Michael Soto is a financial advisor with Merrill in Fort Myers, FL, holding a Series 66 designation and having 20 years of industry experience. He has been with Merrill since 2006. Outside of his advisory role, he is the owner of The Soto Family Trust LLC, a family business entity based in Cape Coral, FL. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides model-based and discretionary investment strategies developed by internal and third-party managers, with portfolio implementation tailored by strategy and client tax sensitivity.

Michael Matheson is a CFP® professional with 37 years of industry experience, currently serving as an advisor at LPL Financial since 2024. Prior to joining LPL, he worked for Financial Dimensions Group, Inc. and Osaic Wealth, Inc. (formerly Royal Alliance Associates, Inc.) for 19 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisor representatives. The firm offers a range of financial planning and advisory programs with access to model portfolios, third-party research, and diverse investment strategies.

Sam Mazzotti is a financial advisor with Edward Jones in Cape Coral, FL, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Edward Jones since 1995. Outside of his advisory role, Mazzotti serves as a trustee for the City of Cape Coral General Employee Pension Plan. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory strategies and affiliated investment products, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Michael Mulhern is a financial advisor at OSAIC with 25 years of industry experience. He previously worked for Lincoln Financial Advisors for 24 years before joining OSAIC in 2025. Mulhern holds a Series 63 designation. Outside of his advisory role, he operates TOTAL RETIREMENT SOLUTIONS LLC, where he sells fixed life, health, accident, and disability insurance products. OSAIC serves a broad range of retail and institutional clients through a large affiliate network and multiple advisory platforms, offering integrated brokerage and investment advisory services along with access to third-party money managers and unified managed accounts.

Els Bunkens is a CFP® and holds a Series 66 license with seven years of industry experience, all with Edward Jones since 2019. She is based in Fort Myers, FL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wilfred Brockman Jr. is a CFP® professional with 33 years of industry experience, currently with Cambridge Investment Research Advisors since 2010. He also operates BrockmanWealth and Capital LLC and serves as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides both discretionary and non-discretionary investment solutions across multiple platforms and employs proprietary and third-party strategies.

Jenna Bornhorst is a financial advisor with Morgan Stanley in Fort Myers, FL, holding a Series 66 credential and bringing nine years of industry experience. She has been with Morgan Stanley since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including customized financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a planning process that incorporates firm-approved tools and market modeling techniques.

James Percifield is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors LLC. Outside of his advisory role, he owns and manages a residential townhome in Michigan City, Indiana. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Jeffrey Berry is a financial advisor with Wells Fargo Clearing in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at UBS Financial Services for 12 years before joining Wells Fargo Clearing in 2020. Outside of his advisory role, he has ownership interests in two private LLCs, including one that holds a boat. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, and it acts as an ERISA fiduciary when advising clients.

Patrick Naidl is a financial advisor with Primerica Advisors in Ft Myers, FL, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked with PFS Investments Inc. since 2011 and with Primerica Financial Services since 2010. Outside of his advisory role, he is a partner in a hair salon business based in Naples, FL. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale, offering model-delivery investment strategies supported by third-party asset managers and custodians.

Braxton Rhone is the Vice President Private Wealth Management Advisor at Fidelity Investments, a position he has held since 2018. He brings nearly 20 years of experience in the financial services industry, focusing on private wealth management and client relationship building. Braxton and his team utilize a team-based approach to engage client families through multigenerational planning. Prior to his current role, Braxton held several positions at Fidelity Investments including Investment Consultant and Financial Consultant from 2012 to 2018. He also gained experience as a Financial Advisor at Bank of America Merrill Lynch Wealth Management from 2010 to 2012, and held roles at U.S. Trust Bank of America Private Wealth Management and Bank of America in various capacities from 2006 to 2010. Outside of his professional career, Braxton has interests in cooking and baking, family activities, fishing, fitness, football, and volunteering.

Mark Landskroner is a financial advisor with Primerica Advisors in Fort Myers, FL, holding Series 65 and Series 63 licenses and bringing 22 years of industry experience. His prior roles include six years at J.P. Morgan Securities and JPMorgan Chase Bank, as well as two years with Citizens Bank and Citizens Securities. Outside of advisory services, he also engages in sales of loan products and home security and automation referrals for affiliated Primerica companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies managed by third-party asset managers and supported by an overlay manager and custody providers. The firm operates on a large scale with approximately 3,961 advisors and offers a range of strategic investment models, including those incorporating exchange-traded funds focused on cryptocurrency.

Sandra Whitmer is a financial advisor with Primerica Advisors based in Bonita Springs, FL, holding Series 63, Series 65, and Series 66 licenses, with three years of industry experience. Prior to her current role, she worked at Spica Up English School and WAC Tile & Marble Inc. She has additional involvement in sales of loan products and home security services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, corporate, and charitable clients. The firm delivers advisory services at scale through model-driven investment strategies supported by third-party asset managers and custodians.

Amanda Pflanz is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by structured discovery and advanced modeling tools.

Tana Reich is a financial advisor at Stifel with 28 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Bank of America from 2011 to 2022 before joining Stifel in 2022. Outside of her advisory role, she volunteers with Wildblue Charitable Neighbors, serving on the services committee to support local initiatives related to hunger, housing, animal welfare, youth education, seniors, and veterans in Lee County. Stifel serves a diverse client base including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation guidance developed by its Investment Strategy Group.

Donald Mcwaters is a financial advisor with Ameriprise in Naples, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2010. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to tailor advice, primarily for clients with significant assets in Ameriprise-managed accounts.

Stanley Zielinski is a financial advisor with Wells Fargo Clearing in Estero, FL, holding Series 63 and Series 66 licenses and nine years of industry experience. His career includes over a decade at Wells Fargo Bank NA and a brief tenure at Wells Fargo Advisors, LLC. 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 mix of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Peter Beronio is a financial advisor at LPL Financial in Ft. Myers, FL, holding a Series 63 designation with 45 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by in-house and third-party research and model portfolios.

Stacy Brown is a financial advisor at Raymond James & Associates with 31 years of industry experience. He holds a Series 63 designation and previously worked at Morgan Stanley Smith Barney for 13 years before joining Raymond James in 2022. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Edward Newman is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and 39 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC, where he served for over three decades. He also acts as a Prudential-sponsored non-variable insurance agent in Cape Coral, FL. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.