Leonard Stagnitti is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 66 designations and has been with Stifel Nicolaus & Co Inc since 2015. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group, providing asset allocation and planning analyses based on forward-looking market assumptions.

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 eight years of industry experience. She has worked at Wells Fargo Bank, N.A. since 2017 and previously gained experience at Alorica Inc. and Gartner Inc. Outside of her advisory role, she is a 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, including pension and charitable organizations. The firm provides a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources to inform its investment strategies.

Mark Miller is a financial advisor with LPL Financial based in Fort Myers, FL. He holds Series 63 and Series 65 licenses and has 24 years of industry experience, including previous roles at Wells Fargo Clearing Services, Bank of America, and Merrill. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations. The firm offers a range of financial planning and advisory programs with discretionary and non-discretionary management, utilizing model portfolios and research from multiple sources.

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 licenses and with 23 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 practice. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services and investment options, providing tailored recommendations supported by Wells Fargo research and planning tools.

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 Advisors and its predecessor, AXA Equitable, since 2013. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, working extensively with program sponsors and third-party managers to deliver advisory and brokerage solutions.

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.

Carly Rainero is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds the Series 63 and Series 65 licenses and has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Secular Return Estimates and Monte Carlo simulations to support its advisory services.

Victor Mazzella is a financial advisor with Cetera in Cape Coral, FL, holding a Series 63 license and 28 years of industry experience. He has been with Cetera and its affiliated entities since 2004 and also operates an accounting and tax practice, Victor J. Mazzella, CPA, PA, which he has led since 1987. Cetera Investment Advisers LLC is a large nationwide platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and advisory services through various program structures and third-party managers.

Ronald Fitzgerald is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 designations and bringing 47 years of industry experience. He previously worked at UBS Financial Services for 22 years before joining RBC Capital Markets in 2020. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, with investment strategies tailored to each client’s risk profile.

Michael Sawyer is a financial advisor with Equitable Advisors in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Equitable Advisors since 2005 and previously at AXA Advisors. Outside of his advisory role, he operates an outside insurance brokerage business under the DBA Educated Wealth Strategies. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.

Sean Molloy is a financial advisor with Wells Fargo Advisors, holding the Series 66 designation and 23 years of industry experience. His prior roles include positions at Ameriprise Financial for 17 years and Raymond James Financial Services from 2019 to 2021. Outside of his advisory work, he serves on the board of the Riverwatch Home Owners Association and co-owns a dance academy in Fort Myers, Florida. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and tools, with planning engagements typically conducted on a discrete basis.

Michael Riordan is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 credentials and bringing 56 years of industry experience. He has been with UBS since 2009. Outside of his financial advisory work, he serves in several healthcare-related leadership roles, including chairman of Highlands Senior Living and board memberships with Highland Hospital and Strong Partners Health System. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services that include financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor client strategies.