Anthony Gottschalk is a financial advisor with Wells Fargo Advisors in Fort Myers, FL, holding a Series 66 credential and having 11 years of industry experience. His prior roles include positions at Morgan Stanley and Wells Fargo Clearing. He is also involved with a family office and a wealth management partnership based in Fort Myers. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering investment and fee-based financial planning services tailored to clients who meet certain net-worth criteria. The firm’s offerings include a broad range of planning services and utilize proprietary research and tools to develop customized recommendations.

James Winstel Jr. is a financial advisor with Mass Mutual Investors Services in Fort Myers, FL, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Co. since 2014. Outside of advisory work, he is involved as an agent in life, fixed annuities, disability, long-term care insurance, and life settlements referral services. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing tools such as Monte Carlo simulations and automated asset-allocation software to support its collaborative, goal-focused planning process.

Francis Kirby III is a financial advisor with Morgan Stanley in Bonita Springs, FL, holding Series 63 and Series 65 licenses. He has 53 years of industry experience, including roles at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. Their financial planning process uses firm-approved tools and models but does not include individual security recommendations as part of standalone plans.

David Hovden is a financial advisor at Thrivent Investment Management with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Based in Fort Myers, FL, he serves clients through a well-established institutional firm. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and supports combining planning with managed-account programs while maintaining separate service structures.

Tim Lynch is an Investment Consultant currently working with Fidelity Investments since 2024. With over 30 years of experience advising on public markets in the financial industry, he has a comprehensive background in equities sales, having spent three decades at Bank of America Merrill Lynch from 1993 to 2023. Tim's investing experience began nearly 40 years ago when he was a young Army officer at Fort Knox, Kentucky. He utilizes his extensive financial knowledge and life experiences to assist clients in strengthening and securing their financial well-being. Outside of his professional work, Tim enjoys boating, fishing, fitness, social events with friends, spending time with pets, and skiing.

James Lowe is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He worked at Commonwealth Financial Network from 2003 to 2016 before joining LPL Financial, where he has been since 2016. He has a business interest in Meridian Asset Partners, a non-variable insurance firm. 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, model portfolios, third-party asset management, and institutional platforms.

Devin Reich is a financial advisor at Stifel with a Series 66 designation and two years of industry experience. He has been with Stifel since 2023 and is the President and CEO of Calibir Inc., an online learning company focused on market research. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Justin Suter is a financial advisor at Raymond James Financial with Series 63 and Series 65 credentials and two years of industry experience. His prior work includes positions at Comvest Partners and Spicer Jeffries LLP. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports advisory programs with advanced analytical tools, alongside specialized municipal and public finance services.

Laurie Moore is a financial advisor with Morgan Stanley in Fort Myers, FL, holding a Series 66 designation and 10 years of industry experience. She has worked with Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutions. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Angela Walton is a financial advisor with Raymond James & Associates in Cape Coral, FL, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has worked with Raymond James since 2010 and has prior experience with Optavia and Weight Watchers. Outside of her financial advisory role, Walton owns Life 2 Love Coaching, where she provides personal and relationship coaching. 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, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Brian Schoenle is a financial advisor with Wells Fargo Clearing in Naples, FL, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Merrill and Wells Fargo Bank, NA. Wells Fargo Clearing provides retirement plan consulting and fiduciary investment advice to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Henry Roy III is a CFP®-designated financial advisor with Wells Fargo Advisors in Fort Myers, FL, bringing 31 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory work, he has taught an investments course at the Community College of Rhode Island and serves as an on-ice official for youth ice hockey games. 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 offerings through a network of financial advisors.

David Choden is a financial advisor with Wells Fargo Advisors in Bonita Springs, FL, holding Series 63 and Series 65 licenses and 45 years of industry experience. He previously worked at Wells Fargo Clearing for nine years before joining Wells Fargo Advisors. Outside of his advisory role, he has ownership interests in two investment-related businesses, including full ownership of StockJockey, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services that include cash-flow, retirement, education, risk, and wealth-transfer planning. Advisors use Wells Fargo’s research and planning tools to develop tailored recommendations, with implementation options available through several firm programs.

Alfred Clemens is a financial advisor with RBC Capital Markets, LLC, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He previously worked at UBS Financial Services Inc for 10 years before joining RBC Capital Markets in 2018. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering advisory programs with discretionary and non-discretionary portfolio management alongside financial planning, custody, and brokerage services. The firm customizes investment strategies based on client risk profiles and utilizes a combination of in-house and third-party managers with various portfolio and tax management options.

Kristin Peters is a financial advisor at Merrill with 14 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Bank of America, TD Ameritrade, and Scottrade. Peters is based in Fort Myers, Florida. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jairo Sotomayor is a financial advisor with J.P. Morgan Securities in Cape Coral, FL, holding Series 63 and Series 65 licenses and having 11 years of industry experience. His career includes roles at JPMorgan Chase Bank, Bank of America, Merrill, and Fifth Third Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with a focus on eligible strategies and ESG criteria.

Richard Malloy Jr. is a financial advisor with UBS Financial Services in Bonita Springs, FL, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at UBS Financial Services since 2008. Outside of his advisory role, he is involved with an LLC focused on real estate investment purposes. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Michael Longo is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 24 years of industry experience. His prior roles include positions at Sagepoint Financial, Capital Financial Services, and ongoing tax services leadership with Jackson Hewitt. In addition to advisory work, he oversees tax offices with Jackson Hewitt Tax Service. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions supported by advanced advisor tools and a broad platform including insurance and banking partnerships.

Taylor Schenone is a CFP® with 12 years of industry experience and has been with Edward Jones since 2014. He is based in Ft Myers, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Walter Wilhelm Jr. is a financial advisor with LPL Financial in Estero, Florida, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. His prior work includes roles at Waddell & Reed, Inc. and various business entities primarily related to investment activities. LPL Financial operates as 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.