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.

Thomas Boland is a CFP® professional with 25 years of industry experience. He currently works at LPL Financial and previously held roles at Wells Fargo Advisors, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. In addition to his advisory work, he is involved with Montesano Financial Group LLC, a non-investment business entity. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Michael Sabaugh is a financial advisor with UBS Financial Services in South Cape Coral, FL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with UBS Financial Services since 2013. Outside his advisory role, he serves as successor managing member of a family real estate entity in Leawood, Kansas. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including financial planning and portfolio management. The firm utilizes proprietary research and model-based asset allocations to tailor client strategies, integrating institutional trading capabilities with wealth management services.

Debra Merwin is a financial advisor at UBS Financial Services with 25 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley and LPL Financial. Outside of her advisory role, she is a notary. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research with tailored financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services across a broad platform.

Craig Freund is a CFP® professional with over 32 years of experience in the financial services industry. He has worked at LPL Financial since 2023 and previously held positions at SPC, Sigma Financial Corporation, Ameriprise Advisor Services, Inc., and Choreo, LLC. Outside of his advisory work, Freund is the owner of Open Ocean Charters, LLC, a business based in Port Aransas, Texas. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its network of investment adviser representatives with various financial planning and portfolio management solutions, combining scale and a broad array of financial services.

Bradley Jenson is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Raymond James Financial in Fort Myers, FL. He has been with Raymond James Financial and Raymond James Financial Services, Inc. since 2009. Outside of his advisory role, he is involved as a partner in Longevity Revolution Press, where he presents workshops and promotes book sales, and he has authored several books and contributed chapters on diverse topics. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm employs a non-discretionary, tailored approach to investment consulting that incorporates risk profiling and analytical modeling to support client goals.

Terrence Porter is a financial advisor with Ameriprise in Fort Myers, FL, holding Series 63, Series 65, and Series 66 credentials and bringing 23 years of industry experience. His previous roles include positions at Merrill, Bank of America, Waddell & Reed, First Allied Securities, and Citigroup Global Markets. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, utilizing a centralized team and algorithmic tools to provide written recommendation reports and ongoing advice.

Geovana Costa Freitas is a financial advisor with Fidelity, holding a Series 66 designation and beginning her career in the industry in 2026. Prior to joining Fidelity, she held positions at J.P. Morgan Chase and has experience in various other roles across multiple sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as an advisor to registered investment companies and employs systematic methodologies including the use of AI in their investment process.

Fred Maschmidt is a financial advisor with Raymond James & Associates in Fort Myers, FL, holding Series 63, 65, and 66 credentials and with 29 years of industry experience. He has been with Raymond James & Associates since 2003. Outside of his advisory role, he is the founder and director of KGM Memorial, an annual charity golf event, and serves as a board member for Childcare of Southwest Florida. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting with access to a range of portfolio management styles and affiliated research.

Marshall Gifford is a financial advisor with Cetera, holding a ChFC® designation and Series 63 license, and has 33 years of industry experience. He has worked at firms including Securian Financial Services, Minnesota Life, and North Star Consultants. Outside of his advisory work, he is an author and serves as a board member for the North Star Scott Richards Charitable Foundation. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers both discretionary and non-discretionary portfolio management and operates a multi-manager platform with access to affiliated and third-party model portfolios.

David Parker is a financial advisor at LPL Financial in Fort Myers, FL, with 31 years of industry experience. He holds the CFP® and Series 63 designations. His prior experience includes over two decades at Next Financial Group Inc, along with roles at Davis CPAs and Associates and Mathis CPAs and Associates. Parker is also involved in a business called Retire On Time, related to non-variable insurance. 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 portfolios, third-party asset management, and institutional platforms, supported by research and technology tools.

Hannah Andersch is a financial advisor with Equitable Advisors in Fort Myers, FL, holding a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors in 2021, she worked at Loft Outlet and Captain Jacks Seafood Buffet. She also has a background that includes education roles at Florida State University and Arnold High School. Equitable Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management services through a network of Investment Adviser Representatives, utilizing a range of firm-offered and third-party advisory programs.

Carlos Amaris is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Fifth Third Securities. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Luis O'barrio is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and previously worked at Merrill for 16 years. 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, model portfolio programs, third-party asset management, and institutional platforms.

Joseph Webber is a financial advisor with Wells Fargo Clearing in Fort Myers, FL, holding the CFP® designation and Series 63 and 66 licenses. He has 32 years of industry experience and has previously worked at Morgan Stanley Private Bank, Morgan Stanley, Merrill, and Ameriprise. Outside of advising, he serves as a power of attorney for a family member. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, managing approximately $671 billion in assets and providing both brokerage and advisory solutions.

Richard Crosby II is a financial advisor with Stifel in Fort Myers, FL, holding Series 63 and Series 65 licenses and with 34 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2008. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses for client decision-making.