Annelises Corvison is a financial advisor at Merrill with one year of industry experience. She holds the Series 66 designation and has been with Merrill since 2010, previously working at Bank of America, N.A. since 2025. 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 offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mark Hembling is a financial advisor with Edward Jones in Ft Myers, FL, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a network of more than 23,000 advisors and 15,000 branch offices.

Scott Demarais is a financial advisor with Ameriprise in Cape Coral, FL, holding CFP®, ChFC®, and Series 63 designations. He has 29 years of industry experience, including 15 years with Ameriprise Financial Services, Inc. and 6 years with Ameriprise. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized, non-discretionary advisory approach supported by algorithmic automation and oversight.

David Mc Quade is a financial advisor with UBS Financial Services in Fort Myers, FL, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he captains Pelagic Birding Charters for birdwatching excursions in the Gulf of Mexico. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory services, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management, offering research-driven, model-based investment strategies tailored to clients' goals.

David Satkoski is a financial advisor with LPL Financial in Fort Myers, FL, holding a Series 63 credential and 25 years of industry experience. He has been with LPL Financial since 2001 and previously worked at Mills-Price & Associates, Inc. for 19 years. Satkoski is also involved in the sales of life and health insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and investment management solutions.

Kara Thorn is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2018. She previously worked at Bank of America and Merrill. Outside of her advisory role, she assists with managing a family-owned rental cabin listed on Airbnb. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser that serves a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, drawing on a range of portfolio management styles and affiliated research.

Alexander Murphy is a financial advisor with Ameriprise in Cape Coral, FL, holding a Series 66 designation and seven years of industry experience. He previously worked at Ally Invest Advisors and U.S. Bancorp Investments. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Matthew Wadiak is a CFP®-designated financial advisor with Edward Jones in Fort Myers, FL, where he has worked since 2001, accumulating 25 years of industry experience. He serves on the External Advisory Board for the SIUC Department of Finance and is a member of the Marion Memorial Health Foundation Board of Directors. Wadiak also owns MRW Ventures LLC, an LLC focused on property maintenance. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a broad range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Christian Whiteley is a financial advisor at Morgan Stanley in Fort Myers, FL, holding a Series 66 designation with one year of industry experience. He previously worked at UBS, Truist Bank, and Suncoast Credit Union. Outside of his advisory role, he operates a travel content creation business called Whiteley Travels LLC. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group and managing approximately $2.74 trillion in client assets.

James Cairo is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various firms including Summit Financial Group Inc and James Cairo Investments, Inc., where he serves as president. In addition to advisory work, he sells life, annuities, and long-term care insurance as a licensed insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to multiple investment managers through a multi-manager platform with discretionary and non-discretionary options.

Scott Klein is a financial advisor at Stifel with 29 years of industry experience. He has held his current role since 2007 and holds Series 63 and Series 65 designations. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, providing brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Rachel Meisenzahl is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. Her prior roles include positions at Scottrade, Inc. and Scottrade Investment Management. She is also an owner of Brancazio & Meisenzahl, LLC, a wealth management support company based in Fort Myers, FL. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting, using risk profiling and analytical tools, and supports clients through various advisory programs and specialized municipal and employer advisory services.

Michael Labedz is a financial advisor with LPL Financial in Fort Myers, FL, holding Series 63, 65, and 66 designations and bringing 30 years of industry experience. His career includes nearly a decade at Woodbury Financial Services and multiple tenures at LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment programs supported by extensive operational and research tools, managing over $819 billion in discretionary assets through a large network of advisors.

Michael Freitag is a financial advisor with Morgan Stanley in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and its Estate Planning Strategies Group.

Nicole Pruet is a financial advisor with OSAIC in Fort Meyers, FL. She holds a Series 66 designation and has two years of industry experience. Prior to joining OSAIC, she worked at American Portfolios Financial Services Inc. and has a background in education with Baltimore County Public Schools. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and risk management techniques, and offers access to multiple investment platforms and third-party managers.

Dustin Corrente is a financial advisor at LPL Enterprise with 24 years of industry experience. He holds a Series 66 designation and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Ameriprise. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm emphasizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in a wrap program.

John Towers is a financial advisor with Osaic who holds Series 63 and Series 65 credentials and has 41 years of industry experience. Prior to joining Osaic in 2025, he worked for Lincoln Financial Advisors for 23 years. He also engages in insurance activities, offering various types of health and life insurance products. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and access to third-party managers to construct portfolios across a broad spectrum of investment options.

Peter Delgreco is a CFA® charterholder and holds a Series 66 license with 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC. He serves as an investment committee member for the Winchester Country Club 401(k) Plan. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Mina Choe Mc Quade is a financial advisor with UBS Financial Services in Fort Myers, FL, holding Series 63 and Series 65 licenses and five years of industry experience. She previously worked at Equitable Advisors LLC and has experience in consulting and other roles outside the financial industry. Mc Quade serves as an associate board member of the Korean American Foundation. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client solutions.

Brian Heberle is a financial advisor with Raymond James & Associates in Fort Myers, FL, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through a range of portfolio management styles, supported by research and affiliated sub-advisers.