Lee Coomler is a financial advisor with Raymond James Financial in Fort Myers, FL, holding Series 63 and Series 65 licenses and having 25 years of industry experience. His prior roles include positions at Morgan Stanley and Citigroup Global Markets. Coomler is also the owner of Stonecrest Group LLC, where he focuses on client acquisition and retention. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and consulting, utilizing risk profiling and analytical tools to support client decision-making.

John Ginsbury is a financial advisor with Ameriprise in Fort Myers, FL, holding a Series 66 designation and 16 years of industry experience. He has worked at Ameriprise since 2019 and previously spent five years at Oppenheimer. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Michael Roach is a financial advisor with LPL Financial based in Fort Myers, FL, holding a Series 63 designation and bringing 33 years of industry experience. He founded Roach Financial Services, Inc. in 1993 and previously worked at FSC Securities Corporation for 29 years. Outside of advisory work, he is a licensed notary and sells fixed immediate annuities. 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 range of advisory and brokerage services, including financial planning and model portfolio programs, utilizing various investment strategies implemented by investment adviser representatives.

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 40 years of industry experience. He has been with Edward Jones since 1995 and holds Series 63 and Series 65 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies and is notable for its large retail advisor network and affiliated financial services.

Dana Nelson is a financial advisor with Primerica Advisors in Ft. Myers, FL, holding Series 63 and Series 65 licenses and eight years of industry experience. Her work history includes roles in both automotive services and financial services, with 17 years at Primerica Financial Services and four years at PFS Investments. She is involved in sales of investment-related and home-related products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-based investment strategies managed by unaffiliated asset managers and supports trade execution and custody through established financial institutions.

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 with 29 years of industry experience. His career includes roles at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, UBS Financial Services, and Citigroup Global Markets. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including tailored financial planning, managing approximately $2.74 trillion in client assets. The firm emphasizes a structured planning process that employs firm-approved tools and investment models while generally acting in an advisory capacity.

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 63 and Series 66 licenses and bringing 26 years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney LLC, Fifth Third Securities, and other financial firms. Outside of advising, she is a partner in two property management businesses where she handles administrative duties such as preparing leases and contracts. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individual, institutional, and charitable clients. The firm offers customized financial planning and investment consulting with a variety of portfolio management styles and is notable for its municipal advisory services and extensive affiliate network.

Ross Garing is a financial advisor with LPL Financial in Fort Myers, FL, holding a Series 66 designation and two years of industry experience. His background includes roles at Dfcu Financial Credit Union, Cetera Investment Services, Regions Bank, Park Avenue Securities, and Guardian Life Insurance Company. Prior to the financial industry, he worked in marine services and at a country club. 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.

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.

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.