Carlos Amaris is a financial advisor at Ameriprise with 31 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Bank of America and Merrill. He has been with Ameriprise and its affiliates since 2018. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, offering comprehensive written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm uses a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations.

Luis O'barrio is a financial advisor with Merrill in Fort Myers, FL, holding a Series 66 designation and bringing 16 years of experience at the firm. He has been with Merrill since 2010. Merrill, together 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal teams and third-party managers.

Joseph Webber is a CFP® professional with 31 years of industry experience, currently affiliated with Wells Fargo Clearing. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank, where he worked for a combined 16 years. Webber has ownership in a business entity established to hold a future boat for liability protection. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Richard Crosby II is a financial advisor with Stifel in Fort Myers, FL, holding Series 63 and Series 65 licenses and with 34 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2008. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses for client decision-making.

Lorraine Albinohinkley is a financial advisor with Primerica Advisors in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Primerica since 1995. Outside of advising, she serves as president of LHLH 13, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Kat Dalberth is an Investment Consultant at Fidelity Investments, where she works closely with individuals and families to identify their financial goals, develop comprehensive financial plans, and provide investment strategies tailored to their needs. She has held several roles within Fidelity Investments since 2020, progressing from Investor Center Intern to Administrative Assistant, Financial Representative, Relationship Manager, and currently Investment Consultant. Throughout her tenure at Fidelity Investments, Kat has gained experience in client relationship management and financial planning. Her approach focuses on partnering with clients to help them achieve their personal financial objectives and attain financial peace of mind. Outside of her professional work, Kat has interests in art, boating, fishing, horseback riding, pets, and traveling.

Kenneth Wise is a financial advisor with Wells Fargo Advisors in Bonita Springs, FL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. Prior to joining Wells Fargo Advisors in 2026, he spent 15 years at UBS Financial Services. Outside of his advisory work, he is involved in managing a car restoration business and serves on the investment committee for the Bonita Bay Community Association. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, providing a broad range of investment and financial planning services. The firm offers customized recommendations based on Wells Fargo research and planning tools, with planning engagements typically discrete and tailored to client needs.

Paul Weinstein is a CFP® professional with over 40 years of experience in the financial services industry. He is affiliated with Raymond James Financial and has been with the firm since 2008, currently working at West Charlotte Commercial since 2016. Outside of his advisory role, he is involved in managing a family trust and holds partnerships in several investment-related ventures. Raymond James Financial Services Advisors, Inc. provides comprehensive financial planning and investment consulting to a diverse range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers non-discretionary, tailored planning and advisory services supported by analytical tools and maintains unique affiliations that support specialized municipal and public finance work.

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 financial advisor with LPL Financial, holding the CFP® and ChFC® designations and carrying 15 years of industry experience. Prior to joining LPL in 2025, he worked at several firms including HBKS Wealth Advisors and Moran Wealth Management. He is also involved with Medley Advisory LLC, where he allocates time to non-variable insurance related work. LPL Financial serves a broad client base, including individuals, retirement plans, banks, and charitable organizations, providing financial planning, advisory programs, and brokerage services. The firm offers discretionary and non-discretionary management, utilizing model portfolios, third-party research, and various investment technologies.

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.

Rhonda Growney is a financial advisor with Mass Mutual Investors Services in Cape Coral, FL, holding CFP® and ChFC® designations and over 36 years of industry experience. She has been with Mass Mutual Investors Services since 2017 and was previously with MassMutual Life Insurance Company starting in 2016. Outside of advisory work, she is involved in property and casualty insurance sales and customer service. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, with a collaborative approach using firm-approved software to analyze goals and provide written recommendations.

James Cassa is a financial advisor with LPL Financial in Estero, FL, holding Series 63 and Series 65 designations and having 30 years of industry experience. He has been with LPL Financial since 2009. In addition to his advisory work, he provides continuing professional education credits to CPAs through licensed training events. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Rachel Wood is a financial advisor at Osaic with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Virtus Wealth Solutions, Commonwealth Financial Network, Massmutual, and MSI Financial Services. Outside of her advisory role, Wood is the president and founder of a dyslexia awareness nonprofit and serves on the board of Your Community Foundation, participating in the finance and animal welfare committees. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party managed accounts. The firm uses a variety of tools and platforms to construct diversified portfolios and supports legacy program transitions and third-party solutions.

Daniel King is a CFP® professional affiliated with LPL Financial, with 11 years of industry experience. He has held roles at Suncoast Credit Union and CUNA Brokerage Services, Inc. since 2018, and previously worked at Raymond James Financial Services and King Wealth Management. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Michael Gluski Jr. is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and 16 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. and Woodbury Financial Services Inc. Gluski is owner of Advize Planning Partners, a business consulting LLC that helps owners assess the value of their companies using Biz Equity. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to construct portfolios across various investment types.

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 specializes in serving successful families, entrepreneurs, athletes, and coaches, delivering customized strategies to address their complex financial needs. With a disciplined approach, he and his team focus on preserving multigenerational wealth, pre-liquidity event planning, tax minimization, lifestyle income generation, family governance, and legacy planning. Mr. Gregor began his financial services career in 1985 and has more than 41 years of experience. Before joining Merrill in 2006, he served as Managing Director for McDonald Investments, Inc. for 16 years. He holds a bachelor's degree from Wabash College and graduated from the Executive Financial Management program at the Wharton School of Business at the University of Pennsylvania. His professional designations include Equity Plan Consultant (EPC), Personal Investment Advisor (PIA), and Sports & Entertainment (SE). He has been recognized by Barron's as one of the nation's leading advisors every year since 2009 and was named to the Financial Times Top 400 Advisors list from 2015 to 2018. Since 2018, he has been included in Forbes' "Best-in-Wealth Advisors" list. Mr. Gregor serves on the board of the V Foundation for Cancer Research and has held board positions with Carmel Dad's Club, the American Red Cross Greater Indianapolis Chapter, the Indiana Civic Theatre, among others. He resides in Carmel with his family and enjoys baseball, boating, fishing, football, golfing, hunting, running, softball, spending time with his 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.