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.

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.

Dana Nelson is a financial advisor at Primerica Advisors in Ft Myers, FL, holding Series 65 and Series 63 credentials with eight years of industry experience. Her background includes roles in automotive services and investments, notably with PFS Investments and operating her own auto service business for over a decade. She also engages in part-time sales of home security, automation, and loan products through affiliates of her investment firm. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-driven investment strategies managed by third parties and provides advisory services through a large network of advisors.

Terrence McMahon is a Certified Financial Planner (CFP®) with 21 years of industry experience. He has been with Morgan Stanley since 2009, working in both Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. McMahon is based in Fort Myers, Florida. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides services including wrap programs, private funds, and principal trading activities.

Tim Cherry is a financial advisor with Ameriprise in Fort Myers, FL, holding Series 63 and Series 66 credentials and 31 years of industry experience. He has worked at Ameriprise since 2017 and previously spent nine years with LPL Financial. Cherry serves as president of the Fort Myers Beach Soccer Club and is president and owner of AMAA Group Incorporated. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written retirement income plans and tax-aware withdrawal strategies. The firm’s approach includes proprietary research and algorithmic tools and features restrictive enrollment criteria based on investable assets and use of Ameriprise-managed accounts.

Owen Geissinger is a financial advisor with Ameriprise in Fort Myers, FL. He holds a Series 66 designation and joined Ameriprise in 2025. Prior to his advisory role, he worked in various positions including at Red Robin and McGregor Veterinary Clinic. Ameriprise offers a retirement-income planning service tailored for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations. The firm serves a broad client base with advisory, brokerage, and insurance solutions typical of a large institutional provider.

Kenneth Agee is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Sagepoint Financial and Questar Asset Management. Agee is also involved in humanitarian efforts, serving as co-founder and executive director of Disaster Aid USA and chairman of the board for Disaster Aid International, in addition to owning True North Resource, which sells humanitarian aid supplies. Cetera Investment Advisers LLC is an SEC-registered advisor that supports a nationwide network of over 10,000 independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services and operates a multi-manager platform with access to affiliated and third-party managers, managing more than $256 billion in assets.

Barbara Mulford is a financial advisor with Charles Schwab, holding a Series 66 designation and two years of industry experience. She previously worked at TD Ameritrade and has been involved in her own art-related business for over a decade, creating and exhibiting artwork as well as teaching occasional art classes. She volunteers regularly at a local art gallery. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, offering a blend of non-discretionary and discretionary investment solutions supported by integrated custody, brokerage, and advisory services.

Michael Cook is a financial advisor with Merrill in Fort Myers, FL, holding Series 63 and Series 65 designations and over 29 years of industry experience. He has been associated with Merrill since 1996 and Bank of America, NA since 2009. Cook also serves as a board member of the Shell Harbor Property Owners Association in Sanibel, FL. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Roger Solis is a financial advisor with Ameriprise in Cape Coral, FL, holding a Series 63 designation and 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Solis serves on the board of directors for WPII as a member at large and is involved with Solver LLC, a business related to office real estate management. Ameriprise offers retirement-income planning services aimed at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to produce tailored recommendation reports. As a large institutional firm, it provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Leonard Katz is a financial advisor with Morgan Stanley in Fort Myers, FL, holding Series 63 and Series 65 licenses and with 29 years of industry experience. His career includes roles at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, UBS Financial Services, and Citigroup Global Markets. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including tailored financial planning, managing approximately $2.74 trillion in client assets. The firm emphasizes a structured planning process that employs firm-approved tools and investment models while generally acting in an advisory capacity.

Joseph Tedesco is a financial advisor with Charles Schwab in Fort Myers, FL, holding Series 63, 65, and 66 designations and 30 years of industry experience. His work history includes roles at Charles Schwab Investment Advisory and Charles Schwab Trust Bank, SSB. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and centralized custody and order-routing arrangements.

Cheryl Sylvester James is a Series 66-registered financial advisor at Edward Jones with experience beginning in 2025. Prior to joining Edward Jones, she worked for the Ministry of Finance and the Public Service from 1997 to 2025. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Martin Peen is a financial advisor at Edward Jones in Ft Myers, FL, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, he worked at AMP Global Investments LLC for 14 years and spent one year with the Lee County School District. He is also the CEO and managing member of AMP Global Investments LLC, an education services firm based in Estero, FL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Zachary Bock is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2019, progressing through roles including Investment Consultant, Central Relationship Manager, Investment Solutions Representative, and Customer Relationship Advocate. His experience spans various aspects of financial consulting and client relationship management within the firm. In his current position, Zachary works with clients to help them pursue their financial goals, utilizing Fidelity's brand and planning tools to support financial success. Outside of his professional responsibilities, he has interests in golf, outdoor adventures, pets, and reading.

Kelly Johnson is a financial advisor with Wells Fargo Clearing in Cape Coral, FL, holding a Series 63 designation and 25 years of industry experience. He previously worked at Morgan Stanley DW Inc. from 2001 to 2003. Outside of advisory work, he owns SWANKSHACK, LLC, an online sales business. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and provides both brokerage and advisory solutions.

Jeffrey Malavsky is a financial advisor with Stifel in Fort Myers, Florida, holding a Series 63 license and 28 years of industry experience. He has been with Stifel Nicolaus & Co. since 2010. Outside of his advisory role, Malavsky is involved with several wrestling organizations, serving as a board member and fundraising director for the National Wrestling Hall of Fame Florida Chapter and acting as a liaison between the National Wrestling Hall of Fame and the National Collegiate Wrestling Association. He also participates on the stewardship and finance committee of CityGate Ministries. Stifel serves a diverse client base including individuals, institutions, charitable organizations, and municipal entities, providing brokerage and investment advisory services supported by proprietary investment analysis from its Investment Strategy Group.

Tina Richards is a financial advisor with Edward Jones in Cape Coral, FL, holding Series 63 and Series 66 licenses and five years of industry experience. She previously worked as a self-employed bookkeeper for 12 years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with both discretionary and non-discretionary strategies, supported by a nationwide network of financial advisors and branch offices.

John Schutz is a financial advisor with Robert Baird & Co. in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked for over three decades at J.J.B. Hilliard, W.L. Lyons, Inc. He serves as a board member on the Investment/Finance Committee of the University of Southern Indiana Foundation. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing various separately managed accounts and techniques such as tax management and direct indexing, supported by ongoing manager selection and internal research.

Danielle Lucht is a financial advisor with Cambridge Investment Research Advisors in Ft. Myers, FL, holding Series 63 and Series 66 licenses and with 21 years of industry experience. She previously worked at Park Avenue Securities, Guardian Life Insurance Co., and Alliance Financing Group. Outside of her advisory role, she owns The Girls Who Vacation Properly LLC, a company involved in real estate. 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 through thousands of financial professionals. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, third-party advisers, and proprietary model strategies.