Daniel Rolon is a financial advisor with Thrivent Investment Management in Fort Myers, FL, holding Series 66 and Series 63 credentials and one year of industry experience. His prior work includes roles at Vanguard Marketing Corporation, The Vanguard Group, Inc., and the Retirement Plan Consulting Group. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive, goal-based financial plans without discretionary trading authority and allowing clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Joshua Janssen is a financial advisor at Edward Jones in Estero, FL, holding Series 63 and Series 65 credentials with one year of industry experience. His prior roles include positions at Lincoln Investment, Capital Wealth Planning, and Columbia Pacific Capital Partners. Outside of finance, he owns Janssen Enterprises LLC, a home watch service checking on vacant properties during summer months. Edward Jones is a full-service wealth management firm serving individual and institutional clients with discretionary and non-discretionary investment strategies. The firm manages over $1 trillion in assets and supports a large nationwide network of advisors and branch offices.

David Thuli is a financial advisor with Robert W. Baird & Co. who holds Series 63 and Series 65 licenses and has 24 years of industry experience. He has worked at Robert W. Baird & Co. since 2018 and previously held positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and CitiGroup Global Markets. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The team offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Jared Brancazio is a financial advisor with Raymond James Financial, holding a Series 66 designation and 28 years of industry experience. He has been with Raymond James and its affiliates since 2016. Outside of his advisory role, he is the managing partner of Brancazio Meisenzahl, LLC, and serves on the board and investment committee of the Florida SouthWestern State College Foundation. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary advisory services and supports a broad advisor network with specialized municipal and retirement plan consulting.

Susan Myers is a CFP® with 37 years of experience in the financial industry. She has worked at Mass Mutual Investors Services since 2017 and was previously with MetLife Securities for 14 years. Myers is also an individual life and health insurance agent. Mass Mutual Investors Services, LLC is an SEC-registered investment adviser and broker-dealer serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational programs using firm-approved tools to analyze client goals and deliver written recommendations.

Kip Hopkins is a Series 66-licensed financial advisor with Edward Jones in Fort Myers, FL, where he has worked since 2018. He has seven years of industry experience and previously worked five years at Publix Supermarkets. Outside of his advisory role, Hopkins works part-time stocking shelves at Publix. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual, institutional, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a large network of financial advisors and branch offices nationwide.

Jessica Luchan is a Series 66-licensed financial advisor with 10 years of industry experience, currently working at Wells Fargo Advisors since 2022. Prior to that, she spent seven years at UBS. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory solutions with various financial products and referral channels.

Michael Moen is a financial advisor at Wells Fargo Clearing with 52 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Wells Fargo Clearing since 2016. Moen serves on the board of directors for the Plaza Towers Condominium Association in Des Moines, Iowa. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory and financial planning services, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.

Patricia Beckwith is a CFP®-designated financial advisor with Raymond James Financial, based in Ft Myers, FL, and has 41 years of industry experience. She has been with Raymond James Financial Services Advisors, Inc. since 2009 and associated with Raymond James Financial Services, Inc. since 1999. Beckwith is involved in nonprofit work as a board member and secretary of the Feoffees of the Grammar School of Ipswich, MA, where she serves on the finance and investment committee, and she also serves as Secretary and Director on the North Shore Chamber of Commerce board. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and uses risk profiling and analytical tools to support client goals, along with specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Dennis Hesselink is a CFP® and ChFC® with 28 years of industry experience. He is currently with Osaic and has previously worked at Royal Alliance Associates, Inc., The O.N. Equity Sales Company, and Ohio National Life Insurance Company. Outside of his advisory role, he serves as president of the board for McLaren Northern Michigan Hospital, a nonprofit organization. Osaic Wealth serves a wide range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services that include financial planning, advisor-managed portfolios, and retirement plan consulting. The firm’s investment process focuses on model-based asset allocation and portfolio optimization, supporting various customized and third-party managed strategies.

Duane Daniels is a financial advisor with Equitable Advisors in Fort Myers, FL, holding CFP® and ChFC® designations and possessing 27 years of industry experience. He previously worked for Stifel Independent Advisors, LLC for 26 years prior to joining his current firm. Daniels is also a partner at Community Financial Management, LLC, where he engages in tax preparation and advisory services. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes a combination of proprietary and third-party advisory models and provides fiduciary services through credentialed representatives.

Michael Mcfarland is a CFP® professional with 37 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has previously worked with firms including Suncoast Credit Union, CUNA Brokerage Services, and Lineweaver Wealth Advisors. Outside of his advisory role, Mcfarland owns a ride-sharing business. 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 financial planning and investment management solutions, leveraging advisory representatives who utilize model portfolios, third-party subadvisors, and customized strategies.

Christopher Andrews is a financial advisor with Wells Fargo Clearing in Cape Coral, FL, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Ameriprise Financial Services, FIFTH THIRD SECURITIES, Truist Investment Services, The Huntington Investment Company, PNC Wealth Management, and Natcity Investments. 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 a combination of brokerage and advisory solutions.

Roman Sazonov is a financial advisor at Raymond James & Associates with 19 years of industry experience. He previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. He serves as a trustee for The Yale Club of Southwest Florida and is a member of the Investment Committee for the FSW College Foundation. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individual, institutional, and municipal clients, offering tailored financial planning and investment consulting through various advisory programs and a range of portfolio management styles.

Derek Howe is a CFP® professional with 11 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He previously spent a decade at Edward Jones before joining Raymond James in 2025. Derek is co-owner of an operations support company that manages shared office expenses and administrative support for his practice and a partnering advisor. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, institutions, and charitable organizations. The firm provides non-discretionary, customized investment consulting supported by analytical modeling and maintains specialized programs such as municipal advisory services and SIMPLE IRA employer consulting.

Jeffrey Hedberg is a financial advisor with LPL Financial in Ft. Myers, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at Morgan Stanley, Sagepoint Financial, and VOYA Financial Advisors. Outside of his advisory work, he is involved in managing a trust and will service. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a focus on a wide range of investment strategies and operational support tools.

Timothy Fries is a CFP® professional with over 31 years of experience in the financial services industry. He has been with Raymond James Financial since 2009 and also manages Fries Financial Group LLC, which he founded in 2004. Fries holds a Series 63 license and serves on the Joint Review Board for the City of Chippewa Falls. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools, and it is known for its municipal and public-finance work as well as specialized advisory programs.

Kristi Austin is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Madison, Wisconsin. She has more than 27 years of professional experience in the financial services industry, specializing in disciplines such as divorce transition planning, education planning, executive compensation, family wealth management strategies, personal retirement planning, portfolio management services, women and wealth, sports and entertainment, individual and corporate investment strategy, and retirement income. Kristi holds a bachelor's degree in Finance and Marketing from the University of Wisconsin at Madison. She approaches financial advising through a disciplined, plan-based process that involves understanding each client's financial situation, goals, objectives, and risk tolerance. She collaborates with clients to develop personalized strategies tailored to their individual needs and objectives, with the goal of helping them achieve financial success. Kristi also holds the professional designation of Personal Investment Advisor (PIA). Beyond her professional career, Kristi's commitment to respect, integrity, trust, and service is influenced by her parents, both military personnel. She has remained active in her community through involvement with organizations such as the Friends of University Hospital and Clinics, the National W Club, and the American Family Insurance Championship. Kristi played four years of collegiate basketball at the University of Wisconsin, served as president of the National W Club in 2012, and continues to participate competitively in golf. She and her husband Steve live in Middleton and are parents to their son Derek, a police officer at the University of Wisconsin.

Mark Quinn is a financial advisor with Edward Jones in Estero, FL, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1997. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Timothy Woods is a financial advisor with RBC Capital Markets who holds Series 63 and Series 65 licenses and has 42 years of industry experience. His prior firms include UBS Financial Services and City National Bank. Outside of his advisory role, he is a committee member of the Father John Foundation and has ownership interests in a hunting farm and thoroughbred horses. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies and access to both in-house and third-party managers.