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.

Cord Iszler is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise in 2025, he worked in transportation and held a role at Hodges University. Outside of advising, he is involved in non-variable insurance activities through a related insurance agency. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, as well as institutional clients, using a model-driven investment approach and offering access to third-party asset managers and financial planning services.

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 holds Series 65 and Series 63 licenses. He has four years of industry experience, including roles at Wells Fargo Advisors since 2023 and prior positions at Wells Fargo Clearing and Marquis Wealth Management Group. He is based in Fort Myers, FL. 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 tailored to clients meeting certain net-worth criteria, utilizing proprietary research and planning tools to develop customized 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.

Daniel Machnik is a CFP® with 20 years of experience in the financial industry. He is currently affiliated with Cetera and has worked at several firms including Avantax Advisory Services and Blue Cross Blue Shield of Michigan. Machnik serves on the board of the Phil and Pat Willis Foundation. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management, financial planning, and consulting services through a nationwide network of independent advisors.

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.

John Eyerman Jr. is a financial advisor with UBS Financial Services in Bonita Springs, FL. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has been with UBS Financial Services since 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and alternative products. The firm combines institutional trading capabilities with wealth management services and provides research-driven, model-based asset allocation tailored to clients’ goals and risk tolerances.

Thomas Pignatelli III is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 25 years of industry experience. His career includes roles at J.P. Morgan Securities, Merrill, Bank of America, and Wells Fargo Bank. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to a broad client base, including individuals, corporations, and institutional investors. The firm employs research and analytics to evaluate investment options and offers both brokerage and advisory solutions at scale.

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.

Timothy Skelton is a financial advisor with UBS Financial Services in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with UBS Financial Services since 2008. Outside of his advisory role, he is involved as a partner in a real estate partnership that manages rental properties and has ownership in a lakehouse held in an LLC. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans and portfolio management based on proprietary research and market analysis.

Kevin Hildenbrand is a financial advisor with Wells Fargo Clearing who holds a Series 66 designation and has 27 years of industry experience. He previously worked at Morgan Stanley DW Inc. for seven years before joining Wells Fargo in 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Anthony Panarello is a financial advisor at Morgan Stanley with 8 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms including Cetera Investment Services and Foresters Advisory Services. Prior to his advisory career, he was employed at Carrabba's Italian Grill and Monsignor Farrell High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning using structured processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Sean Toggweiler is a financial advisor with Morgan Stanley in Fort Myers, FL, holding a Series 66 designation and having two years of industry experience. Prior to joining Morgan Stanley, he held roles at Beacon Hill Staffing Group, Finastra, and other firms. He also founded STOGG Digital Marketing LLC in 2017. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and offers a variety of investment and financial services, including planning and institutional solutions.

Alexander Dall is a Senior Financial Advisor at Merrill Lynch Wealth Management who specializes in retirement plan consulting for corporate and nonprofit retirement plans, including 401(k) and 403(b) plans. He works with plan trustees to help them meet their fiduciary responsibilities by leveraging his experience in investment consulting, plan design, and participant engagement. Alexander provides goals-based wealth management services to affluent families, executives, and business owners through the Cate Brunton Luc Group. His areas of focus include family wealth management strategies, portfolio management, socially responsible and ESG investing, special needs planning, corporate investment strategy, tax minimization, and retirement income. He holds a bachelor's degree from Indiana University Bloomington's Kelley School of Business and earned the Chartered Retirement Plan Counselor (CRPC) professional designation. Alexander is an active member of the Penrod Society and the Riley Advisors Council. He is involved with community organizations such as Our Lady of Grace Monastery and Third Phase, Inc. Outside of his professional work, he enjoys basketball, biking, boating, cooking, fishing, golfing, hiking, traveling, and spending time with family.

Betty Lewis is a CFP®-certified financial advisor with Raymond James Financial who has eight years of industry experience. She has worked at Raymond James Financial Services Advisors, Inc. since 2018 and supports other advisors and managers at Weinstein Wilkes Financial Group in Fort Myers, FL. Raymond James Financial Services Advisors, Inc. provides 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 offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through unique affiliations.

Alexandra Chiklakis is a financial advisor with LPL Financial in Ft. Myers, FL, holding a Series 66 designation and bringing eight years of industry experience. She has worked with LPL Financial and Henderson Wealth Partners since 2015. Outside of her advisory role, she is an ordained minister through Get Ordained. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

William Valenti is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2012, including a role at Morgan Stanley Private Bank, National Association since 2015. Valenti serves as a committee member for The Florida Bar’s Twentieth Judicial Circuit Grievance Committee A. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes a structured planning process supported by proprietary tools and serves clients through various financial and estate planning strategies.

Collin Minor is a financial advisor at OSAIC in Bonita Springs, FL, with three years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services and Legacy Investment Services. In addition to his advisory role, Minor serves as Director of Business Development at Advisor Controls, focusing on growing and retaining client relationships. OSAIC serves retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supporting various investment strategies and maintaining multiple custodial and legacy program arrangements.