Thomas Mullan III is a financial advisor at Edward Jones with eight years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining Edward Jones in 2022, he worked for Indeck Corinth Energy for 24 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

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 roles at Trustmont Advisory Group and E S B Investments. Beveridge also serves on the board of the Richland County Growth Corporation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers financial planning and investment management through a network of independent professionals, utilizing multiple custody platforms and both proprietary and third-party strategies.

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 with 32 years of industry experience. He has been with Wells Fargo entities since 2009. Outside of his advisory role, he is a landlord of a rental property in Point Pleasant Beach, NJ. 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 and provides both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

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.

June Miller is a financial advisor with Morgan Stanley in Fort Myers, FL, holding Series 63 and Series 65 licenses and having 32 years of industry experience. She has worked with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Janna Sirmans is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. She holds Series 65 and Series 63 licenses and has been with Wells Fargo Clearing since 2022, following 13 years at Wells Fargo Advisors Financial Network LLC. Outside of her advisory role, she is an investor and brand partner in a private equity venture, Beer Republic Brewing, LLC. 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 and offers a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Joseph Miscia Jr. is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across various topics without discretionary trading authority, combining planning with managed-account programs under a consolidated billing option.

Zachary Frazier is a financial advisor with Wells Fargo Clearing in Cape Coral, FL, holding a Series 66 designation and nine years of industry experience. His work history includes roles at Wells Fargo Bank, N.A., J.P. Morgan Chase Bank, J.P. Morgan Securities, and AXA Advisors. 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 and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party data to support its investment approach.

Andrew Bean is a financial advisor at Fidelity with two years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Fidelity, he worked at Northwestern Mutual and has experience in education spanning roles at Belmont University and St. George's Independent School. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients through discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and has a formal advisory role for multiple registered investment companies and fund-of-funds.

Stephen Ruhmel is a financial advisor with LPL Financial in Alva, Florida, holding Series 63 and Series 65 licenses with 38 years of industry experience. He has worked with Linsco/Private Ledger Corp. since 1995. Outside of finance, he operates Steve Ruhmel Photography, a business he has run since 1985. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting supported by model portfolios and research from multiple sources.

Annelises Corvison is a financial advisor at Merrill with one year of industry experience. She holds the Series 66 designation and has been with Merrill since 2010, previously working at Bank of America, N.A. since 2025. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Margaret Prestigiacomo is a financial advisor with Robert W. Baird & Co. in Sanibel, Florida, holding Series 63 and Series 65 credentials and with 27 years of industry experience. She has been with Robert W. Baird since 2009. Outside of her advisory role, she serves as a Board Trustee and Investment Committee Chair for the United Way of Dane County Foundation. She is part of The DDK Group at Robert W. Baird & Co., which advises individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a range of strategies including traditional and non-traditional investments, with options for discretionary and non-discretionary management.

Mason Weiler is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at Wells Fargo Bank, Sam's Club, Publix, Texas Roadhouse, and Culvers. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by in-house research and third-party analytics.

Mark Hembling is a financial advisor with Edward Jones in Ft Myers, FL, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a network of more than 23,000 advisors and 15,000 branch offices.

Scott Demarais is a financial advisor with Ameriprise in Cape Coral, FL, holding CFP®, ChFC®, and Series 63 designations. He has 29 years of industry experience, including 15 years with Ameriprise Financial Services, Inc. and 6 years with Ameriprise. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, 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 in a centralized, non-discretionary advisory approach supported by algorithmic automation and oversight.

David Mc Quade is a financial advisor with UBS Financial Services in Fort Myers, FL, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he captains Pelagic Birding Charters for birdwatching excursions in the Gulf of Mexico. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory services, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management, offering research-driven, model-based investment strategies tailored to clients' goals.

David Satkoski is a financial advisor with LPL Financial in Fort Myers, FL, holding a Series 63 designation and 25 years of industry experience. He has been with LPL Financial since 2001 and previously worked at Mills-Price & Associates, Inc. from 1999 to 2018. Outside of advisory services, he is involved in the sales of life and health insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer servicing individuals, retirement plans, financial institutions, and charitable organizations through a large network of advisers. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.