Louis Pelliccioni Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Prudential Equity Group, LLC. Outside of his advisory work, he is the author of a book titled *DON'T CHOKE HOW ATHLETES CAN BECOME WINNERS* and is involved in various publishing, speaking, and online success coaching activities through Yes You Can Succeed LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment management services, leveraging extensive advisory resources and technology tools while overseeing over $819 billion in discretionary assets.

Amy Arthur is a CFP® professional with 21 years of experience in the financial industry. She has worked at Wells Fargo Advisors LLC since 2019 and previously held roles at J.P. Morgan Securities and Arose Properties, LLC. Outside of her advisory work, she is a certified yoga instructor and owns Amy Arthur Island Yoga in Sanibel, FL. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary options tailored to plan objectives and risk tolerances.

William King Jr. is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 credentials and 14 years of industry experience. He has worked at The Prudential Insurance Company of America and Pruco Securities LLC since 2011 before joining LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach, leveraging portfolios developed by LPL’s Research Department and third-party strategists, and also offers affiliated trust custody, insurance services, and a collateralized lending program.

Evans Connelly Jr. is a financial advisor at UBS Financial Services with 38 years of industry experience. He has been with UBS since 1989. He holds Series 63 and Series 65 designations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory products.

Michael Nigro is a financial advisor with Mass Mutual Investors Services, holding Series 63, 65, and 66 designations and bringing 35 years of industry experience. He has been with MML Investors Services, Inc. and Mass Mutual Life Insurance Company since 1998. In addition to his advisory role, Nigro teaches retirement planning courses at various universities. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, focusing on collaborative, goal-driven strategies without discretionary investment authority.

Timothy Hargest is a financial advisor at Robert W. Baird & Co. with 44 years of industry experience. He holds Series 63 and Series 66 designations and has been with Robert W. Baird since 2009. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Steven Fried is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and 24 years of industry experience. He has been with J.P. Morgan Securities since 2013 and is also the owner of Making Magic Destinations, a travel agency specializing in theme park, cruise, and group travel bookings. Additionally, he is affiliated with WAYT Nutrition, promoting nutritional supplements through social media and assisting with brand strategy. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory capabilities with brokerage and investment management services, delivering recommendations through a non-discretionary program.

Marlene Soto is a financial advisor with Merrill in Fort Myers, FL, holding a Series 66 designation and 18 years of industry experience. She has worked at Merrill since 2008 and Bank of America, N.A. since 2009. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Elizabeth Hagewood is a financial advisor with Edward Jones in Cape Coral, FL, holding a Series 66 designation. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Melissa Kadrmas is a financial advisor with Thrivent Investment Management in Fort Myers, FL, holding Series 63 and Series 66 credentials and nine years of industry experience. She has worked with Thrivent since 2018 and spent 19 years at Prepaid Legal Services, Inc. Outside of her advisory role, Kadrmas is a member of the U.S. Coast Guard Auxiliary, where she volunteers in boater safety operations and training. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on goal-based planning across various financial topics while keeping planning and managed-account services distinct.

Mayte Sahakian is a financial advisor at Merrill with five years of industry experience. She holds the Series 66 designation and has previously worked at Bank of America before joining Merrill. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Philip Wieloch is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Calton & Associates, Inc., Capital Financial Services, Inc., and operating his own firm, Phil Wieloch Financial, since 2002. He also owns insurance businesses serving senior clients in Connecticut and Florida. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers various financial planning and asset management solutions, leveraging both proprietary research and third-party strategies, supported by a large network of investment adviser representatives.

Donald Selinger is a financial advisor at Morgan Stanley with 23 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2017, and previously held roles at Bank of America and Merrill Lynch. Outside of his advisory work, he is a sole proprietor of a rental property business in Rye, New York. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning that utilize structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and specialized planning groups.

John Dipietro is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked at Ameriprise since 2018 and previously at Ascend Financial Services and Minnesota Life. Outside of advisory services, he is involved in independent insurance brokering. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a Premier Retirement Income service focused on retirement-income planning through a centralized team that provides written recommendations and ongoing advice tailored to dependable income sources and tax-aware withdrawal strategies.

Jason Duke is a financial advisor at Morgan Stanley based in Fort Myers, FL, holding a Series 66 designation with 22 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs and tailored financial planning supported by firm‑approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers planning services through its Financial Advisors and Estate Planning Strategies Group.

Philip Sgariglia is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 39 years of industry experience. His prior roles include five years at Cetera Advisor Networks LLC and over five decades at Financial Servicenter Corp. He is the president and owner of Azzurro Financial Corp., a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

Jason Scoggins is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2021, following a 13-year tenure at UBS Financial Services Inc. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment analysis relies on a proprietary methodology developed by its Investment Strategy Group, providing asset allocation and planning guidance based on forward-looking capital market assumptions.

Melissa Palmer Ball is a financial advisor with Ameriprise in Cape Coral, FL, holding a Series 63 designation and 31 years of industry experience. She has been with Ameriprise and its affiliated entities since 2011. Outside of her advisory role, she is involved with Big Sisters of Greater Racine. Ameriprise provides a retirement-income planning service tailored for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver customized, written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Cole Murray is an Investment Consultant at Fidelity Investments in Southwest Florida, where he has worked for nearly four years. He specializes in comprehensive wealth management and financial planning, focusing on developing financial strategies tailored to align with the unique long-term goals of individuals and families. Before his current role, Cole served as a Relationship Manager at Fidelity Investments from 2024 to 2026 and as a Financial Representative from 2023 to 2024. He holds the FINRA Series 7, 63, and 66 registrations, along with the Florida Life, Health, and Annuities license.

Andrea Nicolopoulos is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary advice. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a broader range of financial products including insurance-related vehicles and bank deposit sweep options.