William White is a financial advisor with Stifel, holding Series 63 and Series 66 licenses and having 12 years of industry experience. He previously worked at UBS Financial Services and Van Eck Associates Corporation. William is based in Fort Myers, Florida. Stifel serves a wide range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and planning solutions.

John Clinger is the Senior Resident Director at Merrill Lynch Wealth Management's Fort Myers office, where he leads a team dedicated to providing personalized guidance and comprehensive wealth management strategies. He has over 35 years of experience in financial services, with a focus on serving individuals, families, and business owners through complex financial decisions related to wealth accumulation, retirement, legacy planning, and life transitions. John is a founding member of Clinger, Sizemore & Associates, a practice built on delivering the same level of advice and service they would expect for their own families. Before joining Merrill Lynch in 2000, John held leadership and lending roles at SunTrust Bank and Barnett Bank, which provided him with extensive experience in banking, lending, and business development. His professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He holds a bachelor's degree in Business from the University of South Florida. John is actively involved in the Southwest Florida community, serving in leadership and board roles with multiple nonprofit and educational organizations such as the Harry Chapin Food Bank, Children's Advocacy Center, Diocese of Venice School Board, United Way, Fort Myers American Little League, and Bishop Verot High School Advisory Board. He has served as United Way Campaign Chair and holds various other community leadership positions. John and his wife Rusti reside in Fort Myers with their four daughters.

Ronald Heim is a financial advisor with Merrill in Fort Myers, FL, holding a Series 66 designation and having 22 years of industry experience. He has worked at Merrill since 2003 and has also been associated with Bank of America since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, supported by internal and third-party management teams.

Tyler Harrelson is a financial advisor with The Art and Science of Successful Planning in Ft. Myers, FL, bringing 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with his current firm since 2001. Outside of advisory services, he is involved with veteran support organizations, including a founding corporate role in the Invest In America's Veterans Foundation, and has served on multiple boards related to senior associations and community groups. The Art and Science of Successful Planning is an independent firm focused on financial planning and consulting, serving clients primarily through personalized approaches developed over more than two decades.

Eben Eubanks is a financial advisor at Eubanks Financial in Fort Myers, FL, holding Series 65 and Series 63 licenses with 11 years of industry experience. He has previously worked at Edward Jones, TD AMERITRADE, Berry Wealth Strategies, and LPL Financial. Eubanks Financial is an independent firm with a single advisor focused on providing personalized financial guidance.

Alfred Johnson is a CFA® charterholder with 18 years of industry experience. He has been the sole advisor at Gulf Coast Investment Management, LLC since 2002. Gulf Coast Investment Management is an independent firm based in Fort Myers, FL, providing portfolio management and advisory services primarily to individual clients. The firm manages approximately $22.7 million in assets across 25 client relationships, focusing on individualized portfolio management with documented policies covering investment strategies, custody, and brokerage practices.

Jeanne Hill is a financial advisor with Harvest Portfolio Management, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Her prior roles include positions at Intentional Funds, Blackridge Asset Management, Peak Brokerage Services, Park Avenue Securities, and Guardian Life Insurance Company of America. Outside of her advisory work, she is also active as a licensed realtor with Coldwell Banker in Cape Coral, FL. Harvest Portfolio Management, LLC manages approximately $98 million in client assets for around 76 clients, focusing primarily on portfolio management for individual, non-high-net-worth clients. The firm serves a diverse client base that includes various institutional types while emphasizing operational controls and regulatory compliance.