Andrew Bean is a financial advisor at Fidelity with Series 63 and Series 66 designations and two years of industry experience. Prior to joining Fidelity in 2023, he worked at Northwestern Mutual for one year and has a background in education with roles at Belmont University and St. George's Independent School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

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.

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.

Michael Beda is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and one year of industry experience. He previously worked at Eden Global Capital, Idoru Capital Management, and HuaXia Finance. Wells Fargo Advisors provides investment advisory, financial planning, wrap-fee programs, 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Mark Hembling is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He previously worked at Edward Jones for 21 years before joining Ameriprise. Outside of advising, he has a business interest associated with Ocean Spray Cranberries. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Scott Demarais is a financial advisor at Ameriprise with 30 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations and has been with Ameriprise and its affiliate since 2005. Based in Fort Myers, FL, he currently serves clients through Ameriprise's platform. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, utilizing a combination of proprietary research, third-party data, and algorithmic tools to deliver personalized recommendations.

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 credential and 25 years of industry experience. He has been with LPL Financial since 2001 and previously worked at Mills-Price & Associates, Inc. for 19 years. Satkoski is also involved in the sales of life and health insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and investment management solutions.

Kara Thorn is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2018. She previously worked at Bank of America and Merrill. Outside of her advisory role, she assists with managing a family-owned rental cabin listed on Airbnb. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser that serves a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, drawing on a range of portfolio management styles and affiliated research.

Robert Servidio is a financial advisor with Morgan Stanley in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes 15 years at Citigroup Global Markets and 3 years at Citicorp Investment Services prior to joining Morgan Stanley in 2022. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by proprietary tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and specialized planning groups.

James Coan is a financial advisor with UBS Financial Services in Bonita Springs, FL. He holds Series 63 and Series 65 designations and has 30 years of industry experience, including 15 years at UBS. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering fee-based financial planning, discretionary and non-discretionary portfolio management, and access to proprietary research and capital markets services.

Jeffrey Thomas is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and having 26 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Investments, LLC from 2004 to 2011. He serves as co-trustee for his spouse's revocable trust. 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 employs a research-driven investment approach and offers both brokerage and advisory solutions through a large network of financial advisors.

Christian Whiteley is a financial advisor at Morgan Stanley in Fort Myers, FL, holding a Series 66 designation with one year of industry experience. He previously worked at UBS, Truist Bank, and Suncoast Credit Union. Outside of his advisory role, he operates a travel content creation business called Whiteley Travels LLC. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group and managing approximately $2.74 trillion in client assets.

Mark Anastasoff is a financial advisor at OSAIC with over 41 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior work includes roles at Securities America Advisors, Securities America Inc., and Signator Investors, Inc. He has been an independent insurance agent at the Curry Agency since 2001. Outside of his advisory work, he refers property and casualty insurance clients to Noyce, Hall & Allen Insurance and serves as executor for multiple family wills. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporates. The firm offers brokerage and advisory services with an investment approach centered on model-based asset allocation, portfolio optimization, and a variety of managed account strategies.

James Cairo is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various firms including Summit Financial Group Inc and James Cairo Investments, Inc., where he serves as president. In addition to advisory work, he sells life, annuities, and long-term care insurance as a licensed insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to multiple investment managers through a multi-manager platform with discretionary and non-discretionary options.

Scott Klein is a financial advisor at Stifel with 29 years of industry experience. He has held his current role since 2007 and holds Series 63 and Series 65 designations. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, providing brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Rachel Meisenzahl is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. Her prior roles include positions at Scottrade, Inc. and Scottrade Investment Management. She is also an owner of Brancazio & Meisenzahl, LLC, a wealth management support company based in Fort Myers, FL. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting, using risk profiling and analytical tools, and supports clients through various advisory programs and specialized municipal and employer advisory services.

Michael Freitag is a financial advisor with Morgan Stanley in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. 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 a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and its Estate Planning Strategies Group.

Dennis Wells is a financial advisor with Raymond James Financial in Bonita Springs, FL, holding Series 63 and Series 65 credentials and bringing 50 years of industry experience. He has been with Raymond James Financial since 2009 and with Raymond James Financial Services, Inc. since 2004. Wells is also the owner of WCI Capital Corporation, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and supports institutional consulting through a large advisor network, with unique offerings in municipal and public finance as well as SIMPLE IRA employer advisory services.

Juliane Werner is a financial advisor at Wells Fargo Clearing with six years of industry experience. She holds the Series 66 designation and has previously worked at Bank of America, Merrill, and various Wells Fargo entities since 2013. 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 over 14,000 advisors and offers both brokerage and advisory solutions.