Felix Becker is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Bank, as well as Merrill and Bank of America. Outside of finance, Becker co-owns two family businesses in the food and beverage sector, including a food truck operation and a beer brewing business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement consulting services. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Charles Hertel is a financial advisor at Edward Jones with 39 years of industry experience. He has held Series 63 and Series 65 licenses and has been with Edward Jones since 1995. Edward Jones is a full-service wealth management firm serving more than 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.

Dana Nelson is a financial advisor with Primerica Advisors in Ft Myers, FL, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. Prior to focusing on financial services, Dana operated an auto service business for over a decade and has experience in automotive sales and mechanics. Outside of advisory work, Dana is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering model-based investment recommendations. The firm employs a large network of advisors and supports a range of strategic and tactical portfolio models, with trade execution and custody services provided by BNY Mellon Advisors and Pershing.

Terrence McMahon is a Certified Financial Planner (CFP®) with 21 years of industry experience. He has been with Morgan Stanley since 2009, working in both Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. McMahon is based in Fort Myers, Florida. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides services including wrap programs, private funds, and principal trading activities.

Tim Cherry is a financial advisor with Ameriprise in Fort Myers, FL, holding Series 63 and Series 66 credentials and 31 years of industry experience. He has worked at Ameriprise since 2017 and previously spent nine years with LPL Financial. Cherry serves as president of the Fort Myers Beach Soccer Club and is president and owner of AMAA Group Incorporated. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written retirement income plans and tax-aware withdrawal strategies. The firm’s approach includes proprietary research and algorithmic tools and features restrictive enrollment criteria based on investable assets and use of Ameriprise-managed accounts.

Owen Geissinger is a financial advisor with Ameriprise in Fort Myers, FL. He holds a Series 66 designation and joined Ameriprise in 2025. Prior to his advisory role, he worked in various positions including at Red Robin and McGregor Veterinary Clinic. Ameriprise offers a retirement-income planning service tailored for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations. The firm serves a broad client base with advisory, brokerage, and insurance solutions typical of a large institutional provider.

Kenneth Agee is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Sagepoint Financial and Questar Asset Management. Agee is also involved in humanitarian efforts, serving as co-founder and executive director of Disaster Aid USA and chairman of the board for Disaster Aid International, in addition to owning True North Resource, which sells humanitarian aid supplies. Cetera Investment Advisers LLC is an SEC-registered advisor that supports a nationwide network of over 10,000 independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services and operates a multi-manager platform with access to affiliated and third-party managers, managing more than $256 billion in assets.

Barbara Mulford is a financial advisor with Charles Schwab, holding a Series 66 designation and two years of industry experience. She previously worked at TD Ameritrade and has been involved in her own art-related business for over a decade, creating and exhibiting artwork as well as teaching occasional art classes. She volunteers regularly at a local art gallery. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, offering a blend of non-discretionary and discretionary investment solutions supported by integrated custody, brokerage, and advisory services.

Michael Cook is a financial advisor with Merrill in Fort Myers, FL, holding Series 63 and Series 65 designations and over 29 years of industry experience. He has been associated with Merrill since 1996 and Bank of America, NA since 2009. Cook also serves as a board member of the Shell Harbor Property Owners Association in Sanibel, FL. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Roger Solis is a financial advisor with Ameriprise in Cape Coral, FL, holding a Series 63 designation and 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Solis serves on the board of directors for WPII as a member at large and is involved with Solver LLC, a business related to office real estate management. Ameriprise offers retirement-income planning services aimed at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to produce tailored recommendation reports. As a large institutional firm, it provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Leonard Katz is a financial advisor with Morgan Stanley in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools.

Joseph Tedesco is a financial advisor with Charles Schwab in Fort Myers, FL, holding Series 63, 65, and 66 designations and 30 years of industry experience. His work history includes roles at Charles Schwab Investment Advisory and Charles Schwab Trust Bank, SSB. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and centralized custody and order-routing arrangements.

Sara Jones is a financial advisor with Raymond James & Associates in Fort Myers, FL, holding Series 66 and Series 63 credentials and bringing 26 years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney LLC and Fifth Third Securities. Outside of her advisory work, she is a partner in several property-related businesses, where she manages lease and contract paperwork. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, institutions, and municipal entities. The firm offers financial planning and consulting with a range of portfolio management styles and notable municipal advisory services.

Ross Garing is a financial advisor with LPL Financial in Fort Myers, FL, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he worked at several financial services firms including Cetera Investment Services and Regions Bank. Before entering the financial industry, he was employed at Stokes Marine Inc. for four years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs and brokerage services with both discretionary and non-discretionary management, supported by research and technology-driven investment approaches.

Cheryl Sylvester James is a Series 66-registered financial advisor at Edward Jones with experience beginning in 2025. Prior to joining Edward Jones, she worked for the Ministry of Finance and the Public Service from 1997 to 2025. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Martin Peen is a financial advisor with Edward Jones in Ft Myers, FL. He holds a Series 66 designation and has two years of industry experience. Prior to joining Edward Jones, he was involved with AMP Global Investments LLC in an educational services role for 14 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with an SEC-registered advisory program managing approximately $1.01 trillion in assets. The firm offers various investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Bradley Konopaske is a financial advisor with Cetera in Fort Myers, FL, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. He has held roles at several firms, including Empire Asset Management Group of Western New York and CCR Wealth Management. Outside of his advisory work, he serves on the board of the Albany Guardian Society, a nonprofit supporting senior social programs and aging, and is involved in corporate consulting through ME360. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services and supports multiple program structures with discretionary and non-discretionary authorities.

Zachary Bock is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2019, progressing through roles including Investment Consultant, Central Relationship Manager, Investment Solutions Representative, and Customer Relationship Advocate. His experience spans various aspects of financial consulting and client relationship management within the firm. In his current position, Zachary works with clients to help them pursue their financial goals, utilizing Fidelity's brand and planning tools to support financial success. Outside of his professional responsibilities, he has interests in golf, outdoor adventures, pets, and reading.

Jeffrey Malavsky is a financial advisor with Stifel in Fort Myers, Florida, holding a Series 63 license and 28 years of industry experience. He has been with Stifel Nicolaus & Co. since 2010. Outside of his advisory role, Malavsky is involved with several wrestling organizations, serving as a board member and fundraising director for the National Wrestling Hall of Fame Florida Chapter and acting as a liaison between the National Wrestling Hall of Fame and the National Collegiate Wrestling Association. He also participates on the stewardship and finance committee of CityGate Ministries. Stifel serves a diverse client base including individuals, institutions, charitable organizations, and municipal entities, providing brokerage and investment advisory services supported by proprietary investment analysis from its Investment Strategy Group.

John Schutz is a financial advisor with Robert Baird & Co. in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Robert Baird & Co. since 2019 and has been with J.J.B. Hilliard, W.L. Lyons, Inc. since 1986. He serves as a board member on the Investment/Finance Committee of the University of Southern Indiana Foundation. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and a range of traditional and non-traditional investment strategies.