Mark Sonntag is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 designations and possessing 37 years of industry experience. His prior roles include positions at National Securities Corporation and Gilman Ciocia, Inc. since 2009. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored planning advice focused on income sources and tax-aware withdrawal strategies for those nearing or in retirement.

Peter Sorensen is a financial advisor at Cetera with 40 years of industry experience. He holds the ChFC® designation and various securities licenses, and has worked at firms including Sagepoint Financial, Inc. and Cetera Wealth Services, LLC. Outside of his advisory role, he owns and manages multiple financial and employee benefits businesses. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform with diverse portfolio management options and access to third-party money managers.

Joseph Falcone is a financial advisor at Edward Jones in Cape Coral, FL, holding Series 63 and Series 66 licenses with seven years of industry experience. His prior roles include positions at RBC Capital Markets and Drexel Hamilton. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Sarah Jakubowski is a financial advisor with Primerica Advisors in Cape Coral, FL, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. She has worked with Primerica Advisors and Primerica Financial Services since 2018 and previously worked at SunTrust Advisory Services from 2016 to 2018. Outside of advisory services, she is involved in the sale of loan products and home-related services through Primerica affiliates. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm offers model-driven investment strategies supported by third-party managers and custodians, managing approximately $15.5 billion in assets through a network of about 3,961 advisors across 1,829 offices.

Tarek Salhab is a Series 66-credentialed financial advisor with 25 years of industry experience. He is currently with Raymond James & Associates and has prior experience at Bank of America and Merrill. Outside of his advisory work, he serves on the board of Canterbury School and owns a sports content app called PostLeague. Raymond James & Associates oversees approximately $501 billion in assets and serves a diverse client base including individuals, institutions, and municipalities. The firm offers financial planning, non-discretionary investment consulting, and institutional services, utilizing a range of portfolio management styles supported by affiliated research and sub-advisers.

Todd Bramson is a CFP® and ChFC® with 42 years of experience in the financial services industry. He is currently with Cetera and has held positions at notable firms including Securian Financial Services, Inc. and North Star Consultants, Inc. Outside of advising, he is an author and serves as a director for the Western Golf Association. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Craig Braun is a financial advisor with Stifel in Fort Myers, FL, holding Series 63 and Series 65 credentials and 33 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. from 2009 to 2018 before joining Stifel in 2018. Braun serves as a volunteer member of the Investment Advisory Committee for the Charter Township of Independence. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, providing both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, employing forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning.

Vincent Moore is a financial advisor with Raymond James Financial in Fort Myers, FL, holding a Series 66 designation and 10 years of industry experience. He previously worked at Edward Jones for nine years before joining Raymond James in 2025. Outside of his advisory role, he co-owns an operations company that manages shared office space and related expenses with another local advisor. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse range of clients, using analytical tools and risk profiling to tailor non‑discretionary advice that supports both individual and institutional investors.

Carroll Clark Jr. is a financial advisor at Ameriprise with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise since 1981, including its predecessor firm. He is also a notary and co-owns an LLC that leases office space shared with two other advisors. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm serves a broad client base with advisory, brokerage, and insurance solutions typical of a large institutional provider.

Alfred Rich is a financial advisor with LPL Financial in Cape Coral, FL, holding a Series 66 license and 11 years of industry experience. He previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of his advisory role, he serves as an Operations Manager at FedEx. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services utilizing both discretionary and non-discretionary management approaches.

Chelsea Scomak is a CFP® with 10 years of industry experience, currently serving as an advisor at Cambridge Investment Research Advisors since 2017. Prior to this, she worked at Sophia's At Walden and Kovack Securities, Inc. She is also the founder of Via Brio LLC and serves as a board member of Women in Tech & Entrepreneurship in Fort Myers, FL. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan advisory services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers a range of portfolio management options through a network of independent financial professionals, utilizing both proprietary and unaffiliated strategies.

Scott Lair is a financial advisor at LPL Financial with 37 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at FSC Securities Corporation for 16 years before joining LPL Financial in 2019. 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 advisors. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

James Sands Jr. is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 66 designation and has been with LPL Financial since 2013. In addition to his advisory role, Sands is involved in tax preparation and accounting services, as well as offering non-variable life and health insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm provides a range of advisory programs and financial planning services supported by research and a variety of investment management approaches.

Peter Ardolino is a financial advisor at Ameriprise with 40 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior work includes roles at Century Securities Associates, Inc., Peter J Ardolino Insurance & Fin Serv Inc., and New York Life Insurance Co. Outside of advising, he is involved in tax preparation through his business, Preferred Services 4U, LLC. Ameriprise provides retirement-income planning services primarily for individuals near or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations supported by a centralized consulting team.

William White III is a financial advisor with Stifel in Fort Myers, FL, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He previously worked at UBS Financial Services from 2011 to 2021 before joining Stifel in 2021. Outside of his advisory work, he serves on the boards of See His Face Ministries and the Southwest Florida Community Prayer Breakfast. Stifel serves a diverse client base including individuals, institutions, and municipalities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodology developed by its Investment Strategy Group.

Sean O'Hara is a financial advisor with Wells Fargo Clearing in Cape Coral, FL, holding a Series 66 designation and 21 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016, as well as Wachovia Bank, N.A. since 2005. Wells Fargo Advisors is a national securities firm managing approximately $671 billion in assets with over 14,000 financial advisors. The firm provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, offering both brokerage and advisory solutions supported by research and analytics.

Daniela Fergen is a Series 66 licensed financial advisor with Edward Jones in Fort Myers, FL, where she has worked since 2016. She has 10 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management supported by a nationwide network of over 23,700 advisors.

Robert Woosley II is a financial advisor with Stifel in Cape Coral, FL, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has been with Stifel since 1994. Outside of his advisory role, he serves as the Treasurer of the Optimist Club of Louisville. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary analysis and allocation guidance developed by its Investment Strategy Group, providing clients with tools for asset allocation, retirement, insurance, and estate planning decisions.

Fred Scheller is a financial advisor at Osaic with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Sagepoint Financial, LPL Financial, and SII Investments. Outside of his advisory work, he co-owns an online retail business and owns a grape vineyard with his wife, where he assists in the growing and harvesting of wine grapes. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services along with financial planning, retirement consulting, and access to third-party money managers. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Timothy Betts is a financial advisor at Cetera with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms, including Bank of America, Merrill, LPL Financial, and Lincoln Investment. Outside of his advisory role, he owns Moon Financial Group, which provides marketing lead generation services for final expense insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts. It offers portfolio management, financial planning, and access to a range of third-party money managers through a multi-manager platform with discretionary and non-discretionary program options.