Jairo Sotomayor is a financial advisor with J.P. Morgan Securities in Cape Coral, FL, holding Series 63 and Series 65 licenses and having 11 years of industry experience. His career includes roles at JPMorgan Chase Bank, Bank of America, Merrill, and Fifth Third Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with a focus on eligible strategies and ESG criteria.

Richard Malloy Jr. is a financial advisor with UBS Financial Services in Bonita Springs, FL, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at UBS Financial Services since 2008. Outside of his advisory role, he is involved with an LLC focused on real estate investment purposes. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Tim Werner is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he is involved in managing several business entities related to real estate, agricultural land, and business operations in both Florida and Minnesota. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, offering a structured approach that includes personalized Recommendation Reports and a combination of research, modeling, and tax-efficiency strategies. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Michael Longo is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 24 years of industry experience. His prior roles include positions at Sagepoint Financial, Capital Financial Services, and ongoing tax services leadership with Jackson Hewitt. In addition to advisory work, he oversees tax offices with Jackson Hewitt Tax Service. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions supported by advanced advisor tools and a broad platform including insurance and banking partnerships.

Taylor Schenone is a CFP® with 12 years of industry experience and has been with Edward Jones since 2014. He is based in Ft Myers, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Walter Wilhelm Jr. is a financial advisor with LPL Financial in Estero, Florida, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. His prior work includes roles at Waddell & Reed, Inc. and various business entities primarily related to investment activities. LPL Financial operates as 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.

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.

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.

Marney Skinner is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. Her prior roles include positions at TD Bank, New York Life, JP Morgan Securities, and Edward Jones. She is also involved with Ocean View, Aspida, and F & G in non-variable insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm offers a range of financial planning and portfolio management solutions supported by proprietary research and technology, serving over 22,800 advisors and overseeing more than $819 billion in discretionary assets.

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.