Joseph Webber is a financial advisor with Wells Fargo Clearing in Fort Myers, FL, holding the CFP® designation and Series 63 and 66 licenses. He has 32 years of industry experience and has previously worked at Morgan Stanley Private Bank, Morgan Stanley, Merrill, and Ameriprise. Outside of advising, he serves as a power of attorney for a family member. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, managing approximately $671 billion in assets and providing both brokerage and advisory solutions.

Richard Crosby II is a financial advisor with Stifel in Fort Myers, FL, holding Series 63 and Series 65 licenses and with 34 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2008. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses for client decision-making.

Lorraine Albinohinkley is a financial advisor with Primerica Advisors in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Primerica since 1995. Outside of advising, she serves as president of LHLH 13, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Nicholas Greiner is a Financial Advisor and Portfolio Manager at Merrill Lynch Wealth Management. He has over a decade of experience in the financial services industry, focusing on helping clients manage their wealth, plan for retirement, and navigate the wealth accumulation journey. He began his career as an intern at Merrill Lynch Wealth Management while attending the University of Central Florida, where he earned his bachelor's degree. Nicholas holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Nicholas specializes in areas such as college education planning, divorce transition planning, family wealth management strategies, services for endowments, foundations, and non-profits, international wealth management, liquidity management, small business strategies, women and wealth, tax minimization, and retirement income. His approach is grounded in understanding clients' values and goals through one-on-one conversations, enabling him to help them focus on pursuing life goals and planning their legacy. Born in Chicago and raised in Cape Coral, Nicholas calls Southwest Florida his home. He is active in the community and participates in organizations including Bank of America Community Volunteers, Habitat for Humanity, LEAD for Women, and The Community Foundation of Cape Coral. Outside of work, he enjoys baseball, boating, camping, cooking, fishing, music, reading, skiing, watching movies, and woodworking.

Nicholas Maurillo Jr. is a financial advisor with UBS Financial Services in Fort Myers, FL, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he is a partner in multiple real estate investment entities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and employs proprietary research and capital market assumptions to tailor client strategies.

Robert Dimaria is a financial advisor with Ameriprise in Cape Coral, FL, holding Series 63 and Series 65 licenses and having 26 years of industry experience. His prior experience includes roles at Bank of America, Merrill, and Ameriprise Financial Services Inc. since 2018. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis within a centralized consulting team, and emphasizes the use of Ameriprise Managed Accounts in its advisory process.

Rhonda Growney is a financial advisor with Mass Mutual Investors Services in Cape Coral, FL, holding CFP® and ChFC® designations and over 36 years of industry experience. She has been with Mass Mutual Investors Services since 2017 and was previously with MassMutual Life Insurance Company starting in 2016. Outside of advisory work, she is involved in property and casualty insurance sales and customer service. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, with a collaborative approach using firm-approved software to analyze goals and provide written recommendations.

Rachel Wood is a financial advisor with Osaic, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her career includes positions at Virtus Wealth Solutions, Commonwealth Financial Network, MassMutual, and MSI Financial Services. Outside of advising, she is the president and founder of Bonnie Bailey Dyslexia Awareness, a nonprofit organization, and serves on the board of Your Community Foundation, participating in its finance and animal welfare committees. She is also a general partner in a completed film project called Summer. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations through a multi-advisor platform offering a range of brokerage and advisory services. The firm utilizes a model-based investment process incorporating asset allocation, portfolio optimization, and risk assessments, and provides discretionary management, third-party manager options, and proprietary investment models.

Daniel King is a CFP®-designated financial advisor with 11 years of industry experience. He is currently with LPL Financial and has previously worked at Suncoast Credit Union, CUNA Brokerage Services, Inc., Raymond James Financial Services Advisors INC., and King Wealth Management Inc. He is based in Ft 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 offers a range of advisory and brokerage services, including financial planning, managed portfolios, third-party asset management, and institutional platforms.

Mc Faddin Moise III is a financial advisor with Merrill who holds Series 63 and Series 65 credentials and has 25 years of industry experience. His career history includes roles at Bank of America, First Allied Advisory Services, First Allied Securities, and Moise Financial Group. Merrill, along 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 supported by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Martin Gregor is a Private Wealth Advisor with Merrill Private Wealth Management and the founder of the only Private Wealth Management team located in Indiana. He has 41 years of experience serving successful families, entrepreneurs, athletes, and coaches by delivering customized strategies to simplify complex financial lives. He leads a team of private wealth advisors and is part of Merrill's Sports and Entertainment Program. Gregor's career began in 1985 as a Financial Advisor with Thomson McKinnon Securities, Inc., and prior to Merrill, he served as Managing Director at McDonald Investments, Inc. for 16 years. He holds a bachelor's degree from Wabash College and completed the Executive Financial Management program at the Wharton School of Business at the University of Pennsylvania. Professional designations include Equity Plan Consultant (EPC), Personal Investment Advisor (PIA), and Sports & Entertainment (SE). He has been recognized by Barron's, Financial Times, and Forbes for his advisory work. Gregor has served on the boards of the Carmel Dad's Club, the American Red Cross Greater Indianapolis Chapter, the Indiana Civic Theatre, and the V Foundation for Cancer Research. He resides in Carmel with his family and enjoys activities such as baseball, boating, fishing, football, golfing, hunting, running, softball, spending time with family, and traveling.

Ashley Glynn is a financial advisor at Mass Mutual Investors Services with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Mass Mutual Investors Services since 2015. Outside of her advisory role, she serves as treasurer for the Heights Elementary PTA in Fort Myers, Florida. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, goal-based planning supported by firm-approved analytical tools and offers specialized programs including estate and employer-sponsored planning.

Brendan Erka is a financial advisor at Raymond James & Associates with a Series 66 designation and less than one year of industry experience. Prior to joining Raymond James, he gained work experience in various roles including positions at Dick's Sporting Goods, Erie Insurance, and educational institutions such as Virginia Commonwealth University and the University of Pittsburgh. Raymond James & Associates 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, providing financial planning, non-discretionary investment consulting, and municipal advisory services.

Stephen Smith is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Cetera and affiliated entities since 2017 and previously held positions with BBVA Securities and related firms. Outside of his advisory role, he serves as a football official during the fall season. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform offering various portfolio management and financial planning services.

Shawn Kolar is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 26 years of industry experience. His prior roles include positions at Banc of America Investment Services and Morgan Stanley. Outside of his advisory work, he serves as a board member for the Lea Marie Island Homeowners Association in Port Charlotte, Florida. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets through a network of over 14,000 advisors and offers both brokerage and advisory solutions.

Helena Silva is a financial advisor with Primerica Advisors in Cape Coral, FL, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1990. In addition to her advisory role, Silva is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-delivery strategies and a limited selection of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap-fee structure, focusing on retail clients rather than institutional or pension plans.

Mark Edwards is a CFP® with 33 years of industry experience, currently serving at Cetera since 2025. Prior to this, he spent over three decades at Avantax Advisory Services and Avantax Investment Services. Outside of his advisory role, Edwards owns a tax preparation business and is a partner managing multiple franchise H&R Block offices. Cetera Investment Advisers LLC is an SEC-registered adviser that operates a multi-manager platform serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services, with access to affiliated and third-party managers across various program structures.

Jacqueline Webster is a financial advisor at Stifel with 25 years of industry experience. She has been with Stifel Nicolaus & Co. Inc. since 2009. Outside of her advisory work, she volunteers with the Girl Scouts of Gulf Coast Florida, Inc. 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.

Thomas Mullan III is a financial advisor at Edward Jones in Fort Myers, FL, holding Series 63, Series 65, and Series 66 credentials with nine years of industry experience. Prior to joining Edward Jones in 2022, he worked at Indeck Corinth Energy for 24 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets with a large national network of advisors and branch offices.

Kyle Beveridge is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 licenses. He has 41 years of industry experience, including prior roles at Trustmont Advisory Group, ESB Investments, and Concourse Financial Group Securities. Beveridge serves as a board member of the Richland County Growth Corporation. Cambridge Investment Research Advisors provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs to both individual and institutional clients, including pension and charitable organizations. The firm manages a multi-billion dollar asset base and offers a range of proprietary strategies along with access to third-party advisers.