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 worked 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 a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

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.

Collin Minor is a financial advisor at OSAIC in Bonita Springs, FL, with three years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services and Legacy Investment Services. In addition to his advisory role, Minor serves as Director of Business Development at Advisor Controls, focusing on growing and retaining client relationships. OSAIC serves retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supporting various investment strategies and maintaining multiple custodial and legacy program arrangements.

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.

Louis Eliasof is a financial advisor with Mass Mutual Investors Services in Bonita Springs, FL, holding the CFP® and Series 63 designations and bringing 35 years of industry experience. His career includes roles at METLIFE Securities Inc and MassMutual Life Insurance Co. Outside of his advisory work, he is an independent insurance agent specializing in fixed insurance products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools, with optional implementation through separate brokerage or insurance arrangements.

Louis Pelliccioni Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Prudential Equity Group. Outside of his advisory work, he is the author of the book *DON'T CHOKE HOW ATHLETES CAN BECOME WINNERS* and is involved in publishing, speaking, and online courses through Yes You Can Succeed 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 financial planning and portfolio management services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational tools.

Amy Arthur is a CFP® professional with 21 years of experience in the financial industry. She has worked at Wells Fargo Advisors LLC since 2019 and previously held roles at J.P. Morgan Securities and Arose Properties, LLC. Outside of her advisory work, she is a certified yoga instructor and owns Amy Arthur Island Yoga in Sanibel, FL. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary options tailored to plan objectives and risk tolerances.

William King Jr. is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 credentials and 14 years of industry experience. He has previously worked with The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in a wrap program, while also facilitating insurance product sales through affiliated entities.

Evans Connelly Jr. is a financial advisor at UBS Financial Services with 38 years of industry experience. He has been with UBS since 1989. He holds Series 63 and Series 65 designations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory products.

Michael Nigro is a financial advisor with Mass Mutual Investors Services, holding Series 63, 65, and 66 designations and bringing 35 years of industry experience. He has been with MML Investors Services, Inc. and Mass Mutual Life Insurance Company since 1998. In addition to his advisory role, Nigro teaches retirement planning courses at various universities. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, focusing on collaborative, goal-driven strategies without discretionary investment authority.

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.

Melissa Kadrmas is a financial advisor with Thrivent Investment Management in Fort Myers, FL, holding Series 63 and Series 66 credentials and nine years of industry experience. She has worked with Thrivent since 2018 and spent 19 years at Prepaid Legal Services, Inc. Outside of her advisory role, Kadrmas is a member of the U.S. Coast Guard Auxiliary, where she volunteers in boater safety operations and training. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on goal-based planning across various financial topics while keeping planning and managed-account services distinct.

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.

Philip Wieloch is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Calton & Associates, Inc., Capital Financial Services, Inc., and operating his own firm, Phil Wieloch Financial, since 2002. He also owns insurance businesses serving senior clients in Connecticut and Florida. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers various financial planning and asset management solutions, leveraging both proprietary research and third-party strategies, supported by a large network of investment adviser representatives.

Donald Selinger is a financial advisor at Morgan Stanley with 23 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2017, and previously held roles at Bank of America and Merrill Lynch. Outside of his advisory work, he is a sole proprietor of a rental property business in Rye, New York. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning that utilize structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and specialized planning groups.

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.