Terrence Porter is a financial advisor with Ameriprise in Fort Myers, FL, holding Series 63, 65, and 66 licenses and 22 years of industry experience. His prior roles include positions at Merrill and Bank of America. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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.

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 at Ameriprise with 31 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Bank of America and Merrill. He has been with Ameriprise and its affiliates since 2018. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, offering comprehensive written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm uses a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations.

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 CFP® professional with 31 years of industry experience, currently affiliated with Wells Fargo Clearing. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank, where he worked for a combined 16 years. Webber has ownership in a business entity established to hold a future boat for liability protection. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

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.

Lorraine Albinohinkley is a financial advisor with Primerica Advisors in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Primerica since 1995. Outside of advising, she serves as president of LHLH 13, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Kat Dalberth is an Investment Consultant at Fidelity Investments, where she works closely with individuals and families to identify their financial goals, develop comprehensive financial plans, and provide investment strategies tailored to their needs. She has held several roles within Fidelity Investments since 2020, progressing from Investor Center Intern to Administrative Assistant, Financial Representative, Relationship Manager, and currently Investment Consultant. Throughout her tenure at Fidelity Investments, Kat has gained experience in client relationship management and financial planning. Her approach focuses on partnering with clients to help them achieve their personal financial objectives and attain financial peace of mind. Outside of her professional work, Kat has interests in art, boating, fishing, horseback riding, pets, and traveling.

Paul Weinstein is a CFP® professional with over 40 years of experience in the financial services industry. He is affiliated with Raymond James Financial and has been with the firm since 2008, currently working at West Charlotte Commercial since 2016. Outside of his advisory role, he is involved in managing a family trust and holds partnerships in several investment-related ventures. Raymond James Financial Services Advisors, Inc. provides comprehensive financial planning and investment consulting to a diverse range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers non-discretionary, tailored planning and advisory services supported by analytical tools and maintains unique affiliations that support specialized municipal and public finance work.

Shenandoah Million is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Prior to joining Equitable Advisors in 2011, he worked at Ameriprise from 2008 to 2011. Outside of his advisory role, he is involved in creative producing through his ownership and directorship of Million's Enterprises, a business focused on media production. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a combination of in-house and third-party advisory models and delivers services through a large network of Investment Adviser Representatives.

Nicholas Greiner is a Financial Advisor and Portfolio Manager at Merrill Lynch Wealth Management. He has over a decade of experience in the financial services industry, focusing on helping clients manage their wealth, plan for retirement, and navigate the wealth accumulation journey. He began his career as an intern at Merrill Lynch Wealth Management while attending the University of Central Florida, where he earned his bachelor's degree. Nicholas holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Nicholas specializes in areas such as college education planning, divorce transition planning, family wealth management strategies, services for endowments, foundations, and non-profits, international wealth management, liquidity management, small business strategies, women and wealth, tax minimization, and retirement income. His approach is grounded in understanding clients' values and goals through one-on-one conversations, enabling him to help them focus on pursuing life goals and planning their legacy. Born in Chicago and raised in Cape Coral, Nicholas calls Southwest Florida his home. He is active in the community and participates in organizations including Bank of America Community Volunteers, Habitat for Humanity, LEAD for Women, and The Community Foundation of Cape Coral. Outside of work, he enjoys baseball, boating, camping, cooking, fishing, music, reading, skiing, watching movies, and woodworking.

Nicholas Maurillo Jr. is a financial advisor with UBS Financial Services in Fort Myers, FL, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he is a partner in multiple real estate investment entities. UBS Financial Services 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 employs proprietary research and capital market assumptions to tailor client strategies.

Robert Dimaria is a financial advisor with Ameriprise in Cape Coral, FL, holding Series 63 and Series 65 licenses and having 26 years of industry experience. His prior experience includes roles at Bank of America, Merrill, and Ameriprise Financial Services Inc. since 2018. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis within a centralized consulting team, and emphasizes the use of Ameriprise Managed Accounts in its advisory process.

Rhonda Growney is a financial advisor with Mass Mutual Investors Services in Cape Coral, FL, holding CFP® and ChFC® designations and over 36 years of industry experience. She has been with Mass Mutual Investors Services since 2017 and was previously with MassMutual Life Insurance Company starting in 2016. Outside of advisory work, she is involved in property and casualty insurance sales and customer service. Mass Mutual Investors Services 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, with a collaborative approach using firm-approved software to analyze goals and provide written recommendations.

Daniel King is a CFP®-credentialed financial advisor with 11 years of industry experience. He is currently affiliated with LPL Financial and has previously worked with Raymond James Financial Services and King Wealth Management. He maintains a role at Suncoast Credit Union, where he serves as a financial institution advisor. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of advisory and brokerage services, including financial planning and third-party asset management, supported by a broad platform and technology tools.

Mc Faddin Moise III is a financial advisor with Merrill who holds Series 63 and Series 65 credentials and has 25 years of industry experience. His career history includes roles at Bank of America, First Allied Advisory Services, First Allied Securities, and Moise Financial Group. Merrill, along 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 supported by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ashley Glynn is a financial advisor at Mass Mutual Investors Services with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Mass Mutual Investors Services since 2015. Outside of her advisory role, she serves as treasurer for the Heights Elementary PTA in Fort Myers, Florida. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, goal-based planning supported by firm-approved analytical tools and offers specialized programs including estate and employer-sponsored planning.