Jonathan Casimini is a financial advisor at UBS Financial Services with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at UBS since 2010. Outside of his advisory role, he was involved with Chops City Grill from 2009 to 2017. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management through a broad range of offerings, supported by proprietary research and capital markets services.

James Thomure is a financial advisor with Raymond James Financial Services Advisors, Inc. in Fort Myers, FL, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 24 years of industry experience, including a long tenure at Edward Jones and over a decade of work with the University of Missouri. 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, corporations, and institutional investors. The firm employs non-discretionary planning and analytical tools tailored to client goals and supports a wide advisor network with specialized municipal and SIMPLE IRA advisory services.

Jerome King is a financial advisor with Wells Fargo Clearing in Fort Myers, FL, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He previously worked at UBS Financial Services for 12 years before joining Wells Fargo Clearing in 2020. Outside of his advisory role, he is a managing member of KING FAMILY WYOMING, LLC, an investment-related business he owns jointly with his spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Aaron White is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 credential and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Lizbeth Atkins is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has worked at Merrill since 2022 and previously spent eleven years at Bank of America. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies supported by internal and third-party managers.

Paul Savona is a financial advisor with Ameriprise in Cape Coral, FL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Cetera Advisor Networks and managing his own firm, Savona Financial Services. Ameriprise offers retirement-income planning services for individuals approaching or in retirement who meet specific asset criteria, delivering tailored written recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Elvis Medica is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He provides services through Porte Brown Wealth Management, LLC, and is also the founder and CEO of G&M Legacy Ventures, LLC, an e-commerce business specializing in shoes and apparel sold on Amazon. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a nationwide network of advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary program options.

Michael Conitz is a financial advisor at UBS Financial Services in Fort Myers, FL. He holds a Series 66 designation and has been with UBS since 2025. Outside of finance, he has been involved in managing golf courses and country clubs since 2022. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, employing model-based asset allocations and proprietary research to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets services.

Steven Sizemore is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career at Merrill Lynch in 2004 as a Client Associate immediately after earning a Bachelor’s degree in Business Administration with a concentration in Finance from Elon University. He became a Financial Advisor in 2005 and focuses on wealth management planning, portfolio construction, and delivering responsive financial management through consistent communication with clients. Steven specializes in family wealth management strategies, legacy planning, retirement income, portfolio management, and tax minimization. He works closely with clients to design and construct portfolios that balance participation in favorable markets with protection during downturns, ensuring that investment objectives align with client goals. He holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Beyond his advisory role, Steven is active in the Fort Myers community, serving on the Board of Directors for the Edison Festival of Light and South Fort Myers Youth Baseball. He has also been involved with various non-profit boards and coaches youth baseball. In 2008, he received the Leukemia & Lymphoma Society’s "Man of the Year" award. Steven resides in Fort Myers with his wife, Paula, and their three sons. His personal interests include fishing, golfing, boating, and spending time with his family.

Stephanie Drew is a Series 66 licensed financial advisor with Wells Fargo Clearing in Fort Myers, FL, where she has worked since 2016. She has 11 years of industry experience and has been with Wells Fargo Bank, N.A. since 2010. 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 and combines broker-dealer and advisory solutions supported by research from the Wells Fargo Investment Institute.

Jennifer Conner is a Senior Financial Advisor with the Callari Group Wealth Management Team at Merrill. Based in Fort Myers, Florida, she leads a client-centered wealth management practice that focuses on providing tailored financial strategies and steady support. Jennifer works closely with clients to understand their personal risk tolerance, time horizon, liquidity needs, and financial goals, using this insight to develop customized portfolios that reflect both immediate priorities and long-term plans. Jennifer's experience in wealth management is rooted in a family tradition, having been inspired by her mother's career in the industry. She collaborates with her family members, including her daughter and son, to serve a multigenerational clientele. Jennifer holds a Personal Investment Advisor (PIA) designation and has completed an Associate's Degree from Edison State College, a High School Diploma from Riverdale High School, and an Accredited Certificate Program from Southwest Florida College. She is also involved in community service as a Guardian ad Litem. Outside of her professional work, Jennifer enjoys boating, camping, drawing, interior decorating, painting, woodworking, traveling, spending time with her family, and watching movies. Her approach aims to provide clients with clear guidance and confidence at every stage of life.

Brian Copeland is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2023. Prior to that, he was employed at CrossCountry Mortgage and spent ten years with Colorado Springs Amateur Hockey. 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 solutions, supported by a large network of financial advisors and branch offices nationwide.

Ryan Wahler is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Charles Schwab since 2023, following roles at TD Ameritrade and several other firms and businesses. He has been based in Fort Myers, FL. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated financial planning services. The firm offers a mix of non-discretionary advisory relationships and access to discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Richard Williams is a financial advisor with UBS Financial Services in Fort Myers, FL, holding a Series 63 designation and 44 years of industry experience. He has worked at UBS since 2012 and previously spent over 20 years at Morgan Stanley in various capacities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets and lending solutions.

Martin Schlissberg is a CFP® professional with over 51 years of experience in the financial industry. He has been with LPL Financial since 2005. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Robin Hanover is a financial advisor with Charles Schwab in Fort Myers, FL, holding the ChFC® designation and Series 66 and Series 63 licenses. Hanover has 15 years of industry experience, including roles at Naples Asset Management Co, LLC, World Equity Group, Inc., and Moors & Cabot before joining Charles Schwab. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset, model portfolio approach supported by centralized operational and supervisory infrastructure.

James Goodson is a Financial Consultant at Fidelity Investments, a position he has held since 2026. He collaborates with local families and individuals to develop customized financial plans and strategies, focusing on client education to empower informed decision-making. His approach aims to establish a trusted primary relationship to help clients achieve their goals, meet their needs, and build legacies. James has accumulated extensive experience in the financial sector, having served in various roles at Fidelity Investments, including Planning Consultant from 2024 to 2026 and Investment Consultant from 2023 to 2024. Prior to joining Fidelity, he was a Junior Partner at Ceros Financial Services from 2022 to 2023 and worked as an Account Executive at National Securities Corporation from 2015 to 2022. Outside of his professional career, James has interests in cars, fishing, food, outdoor adventures, skiing, and traveling.

Kevin Hoops is a financial advisor with Wells Fargo Clearing in Cape Coral, FL, holding Series 63 and Series 65 designations and 29 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 and offers both brokerage and advisory solutions.

Kevin Johnson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works closely with high net worth individuals and families, delivering integrated financial strategies aimed at pursuing personally meaningful goals. His approach includes personalized service combined with a disciplined wealth management process, encompassing custom asset allocation, wealth preservation and transfer, and financial risk management. Kevin's expertise spans liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from Florida Gulf Coast University and a Master's Degree from Florida International University. Born and raised in Fort Myers, Florida, Kevin remains actively involved in his local community. He participates with organizations such as United Way of Lee County, Guardian ad Litem, and The Community Foundation. Outside of work, he enjoys boating, fishing, football, golfing, hunting, reading, skiing, soccer, and spending time with his family.

Derek Ehlers is the Vice President and Branch Leader at Fidelity Investments, where he leads a team of financial professionals focused on partnering with clients and their families to address their financial and wealth planning needs. He has held this leadership role since 2021. Derek's career at Fidelity Investments spans over two decades, beginning in 2000. Throughout his tenure, he has held various positions including Assistant Branch Leader, Branch Service Manager, Senior Relationship Manager, and several specialist and representative roles, reflecting a broad range of experience within the company. No additional information regarding Derek's education, credentials, personal interests, or community involvement has been provided.