James Lillie is a financial advisor with Morgan Stanley in Fort Myers, FL, holding CFP®, Series 63, and Series 65 credentials and bringing 44 years of industry experience. His prior work includes roles at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated. He currently serves clients through Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides a range of investment services, including estate planning and employer-based financial planning agreements.

Hannah Wittman is a financial advisor at Merrill in Fort Myers, FL, holding a Series 66 designation with two years of industry experience. She joined Merrill in 2019 and previously worked at MD Solutions and Wally's Deli. Merrill provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jessica Hart Howard is a financial advisor at Edward Jones with 13 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2013. Outside of her advisory work, she manages Heartland Property Doctors LLC, a consulting business focused on website design, corporate filings, marketing, and construction management, and serves as a consulting associate for Bayhead Enterprises LLC, providing licensing and permitting consultation. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients, offering a wide range of investment strategies and affiliated products. The firm maintains a large network of financial advisors and branches and provides both discretionary and non-discretionary advisory services under a fiduciary standard.

Michael O Shaughnessey is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 designations and bringing 53 years of industry experience. He has been with UBS since 2009, based in Fort Myers, FL. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client solutions.

Bethany Spurlock is a financial advisor at Wells Fargo Advisors with one year of industry experience. She holds the Series 66 designation and previously worked at the University of South Florida and Cypress Lake High School before joining Wells Fargo Advisors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients who meet a net-worth threshold, utilizing Wells Fargo research and tools to develop tailored recommendations.

Nadine Wilkes is a CFP® professional with 44 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. since 2010. She has held leadership roles including branch ownership through Weinstein Wilkes Financial Group and partnership at WWFG Ventures. Wilkes serves on the finance and investment committee of Citygate Church and is involved in counseling and mentoring on financial hardship using biblical principles. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, corporations, and institutions. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

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 Vice President and Senior Resident Director at Merrill Lynch Wealth Management, leading the Fort Myers office. He began his financial services career in 1991 at SunTrust Bank and held leadership and lending roles before joining Merrill Lynch in 2000. He is a founding member of Clinger, Sizemore & Associates, focusing on personalized, multi-generational wealth management. John holds a bachelor's degree in Business from the University of South Florida and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His expertise covers areas such as family wealth management, retirement planning, tax minimization, portfolio management, and services for endowments and non-profits. He actively contributes to the Southwest Florida community through leadership roles with organizations including the Harry Chapin Food Bank, Children's Advocacy Center, Diocese of Venice School Board, and United Way. John has also been involved with youth sports organizations and has served as a campaign chair and board member for multiple nonprofits. He 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.

Kurt Maurillo is a CFP®-certified financial advisor with 24 years of industry experience. He is currently with Wells Fargo Advisors in Fort Myers, FL, where he has worked since 2023, following seven years at Wells Fargo Clearing and earlier experience at Morgan Stanley. Outside of his advisory role, Maurillo serves as president of the Freedom Acres Homeowners Association in Cape Coral, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a comprehensive range of planning services tailored to clients meeting a net-worth threshold, utilizing proprietary research and planning tools to develop and deliver personalized recommendations.

Tyler Harrelson is the sole advisor at The Art and Science of Successful Planning in Ft. Myers, FL, holding Series 63 and Series 65 credentials with 32 years of industry experience. He has led his independent firm since 2001. Outside of advisory services, he is involved in veteran-related nonprofit work as a founding corporate charter member of Invest In America’s Veterans Foundation and has served on several senior-focused association boards. The Art and Science of Successful Planning is an independent firm that serves clients through personalized financial planning and consulting, integrating insurance and employee benefits services.

Eben Eubanks is a financial advisor at Eubanks Financial in Fort Myers, FL, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Edward Jones, TD Ameritrade, Berry Wealth Strategies, and LPL Financial prior to founding his independent firm in 2019. Eubanks Financial operates as a solo advisory practice.

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.