Jennifer Woods is a financial advisor with Morgan Stanley in Fort Myers, FL, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. Her prior roles include positions at UBS Financial Services Inc, Raymond James & Associates, Inc., Sanctuary Advisors LLC, and Keller Williams. Outside of her advisory work, she has been involved with EXP Realty LLC. Morgan Stanley Wealth Management offers a wide range of advisory services to individuals and institutional clients, including tailored financial planning utilizing firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning programs.

Gerald Jack is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with the firm since 1981 and holds the designation of Personal Investment Advisor (PIA). Gerald is a graduate of Buffalo State College, where he earned a bachelor's degree in economics. He has extensive experience in fixed income investments, with a primary focus on tax-free municipal bonds. His education and professional background enable him to assist clients in determining and implementing their long-term financial goals and objectives.

Ryan Blauch is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He previously worked at Robert W. Baird & Co. for six years and Wells Fargo Clearing Services, LLC for five years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and integrates advisory services with other financial products and referral channels.

Carl Nicolosi is a financial advisor with Ameriprise in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. Prior to joining Ameriprise in 2016, he worked at Summit Financial Group Inc, Commonwealth Financial Network, and UBS Financial Services. He is also a co-partner managing office operations at Private Asset Management Group, LLC, a business unrelated to investment activities. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice.

Beth Di Roma is a financial advisor at Wells Fargo Advisors in Fort Myers, FL, holding a Series 66 designation with 18 years of industry experience. She has worked at Wells Fargo Clearing from 2016 to 2023 before joining Wells Fargo Advisors, where she has been since 2023. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including cash-flow, retirement, education, risk, and wealth-transfer planning, using Wells Fargo research and tools to develop tailored recommendations.

Christine Haut is a financial advisor at Merrill with over 30 years of industry experience. She has been with Merrill since 1993 and holds Series 63 and Series 65 designations. 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 and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

James Kueper is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and 27 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he owns a commercial rental property in Breese, Illinois. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers various advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Amy Mitchell is a Series 66-licensed financial advisor with Merrill in Fort Myers, FL, having 21 years of industry experience. She has worked with Merrill since 1993, including a brief tenure at BOFA Securities, Inc. in 2019. Outside of her advisory role, Mitchell serves on the advisory board of Collier County Honor Flight, a nonprofit supporting local veterans. 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, corporations, and charitable organizations.

Frank Durand is a CFP® with 39 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2009. He holds Series 63 and Series 65 licenses and is based in Fort Myers, FL. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using proprietary research and tools to develop tailored recommendations.

Richard Dempsey is a financial advisor at Edward Jones with 15 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at USAA Financial Advisors and Usaa Investment Management Company, as well as ownership of a restaurant business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Alexandre Blagojevic is a financial advisor with Raymond James & Associates in Fort Myers, FL, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he serves as Treasurer and board member for the Southwest Free Pain Clinic, a community organization in Fort Myers. Raymond James & Associates is a large, dual-registered broker-dealer and SEC-registered investment adviser overseeing 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 institutional fiduciary services with a range of portfolio management styles and affiliated research.

Jay Shifflet is a financial advisor with Fidelity Investments in Fort Myers, FL. He holds a Series 66 designation and has two years of industry experience. Prior to joining Fidelity, he worked at Equitable Advisors and Bankers Life. He also has experience with Garret Barrel & Drum and the local business Dock Side Willies. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios with systematic methodologies and long-term asset allocation benchmarks.

Lawrence Union III is a financial advisor with LPL Financial in Ft Myers, FL, holding a Series 66 designation and bringing 10 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Edward Jones, and Bank of the Ozarks. 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 third-party asset management, supported by a large network of investment adviser representatives.

Madison Wood is an advisor at Raymond James & Associates with a Series 66 designation and no prior industry experience. Before joining Raymond James, Madison worked in retail at Express Factory Outlet and held roles with Florida Gulf Coast University, Kid-2-Kid, and the Lee County School District. 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 wide range of clients, including individuals, institutions, and municipal entities, offering financial planning and non‑discretionary investment consulting supported by firm research and multiple portfolio management styles.

Widneliz Morales De Jesus is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Merrill Lynch/Bank of America and Fifth Third Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research with forward-looking capital market assumptions, and it incorporates an ESG eligibility framework in its recommended strategies.

Ryan Pilcher is a financial advisor with J.P. Morgan Securities in Naples, FL, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Charles Schwab, TD Ameritrade Investment Management, Wells Fargo Advisors, and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research to develop model asset allocations, with capabilities in derivatives and commodities through broader regulatory registrations.

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.

Keith Yoder is a financial advisor with Raymond James & Associates in Bonita Springs, FL, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He has been with Raymond James & Associates since 2011. Yoder serves as a board member of FLF Legacy Funds, a Christian non-profit organization. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base including individuals, institutions, and municipal entities. The firm provides financial planning and non-discretionary investment consulting through various programs, drawing on multiple portfolio management styles and affiliated research.

Charles Anderson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he is a partner in a real estate business based in Grandville, Michigan. 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 uses research and analytics to evaluate investment options and offers both brokerage and advisory solutions through a large network of financial advisors.

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.