Jacob Johnson is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan-related entities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Douglas Morey is a financial advisor with Cetera Investment Advisors, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His career includes long tenures at Investacorp Advisory Services and MTI Financial Advisors, and more recent roles at Securities America Advisors and OSAIC. He is also licensed as an insurance agent for life, health, and disability coverage. Cetera Investment Advisors is an SEC-registered firm serving a diverse client base including individuals, employer-sponsored retirement plans, corporations, charities, and institutions. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to multiple program structures and third-party managers.

Todd Adams is a CFP® professional with 45 years of industry experience, currently affiliated with LPL Financial since 1990. He also worked at Mills-Price & Associates, Inc. for 28 years and operates a DBA under that name in Fort Myers, FL. 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 broad range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by technology tools and a large network of over 22,800 advisors.

Peter Nguyen is a CFP® with 15 years of industry experience, currently advising at Charles Schwab in Fort Myers, FL. His work history includes extensive tenure at Charles Schwab & Co., Inc. and Charles Schwab Bank since 2010. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts.

Erik Heben is a CFP® professional at Raymond James Financial with 31 years of industry experience. Prior to joining Raymond James in 2025, he spent 19 years at Commonwealth Financial Network. He is a managing partner at Private Wealth Consultants, a practice associated with Raymond James that focuses on investment and financial planning. 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, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and utilizes analytical tools such as risk profiling and probability modeling to support client decision-making.

Matthew Hembling is a financial advisor with Ameriprise Financial Services. He holds a Series 66 designation and has experience with Edward Jones, TRAKAmerica, Best Buy, and Market Source Inc. He has been with Ameriprise since 2026. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Nicholas Chlumsky is a CFP®-certified financial advisor with 19 years of industry experience, currently with Wells Fargo Advisors since 2023. His prior experience includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He serves as president of the Harborage Homeowner's Association in Fort Myers, FL. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad planning menu tailored to clients meeting specific net-worth criteria. The firm combines advisory services with various financial products and referral channels to deliver customized recommendations through meetings and client summary letters.

Jane Passy is a Senior Financial Advisor at Merrill Lynch Wealth Management. She holds the professional designation of Personal Investment Advisor (PIA). Jane earned her Bachelor's Degree from New York University. Her role involves providing clients with guidance on investment strategies and wealth management.

Cheryl Admire is a financial advisor with Edward Jones in Ft. Myers, FL, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2008. Aside from her advisory role, she serves as a board member of Independent Development Services Corp, an SBA funding entity, and is involved in managing several rental properties in the Ft. Myers area. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branches. The firm operates under a fiduciary standard and offers tax-efficient services, discretionary and non-discretionary wrap fee strategies, and access to affiliated mutual funds and separately managed accounts.

David Rouse is a financial advisor with Raymond James Financial in Cape Coral, FL, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Raymond James Financial and its affiliated entities since 2009 and is also a partner in Rouse Kelly Financial, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized programs in municipal advisory and SIMPLE IRA employer consulting.

Alan Tucker is a financial advisor with LPL Financial in Sanibel, FL, holding CFP® and ChFC® designations and over 50 years of industry experience. He has been with LPL Financial since 2004 and previously worked at WS Griffith Securities, Inc. from 1998 to 2004. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm provides financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, supporting a wide range of strategic and tactical investment approaches.

Daniel Hynden is a CFP® professional with 11 years of experience, currently serving as a financial advisor at UBS Financial Services in Fort Myers, FL. He has been with UBS Financial Services since 2013. 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. The firm uses proprietary capital market assumptions and research to tailor investment plans to clients’ goals and risk tolerances.

Connor Fewster is a Financial Consultant at Fidelity Investments. He has been with Fidelity since 2021, progressing through roles including High Net Worth Service Associate, Relationship Manager, and Investment Consultant before assuming his current position in 2025. His work involves developing investment strategies and retirement plans tailored to client objectives. Connor emphasizes listening and understanding client concerns to provide personalized financial solutions. Outside of his professional role, Connor has interests in fitness, food, social events with friends, golf, traveling, and volunteering.

Nicole Giannone is a CFP® professional with seven years of industry experience, currently advising clients at LPL Financial since 2019. Her prior experience includes roles at FSC Securities Corporation, King’s Way Christian Center, and D. Gates Wealth Management. She is also a business owner of Business Supporting Communities, Inc., based in Cape Coral, FL, and is a Florida-licensed notary. 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 services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by advanced research and operational tools.

Jason Phillips is a Series 66-licensed financial advisor with Merrill in Fort Myers, FL, with 12 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2014. Outside of his advisory role, he serves on the Allocations Committee for United Way, where he reviews grant requests and provides recommendations for charitable funding. Merrill provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nathan Cox is a financial advisor with Charles Schwab in Fort Myers, FL, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2013 and 2015, respectively, and spent a year at TD Ameritrade Inc. Outside of his advisory work, he and his wife manage a rental condo that was their previous residence. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions supported by strategic multi-asset portfolios and a centralized operational platform.

Karen Zeis is a financial advisor at UBS Financial Services with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and delivers advisory work through a network of Financial Advisors using proprietary research and asset allocation models.

Frank Virno Jr. is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2014. He owns Gulf Coast Premier Wealth Management LLC and holds a treasurer position with the Rotary Club of Cape Coral, where he manages the club’s financials and historical records. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include specialized services such as business-owner transition and special-needs analysis. The firm combines advisory services with other financial products and referral channels through a large network of financial advisors.

Adam Hirsch is a financial advisor with Primerica Advisors in Fort Myers, FL, holding Series 63 and Series 65 credentials and five years of industry experience. He has worked at PFS Investments Inc. since 2021 and has experience in tax preparation, computer/software repair, notary services, jewelry insurance, and bail bond agency roles outside of his advisory practice. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients primarily through model-based investment strategies created by unaffiliated managers. The firm operates at scale with thousands of advisors and offices and approximately $15.5 billion in assets under management.

Christian Burke Jr. is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2013. He is based in Fort Myers, Florida, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved as a co-trustee of employee 401(k) plans and manages multiple investment-related activities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, utilizing proprietary research and tools to support tailored client recommendations.