Julie Rothmeier is a financial advisor with LPL Financial in Estero, FL, holding Series 63 and Series 66 licenses and possessing 32 years of industry experience. She has worked at LPL Financial since 2006 and previously at Wells Fargo Investments. Rothmeier serves on the Cloquet Rotary Club board, a nonprofit organization focused on humanitarian service and ethical standards. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions, offering a range of financial planning and investment management solutions.

Pedro Henrique Pinto De Castro Alvares is a Series 66-credentialed advisor at J.P. Morgan Securities with two years of industry experience. He has previously held roles at Merrill and Bank of America. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and incorporates an ESG eligibility framework.

Wendy Vigh is a financial advisor with UBS Financial Services in Bonita Springs, FL, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor investment strategies.

Shawn Kolar is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 26 years of industry experience. His prior roles include positions at Banc of America Investment Services and Morgan Stanley. Outside of his advisory work, he serves as a board member for the Lea Marie Island Homeowners Association in Port Charlotte, Florida. 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 a network of over 14,000 advisors and offers both brokerage and advisory solutions.

Helena Silva is a financial advisor with Primerica Advisors in Cape Coral, FL, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1990. In addition to her advisory role, Silva is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-delivery strategies and a limited selection of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap-fee structure, focusing on retail clients rather than institutional or pension plans.

Demetrius Levantini is a financial advisor with Wells Fargo Clearing holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at MidwestOne Bank, LPL Financial, TD Ameritrade Investment Management, TD Ameritrade, and Scottrade. 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 roughly $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

James Reddington is a financial advisor with Equitable Advisors in Fort Myers, FL, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has worked at Equitable Advisors since 2013, previously serving at AXA Advisors and Valic Financial Advisors. He serves as power of attorney for his wife as an additional business activity. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a network of Investment Adviser Representatives and offers a variety of advisory models through third-party sponsors and its own programs, serving both non-high-net-worth and high-net-worth clients.

Jacqueline Webster is a financial advisor at Stifel with 25 years of industry experience. She has been with Stifel Nicolaus & Co. Inc. since 2009. Outside of her advisory work, she volunteers with the Girl Scouts of Gulf Coast Florida, Inc. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Thomas Mullan III is a financial advisor at Edward Jones in Fort Myers, FL, holding Series 63, Series 65, and Series 66 credentials with nine years of industry experience. Prior to joining Edward Jones in 2022, he worked at Indeck Corinth Energy for 24 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets with a large national network of advisors and branch offices.

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 prior roles at Trustmont Advisory Group, ESB Investments, and Concourse Financial Group Securities. Beveridge serves as a board member of the Richland County Growth Corporation. Cambridge Investment Research Advisors provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs to both individual and institutional clients, including pension and charitable organizations. The firm manages a multi-billion dollar asset base and offers a range of proprietary strategies along with access to third-party advisers.

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.

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.

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 with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and bringing 27 years of industry experience. Her prior roles include positions at Wells Fargo Advisors Financial Network LLC, Morgan Stanley Dw Inc., and Merrill. She is also a partner in Beer Republic Brewing, LLC, a private equity investment. Wells Fargo Advisors is a national securities firm that provides 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 supported by research from Wells Fargo Investment Institute and third-party sources.

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.

Frank Hujsa is a CFP® professional with 17 years of experience in the financial industry, currently associated with Raymond James Financial. He previously worked at Suntrust Investment Services, Inc. from 2010 to 2019. Hujsa also holds agent positions at multiple insurance-related businesses. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs in municipal advising and SIMPLE IRA Employer Advisory & Consulting Services.

Zachary Frazier is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and ten years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and AXA Advisors. He is based in Cape Coral, Florida. 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.

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.