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.

Stephen Zahorian Jr. is a financial advisor with Cetera, holding Series 63 and Series 66 designations and bringing 39 years of industry experience. He has worked with Cetera and its affiliates since 2019 and is also president of Family Tree Financial Services, LLC, where he leads financial services operations. Cetera Investment Advisers LLC provides advisory services through a large nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services and supports multiple investment program structures with over $256 billion in assets under management.

Kevin Forness is a financial advisor with Primerica Advisors in Fort Myers, FL, holding Series 63 and Series 65 licenses. He has two years of industry experience and has previously worked at PFS Investments Inc. and several technology companies. Outside of his advisory role, he is president of K2 Management Group, Inc., a non-investment related business based in Las Vegas, NV. Primerica Advisors sponsors and manages 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 entities. The firm employs model-driven investment strategies delivered through a large network of advisors and offers various portfolio management options supported by third-party managers and custodians.

John Waldron is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and having 23 years of industry experience. His prior roles include positions at Cambridge Investment Research, Raymond James, and J.P. Morgan Securities. Outside of his advisory work, he is involved with Smokin Puffin LLC as a bookkeeper. 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, supported by a large network of investment adviser representatives.

Shubh Sethi is a financial advisor with LPL Financial in Fort Myers, FL, holding Series 63 and Series 65 designations and four years of industry experience. Prior to joining LPL Financial in 2023, he worked with Transamerica Financial Advisors, Inc. and World Financial Group, Inc., and he is the managing partner of Tax Swamis LLC, a tax preparation and representation business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers various advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Andrew Montero is a financial advisor with Wells Fargo Advisors in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked previously at Wells Fargo Clearing and Edward Jones. He is also engaged in managing his own wealth management firms, Montero Wealth Management, LLC and WMMG Wealth Management Group, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services covering areas such as cash-flow, retirement, education, risk, and wealth-transfer planning, with tailored recommendations supported by proprietary research and tools.

Omar Ramos is a Financial Advisor with Merrill Lynch Wealth Management based in Fort Myers, Florida. He brings over 15 years of experience in banking and wealth management, focusing on serving individuals, families, and business owners. Omar provides personalized, relationship-driven financial guidance, with expertise in areas such as equity compensation services, family wealth management strategies, legacy planning, liquidity management, and retirement income planning. He is dedicated to helping clients build, preserve, and transfer wealth with purpose, emphasizing the importance of aligning financial strategies with clients' values and goals. Omar holds the Personal Investment Advisor (PIA) designation and is proficient in Spanish, English, and Portuguese. His educational background includes a High School Diploma from North Nicholas High School. Beyond his professional work, Omar participates in his community through involvement with Next Level - Christian Church. He also has a range of personal interests including adventure sports, baseball, basketball, boating, football, golfing, music, pickleball, running, and yoga.

Samuel Henderson is a financial advisor with LPL Financial in Fort Myers, FL, holding a Series 63 designation and 40 years of industry experience. He has been with LPL Financial since 1995. Outside of his advisory role, Henderson is a licensed insurance agent associated with Ash Brokerage Corp. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Joshua Scoggins is a Series 66-licensed financial advisor with Stifel in Fort Myers, FL. He joined Stifel in 2026 and has prior experience at Gartner and various other roles across multiple industries. Outside of finance, he was involved with Next Level Church in Southwest Florida for five years. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and advisory services. The firm’s investment approach uses a proprietary methodology developed by its Investment Strategy Group that incorporates forward-looking capital market assumptions and probabilistic modeling to support client decision-making.

Taylor Clinton is a Series 66 licensed financial advisor with Edward Jones, based in Ft Myers, FL, and has two years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he co-founded a travel blog with his spouse, offering educational content on travel tips and planning. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm manages over $1 trillion in assets and provides a range of advisory programs and investment solutions through a large network of financial advisors and branch offices.

Terri Starliper is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise since 2007. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement income planning through written recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

David Kinney is a financial advisor with Stifel in Fort Myers, FL, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2015, following nine years at Wells Fargo Advisors and a brief tenure at A. G. Edwards & Sons, Inc. Outside of his advisory role, he is the owner and president of Lake Runner ABB LLC, a boat storage and detailing business. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, providing asset allocation and planning analyses to support client decision-making.

Bradley Jessen is a financial advisor with Raymond James & Associates in Fort Myers, FL. He holds the ChFC® designation and Series 66 license and has 13 years of industry experience, including 11 years at Edward Jones before joining Raymond James in 2024. 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 charitable organizations—and offers financial planning and consulting with a range of portfolio management styles supported by extensive research and affiliated sub-advisers.

Matt Franklin is a financial advisor with LPL Financial in Fort Myers, FL, holding a Series 63 designation and 37 years of industry experience. His career includes roles at United Planners' Financial Services of America, SSN Advisory, and Edward Jones. Outside of advisory work, he owns Standardbred race horses. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Darryl Metzger is a financial advisor at Robert Baird & Co. with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Robert Baird since 2019. Prior to that, he was with Hilliard Lyons and J.J.B. Hilliard, W.L. Lyons, Inc. from 1999 to 2019. Outside of his advisory role, he participates annually in portfolio discussions for AH Investments. Robert Baird & Co.’s DDK Group serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations through financial planning, portfolio management, and custody services. The firm employs a combination of manager-traded and model-traded strategies, tax management, and uses internal research and tools, including artificial intelligence, to support client advice.

William Griggs is a financial advisor with Equitable Advisors in Fort Meyers, FL, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2005. Outside of advisory work, he is involved in employee benefits insurance sales through his own firm, Griggs and Griggs, and supervises the Barrington Bowling Center, Inc. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients with financial planning, retirement plan consulting, and asset-management programs. The firm delivers services through Investment Adviser Representatives using both firm-offered and third-party asset management programs.

Anthony Civitillo is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015, following four years at Merrill. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including 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 using firm-approved tools and scenario modeling.

Richard Buller is a financial advisor with Edward Jones in Miromar Lakes, Florida, holding Series 63 and Series 66 designations and 19 years of industry experience. He has been with Edward Jones since 2006. 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 through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Salvatore Di Benedetto is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Truist Wealth Management and Morgan Stanley. His background also includes roles in public education with Collier County Public Schools. 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 utilizing a variety of investment strategies and tools across a large network of advisors.

John Hawks is a financial advisor with Morgan Stanley in Fort Myers, FL, holding a Series 66 designation and five years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2021 and with Morgan Stanley Smith Barney LLC since 2020. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including customized 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 financial planning process supported by firm-approved tools.