Gretchen Collins is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and over 21 years of industry experience. Her career includes positions at Wells Fargo Clearing and SSN Advisory, Inc. She is also a licensed agent selling fixed annuities, term life, and whole life insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving 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.

Adam Piatt is a financial advisor at UBS Financial Services with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, Morgan Stanley, and Merrill. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management, proprietary research, and a broad service platform.

Gina Maya is a financial advisor at Merrill with 13 years of industry experience. She holds a Series 66 credential and has been with Merrill since 2006. Outside of her advisory role, she is involved in family-held LLCs related to rental properties in Fort Myers, Florida. 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. The firm offers both model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth investors, and institutions.

Brian Wolf is a financial advisor with Wells Fargo Advisors in Fort Myers, FL, holding a Series 66 designation and 11 years of industry experience. He has been with Wells Fargo Clearing and Wells Fargo Advisors since 2016. Wolf has ownership interests in two investment-related firms based in Fort Myers that he is involved with on a limited basis. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu tailored to clients meeting a net-worth threshold, utilizing proprietary research and tools to develop customized recommendations.

William Du Pont is a financial advisor with Morgan Stanley in Fort Myers, FL, holding a Series 66 designation and eight years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2018. Prior to that, he worked at She Sells Sea Shells from 2015 to 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning using structured processes and firm-approved tools.

Jason Perry is a financial advisor at OSAIC with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Securities America Advisors, Janney Montgomery Scott, and Edward Jones. Perry is a founder and owner of SymboliQ Wealth Management and serves on the advisory council for the nonprofit Christy's Cause, Inc. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plans, charities, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing model-based asset allocation and portfolio optimization tools supported by various managed account programs and third-party strategies.

Robert Krupp is a financial advisor with Equitable Advisors in Fort Myers, FL, holding a Series 66 designation and 18 years of industry experience. He has worked at Equitable Advisors since 2008 and previously at Ameriprise for one year. He serves as power of attorney and co-trustee for his mother’s trust. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients through a network of Investment Adviser Representatives and a variety of advisory programs.

Ajay Verma is a financial advisor at Ameriprise in Fort Myers, FL, holding a Series 63 designation with 28 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he is involved in business ownership through Solver LLC. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Mark Sonntag is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 designations and possessing 37 years of industry experience. His prior roles include positions at National Securities Corporation and Gilman Ciocia, Inc. since 2009. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored planning advice focused on income sources and tax-aware withdrawal strategies for those nearing or in retirement.

Peter Sorensen is a financial advisor at Cetera with 40 years of industry experience. He holds the ChFC® designation and various securities licenses, and has worked at firms including Sagepoint Financial, Inc. and Cetera Wealth Services, LLC. Outside of his advisory role, he owns and manages multiple financial and employee benefits businesses. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform with diverse portfolio management options and access to third-party money managers.

Joseph Falcone is a financial advisor at Edward Jones in Cape Coral, FL, holding Series 63 and Series 66 licenses with seven years of industry experience. His prior roles include positions at RBC Capital Markets and Drexel Hamilton. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Sarah Jakubowski is a financial advisor with Primerica Advisors in Cape Coral, FL, holding Series 63 and Series 65 designations and having 10 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2018 and previously worked at SunTrust Advisory Services and SunTrust Investment Services. Jakubowski is also involved in sales of home security and automation products, loan products, and other home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a network of over 3,600 advisors using model-based investment strategies supported by third-party asset managers and custodians.

Tarek Salhab is a financial advisor with Raymond James & Associates in Fort Myers, FL, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Morgan Stanley. Outside of advising, he serves as a committee member for Canterbury School and owns a sports content-related app called PostLeague. Raymond James & Associates is a large 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 and consulting services supported by a broad range of portfolio management styles and research resources.

Todd Bramson is a CFP® and ChFC® with 42 years of experience in the financial services industry. He is currently with Cetera and has held positions at notable firms including Securian Financial Services, Inc. and North Star Consultants, Inc. Outside of advising, he is an author and serves as a director for the Western Golf Association. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Craig Braun is a financial advisor with Stifel in Fort Myers, FL, holding Series 63 and Series 65 credentials and 33 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. from 2009 to 2018 before joining Stifel in 2018. Braun serves as a volunteer member of the Investment Advisory Committee for the Charter Township of Independence. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, providing both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, employing forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning.

Vincent Moore is a financial advisor with Raymond James Financial in Fort Myers, FL, holding a Series 66 designation and 10 years of industry experience. He previously worked at Edward Jones for nine years before joining Raymond James in 2025. Outside of his advisory role, he co-owns an operations company that manages shared office space and related expenses with another local advisor. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse range of clients, using analytical tools and risk profiling to tailor non‑discretionary advice that supports both individual and institutional investors.

Carroll Clark Jr. is a financial advisor at Ameriprise with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise since 1981, including its predecessor firm. He is also a notary and co-owns an LLC that leases office space shared with two other advisors. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm serves a broad client base with advisory, brokerage, and insurance solutions typical of a large institutional provider.

Alfred Rich is a financial advisor with LPL Financial in Cape Coral, FL, holding a Series 66 credential and 11 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Wells Fargo Clearing from 2016 to 2021. Outside of his advisory work, he serves as an operations manager at FedEx. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its network of more than 22,800 advisors with a range of financial planning and investment management solutions, including third-party asset management and institutional platforms.

Chelsea Scomak is a CFP® professional with 10 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2017. Prior to that, she worked at Kovack Securities, Inc. and Sophia's At Walden. She is a board member of Women in Tech & Entrepreneurship (WTE). Cambridge Investment Research Advisors serves a diverse client base including individual and institutional clients such as pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and offers proprietary model strategies and access to third-party advisers.

Scott Lair is a financial advisor with LPL Financial in Fort Myers, FL, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He previously worked at FSC Securities Corporation for 16 years before joining LPL Financial in 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to multiple investment strategies and platforms.