Hannah Andersch is a financial advisor with Equitable Advisors in Fort Myers, FL, holding a Series 66 designation and four years of industry experience. She has been with Equitable Advisors since 2021 and previously worked in retail and restaurant positions. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer and utilizes LPL-sponsored programs and multiple endorsed third-party managed account platforms.

Richard Oaster is a CFP® professional with 29 years of industry experience. He has worked at LPL Financial since 2019 and previously spent 10 years with Ameriprise Financial Services, Inc. Outside of his advisory role, he is involved with Rollerkoaster Aviation LLC, a business entity he maintains for tax and investment purposes. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with access to model portfolios and third-party research.

Shraig Zisman is a financial advisor with Primerica Advisors in Bonita Springs, FL, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2008. Outside of his advisory role, Zisman operates a sole proprietorship focused on office and operations management. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of discretionary separately managed account options for individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation, providing a tiered wrap-fee structure and ongoing manager oversight.

Jason Innocenti is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 10 years before joining Wells Fargo Advisors in 2023. He holds the Series 63 and Series 65 designations and is based in Estero, Florida. Outside of advising, he owns and operates Innocenti & Associates, Inc., doing business as Beneficial Capital Group. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including cash-flow, retirement, education, and specialized services such as business-owner transition and special-needs planning. The firm integrates advisory services with other financial products and referral channels, delivering tailored recommendations supported by Wells Fargo research and planning tools.

Carlos Amaris is a financial advisor at Ameriprise with 31 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Bank of America and Merrill. He has been with Ameriprise and its affiliates since 2018. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, offering comprehensive written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm uses a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations.

Luis O'barrio is a financial advisor with Merrill in Fort Myers, FL, holding a Series 66 designation and bringing 16 years of experience at the firm. He has been with Merrill since 2010. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal teams and third-party managers.

Joseph Webber is a CFP® professional with 31 years of industry experience, currently affiliated with Wells Fargo Clearing. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank, where he worked for a combined 16 years. Webber has ownership in a business entity established to hold a future boat for liability protection. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Lorraine Albinohinkley is a financial advisor with Primerica Advisors in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Primerica since 1995. Outside of advising, she serves as president of LHLH 13, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Kat Dalberth is an Investment Consultant at Fidelity Investments, where she works closely with individuals and families to identify their financial goals, develop comprehensive financial plans, and provide investment strategies tailored to their needs. She has held several roles within Fidelity Investments since 2020, progressing from Investor Center Intern to Administrative Assistant, Financial Representative, Relationship Manager, and currently Investment Consultant. Throughout her tenure at Fidelity Investments, Kat has gained experience in client relationship management and financial planning. Her approach focuses on partnering with clients to help them achieve their personal financial objectives and attain financial peace of mind. Outside of her professional work, Kat has interests in art, boating, fishing, horseback riding, pets, and traveling.

Kenneth Wise is a financial advisor with Wells Fargo Advisors in Bonita Springs, FL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. Prior to joining Wells Fargo Advisors in 2026, he spent 15 years at UBS Financial Services. Outside of his advisory work, he is involved in managing a car restoration business and serves on the investment committee for the Bonita Bay Community Association. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, providing a broad range of investment and financial planning services. The firm offers customized recommendations based on Wells Fargo research and planning tools, with planning engagements typically discrete and tailored to client needs.

Paul Weinstein is a CFP® professional with over 40 years of experience in the financial services industry. He is affiliated with Raymond James Financial and has been with the firm since 2008, currently working at West Charlotte Commercial since 2016. Outside of his advisory role, he is involved in managing a family trust and holds partnerships in several investment-related ventures. Raymond James Financial Services Advisors, Inc. provides comprehensive financial planning and investment consulting to a diverse range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers non-discretionary, tailored planning and advisory services supported by analytical tools and maintains unique affiliations that support specialized municipal and public finance work.

Kevin Birch is a financial advisor with Wells Fargo Clearing in Bonita Springs, FL, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Birch serves as a trustee and distribution adviser for several UNCLE investment-related entities. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Shenandoah Million is a financial advisor with Equitable Advisors in Fort Myers, FL, holding Series 63 and Series 65 designations and 24 years of industry experience. He has been with Equitable Advisors since 2011 and previously worked at Axa Advisors. Outside of his advisory role, he is involved in creative producing through his ownership and directorship of Million's Enterprises, a business focused on producing under the name Family Tree Financial Strategies. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management via third-party managers and LPL programs. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage channels to meet client needs.

Bridget Cesar is a financial advisor at Robert W. Baird & Co. with 17 years of industry experience. She holds a Series 66 designation and has worked at Robert W. Baird & Co. since 2019. Prior to joining Baird, she spent 11 years with Northwestern Mutual Life Insurance Company and Northwestern Mutual Investment Management. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Nicholas Greiner is a Financial Advisor and Portfolio Manager at Merrill Lynch Wealth Management. He has over a decade of experience in the financial services industry, focusing on helping clients manage their wealth, plan for retirement, and navigate the wealth accumulation journey. He began his career as an intern at Merrill Lynch Wealth Management while attending the University of Central Florida, where he earned his bachelor's degree. Nicholas holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Nicholas specializes in areas such as college education planning, divorce transition planning, family wealth management strategies, services for endowments, foundations, and non-profits, international wealth management, liquidity management, small business strategies, women and wealth, tax minimization, and retirement income. His approach is grounded in understanding clients' values and goals through one-on-one conversations, enabling him to help them focus on pursuing life goals and planning their legacy. Born in Chicago and raised in Cape Coral, Nicholas calls Southwest Florida his home. He is active in the community and participates in organizations including Bank of America Community Volunteers, Habitat for Humanity, LEAD for Women, and The Community Foundation of Cape Coral. Outside of work, he enjoys baseball, boating, camping, cooking, fishing, music, reading, skiing, watching movies, and woodworking.

Nicholas Maurillo Jr. is a financial advisor with UBS Financial Services in Fort Myers, FL, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he is a partner in multiple real estate investment entities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and employs proprietary research and capital market assumptions to tailor client strategies.

Mark Matos is a financial advisor with LPL Financial, holding the CFP® and ChFC® designations and carrying 15 years of industry experience. Prior to joining LPL in 2025, he worked at several firms including HBKS Wealth Advisors and Moran Wealth Management. He is also involved with Medley Advisory LLC, where he allocates time to non-variable insurance related work. LPL Financial serves a broad client base, including individuals, retirement plans, banks, and charitable organizations, providing financial planning, advisory programs, and brokerage services. The firm offers discretionary and non-discretionary management, utilizing model portfolios, third-party research, and various investment technologies.

John Porter is a financial advisor with Edward Jones in Estero, FL, holding Series 63 and Series 66 licenses. He has 23 years of industry experience and has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with a nationwide network of more than 23,700 advisors.

Robert Dimaria is a financial advisor with Ameriprise in Cape Coral, FL, holding Series 63 and Series 65 licenses and having 26 years of industry experience. His prior experience includes roles at Bank of America, Merrill, and Ameriprise Financial Services Inc. since 2018. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis within a centralized consulting team, and emphasizes the use of Ameriprise Managed Accounts in its advisory process.

George Bryan is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 42 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. He serves on the investment committee of the First Presbyterian Church in Brentwood, Tennessee, where he contributes to asset allocation guidelines. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader range of investment options including insurance-related vehicles and bank deposit sweep programs.