Shawn Keller is a financial advisor at Primerica Advisors in Fort Myers, FL, holding a Series 65 credential with one year of industry experience. His prior work includes roles at PFS Investments Inc., Philly Junction, Saluscare, and Papa Johns. He has also been affiliated with Florida Gulf Coast University since 2012. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through established providers, catering primarily to non-institutional investors.

Robert Graettinger is a financial advisor with Wells Fargo Clearing in Ft Myers, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He worked at Banc of America Investment Services, Inc. for 11 years before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm utilizes research from its Investment Institute and third parties to apply diversification principles and modern portfolio theory in its investment evaluations.

Dennis Harrelson is a financial advisor at Cetera with 42 years of industry experience. He holds a Series 63 designation and has held leadership roles at multiple entities, including CEO of Omni Financial Services of Lee County, Inc., a position he has held since 1996. He is also involved in continuing education through The Continuing Education Academy, where he participates in training and seminars. Cetera Investment Advisers LLC serves a broad client base, including individual, corporate, retirement plan, and institutional clients, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting. The firm operates a multi-manager platform that enables advisors to implement diverse investment strategies through affiliated and third-party managers.

Michael Lynch is a financial advisor with MassMutual Investors Services, holding CFP® and ChFC® designations and over 24 years of industry experience. He previously worked at Metlife Securities Inc. for 14 years before joining MassMutual and has served as a co-trustee for family trust accounts. Outside of his advisory role, he is involved in editorial consulting, public speaking on practice management, and is an author of finance books and videos. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and organizations. The firm provides ongoing financial planning, asset management, and educational seminars, focusing on collaborative, annual financial planning engagements without discretionary investment authority.

Jamie Pitura-Hutchison is Vice President, Wealth Planner at Fidelity Investments. In this role, Jamie works with families to develop and implement comprehensive financial plans tailored to their goals. Jamie has been with Fidelity Investments since 2021, initially serving as an Investment Management Consultant III before advancing to the current position in 2025. Prior to joining Fidelity, Jamie worked as a Financial Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2019 to 2021. Outside of work, Jamie enjoys spending time at the beach, caring for pets, and playing soccer.

June Miller is a financial advisor with Morgan Stanley in Fort Myers, FL, holding Series 63 and Series 65 licenses and having 32 years of industry experience. She has worked with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Janna Sirmans is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and bringing 27 years of industry experience. Her prior roles include positions at Wells Fargo Advisors Financial Network LLC, Morgan Stanley Dw Inc., and Merrill. She is also a partner in Beer Republic Brewing, LLC, a private equity investment. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Zachary Frazier is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and ten years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and AXA Advisors. He is based in Cape Coral, 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 and provides both brokerage and advisory solutions.

Margaret Prestigiacomo is a financial advisor with Robert W. Baird & Co. in Sanibel, Florida, holding Series 63 and Series 65 credentials and with 27 years of industry experience. She has been with Robert W. Baird since 2009. Outside of her advisory role, she serves as a Board Trustee and Investment Committee Chair for the United Way of Dane County Foundation. She is part of The DDK Group at Robert W. Baird & Co., which advises individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a range of strategies including traditional and non-traditional investments, with options for discretionary and non-discretionary management.

Mark Hembling is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He previously worked at Edward Jones for 21 years before joining Ameriprise. Outside of advising, he has a business interest associated with Ocean Spray Cranberries. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Scott Demarais is a financial advisor at Ameriprise with 30 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations and has been with Ameriprise and its affiliate since 2005. Based in Fort Myers, FL, he currently serves clients through Ameriprise's platform. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, utilizing a combination of proprietary research, third-party data, and algorithmic tools to deliver personalized recommendations.

David Mc Quade is a financial advisor with UBS Financial Services in Fort Myers, FL, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he captains Pelagic Birding Charters for birdwatching excursions in the Gulf of Mexico. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory services, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management, offering research-driven, model-based investment strategies tailored to clients' goals.

David Satkoski is a financial advisor with LPL Financial in Fort Myers, FL, holding a Series 63 credential and 25 years of industry experience. He has been with LPL Financial since 2001 and previously worked at Mills-Price & Associates, Inc. for 19 years. Satkoski is also involved in the sales of life and health insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and investment management solutions.

Kara Thorn is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2018. She previously worked at Bank of America and Merrill. Outside of her advisory role, she assists with managing a family-owned rental cabin listed on Airbnb. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser that serves a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, drawing on a range of portfolio management styles and affiliated research.

Alexander Murphy is a financial advisor with Ameriprise in Cape Coral, FL, holding a Series 66 designation and seven years of industry experience. He previously worked at Ally Invest Advisors and U.S. Bancorp Investments. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Robert Servidio is a financial advisor with Morgan Stanley in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes 15 years at Citigroup Global Markets and 3 years at Citicorp Investment Services prior to joining Morgan Stanley in 2022. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by proprietary tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and specialized planning groups.

Michael Haas is a financial advisor with LPL Financial in Fort Myers, FL, holding a Series 63 designation and 26 years of industry experience. He has been with LPL Financial since 2014, including his current tenure since 2018, and previously worked at Sii Investments from 2014 to 2018. Outside of his advisory role, he owns M. Haas Financial, a non-investment related business entity used for tax and investment purposes. 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 portfolios, third-party asset management, and institutional platforms, supported by extensive research and technology tools.

Matthew Wadiak is a CFP®-designated financial advisor with Edward Jones in Fort Myers, FL, where he has worked since 2001, accumulating 25 years of industry experience. He serves on the External Advisory Board for the SIUC Department of Finance and is a member of the Marion Memorial Health Foundation Board of Directors. Wadiak also owns MRW Ventures LLC, an LLC focused on property maintenance. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a broad range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Richard Zurbriggen is a financial advisor at OSAIC with 39 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining OSAIC in 2024, he spent over two decades with Securities America Advisors, Inc. His outside activities include wildlife photography and serving as treasurer for a homeowners association, as well as being an investment partner in a safari company in Uganda. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and model-based portfolio management supported by various investment tools and third-party managers.

Christian Whiteley is a financial advisor at Morgan Stanley in Fort Myers, FL, holding a Series 66 designation with one year of industry experience. He previously worked at UBS, Truist Bank, and Suncoast Credit Union. Outside of his advisory role, he operates a travel content creation business called Whiteley Travels LLC. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group and managing approximately $2.74 trillion in client assets.