial planning, advisor-managed portfolios, and retirement plan consulting. The firm’s investment process focuses on model-based asset allocation and portfolio optimization, supporting various customized and third-party managed strategies.

Roman Sazonov is a financial advisor at Raymond James & Associates with 19 years of industry experience. He previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. He serves as a trustee for The Yale Club of Southwest Florida and is a member of the Investment Committee for the FSW College Foundation. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individual, institutional, and municipal clients, offering tailored financial planning and investment consulting through various advisory programs and a range of portfolio management styles.

Derek Howe is a CFP® professional with 11 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He previously spent a decade at Edward Jones before joining Raymond James in 2025. Derek is co-owner of an operations support company that manages shared office expenses and administrative support for his practice and a partnering advisor. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, institutions, and charitable organizations. The firm provides non-discretionary, customized investment consulting supported by analytical modeling and maintains specialized programs such as municipal advisory services and SIMPLE IRA employer consulting.

Timothy Fries is a CFP® professional with over 31 years of experience in the financial services industry. He has been with Raymond James Financial since 2009 and also manages Fries Financial Group LLC, which he founded in 2004. Fries holds a Series 63 license and serves on the Joint Review Board for the City of Chippewa Falls. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools, and it is known for its municipal and public-finance work as well as specialized advisory programs.

Kristi Austin is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Madison, Wisconsin. She has more than 27 years of professional experience in the financial services industry, specializing in disciplines such as divorce transition planning, education planning, executive compensation, family wealth management strategies, personal retirement planning, portfolio management services, women and wealth, sports and entertainment, individual and corporate investment strategy, and retirement income. Kristi holds a bachelor's degree in Finance and Marketing from the University of Wisconsin at Madison. She approaches financial advising through a disciplined, plan-based process that involves understanding each client's financial situation, goals, objectives, and risk tolerance. She collaborates with clients to develop personalized strategies tailored to their individual needs and objectives, with the goal of helping them achieve financial success. Kristi also holds the professional designation of Personal Investment Advisor (PIA). Beyond her professional career, Kristi's commitment to respect, integrity, trust, and service is influenced by her parents, both military personnel. She has remained active in her community through involvement with organizations such as the Friends of University Hospital and Clinics, the National W Club, and the American Family Insurance Championship. Kristi played four years of collegiate basketball at the University of Wisconsin, served as president of the National W Club in 2012, and continues to participate competitively in golf. She and her husband Steve live in Middleton and are parents to their son Derek, a police officer at the University of Wisconsin.

Mark Quinn is a financial advisor with Edward Jones in Estero, FL, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1997. 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 strategies supported by a large nationwide network of financial advisors and branch offices.

Timothy Woods is a financial advisor with RBC Capital Markets who holds Series 63 and Series 65 licenses and has 42 years of industry experience. His prior firms include UBS Financial Services and City National Bank. Outside of his advisory role, he is a committee member of the Father John Foundation and has ownership interests in a hunting farm and thoroughbred horses. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies and access to both in-house and third-party managers.

Cynthia Smith is a financial advisor at Merrill with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 2002, with prior experience at Bank of America, N.A. since 2011. 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, and institutional investors.

Brian Sauls is a financial advisor with LPL Enterprise in Cape Coral, FL, holding a Series 66 designation and 13 years of industry experience. Prior to joining LPL Enterprise in 2024, he spent over a decade at Prudential Insurance Company of America and Pruco Securities, LLC. He serves as President of the local business networking group LCBN and is a board member of the Biz Net Cares Foundation, a nonprofit supporting Southwest Florida charities. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm employs model-driven investment strategies and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Edward Bell III is a CFP®-designated financial advisor with 24 years of industry experience. He has been with LPL Financial since 2020 and previously worked at SSN Advisory, Inc. and Securities Service Network, Inc. Bell also owns Edward Bell Tax Services, a tax preparation and accounting business based in Fort Myers, FL. 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 provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives using a variety of investment strategies.

Justin Smith is a financial advisor at Cetera with 17 years of industry experience. He holds the Series 66 designation and has previously worked with firms including M Holdings Securities and Securian Financial Services. Smith is also the owner of Elevate Wealth Management, LLC, a financial services firm based in Fort Myers, FL. Cetera is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers diverse portfolio management and financial planning services through a nationwide network of over 10,000 advisors.