Jeffrey Berry is a financial advisor with Wells Fargo Clearing in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 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 has ownership interests in two private LLCs, including one that holds a boat. 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 advice grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, and it acts as an ERISA fiduciary when advising clients.

Patrick Naidl is a financial advisor with Primerica Advisors in Ft Myers, FL, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked with PFS Investments Inc. since 2011 and with Primerica Financial Services since 2010. Outside of his advisory role, he is a partner in a hair salon business based in Naples, FL. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale, offering model-delivery investment strategies supported by third-party asset managers and custodians.

Braxton Rhone is the Vice President Private Wealth Management Advisor at Fidelity Investments, a position he has held since 2018. He brings nearly 20 years of experience in the financial services industry, focusing on private wealth management and client relationship building. Braxton and his team utilize a team-based approach to engage client families through multigenerational planning. Prior to his current role, Braxton held several positions at Fidelity Investments including Investment Consultant and Financial Consultant from 2012 to 2018. He also gained experience as a Financial Advisor at Bank of America Merrill Lynch Wealth Management from 2010 to 2012, and held roles at U.S. Trust Bank of America Private Wealth Management and Bank of America in various capacities from 2006 to 2010. Outside of his professional career, Braxton has interests in cooking and baking, family activities, fishing, fitness, football, and volunteering.

Mark Landskroner is a financial advisor with Primerica Advisors in Fort Myers, FL, holding Series 65 and Series 63 licenses and bringing 22 years of industry experience. His prior roles include six years at J.P. Morgan Securities and JPMorgan Chase Bank, as well as two years with Citizens Bank and Citizens Securities. Outside of advisory services, he also engages in sales of loan products and home security and automation referrals for affiliated Primerica companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies managed by third-party asset managers and supported by an overlay manager and custody providers. The firm operates on a large scale with approximately 3,961 advisors and offers a range of strategic investment models, including those incorporating exchange-traded funds focused on cryptocurrency.

Sandra Whitmer is a financial advisor with Primerica Advisors based in Bonita Springs, FL, holding Series 63, Series 65, and Series 66 licenses, with three years of industry experience. Prior to her current role, she worked at Spica Up English School and WAC Tile & Marble Inc. She has additional involvement in sales of loan products and home security services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, corporate, and charitable clients. The firm delivers advisory services at scale through model-driven investment strategies supported by third-party asset managers and custodians.

Amanda Pflanz is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by structured discovery and advanced modeling tools.

Tana Reich is a financial advisor at Stifel with 28 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Bank of America from 2011 to 2022 before joining Stifel in 2022. Outside of her advisory role, she volunteers with Wildblue Charitable Neighbors, serving on the services committee to support local initiatives related to hunger, housing, animal welfare, youth education, seniors, and veterans in Lee County. Stifel serves a diverse client base including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation guidance developed by its Investment Strategy Group.

Donald Mcwaters is a financial advisor with Ameriprise in Naples, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2010. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to tailor advice, primarily for clients with significant assets in Ameriprise-managed accounts.

Stanley Zielinski is a financial advisor with Wells Fargo Clearing in Estero, FL, holding Series 63 and Series 66 licenses and nine years of industry experience. His career includes over a decade at Wells Fargo Bank NA and a brief tenure at Wells Fargo Advisors, LLC. 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 a mix of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Peter Beronio is a financial advisor at LPL Financial in Ft. Myers, FL, holding a Series 63 designation with 45 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by in-house and third-party research and model portfolios.

Stacy Brown is a financial advisor at Raymond James & Associates with 31 years of industry experience. He holds a Series 63 designation and previously worked at Morgan Stanley Smith Barney for 13 years before joining Raymond James in 2022. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Edward Newman is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and 39 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC, where he served for over three decades. He also acts as a Prudential-sponsored non-variable insurance agent in Cape Coral, FL. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Eric Tibbs is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2008. Outside of his advisory role, he owns and operates Tibbs and Associates, a business focused on teaching clients how to build their own e-commerce portals. 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 strategies, separately managed accounts, and affiliated mutual funds.

Brian Speers is a Senior Financial Advisor at Merrill Lynch Wealth Management, bringing over 30 years of experience to his role. He specializes in wealth and legacy planning, executive compensation, portfolio management, tax minimization, and retirement income strategies. Throughout his career, Brian has focused on addressing the real-world situations and ambitions of his clients, often collaborating with their families, CPAs, and attorneys to develop tax-efficient strategies that support multiple generations. Brian has been recognized on Barron's "Top 1,200 Financial Advisors" list in 2017, 2019, 2020, 2021, 2022, and 2023. He holds the Chartered Retirement Planning Counselor™ and Personal Investment Advisor designations. Brian earned a Bachelor's degree in Finance from the University of Illinois at Urbana-Champaign and a Juris Doctorate degree from Loyola University Chicago School of Law. Outside of his professional responsibilities, Brian serves as a trustee for Loyola University Chicago and supports various nonprofit organizations. He enjoys boating, golfing, reading, and spending time with his family.

Joseph Stepanek is a financial advisor with Thrivent Investment Management in Estero, FL, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 31 years of industry experience, including 24 years with Thrivent Financial for Lutherans and Thrivent Investment Management. Outside of his advisory role, he also works as a property casualty agent, providing home and auto insurance services. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without providing portfolio management for institutional clients. Their approach includes holistic analyses and annual reviews, combining planning with managed-account programs while keeping these services separate.

Samuel Griggs is a financial advisor at LPL Financial with 13 years of industry experience. He holds a Series 66 designation and has worked previously at Securities America Advisors, Inc., Securities America, Inc., SSN Advisory, Inc., and Securities Service Network, Inc. He is also the owner of Paradise Financial Planning LLC, a business entity established for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, providing both discretionary and non-discretionary management supported by model portfolios, third-party subadvisors, and research from LPL Research.

Robert Lewis Jr. is a financial advisor with Edward Jones in Fort Myers, FL, holding a Series 66 license and 19 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he is a minority owner of a family-owned home medical equipment corporation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a variety of advisory solutions and managing over $1 trillion in assets through a large nationwide network of advisors and branch offices.

Camilo Wong is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 66 credentials and has nine years of industry experience. He has worked at Wells Fargo in various capacities since 2014, including roles at Merrill and Bank of America. Outside of his advisory work, he is the general partner and managing member of JW Building Dreams LLC, a business involved in real estate development and property sales in Lehigh Acres, Florida. 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 brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Sydney Mcmurray is a financial advisor at Wells Fargo Advisors with a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo Advisors, Sydney worked as an independent consultant and held positions at Dimensional Fund Advisors and KPMG. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, with clients able to choose implementation through brokerage or advisory programs.

Amy Smart is a financial advisor at Raymond James & Associates with 19 years of industry experience. She holds the Series 66 designation and previously worked at Merrill Lynch and Bank of America. Outside of her advisory role, she owns a rental property in Minnesota. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and specializes in municipal advisory services among other financial solutions.