Dylan Sanders is a Vice President and Private Wealth Management Advisor at Fidelity Investments. In this role, he partners with high-net-worth individuals to build, preserve, and create enduring family legacies. He emphasizes collaboration and trust in his client relationships, focusing on helping clients define a roadmap to achieve their financial goals. Dylan has been with Fidelity Investments since 2011, initially serving as an Account Executive from 2011 to 2014 before advancing to his current position in 2014.

Michael Perino is a financial advisor with Raymond James & Associates in Fort Myers, FL, holding a Series 66 designation and offering 19 years of industry experience. He has been with Raymond James & Associates since 2012. 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, pension and profit-sharing plans, and municipal entities, providing tailored financial planning and consulting through various programs and research-driven portfolio management approaches.

Robert Esterman is a ChFC® credentialed financial advisor with Ameriprise in Estero, Florida, bringing 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Esterman is also the owner of DAEMROCA LLC, a business focused on shared operational infrastructure and expense management among team members. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm provides a wide range of advisory, brokerage, and insurance solutions through affiliated companies.

Michael Diemer is a financial advisor with Osaic, holding the ChFC® designation and a Series 63 license, and has 53 years of industry experience. He has worked with Osaic since 2024 and previously spent 17 years with American Portfolios Financial Services. Outside of his advisory role, he is a part owner of SafetyNet Resources, Inc., which sells group disability insurance. Osaic Wealth serves a wide range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach involves model-based asset allocation and portfolio optimization, supporting discretionary strategies and third-party management.

Steven Dalton is a financial advisor with LPL Financial based in Bonita Springs, FL, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America Advisors, and his own firm, Dalton Strategic Investment Services. He serves as treasurer on the board of the nonprofit Bonita Beach Club Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, institutions, and retirement plan participants through a large network of investment adviser representatives, offering a range of financial planning and asset management solutions.

Fritzler Bernagene is a financial advisor with Primerica Advisors in Ft Myers, FL, holding a Series 65 designation and eight years of industry experience. He has been with Primerica Advisors since 2018 and concurrently serves at the Collier County Sheriff's Office, where he has worked since 2014. In addition to his advisory role, he also receives compensation related to sales of home security and automation products through affiliated Primerica companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-driven investment strategies from unaffiliated asset managers and offers a range of strategic and tactical portfolio approaches supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Ryan Connelly is a financial advisor with LPL Financial in Fort Myers, FL, holding Series 63 and Series 66 licenses and 27 years of industry experience. His prior experience includes roles at Morgan Stanley, Waddell & Reed, and BMO Harris Financial Advisors. Connelly also operates Light The Lamp Wealth Management LLC. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Scott Hartman is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC since 2022, following a ten-year tenure at UBS Financial Services. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning that leverages firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and employer-sponsored financial planning agreements.

Jodi Tanner is a financial advisor at Ameriprise with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked primarily with Ameriprise since 1999. Outside of her advisory role, she serves as a bookkeeper for her church and is a commissioned notary public in Florida. Ameriprise provides retirement-income planning services focused on individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate customized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Marie Somers is a financial advisor with Raymond James Financial Services Advisors, Inc. in Fort Myers, FL, holding a Series 66 designation and 37 years of industry experience. She has been with Raymond James and the Kleinfeld Wealth Group since 2015, where she also serves as an Operations Manager. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, supported by analytical tools and specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Kevin Wolf is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. His prior firms include Wells Fargo Clearing and Prudential Equity Group. He has ownership interests in two wealth management entities based in Florida. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions tailored to clients who meet certain net-worth thresholds. The firm uses proprietary research and planning tools to develop recommendations, delivering services through discrete engagements and integrating advisory offerings with other financial products and referral channels.

Rebecca Durling is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and previously worked at Corporate Travel Management and Xanterra Travel. Outside of her advisory role, she is a co-owner of an online retail business called Sea Shell Coaster. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated capabilities, supported by a large nationwide network of advisors and branch offices.

Giovanni Naranjo is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 66 designation and previously worked at Merrill and DGP Editores, SAS. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management, with unique features such as registration as a commodity pool operator and the use of AI in research.

Thomas Metzler is a ChFC®-designated financial advisor with 42 years of industry experience. He has worked at LPL Financial since 2023 and previously operated his own advisory business, Thomas R. Metzler, CLU, CHFC, while also being affiliated with Cadaret, Grant & Co., Inc. from 2004 to 2023. 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 portfolio programs, third-party asset management, and institutional platforms.

Daniel Rolon is a financial advisor with Thrivent Investment Management in Fort Myers, FL, holding Series 66 and Series 63 credentials and one year of industry experience. His prior work includes roles at Vanguard Marketing Corporation, The Vanguard Group, Inc., and the Retirement Plan Consulting Group. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive, goal-based financial plans without discretionary trading authority and allowing clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Joshua Janssen is a financial advisor at Edward Jones in Estero, FL, holding Series 63 and Series 65 credentials with one year of industry experience. His prior roles include positions at Lincoln Investment, Capital Wealth Planning, and Columbia Pacific Capital Partners. Outside of finance, he owns Janssen Enterprises LLC, a home watch service checking on vacant properties during summer months. Edward Jones is a full-service wealth management firm serving individual and institutional clients with discretionary and non-discretionary investment strategies. The firm manages over $1 trillion in assets and supports a large nationwide network of advisors and branch offices.

David Thuli is a financial advisor with Robert W. Baird & Co. who holds Series 63 and Series 65 licenses and has 24 years of industry experience. He has worked at Robert W. Baird & Co. since 2018 and previously held positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and CitiGroup Global Markets. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The team offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Jared Brancazio is a financial advisor with Raymond James Financial, holding a Series 66 designation and 28 years of industry experience. He has been with Raymond James and its affiliates since 2016. Outside of his advisory role, he is the managing partner of Brancazio Meisenzahl, LLC, and serves on the board and investment committee of the Florida SouthWestern State College Foundation. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary advisory services and supports a broad advisor network with specialized municipal and retirement plan consulting.

Susan Myers is a CFP® with 37 years of experience in the financial industry. She has worked at Mass Mutual Investors Services since 2017 and was previously with MetLife Securities for 14 years. Myers is also an individual life and health insurance agent. Mass Mutual Investors Services, LLC is an SEC-registered investment adviser and broker-dealer serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational programs using firm-approved tools to analyze client goals and deliver written recommendations.

Kip Hopkins is a Series 66-licensed financial advisor with Edward Jones in Fort Myers, FL, where he has worked since 2018. He has seven years of industry experience and previously worked five years at Publix Supermarkets. Outside of his advisory role, Hopkins works part-time stocking shelves at Publix. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual, institutional, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a large network of financial advisors and branch offices nationwide.