Nicholas Meginnis is a financial advisor with Raymond James & Associates, holding a Series 66 designation and two years of industry experience. Prior to joining Raymond James, he worked at Hologic and Stryker, and served six years in the US Army. 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, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Thomas Wilander is a financial advisor with MassMutual Investors Services in Fort Myers, FL, holding Series 66 and Series 63 licenses and with three years of industry experience. Prior to joining MassMutual Investors Services, he held positions at MassMutual Life Insurance Co. He is also president of multiple real estate-related businesses. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning, asset management, and educational services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative annual planning engagements using firm-approved tools and emphasizes investment category recommendations rather than specific product selections.

Randall Keslar is a Financial Advisor at Merrill Lynch Wealth Management, specializing in retirement planning, college education planning, portfolio management services, and retirement income. A native of Western Pennsylvania, he applies a blue collar work ethic to his client relationships, focusing on developing clear, goals-based retirement plans that empower clients to approach retirement with confidence. Keslar holds a Bachelor's Degree from Tampa College and has earned professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). His advisory approach emphasizes personalized discovery conversations, resulting in tailored wealth analyses and plans that are revisited and adjusted as life circumstances evolve. Beyond his professional work, Keslar has been active in community organizations such as the Neshannock Township Economic Development Advisory Panel and the Rotary Club of Lawrence County, where he served on the board and as president. He has also contributed to the Lawrence County Habitat For Humanity and held multiple roles with West Pasco Little League, including board member, vice president of operations, coach, and district umpire. His personal interests include baseball, biking, camping, football, golfing, reading, refereeing, running, swimming, and spending time with his family.

Jason Scott is a financial advisor with Raymond James & Associates in Fort Myers, FL, holding Series 65 and Series 63 licenses and over 25 years of industry experience. His prior firms include Suncoast Credit Union and CUNA Brokerage Services. 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, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Dody Mcgee is a financial advisor with Primerica Advisors in Fort Myers, FL, holding Series 63 and 65 licenses and 20 years of industry experience. He has been with Primerica since 2006 and also operates TED Property Management LLC. He serves as a committee member on the Investment Advisory Committee for the Charter Township of Independence. Primerica Advisors sponsors a wrap-fee asset management program primarily for individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

William Moss is a financial advisor with Edward Jones in Ft Myers, FL. He holds a Series 66 designation and has seven years of industry experience, all with Edward Jones. 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 broad range of advisory programs and investment options supported by a nationwide network of more than 23,000 financial advisors.

Leonard Stagnitti is a financial advisor at Stifel with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Co Inc since 2015, following 12 years at Wells Fargo Clearing. 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.

Jennifer Brown is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of experience at the firm. She is based in Fort Myers, FL. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, incorporating a broader set of financial product offerings than typical large institutional advisers.

Erica Brown is a financial advisor with Wells Fargo Clearing in Fort Myers, FL, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. She has been with Wells Fargo Clearing since 2018 and previously worked at Wells Fargo Bank, N.A. Outside of her advisory role, she is the managing member of Browns Professional Construction LLC, where she assists with office paperwork, marketing, and client interface. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Mark Miller is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing Services, Bank of America, and Merrill. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Terrance Sonnenfeld is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and over 34 years of industry experience. He has held positions at various firms including Nextep and Insperity, and he is the owner and president of Sonnenfeld Financial, Inc. dba The Sfi Group. Sonnenfeld serves as vice president and secretary of the Automotorplex Homeowners Association in Minnesota. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate, charitable, and institutional clients across a nationwide network of over 10,000 independent advisors. The firm offers diverse portfolio management, financial planning, and retirement services through a multi-manager platform with discretionary and non-discretionary program options.

Kelly O'Neill is a financial advisor with Wells Fargo Advisors in Cape Coral, FL, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. She has been with Wells Fargo Advisors since 2015. Outside of her advisory role, she owns KO Wealth Management LLC, a separate investment-related business. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored recommendations for its clients.

Diane Everhart is a financial advisor with Mass Mutual Investors Services who holds the ChFC® designation and Series 63 license, with 27 years of industry experience. She has been with Mass Mutual and its related firms since 2015. Outside of her advisory role, she is involved as an agent in an insurance business and serves as a bookkeeper for a retail liquor store in Fort Myers, Florida. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers through collaborative, annual planning engagements.

Sheri Delisle is a financial advisor with Mass Mutual Investors Services in Cape Coral, FL, holding Series 63 and Series 65 licenses and having 19 years of industry experience. Her career includes roles at Milford Federal Savings, Infinex Investments, and Santander Securities. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars using firm-approved analytical tools and structured annual planning engagements.

Kathleen Hobart is a financial advisor at Ameriprise with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Raymond James & Associates, Morgan Stanley Private Bank, and Morgan Stanley Smith Barney. Hobart serves on the House Corporation Board for the Beta Upsilon chapter of Delta Gamma sorority. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement, combining research, modeling, and tax-efficiency strategies to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Daniel Kuhn is a financial advisor at Ameriprise with 27 years of industry experience. He has held roles at Ameriprise and Ameriprise Financial Services, Inc. since 2005. He holds Series 63 and Series 65 licenses and is based in Cape Coral, FL. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Ryan Glynn is a financial advisor with MassMutual Investors Services in Fort Myers, FL, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has worked at MassMutual Investors Services since 2015 and Massachusetts Mutual Life Insurance Co since 2014. Glynn is also a Certified Divorce Financial Analyst and works with clients and their attorneys on financial disclosures related to divorce. Additionally, he serves as president of his local neighborhood association board. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning, asset management, and educational seminars to individuals, business owners, trusts, estates, and charitable organizations. The firm structures planning engagements as annual, collaborative relationships and offers specialized services including divorce planning and event-driven estate and employer-sponsored planning programs.

Mandi Shiel is a financial advisor with Equitable Advisors in Cape Coral, FL, holding a Series 66 designation and 13 years of industry experience. She has been with Equitable and its predecessor entity AXA Equitable since 2013. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach involves assessing client information and risk tolerance to match them with appropriate program models or discretionary managers, utilizing both proprietary and third-party investment platforms.

Adam Hromiak is a financial advisor at Edward Jones in Cape Coral, FL, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has worked at Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Mundell Jr. is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Wells Fargo Advisors for 10 years. Mundell is also involved with Trinity Bible Church as a finance committee member. OSAIC serves a diverse client base, including individual, high-net-worth, institutional, and charitable clients, providing integrated brokerage and advisory services through a large network of advisors. The firm utilizes comprehensive asset-allocation tools and multiple investment platforms to manage portfolios that include a range of securities and alternative investments.