Kevin Birch is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 65 credentials and has 30 years of industry experience. He previously worked at UBS Financial Services for six years before joining Wells Fargo in 2016. Birch serves as a trustee and distribution adviser for several unit investment trusts. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions and uses research and analytics from Wells Fargo Investment Institute along with third-party databases to evaluate investment options.

Shenandoah Million is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Prior to joining Equitable Advisors in 2011, he worked at Ameriprise from 2008 to 2011. Outside of his advisory role, he is involved in creative producing through his ownership and directorship of Million's Enterprises, a business focused on media production. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a combination of in-house and third-party advisory models and delivers services through a large network of Investment Adviser Representatives.

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 CFP® and ChFC® with 15 years of experience in financial advisory. He currently works with LPL Financial and has prior experience at HBKS Wealth Advisors, Global Wealth Consultants, and several other firms. Outside of advisory work, he is involved with Medley Advisory LLC in an investment-related capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, combining large-scale advisory platforms with various non-advisory financial products.

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 previously worked at A. G. Edwards & Sons, Inc. from 2004 to 2008. Bryan serves as an investment committee member for the First Presbyterian Church in Brentwood, Tennessee. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

James Cassa is a financial advisor with LPL Financial in Estero, Florida, holding Series 63 and Series 65 credentials and possessing 31 years of industry experience. Prior to joining LPL Financial in 2009, he worked at Citigroup Global Markets for five years. He is also involved in providing continuing professional education credits to CPAs through licensed training programs. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement participants, banks, trust companies, and institutions. The firm offers a variety of financial planning and investment solutions, combining advisory services with broad non-advisory financial products and oversight of significant discretionary assets.

Kim Hoffman is a financial advisor at Edward Jones in Bonita Springs, FL, holding the CFP® and ChFC® designations with 32 years of industry experience, all with Edward Jones since 1994. She serves as a board member of the Wilson Botanical Gardens in Wilson, NC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions under a fiduciary standard, supported by a large network of advisors and branch offices nationwide.

Rachel Wood is a financial advisor with Osaic, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Her career includes positions at Virtus Wealth Solutions, Commonwealth Financial Network, MassMutual, and MSI Financial Services. Outside of advising, she is the president and founder of Bonnie Bailey Dyslexia Awareness, a nonprofit organization, and serves on the board of Your Community Foundation, participating in its finance and animal welfare committees. She is also a general partner in a completed film project called Summer. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations through a multi-advisor platform offering a range of brokerage and advisory services. The firm utilizes a model-based investment process incorporating asset allocation, portfolio optimization, and risk assessments, and provides discretionary management, third-party manager options, and proprietary investment models.

Vincent Suter is a financial advisor with Morgan Stanley in Bonita Springs, FL, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves on the advisory board of the Wisconsin Chapter of the PGA of America. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and investment committee models. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate financial planning agreements.

Daniel King is a CFP®-designated financial advisor with 11 years of industry experience. He is currently with LPL Financial and has previously worked at Suncoast Credit Union, CUNA Brokerage Services, Inc., Raymond James Financial Services Advisors INC., and King Wealth Management Inc. He is based in Ft Myers, FL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, managed portfolios, third-party asset management, and institutional platforms.

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.

James Frash is a financial advisor with Ameriprise in Bonita Springs, FL, holding ChFC® and Series 66 credentials and bringing 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2000. Outside of advising, he has business interests in tourism in South Africa and owns an LLC that holds the building for his Ameriprise franchise. Ameriprise provides a retirement-income planning service tailored to individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendations. The firm serves clients with substantial investable assets and offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.