Mc Faddin Moise III is a financial advisor with Merrill who holds Series 63 and Series 65 credentials and has 25 years of industry experience. His career history includes roles at Bank of America, First Allied Advisory Services, First Allied Securities, and Moise Financial Group. Merrill, along 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 model-based and discretionary investment strategies supported by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Gluski Jr. is a financial advisor with OSAIC in Estero, FL, holding Series 63 and Series 66 licenses and having 17 years of industry experience. His prior roles include positions at Woodbury Financial Services Inc. and Ameriprise Financial Services, Inc. He is also the owner of Advize Planning Partners, an LLC that provides business consulting to business owners using Biz Equity to assess business value. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, with access to discretionary and third-party managed strategies across multiple custodial and legacy program arrangements.

Martin Gregor is a Private Wealth Advisor with Merrill Private Wealth Management and the founder of the only Private Wealth Management team located in Indiana. He has 41 years of experience serving successful families, entrepreneurs, athletes, and coaches by delivering customized strategies to simplify complex financial lives. He leads a team of private wealth advisors and is part of Merrill's Sports and Entertainment Program. Gregor's career began in 1985 as a Financial Advisor with Thomson McKinnon Securities, Inc., and prior to Merrill, he served as Managing Director at McDonald Investments, Inc. for 16 years. He holds a bachelor's degree from Wabash College and completed the Executive Financial Management program at the Wharton School of Business at the University of Pennsylvania. Professional designations include Equity Plan Consultant (EPC), Personal Investment Advisor (PIA), and Sports & Entertainment (SE). He has been recognized by Barron's, Financial Times, and Forbes for his advisory work. Gregor has served on the boards of the Carmel Dad's Club, the American Red Cross Greater Indianapolis Chapter, the Indiana Civic Theatre, and the V Foundation for Cancer Research. He resides in Carmel with his family and enjoys activities such as baseball, boating, fishing, football, golfing, hunting, running, softball, spending time with family, and traveling.

Ashley Glynn is a financial advisor at Mass Mutual Investors Services with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Mass Mutual Investors Services since 2015. Outside of her advisory role, she serves as treasurer for the Heights Elementary PTA in Fort Myers, Florida. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, goal-based planning supported by firm-approved analytical tools and offers specialized programs including estate and employer-sponsored planning.

Brendan Erka is a financial advisor at Raymond James & Associates with a Series 66 designation and less than one year of industry experience. Prior to joining Raymond James, he gained work experience in various roles including positions at Dick's Sporting Goods, Erie Insurance, and educational institutions such as Virginia Commonwealth University and the University of Pittsburgh. 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 municipal entities, providing financial planning, non-discretionary investment consulting, and municipal advisory services.

Stephen Smith is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Cetera and affiliated entities since 2017 and previously held positions with BBVA Securities and related firms. Outside of his advisory role, he serves as a football official during the fall season. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform offering various portfolio management and financial planning services.

Julie Rothmeier is a financial advisor with LPL Financial in Estero, FL, holding Series 63 and Series 66 licenses and possessing 32 years of industry experience. She has worked at LPL Financial since 2006 and previously at Wells Fargo Investments. Rothmeier serves on the Cloquet Rotary Club board, a nonprofit organization focused on humanitarian service and ethical standards. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions, offering a range of financial planning and investment management solutions.

Pedro Henrique Pinto De Castro Alvares is a Series 66-credentialed advisor at J.P. Morgan Securities with two years of industry experience. He has previously held roles at Merrill and Bank of America. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and incorporates an ESG eligibility framework.

Shawn Kolar is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 26 years of industry experience. His prior roles include positions at Banc of America Investment Services and Morgan Stanley. Outside of his advisory work, he serves as a board member for the Lea Marie Island Homeowners Association in Port Charlotte, Florida. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets through a network of over 14,000 advisors and offers both brokerage and advisory solutions.

Helena Silva is a financial advisor with Primerica Advisors in Cape Coral, FL, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1990. In addition to her advisory role, Silva is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-delivery strategies and a limited selection of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap-fee structure, focusing on retail clients rather than institutional or pension plans.

Mark Edwards is a CFP® with 33 years of industry experience, currently serving at Cetera since 2025. Prior to this, he spent over three decades at Avantax Advisory Services and Avantax Investment Services. Outside of his advisory role, Edwards owns a tax preparation business and is a partner managing multiple franchise H&R Block offices. Cetera Investment Advisers LLC is an SEC-registered adviser that operates a multi-manager platform serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services, with access to affiliated and third-party managers across various program structures.

James Reddington is a financial advisor with Equitable Advisors in Fort Myers, FL, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has worked at Equitable Advisors since 2013, previously serving at AXA Advisors and Valic Financial Advisors. He serves as power of attorney for his wife as an additional business activity. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a network of Investment Adviser Representatives and offers a variety of advisory models through third-party sponsors and its own programs, serving both non-high-net-worth and high-net-worth clients.

Jacqueline Webster is a financial advisor at Stifel with 25 years of industry experience. She has been with Stifel Nicolaus & Co. Inc. since 2009. Outside of her advisory work, she volunteers with the Girl Scouts of Gulf Coast Florida, Inc. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Thomas Mullan III is a financial advisor at Edward Jones in Fort Myers, FL, holding Series 63, Series 65, and Series 66 credentials with nine years of industry experience. Prior to joining Edward Jones in 2022, he worked at Indeck Corinth Energy for 24 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets with a large national network of advisors and branch offices.

Kyle Beveridge is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 licenses. He has 41 years of industry experience, including prior roles at Trustmont Advisory Group, ESB Investments, and Concourse Financial Group Securities. Beveridge serves as a board member of the Richland County Growth Corporation. Cambridge Investment Research Advisors provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs to both individual and institutional clients, including pension and charitable organizations. The firm manages a multi-billion dollar asset base and offers a range of proprietary strategies along with access to third-party advisers.

Shawn Keller is a financial advisor at Primerica Advisors in Fort Myers, FL, holding a Series 65 credential with one year of industry experience. His prior work includes roles at PFS Investments Inc., Philly Junction, Saluscare, and Papa Johns. He has also been affiliated with Florida Gulf Coast University since 2012. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through established providers, catering primarily to non-institutional investors.

Robert Graettinger is a financial advisor with Wells Fargo Clearing in Ft Myers, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He worked at Banc of America Investment Services, Inc. for 11 years before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm utilizes research from its Investment Institute and third parties to apply diversification principles and modern portfolio theory in its investment evaluations.

Dennis Harrelson is a financial advisor at Cetera with 42 years of industry experience. He holds a Series 63 designation and has held leadership roles at multiple entities, including CEO of Omni Financial Services of Lee County, Inc., a position he has held since 1996. He is also involved in continuing education through The Continuing Education Academy, where he participates in training and seminars. Cetera Investment Advisers LLC serves a broad client base, including individual, corporate, retirement plan, and institutional clients, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting. The firm operates a multi-manager platform that enables advisors to implement diverse investment strategies through affiliated and third-party managers.

Michael Lynch is a financial advisor with MassMutual Investors Services, holding CFP® and ChFC® designations and over 24 years of industry experience. He previously worked at Metlife Securities Inc. for 14 years before joining MassMutual and has served as a co-trustee for family trust accounts. Outside of his advisory role, he is involved in editorial consulting, public speaking on practice management, and is an author of finance books and videos. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and organizations. The firm provides ongoing financial planning, asset management, and educational seminars, focusing on collaborative, annual financial planning engagements without discretionary investment authority.

Jamie Pitura-Hutchison is Vice President, Wealth Planner at Fidelity Investments. In this role, Jamie works with families to develop and implement comprehensive financial plans tailored to their goals. Jamie has been with Fidelity Investments since 2021, initially serving as an Investment Management Consultant III before advancing to the current position in 2025. Prior to joining Fidelity, Jamie worked as a Financial Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2019 to 2021. Outside of work, Jamie enjoys spending time at the beach, caring for pets, and playing soccer.