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.

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.

Rhonda Growney is a financial advisor with Mass Mutual Investors Services in Cape Coral, FL, holding CFP® and ChFC® designations and over 36 years of industry experience. She has been with Mass Mutual Investors Services since 2017 and was previously with MassMutual Life Insurance Company starting in 2016. Outside of advisory work, she is involved in property and casualty insurance sales and customer service. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, with a collaborative approach using firm-approved software to analyze goals and provide written recommendations.

James Cassa is a financial advisor with LPL Financial in Estero, FL, holding Series 63 and Series 65 designations and having 30 years of industry experience. He has been with LPL Financial since 2009. In addition to his advisory work, he provides continuing professional education credits to CPAs through licensed training events. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Rachel Wood is a financial advisor at Osaic with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Virtus Wealth Solutions, Commonwealth Financial Network, Massmutual, and MSI Financial Services. Outside of her advisory role, Wood is the president and founder of a dyslexia awareness nonprofit and serves on the board of Your Community Foundation, participating in the finance and animal welfare committees. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party managed accounts. The firm uses a variety of tools and platforms to construct diversified portfolios and supports legacy program transitions and third-party solutions.

Daniel King is a CFP® professional affiliated with LPL Financial, with 11 years of industry experience. He has held roles at Suncoast Credit Union and CUNA Brokerage Services, Inc. since 2018, and previously worked at Raymond James Financial Services and King Wealth Management. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

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, holding Series 63 and Series 66 credentials and 16 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. and Woodbury Financial Services Inc. Gluski is owner of Advize Planning Partners, a business consulting LLC that helps owners assess the value of their companies using Biz Equity. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to construct portfolios across various investment types.

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 specializes in serving successful families, entrepreneurs, athletes, and coaches, delivering customized strategies to address their complex financial needs. With a disciplined approach, he and his team focus on preserving multigenerational wealth, pre-liquidity event planning, tax minimization, lifestyle income generation, family governance, and legacy planning. Mr. Gregor began his financial services career in 1985 and has more than 41 years of experience. Before joining Merrill in 2006, he served as Managing Director for McDonald Investments, Inc. for 16 years. He holds a bachelor's degree from Wabash College and graduated from the Executive Financial Management program at the Wharton School of Business at the University of Pennsylvania. His professional designations include Equity Plan Consultant (EPC), Personal Investment Advisor (PIA), and Sports & Entertainment (SE). He has been recognized by Barron's as one of the nation's leading advisors every year since 2009 and was named to the Financial Times Top 400 Advisors list from 2015 to 2018. Since 2018, he has been included in Forbes' "Best-in-Wealth Advisors" list. Mr. Gregor serves on the board of the V Foundation for Cancer Research and has held board positions with Carmel Dad's Club, the American Red Cross Greater Indianapolis Chapter, the Indiana Civic Theatre, among others. He resides in Carmel with his family and enjoys baseball, boating, fishing, football, golfing, hunting, running, softball, spending time with his 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.

John Marino is a financial advisor with Wells Fargo Advisors in Rochester, NY, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes multiple roles within Wells Fargo entities dating back to 2009. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services, using proprietary research and planning tools to develop tailored recommendations. The firm offers a wide range of planning services, including specialized areas such as business-owner transition and special-needs analysis, with clients able to choose how to implement recommended solutions.

Timothy Hurst is a Series 66-registered financial advisor with Morgan Stanley, based in Lisle, IL, and has 25 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers services directly to individuals and through corporate agreements.

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 designations and having 31 years of industry experience. She has worked at LPL Financial since 2006 and previously spent seven years with Financial Advocates Investment Management. Rothmeier serves on the board of the Cloquet Rotary Club, a nonprofit organization focused on humanitarian service and community goodwill. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual clients, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs and financial planning services.

Pedro Henrique Pinto De Castro Alvares is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked previously at Merrill and Bank of America. His background also includes a role at Menard Inc and studies at Cedarville University. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, which combines quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework to support customized investment recommendations.

Shawn Kolar is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Cape Coral, FL, and has 26 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a board member of the Lea Marie Island Homeowners Association in Port Charlotte, FL. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.