Sean Toggweiler is a Series 66-licensed financial advisor with Morgan Stanley in Fort Myers, FL, with two years of industry experience. He has held various roles within Morgan Stanley since 2023, including at Morgan Stanley Private Bank, N.A. He also has prior experience in staffing, technical services, and financial recruitment. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and firm-approved tools, with a focus on advisory services rather than individual security recommendations.

Glenn Rusler is a CFP® and ChFC® with 36 years of industry experience, currently serving at Ameriprise in Fort Myers, FL. He has been with Ameriprise and its predecessor entities since 1990. Outside of his advisory work, he is involved in business ownership related to commercial office properties and vacation properties. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm uses a centralized consulting team to deliver non-discretionary, research-driven recommendations that incorporate tax efficiency and adaptive withdrawal strategies.

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 been 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 an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, featuring both discretionary and non-discretionary management supported by research and model portfolios.

Gerald Norris is a financial advisor with UBS Financial Services in Ft. Myers, FL, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with UBS since 1989. He served on the Board of Directors of the St. Charles Yacht Club, a local boating and social nonprofit organization. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management through proprietary research and tailored portfolio management.

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.

Stephanie Chicago is a Financial Consultant with experience in various roles within the financial services industry. She has worked as an Investment Consultant and Central Relationship Manager at Fidelity Investments from 2022 to 2024, and as a Financial Professional at Equitable Advisors from 2020 to 2022. Stephanie focuses on creating sustainable financial plans tailored to her clients' needs. A Florida native, Stephanie is motivated by a desire to positively impact her community. Outside of her professional work, she enjoys board games, fitness, gardening, spending time with pets, running, and traveling.

Michael Stryker is a financial advisor with UBS Financial Services in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with UBS since 2012 and is also a part-time musician and songwriter. Outside of finance, he owns Spindrift Guitars Inc., a retail business specializing in guitar sales. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans and portfolio management.

Kenneth Wise II is a CFP®-credentialed financial advisor with 11 years of industry experience, currently practicing at Wells Fargo Advisors in Bonita Springs, FL. He previously worked at UBS Financial Services for nine years. Kenneth is also engaged with Florida Gulf Coast University in an active capacity. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients meeting a net-worth threshold, utilizing proprietary research and tools to deliver customized recommendations.

Gail Bivens Rose is a financial advisor with Robert W. Baird & Co., holding Series 63 and Series 65 designations and bringing 27 years of industry experience. She has been with Robert W. Baird & Co. since 2010. Outside of her advisory role, she serves on the board and investment finance committee of Sunrise Retirement Community. Robert W. Baird & Co.’s DDK Group provides tailored wealth management services to individuals, families, pensions, corporations, and institutional clients, offering a range of portfolio management and consulting solutions that include traditional and complex investment strategies.

Charles Reed IV is a financial advisor at Edward Jones in Ft Myers, FL, holding a Series 66 designation. He joined Edward Jones in 2026 after 17 years at Gartner and one year outside the industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large nationwide network of advisors and branch offices.

Jordan Roth is a financial advisor at Edward Jones with 12 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2013. Outside of his advisory role, Roth serves as Vice President and a board member of Farmer's Mutual Insurance Company of Clinton County and is a board member of Community Courtyard in Plattsburg, Missouri. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a large network of advisors and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Glen Rauch is a financial advisor with Wells Fargo Advisors in Fort Myers, FL, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. He previously worked at UBS Financial Services Inc. for 11 years before joining Wells Fargo Advisors in 2019. Rauch Financial Services, LLC, a practice he owns, is an investment-related business based in Fort Myers. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk, and wealth-transfer planning. The firm combines advisory services with other financial product offerings through its extensive network of advisors.

Timothy Hargest is a financial advisor at Robert W. Baird & Co. with 44 years of industry experience. He holds Series 63 and Series 66 designations and has been with Robert W. Baird since 2009. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Marlene Soto is a financial advisor with Merrill in Fort Myers, FL, holding a Series 66 designation and 18 years of industry experience. She has worked at Merrill since 2008 and Bank of America, N.A. since 2009. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Elizabeth Hagewood is a financial advisor with Edward Jones in Cape Coral, FL, holding a Series 66 designation. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Melissa Kadrmas is a financial advisor at Thrivent Investment Management with eight years of industry experience. She holds Series 63 and Series 66 designations and has worked at Thrivent since 2018. Prior to her advisory role, she held positions at Remis Power Systems, Inc. and Prepaid Legal Services, Inc. Outside of finance, Kadrmas volunteers with the U.S. Coast Guard Auxiliary, conducting safety classes and participating in boater safety patrols. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial analyses and planning without discretionary portfolio management.

Mayte Sahakian is a financial advisor at Merrill with five years of industry experience. She holds the Series 66 designation and has previously worked at Bank of America before joining Merrill. 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.

Lee McCauley is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 licenses and has 42 years of industry experience. He worked at Merrill Lynch for 33 years before joining Raymond James in 2017. He is also the managing partner of McCauley Financial LLC, a support company. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm provides tailored, non-discretionary consulting using analytical tools and supports municipal and public-finance work through a municipal advisor affiliation.

John Dipietro is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked at Ameriprise since 2018 and previously at Ascend Financial Services and Minnesota Life. Outside of advisory services, he is involved in independent insurance brokering. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a Premier Retirement Income service focused on retirement-income planning through a centralized team that provides written recommendations and ongoing advice tailored to dependable income sources and tax-aware withdrawal strategies.