James Goodson is a Financial Consultant at Fidelity Investments, a position he has held since 2026. He collaborates with local families and individuals to develop customized financial plans and strategies, focusing on client education to empower informed decision-making. His approach aims to establish a trusted primary relationship to help clients achieve their goals, meet their needs, and build legacies. James has accumulated extensive experience in the financial sector, having served in various roles at Fidelity Investments, including Planning Consultant from 2024 to 2026 and Investment Consultant from 2023 to 2024. Prior to joining Fidelity, he was a Junior Partner at Ceros Financial Services from 2022 to 2023 and worked as an Account Executive at National Securities Corporation from 2015 to 2022. Outside of his professional career, James has interests in cars, fishing, food, outdoor adventures, skiing, and traveling.

Kevin Hoops is a financial advisor with Wells Fargo Clearing in Cape Coral, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, tailoring services to plan objectives, demographics, and risk tolerances, and includes a notable range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Kevin Johnson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works closely with high net worth individuals and families, delivering integrated financial strategies aimed at pursuing personally meaningful goals. His approach includes personalized service combined with a disciplined wealth management process, encompassing custom asset allocation, wealth preservation and transfer, and financial risk management. Kevin's expertise spans liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from Florida Gulf Coast University and a Master's Degree from Florida International University. Born and raised in Fort Myers, Florida, Kevin remains actively involved in his local community. He participates with organizations such as United Way of Lee County, Guardian ad Litem, and The Community Foundation. Outside of work, he enjoys boating, fishing, football, golfing, hunting, reading, skiing, soccer, and spending time with his family.

Derek Ehlers is the Vice President and Branch Leader at Fidelity Investments, where he leads a team of financial professionals focused on partnering with clients and their families to address their financial and wealth planning needs. He has held this leadership role since 2021. Derek's career at Fidelity Investments spans over two decades, beginning in 2000. Throughout his tenure, he has held various positions including Assistant Branch Leader, Branch Service Manager, Senior Relationship Manager, and several specialist and representative roles, reflecting a broad range of experience within the company. No additional information regarding Derek's education, credentials, personal interests, or community involvement has been provided.

David Paciorek is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and 29 years of industry experience. He has been affiliated with Raymond James and its related entities since 2009 and is also the owner of Lighthouse Wealth Strategies, a support company based in Fort Myers, Florida. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Cameron Green is a financial advisor with Charles Schwab in Fort Myers, FL, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at Charles Schwab Bank and IUPUI. Charles Schwab & Co., Inc. serves high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and a formal alternative investment onboarding process.

Luke Brignola is a financial advisor at Osaic Wealth, Inc. with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Northwestern Mutual and Bankers Life. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of advisors and offers integrated brokerage, investment advisory services, financial planning, and access to third-party managers. The firm uses asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios and supports both discretionary and non-discretionary account management.

Haim Sander is a financial advisor at Raymond James & Associates with 27 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of advising, he is a silent partner in PostLeague, a business based in Fort Myers, FL. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and charitable organizations, offering financial planning and consulting with a range of portfolio management styles and affiliated research.

Kenneth Harasym Sr. is a financial advisor at OSAIC with 42 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including American Portfolios Financial Services, Inc. and Economic Property and Casualty Agency Inc. Harasym also has a sole proprietorship through which he receives renewal commissions from Aflac products sold over eight years ago. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, risk assessments, automated rebalancing, and supports both discretionary and non-discretionary account management.

Eric Mackellar is a financial advisor with J.P. Morgan Securities in Fort Myers, FL, holding a Series 66 designation and 24 years of industry experience. He has been with J.P. Morgan Securities since 2014. J.P. Morgan Securities LLC 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 operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Jay Steinhilber is a financial advisor with Morgan Stanley in Fort Myers, FL, holding Series 63 and Series 65 licenses. He has 32 years of industry experience and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2009 and 2015, respectively. Outside of his advisory role, he is the sole proprietor of an agricultural farmland business in Maroa, Illinois. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm employs a structured planning process that utilizes tools like Global Investment Committee estimates and Monte Carlo simulations to model outcomes.

David Gallentine is a CFP® credentialed financial advisor with 27 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. In addition to his advisory role, he owns and operates DGIMG, LLC, an investment-related business in Fort Myers, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial product offerings through a network of more than 4,100 advisors.

Sonia Vieira is a financial advisor with Merrill in Fort Myers, FL, holding Series 63 and Series 66 licenses and having eight years of industry experience. She has been associated with Bank of America and Merrill since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers both model-based and discretionary investment strategies developed by internal and third-party managers, with an emphasis on strategic asset allocation and tax-aware solutions.

Brad Jackson is a financial advisor at Edward Jones in Ft Myers, FL, holding the CFP® designation and Series 63 and 66 licenses, with 25 years of industry experience. He has been with Edward Jones since 2010. 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 nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Michael Siefert is a CFA® charterholder and registered investment advisor with Wells Fargo Advisors, based in Fort Myers, FL. He has four years of industry experience, including roles at Wells Fargo Advisors, Wells Fargo Clearing, Marquis Wealth Management Group, and Wells Fargo. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including retirement, education, business-owner transition, and special-needs planning, using proprietary research and tools to develop tailored recommendations.

Wendy Evans is a financial advisor at Raymond James Financial with 20 years of industry experience. She holds a Series 66 designation and has been with Raymond James since 1996. Outside of her advisory role, she is the owner and president of Individualized Investment Solutions, Inc., a support company related to her work. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and uses various analytical tools to guide client decisions, supporting implementation through its advisory programs or other providers.

Colin Bosak is a financial advisor at Cetera with a Series 66 credential and three years of industry experience. He has worked with several firms, including Penn Mutual Life Insurance Company and Securian Financial Services Inc. Outside of advisory services, he is involved as a lacrosse coach at Canterbury High School and works in the space-tech sector. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with options from automated allocations to direct indexing and unified managed accounts.

Craig White is a financial advisor at Cetera with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Advisors and Achieva Credit Union. White is based in Fort Myers, Florida. Cetera Investment Advisers LLC is an SEC-registered firm that serves 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 featuring both affiliated and third-party managers.

Kevin Hildenbrand is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions supported by extensive research and analytics, managing approximately $671 billion in assets with over 14,000 financial advisors.

Anthony Panarello is a financial advisor at Morgan Stanley with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cetera Investment Services, Foresters Advisory Services, and Monsignor Farrell High School. His prior roles include both advisory and non-financial positions, including a year at Carrabba's Italian Grill. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and integrates advanced modeling techniques in its planning services.