Gina Maya is a financial advisor at Merrill with 13 years of industry experience. She holds a Series 66 credential and has been with Merrill since 2006. Outside of her advisory role, she is involved in family-held LLCs related to rental properties in Fort Myers, Florida. 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 for a range of clients, including individuals, high-net-worth investors, and institutions.

Brian Wolf is a financial advisor with Wells Fargo Advisors in Fort Myers, FL, holding a Series 66 designation and 11 years of industry experience. He has been with Wells Fargo Clearing and Wells Fargo Advisors since 2016. Wolf has ownership interests in two investment-related firms based in Fort Myers that he is involved with on a limited basis. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu tailored to clients meeting a net-worth threshold, utilizing proprietary research and tools to develop customized recommendations.

William Du Pont is a financial advisor with Morgan Stanley in Fort Myers, FL, holding a Series 66 designation and eight years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2018. Prior to that, he worked at She Sells Sea Shells from 2015 to 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning using structured processes and firm-approved tools.

Jason Perry is a financial advisor at OSAIC with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Securities America Advisors, Janney Montgomery Scott, and Edward Jones. Perry is a founder and owner of SymboliQ Wealth Management and serves on the advisory council for the nonprofit Christy's Cause, Inc. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plans, charities, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing model-based asset allocation and portfolio optimization tools supported by various managed account programs and third-party strategies.

Robert Krupp is a financial advisor with Equitable Advisors in Fort Myers, FL, holding a Series 66 designation and 18 years of industry experience. He has worked at Equitable Advisors since 2008 and previously at Ameriprise for one year. He serves as power of attorney and co-trustee for his mother’s trust. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients through a network of Investment Adviser Representatives and a variety of advisory programs.

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.

Sarah Jakubowski is a financial advisor with Primerica Advisors in Cape Coral, FL, holding Series 63 and Series 65 designations and having 10 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2018 and previously worked at SunTrust Advisory Services and SunTrust Investment Services. Jakubowski is also involved in sales of home security and automation products, loan products, and other home-related services through affiliated companies. Primerica Advisors 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 delivers advisory services through a network of over 3,600 advisors using model-based investment strategies supported by third-party asset managers and custodians.

Tarek Salhab is a financial advisor with Raymond James & Associates in Fort Myers, FL, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Morgan Stanley. Outside of advising, he serves as a committee member for Canterbury School and owns a sports content-related app called PostLeague. Raymond James & Associates is a large 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 and consulting services supported by a broad range of portfolio management styles and research resources.

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.

Halie Stewart is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. She has held roles at Merrill since 2021 and is currently based in Bonita Springs, FL. Outside of finance, her background includes experience in various service and hospitality positions, including work at Kava Culture Kava Bar and Barra Rossa Ristorante. Merrill, along 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts, supported by internal Chief Investment Office teams and third-party managers.

Chelsea Scomak is a CFP® professional with 10 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2017. Prior to that, she worked at Kovack Securities, Inc. and Sophia's At Walden. She is a board member of Women in Tech & Entrepreneurship (WTE). Cambridge Investment Research Advisors serves a diverse client base including individual and institutional clients such as pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and offers proprietary model strategies and access to third-party advisers.

Carl Piacelli is a financial advisor with Morgan Stanley in Bonita Springs, FL, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Morgan Stanley Private Bank, National Association, and Morgan Stanley since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that uses firm-approved tools and modeling techniques to develop financial plans.

James Sands Jr. is a Series 66 licensed financial advisor with over 21 years of industry experience. He has been with LPL Financial since 2013 and previously worked at MSI Financial Services and Ameriprise. Outside of his advisory role, he is involved in tax preparation and accounting services through Titan Tax Services and holds a position related to fixed life and health insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered primarily by investment adviser representatives who utilize a range of strategies including discretionary and non-discretionary management.

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.

Hanna Maschmidt is a financial advisor at Raymond James & Associates with a Series 66 designation and one year of industry experience. Prior to joining Raymond James, she worked at JM&A Group for three years and has a background that includes roles in plastic surgery and cosmetic surgery centers as well as time at Florida Atlantic University. 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 municipalities, offering financial planning and non-discretionary investment consulting supported by a nationwide network of advisers.

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.

Fred Scheller is a financial advisor with OSAIC in Estero, Florida, holding Series 63 and Series 65 licenses and 44 years of industry experience. His prior roles include positions at Sagepoint Financial, LPL Financial, and his own Scheller Financial Services. Outside of advisory work, he co-owns an online retail business and manages a grape vineyard with his wife. OSAIC serves a diverse client base including retail investors, retirement plans, charities, and corporations. The firm offers a multi-advisor platform with comprehensive financial planning and various managed portfolio options, emphasizing model-based asset allocation and portfolio optimization.