Jason Duke is a financial advisor at Morgan Stanley based in Fort Myers, FL, holding a Series 66 designation with 22 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs and tailored financial planning supported by firm‑approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers planning services through its Financial Advisors and Estate Planning Strategies Group.

David Carson is a financial advisor with LPL Financial in Naples, FL, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior experience includes roles at Edward Jones and Coalition Greenwich. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and a variety of advisory strategies.

Jason Scoggins is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2021, following a 13-year tenure at UBS Financial Services Inc. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment analysis relies on a proprietary methodology developed by its Investment Strategy Group, providing asset allocation and planning guidance based on forward-looking capital market assumptions.

Cole Murray is an Investment Consultant at Fidelity Investments in Southwest Florida, where he has worked for nearly four years. He specializes in comprehensive wealth management and financial planning, focusing on developing financial strategies tailored to align with the unique long-term goals of individuals and families. Before his current role, Cole served as a Relationship Manager at Fidelity Investments from 2024 to 2026 and as a Financial Representative from 2023 to 2024. He holds the FINRA Series 7, 63, and 66 registrations, along with the Florida Life, Health, and Annuities license.

Andrea Nicolopoulos is a financial advisor with Wells Fargo Clearing in Fort Myers, FL, holding Series 63 and Series 65 licenses and 45 years of industry experience. She has been with Wells Fargo Clearing since 2016. 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 both brokerage and advisory solutions, utilizing research and analytics to support investment decisions.

Joseph Carpenter is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 32 years of industry experience. His prior roles include positions at Avantax Advisory Services, Avantax Insurance Agency, and the Center for Strategy Research. Outside of his advisory work, he serves as president of a nonprofit board, the ISDA Fraternal Lodge 214. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to various portfolio management options and third-party managers, supporting both discretionary and non-discretionary account structures.

Mark Ratay is a financial advisor with Morgan Stanley in Fort Myers, FL, holding Series 63 and Series 65 credentials and having 41 years of industry experience. He has worked with Morgan Stanley and its associated Private Bank since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

Marlene Mccracken is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 17 years of industry experience. She has been with Wells Fargo Clearing since 2016. 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 with over 14,000 financial advisors and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Brian Murphy is a financial advisor with Primerica Advisors in Fort Myers, Florida, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Primerica Advisors since 1997 and has a background with Navy Pier, Inc. Outside of his advisory role, he serves as president of Elite Business Solutions and owns MAM & Associates, Inc., both involved in investment-related activities. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients through a network of nearly 3,700 advisors. The firm utilizes model-based strategies managed by external asset managers and offers discretionary separately managed accounts with oversight from BNY Mellon Advisors and Pershing for trade execution and custody.

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.

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.

Maura Laudone is a financial advisor with Mass Mutual Investors Services in Bonita Springs, FL, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. Her prior roles include positions at MetLife Securities Inc. and MassMutual Life Insurance Co. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals—including high-net-worth clients—as well as business owners, trusts, estates, charitable organizations, and employers, offering financial planning, asset management, and educational seminars.

Travis Kraker is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He previously worked at U.S. Bancorp Investments, Inc. for 11 years before joining Ameriprise Financial Advisors Inc. and later Ameriprise. Outside of his advisory role, he is a co-owner of Freppert Outdoor Solutions, a landscaping business. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

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 34 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2010. His prior experience includes roles at B. Riley Wealth Management, RBC Capital Markets, and Ferris, Baker Watts, LLC. Outside of advisory work, he is an independent insurance agent and owns BrockmanWealth and Capital LLC. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutional clients such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through thousands of financial professionals and managing a multi-billion dollar asset base.

Jenna Bornhorst is a financial advisor at Morgan Stanley in Fort Myers, FL, with 16 years at the firm and 10 years of industry experience. She holds the Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and analytical models. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

James Percifield is a financial advisor with Wells Fargo Clearing in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior work includes tenures at Merrill and UBS Financial Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets across more than 14,000 financial advisors.

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.

Benjamin Dreon is a CFP® professional with 21 years of experience, currently serving as a financial advisor at Ameriprise since 2020, and with prior tenure at Ameriprise Financial Services, Inc. from 2005 to 2020. He serves on the Board of Directors for the Johnson Manor Homeowner Association and is involved with the Angel Foundation’s FCC Program development. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement-income planning recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.