Sheri Delisle is a financial advisor with Mass Mutual Investors Services in Cape Coral, FL, holding Series 63 and Series 65 licenses and having 19 years of industry experience. Her career includes roles at Milford Federal Savings, Infinex Investments, and Santander Securities. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars using firm-approved analytical tools and structured annual planning engagements.

Kathleen Hobart is a financial advisor at Ameriprise with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Raymond James & Associates, Morgan Stanley Private Bank, and Morgan Stanley Smith Barney. Hobart serves on the House Corporation Board for the Beta Upsilon chapter of Delta Gamma sorority. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement, combining research, modeling, and tax-efficiency strategies to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Daniel Kuhn is a financial advisor at Ameriprise with 27 years of industry experience. He has held roles at Ameriprise and Ameriprise Financial Services, Inc. since 2005. He holds Series 63 and Series 65 licenses and is based in Cape Coral, FL. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Ryan Glynn is a financial advisor with MassMutual Investors Services in Fort Myers, FL, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has worked at MassMutual Investors Services since 2015 and Massachusetts Mutual Life Insurance Co since 2014. Glynn is also a Certified Divorce Financial Analyst and works with clients and their attorneys on financial disclosures related to divorce. Additionally, he serves as president of his local neighborhood association board. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning, asset management, and educational seminars to individuals, business owners, trusts, estates, and charitable organizations. The firm structures planning engagements as annual, collaborative relationships and offers specialized services including divorce planning and event-driven estate and employer-sponsored planning programs.

Mandi Shiel is a financial advisor with Equitable Advisors in Cape Coral, FL, holding a Series 66 designation and 13 years of industry experience. She has been with Equitable and its predecessor entity AXA Equitable since 2013. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach involves assessing client information and risk tolerance to match them with appropriate program models or discretionary managers, utilizing both proprietary and third-party investment platforms.

Anthony Dagati is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019, following prior roles at FG Companies and RealtyShares. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

James Mundell Jr. is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Advisors and Edward Jones. Mundell serves as a finance committee member for Trinity Bible Church in Cedar Falls, IA. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a range of investment programs delivered via affiliated broker-dealer and RIA relationships.

Carly Rainero is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds the Series 63 and Series 65 licenses and has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Secular Return Estimates and Monte Carlo simulations to support its advisory services.

Victor Mazzella is a Series 63 licensed financial advisor with 29 years of industry experience, currently affiliated with Cetera since 2004. He also operates Victor J. Mazzella, CPA, PA, an accounting and tax practice where he serves as president. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various program options, combining discretionary and non-discretionary portfolio management and access to third-party money managers.

Ronald Fitzgerald is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 designations and bringing 47 years of industry experience. He previously worked at UBS Financial Services for 22 years before joining RBC Capital Markets in 2020. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, with investment strategies tailored to each client’s risk profile.

Michael Sawyer is a financial advisor at Equitable Advisors with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Equitable Advisors since 2005, previously serving at Axa Advisors and Mony Securities Corporation. Outside of his advisory role, he operates an outside insurance brokerage business under the name Educated Wealth Strategies. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both proprietary and third-party investment solutions delivered through a broad network of Investment Adviser Representatives.

Sean Molloy is a financial advisor with Wells Fargo Advisors, holding the Series 66 designation and 23 years of industry experience. His prior roles include positions at Ameriprise Financial for 17 years and Raymond James Financial Services from 2019 to 2021. Outside of his advisory work, he serves on the board of the Riverwatch Home Owners Association and co-owns a dance academy in Fort Myers, Florida. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and tools, with planning engagements typically conducted on a discrete basis.

Michael Riordan is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 credentials and bringing 56 years of industry experience. He has been with UBS since 2009. Outside of his financial advisory work, he serves in several healthcare-related leadership roles, including chairman of Highlands Senior Living and board memberships with Highland Hospital and Strong Partners Health System. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services that include financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor client strategies.

Rebecca Ross is a financial advisor at Robert W. Baird & Co. Inc. with 45 years of industry experience. She has been with Robert W. Baird since 2009. She holds Series 63 and Series 66 designations. The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed account programs, and brokerage services, supported by internal research and advanced tools such as artificial intelligence in client advice.

Lee Coomler is a financial advisor with Raymond James Financial in Fort Myers, FL, holding Series 63 and Series 65 licenses and having 25 years of industry experience. His prior roles include positions at Morgan Stanley and Citigroup Global Markets. Coomler is also the owner of Stonecrest Group LLC, where he focuses on client acquisition and retention. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and consulting, utilizing risk profiling and analytical tools to support client decision-making.

John Ginsbury is a financial advisor with Ameriprise in Fort Myers, FL, holding a Series 66 designation and 16 years of industry experience. He has worked at Ameriprise since 2019 and previously spent five years at Oppenheimer. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Carl Rimer is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Morgan Stanley and its affiliates since 2009. Rimer serves on the board of directors for the Conewango Valley Kennel Club Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients. The firm offers tailored financial planning services using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Jeffrey Bartleson is a financial advisor with Edward Jones in Cape Coral, FL, holding Series 63 and Series 66 designations and 23 years of industry experience. He has been with Edward Jones since 2003. 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 under management through a nationwide network of financial advisors and offers a range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds.

Gavin Barford is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. He has previously worked at Cetera Wealth Services, WealthCare Inc., and held roles at Ave Maria University. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Felix Becker is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Bank, as well as Merrill and Bank of America. Outside of finance, Becker co-owns two family businesses in the food and beverage sector, including a food truck operation and a beer brewing business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement consulting services. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.