Barry Croteau is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has worked at Wells Fargo since 2022 and previously spent 12 years with Fifth Third Securities. 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 both brokerage and advisory solutions, utilizing research and analytics to support investment decisions.

John Messer is a financial advisor with Primerica Advisors in Ft Myers, FL, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has worked with Primerica Financial Services and PFS Investments, Inc. since the mid-2000s and is also employed by American Airlines. Outside of advising, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with trading and custody services facilitated by Pershing and BNY Mellon Advisors.

Leo Stevenson is a Wealth Management Advisor with Merrill Lynch Wealth Management, based in the Wyandotte office. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Leo works closely with clients to understand their individual goals and develop personalized financial strategies, focusing on family wealth management, personal retirement planning, and small business strategies. Leo is a graduate of Michigan State University and has been with Merrill Lynch since 1996. He emphasizes a holistic approach to financial advising, prioritizing understanding clients' motivations and concerns as integral to achieving financial success. In addition to his professional work, Leo is actively involved in his local community, serving on the Boards of Directors for Focus: HOPE and the Wyandotte Downtown Development Authority. Outside of his financial advisory role, Leo enjoys boating, cooking, gardening, golfing, hiking, reading, traveling, and spending time with his family. He encourages clients and others to reach out with questions regarding his business or hobbies.

Matthew Welborn is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Stifel Nicolaus & Co Inc since 2017. Prior to joining Stifel, he worked at UBS Financial Services Inc for 11 years. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Anastasia Ray is a financial advisor with Equitable Advisors in Cape Coral, FL, holding the Series 66 designation and 16 years of industry experience. Her prior roles include positions at AXA Advisors LLC, AXA Equitable, M&T Bank, and M&T Securities. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset management programs through a network of Investment Adviser Representatives and third-party asset managers.

Andrea Corella Saint Pere is a financial advisor with Raymond James & Associates in Fort Myers, FL, holding a Series 66 designation and bringing 11 years of industry experience. Prior to joining Raymond James in 2018, she worked at Bank of America and Merrill. She is also affiliated with Hodges University. Outside of her advisory role, she is a manager of KSP Home Solutions, LLC. Raymond James & Associates is a nationally recognized broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and municipal entities, offering tailored financial planning and consulting services supported by a wide range of portfolio management styles and affiliated research.

Scott Sanders is a financial advisor at Ameriprise with 27 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Stifel Nicolaus & Co Inc from 2009 to 2018. Sanders has been with Ameriprise and its affiliated entities since 2018. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, focusing on income sources, Social Security options, and withdrawal strategies.

Benita Alstatt is a financial advisor with Raymond James Financial who holds Series 63 and Series 66 licenses and has 27 years of industry experience. She has worked at Raymond James Financial Services Advisors Inc. and Raymond James Financial Services, Inc. since 2016. Prior to that, she was employed at Walgreens from 2015 to 2018. Alstatt also works as an associate and registered sales assistant at Weinstein Wilkes Financial Group in Fort Myers, FL. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm employs analytical tools and risk profiling to tailor non-discretionary planning and investment consulting to client goals, supporting implementation through various advisory programs.

Carlos Lara is a financial advisor at Merrill based in Fort Myers, FL, holding a Series 66 designation. He has been with Merrill and Bank of America since 2025, with prior experience at several firms including Whetstone Management LLC and Stephen Douglas Associates LLC. Before entering the financial industry, he worked in the restaurant sector at Koning Restaurant International LLC and Restaurant Brands International Inc. 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, and various institutional investors.

Hannah Wittman is a financial advisor at Merrill in Fort Myers, FL, holding a Series 66 designation with two years of industry experience. She joined Merrill in 2019 and previously worked at MD Solutions and Wally's Deli. Merrill provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Bethany Spurlock is a financial advisor at Wells Fargo Advisors with one year of industry experience. She holds the Series 66 designation and previously worked at the University of South Florida and Cypress Lake High School before joining Wells Fargo Advisors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients who meet a net-worth threshold, utilizing Wells Fargo research and tools to develop tailored recommendations.

Marc Irion II is a financial advisor with Wells Fargo Clearing and holds Series 63 and Series 66 licenses. He has 29 years of industry experience, including 11 years at UBS Financial Services and six years at Wells Fargo Clearing. Outside of his advisory work, he is a silent partner in Pretzel Logic UK Limited, LLC. Wells Fargo Advisors serves 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 research from Wells Fargo Investment Institute with third-party analytics to support its diversified investment approach.

Nadine Wilkes is a CFP® professional with 44 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. since 2010. She has held leadership roles including branch ownership through Weinstein Wilkes Financial Group and partnership at WWFG Ventures. Wilkes serves on the finance and investment committee of Citygate Church and is involved in counseling and mentoring on financial hardship using biblical principles. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, corporations, and institutions. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Thomas Bucklin is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 licenses. He has 27 years of industry experience, including roles at Cambridge Investment Research, Inc., Capital Investment Advisors, Inc., and Fortress Financial. Outside of his advisory work, he serves as a U.S. Coast Guard charter captain. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and operates across multiple platforms, providing access to third-party advisers and proprietary model strategies.

John Evans is a CFP® with 17 years of experience in financial advising, currently affiliated with OSAIC. His prior firms include Edward Jones, Commonwealth Financial Network, and Four Pillars Investment Management. He also engages in fixed insurance sales and serves as an agent of record for an investment-related LLC. OSAIC Wealth serves a wide range of clients, including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a comprehensive platform with a focus on model-based asset allocation, portfolio optimization, and access to both proprietary and third-party investment strategies.

William White is a financial advisor with Stifel, holding Series 63 and Series 66 licenses and having 12 years of industry experience. He previously worked at UBS Financial Services and Van Eck Associates Corporation. William is based in Fort Myers, Florida. Stifel serves a wide range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and planning solutions.

Joshua Garrett is a financial advisor with Raymond James & Associates in Fort Myers, FL, holding a Series 66 designation and having 21 years of industry experience. His prior roles include positions at Truist Advisory Services, Truist Investment Services, and BB&T Securities. Outside of advising, he is the owner of a business, JK JK LLC, which holds real estate land in Tennessee. 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 municipal advisory services.

John Clinger is the Senior Vice President and Senior Resident Director at Merrill Lynch Wealth Management, leading the Fort Myers office. He began his financial services career in 1991 at SunTrust Bank and held leadership and lending roles before joining Merrill Lynch in 2000. He is a founding member of Clinger, Sizemore & Associates, focusing on personalized, multi-generational wealth management. John holds a bachelor's degree in Business from the University of South Florida and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His expertise covers areas such as family wealth management, retirement planning, tax minimization, portfolio management, and services for endowments and non-profits. He actively contributes to the Southwest Florida community through leadership roles with organizations including the Harry Chapin Food Bank, Children's Advocacy Center, Diocese of Venice School Board, and United Way. John has also been involved with youth sports organizations and has served as a campaign chair and board member for multiple nonprofits. He and his wife, Rusti, reside in Fort Myers with their four daughters.

Ronald Heim is a financial advisor with Merrill in Fort Myers, FL, holding a Series 66 designation and having 22 years of industry experience. He has worked at Merrill since 2003 and has also been associated with Bank of America since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, supported by internal and third-party management teams.

Kurt Maurillo is a CFP®-certified financial advisor with 24 years of industry experience. He is currently with Wells Fargo Advisors in Fort Myers, FL, where he has worked since 2023, following seven years at Wells Fargo Clearing and earlier experience at Morgan Stanley. Outside of his advisory role, Maurillo serves as president of the Freedom Acres Homeowners Association in Cape Coral, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a comprehensive range of planning services tailored to clients meeting a net-worth threshold, utilizing proprietary research and planning tools to develop and deliver personalized recommendations.