Ajay Verma is a financial advisor at Ameriprise in Fort Myers, FL, holding a Series 63 designation with 28 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he is involved in business ownership through Solver LLC. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Mark Sonntag is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 designations and possessing 37 years of industry experience. His prior roles include positions at National Securities Corporation and Gilman Ciocia, Inc. since 2009. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored planning advice focused on income sources and tax-aware withdrawal strategies for those nearing or in retirement.

Joseph Falcone is a financial advisor at Edward Jones in Cape Coral, FL, holding Series 63 and Series 66 licenses with seven years of industry experience. His prior roles include positions at RBC Capital Markets and Drexel Hamilton. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Sarah Jakubowski is a financial advisor with Primerica Advisors in Cape Coral, FL, holding Series 63 and Series 65 designations and having 10 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2018 and previously worked at SunTrust Advisory Services and SunTrust Investment Services. Jakubowski is also involved in sales of home security and automation products, loan products, and other home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a network of over 3,600 advisors using model-based investment strategies supported by third-party asset managers and custodians.

Tarek Salhab is a financial advisor with Raymond James & Associates in Fort Myers, FL, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Morgan Stanley. Outside of advising, he serves as a committee member for Canterbury School and owns a sports content-related app called PostLeague. Raymond James & Associates is a large 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 and consulting services supported by a broad range of portfolio management styles and research resources.

Todd Bramson is a CFP® and ChFC® with 42 years of experience in the financial services industry. He is currently with Cetera and has held positions at notable firms including Securian Financial Services, Inc. and North Star Consultants, Inc. Outside of advising, he is an author and serves as a director for the Western Golf Association. Cetera Investment Advisers LLC is an SEC-registered advisor serving 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 with over 10,000 advisors and $256 billion in assets under management.

Craig Braun is a financial advisor with Stifel in Fort Myers, FL, holding Series 63 and Series 65 credentials and 33 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. from 2009 to 2018 before joining Stifel in 2018. Braun serves as a volunteer member of the Investment Advisory Committee for the Charter Township of Independence. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, providing both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, employing forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning.

Vincent Moore is a financial advisor with Raymond James Financial in Fort Myers, FL, holding a Series 66 designation and 10 years of industry experience. He previously worked at Edward Jones for nine years before joining Raymond James in 2025. Outside of his advisory role, he co-owns an operations company that manages shared office space and related expenses with another local advisor. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse range of clients, using analytical tools and risk profiling to tailor non‑discretionary advice that supports both individual and institutional investors.

Carroll Clark Jr. is a financial advisor at Ameriprise with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise since 1981, including its predecessor firm. He is also a notary and co-owns an LLC that leases office space shared with two other advisors. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm serves a broad client base with advisory, brokerage, and insurance solutions typical of a large institutional provider.

Alfred Rich is a financial advisor with LPL Financial in Cape Coral, FL, holding a Series 66 credential and 11 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Wells Fargo Clearing from 2016 to 2021. Outside of his advisory work, he serves as an operations manager at FedEx. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its network of more than 22,800 advisors with a range of financial planning and investment management solutions, including third-party asset management and institutional platforms.

Chelsea Scomak is a CFP® professional with 10 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2017. Prior to that, she worked at Kovack Securities, Inc. and Sophia's At Walden. She is a board member of Women in Tech & Entrepreneurship (WTE). Cambridge Investment Research Advisors serves a diverse client base including individual and institutional clients such as pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and offers proprietary model strategies and access to third-party advisers.

Scott Lair is a financial advisor with LPL Financial in Fort Myers, FL, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He previously worked at FSC Securities Corporation for 16 years before joining LPL Financial in 2019. 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 and access to multiple investment strategies and platforms.

James Sands Jr. is a Series 66 licensed financial advisor with over 21 years of industry experience. He has been with LPL Financial since 2013 and previously worked at MSI Financial Services and Ameriprise. Outside of his advisory role, he is involved in tax preparation and accounting services through Titan Tax Services and holds a position related to fixed life and health insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered primarily by investment adviser representatives who utilize a range of strategies including discretionary and non-discretionary management.

Peter Ardolino is a financial advisor at Ameriprise with 40 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior work includes roles at Century Securities Associates, Inc., Peter J Ardolino Insurance & Fin Serv Inc., and New York Life Insurance Co. Outside of advising, he is involved in tax preparation through his business, Preferred Services 4U, LLC. Ameriprise provides retirement-income planning services primarily for individuals near or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations supported by a centralized consulting team.

William White III is a financial advisor with Stifel in Fort Myers, FL, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He previously worked at UBS Financial Services from 2011 to 2021 before joining Stifel in 2021. Outside of his advisory work, he serves on the boards of See His Face Ministries and the Southwest Florida Community Prayer Breakfast. Stifel serves a diverse client base including individuals, institutions, and municipalities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodology developed by its Investment Strategy Group.

Sean O'Hara is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wachovia Bank, N.A. since 2005, as well as Ameriprise from 2004 to 2005. 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 offers a range of brokerage and advisory solutions supported by research and analytics.

Hanna Maschmidt is a financial advisor at Raymond James & Associates with a Series 66 designation and one year of industry experience. Prior to joining Raymond James, she worked at JM&A Group for three years and has a background that includes roles in plastic surgery and cosmetic surgery centers as well as time at Florida Atlantic University. 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 municipalities, offering financial planning and non-discretionary investment consulting supported by a nationwide network of advisers.

Daniela Fergen is a Series 66 licensed financial advisor with Edward Jones in Fort Myers, FL, where she has worked since 2016. She has 10 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management supported by a nationwide network of over 23,700 advisors.

Robert Woosley II is a financial advisor with Stifel in Cape Coral, FL, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has been with Stifel since 1994. Outside of his advisory role, he serves as the Treasurer of the Optimist Club of Louisville. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary analysis and allocation guidance developed by its Investment Strategy Group, providing clients with tools for asset allocation, retirement, insurance, and estate planning decisions.

Timothy Betts is a financial professional with 8 years of industry experience, currently affiliated with Cetera. He holds the Series 63 and Series 66 licenses. His prior experience includes roles at Bank of America, Merrill, LPL Financial, and Lincoln Investment. Outside of his advisory work, he owns Moon Financial Group, which provides marketing lead generation services for final expense insurance. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform with a variety of portfolio management options and retirement services, supporting over 10,000 advisors and approximately 800,000 clients.