Dan Fairchild is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and 16 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2010 and 2009, respectively. Fairchild owns FAIRKOR, Inc., a legal entity formed for Primerica business purposes, and he also receives compensation related to mortgage and home service referrals. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services primarily through model-based strategies created by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Karen Zeis is a financial advisor at UBS Financial Services with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and delivers advisory work through a network of Financial Advisors using proprietary research and asset allocation models.

Adam Hirsch is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and four years of industry experience. His background includes work with PFS Investments Inc. and roles in tax preparation, computer services, notary services, jewelry insurance, and bail bond agency. Primerica Advisors sponsors and manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery investment strategies developed by unaffiliated asset managers and supports accounts through BNY Mellon Advisors and Pershing custody platforms.

Timothy Aumann is a financial advisor with Edward Jones in Ft Myers, FL, holding CFP® and Series 66 designations and bringing 22 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Christian Burke Jr. is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2013. He is based in Fort Myers, Florida, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved as a co-trustee of employee 401(k) plans and manages multiple investment-related activities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides 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 special-needs planning, utilizing proprietary research and tools to support tailored client recommendations.

Caleb Lowman is a CFP® professional with 23 years of industry experience, currently serving at Wells Fargo Advisors since 2009. He holds the Series 66 designation and is based in Fort Myers, FL. Outside his advisory role, he is involved as a trustee for a 401(k) plan and co-owns several investment-related entities, including Lighthouse Wealth Management, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services and integrates advisory services with other financial products and referral channels.

Logan Norris is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. He has worked with Retirement Advisors, Inc. and Cetera ADVISORS LLC, and has also worked outside finance as a server at Stir Crazy Restaurant. In addition to his advisory role, he is an insurance agent selling life, disability, fixed annuities, and long-term care products. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Thomas Pound is a financial advisor with Equitable Advisors based in Fort Myers, FL, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Cetera Wealth Services, Avantax Insurance Agency, and Keller and Koczara, where he worked as a tax specialist. Outside of advising, he serves as president of a local chapter of USA Dance, a nonprofit promoting ballroom dancing, and has experience as a mathematics teacher with Lee County Schools. Equitable Advisors serves a diverse client base including individuals, high-net-worth, retirement plans, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, primarily through LPL-sponsored and endorsed platforms.

Judy Lowman is a financial advisor with Wells Fargo Advisors in Fort Myers, FL, holding Series 65 and Series 63 licenses and having six years of industry experience. She has been with Wells Fargo Advisors since 2018 and has prior experience working with Lee County Elections. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides 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, as well as specialized areas such as business-owner transition and special-needs analysis.

Robert Sager is a financial advisor with LPL Financial in Fort Myers, FL, holding a Series 63 designation and 31 years of industry experience. He has been with LPL Financial since 2009, previously associated with Independent Financial Partners. Outside of advisory work, he operates a photography business and has worked as an associate at a local hardware store. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management with access to model portfolios, third-party subadvisors, and extensive research.

Todd Kluener is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at BB&T and Truist Advisory Services. Outside of advisory work, he manages vacation rental properties in the Fort Myers area. Raymond James & Associates is a large broker‑dealer and SEC‑registered investment adviser serving individuals, institutions, pension plans, and municipal entities. The firm offers tailored financial planning and consulting services supported by a wide range of portfolio management styles, affiliated research, and model manager options.

Daniel Rossi is a Series 66-licensed financial advisor with Edward Jones in St James City, FL, where he has worked since 2021. He has five years of industry experience and previously held roles at Best Home Services, JE Thomas Inc, and Enterprise Holdings Inc. Outside of his advisory work, Rossi is involved in several business activities, including co-owning a car rental service and licensing HVAC, plumbing, electrical, and general contracting businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and supports clients through a large network of advisors and branch offices nationwide.

Natasha Lark is a financial advisor at UBS Financial Services with 13 years of industry experience. She has worked at several firms including Raymond James and Associates, Morgan Stanley, and SunTrust/GenSpring. Between 2018 and 2019, she traveled and studied for the CIMA designation at Yale University. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Craig Tharp is a financial advisor with Thrivent Investment Management based in Fort Myers, FL, holding Series 63 and Series 66 credentials and 35 years of industry experience. He has been with Thrivent Financial for Lutherans since 2002. Outside of his advisory role, Tharp serves on multiple nonprofit boards, including as president of The Warming Shelter, which provides shelter and support for individuals experiencing homelessness. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on holistic, goal-based financial planning without providing portfolio management for institutional clients.

Colin Feng is a financial advisor with Equitable Advisors in Fort Myers, FL, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Equitable Advisors since 2009, previously affiliated with Axa Advisors LLC. Outside of his advisory role, he serves as a board member and treasurer of the Chiao Tong University Alumni Foundation of America. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement plan support, and access to asset management through LPL programs and a wide range of third-party asset managers. The firm utilizes a hybrid referral and implementation model that combines advisory and brokerage channels tailored to client goals and risk tolerance.

Julie Vogt is a financial advisor with Morgan Stanley in Fort Myers, FL, holding a Series 63 designation and 36 years of industry experience. She has worked with Morgan Stanley since 2009 and has been associated with Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, Vogt serves as Treasurer for JV Operations, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs for individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

John Nicolosi is a financial advisor at Ameriprise with 32 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Summit Financial Group, Summit Brokerage Services, and Private Asset Management Group, LLC, which he owns and uses for business development and consulting related to managing his Ameriprise practice. Nicolosi is also a certified notary. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement advice and offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Joan Valenti is a CFP® with 42 years of industry experience and has been with LPL Financial since 1994. She serves on the advisory board of Northwest Community Bank and is a board member of Connecticut Mutual Holding Company. Valenti also leads Valenti Wealth Management Powered by LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing discretionary and non-discretionary management supported by in-house and third-party research and technologies.

Craig Wiklund is a financial advisor with OSAIC in Fort Myers, FL, holding Series 63 and Series 65 designations and 39 years of industry experience. He previously worked at Woodbury Financial Services, Inc. for 13 years before joining OSAIC in 2024. Outside of his advisory role, he is a partner in Wiklund & Bond Financial Position, a corporation consulting on and selling health insurance and voluntary employee benefits. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and advisory platforms, offering brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary management with a broad investment universe.

Trevor Harrelson is a financial advisor with Cetera Wealth Services, LLC, holding a Series 66 designation and over 26 years of industry experience. His background includes roles at Securian Financial Services and Minnesota Life Insurance Company, spanning more than two decades. Outside of his advisory work, he owns The Continuing Education Academy, which provides classes for contractor license renewals. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to multiple investment platforms. The firm supports advisors through a multi-manager platform with discretionary and non-discretionary program options and manages over $256 billion in assets.