Nathan Cox is a financial advisor with Charles Schwab in Fort Myers, FL, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2013 and 2015, respectively, and spent a year at TD Ameritrade Inc. Outside of his advisory work, he and his wife manage a rental condo that was their previous residence. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions supported by strategic multi-asset portfolios and a centralized operational platform.

Karen Zeis is a financial advisor at UBS Financial Services with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and delivers advisory work through a network of Financial Advisors using proprietary research and asset allocation models.

Frank Virno Jr. is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2014. He owns Gulf Coast Premier Wealth Management LLC and holds a treasurer position with the Rotary Club of Cape Coral, where he manages the club’s financials and historical records. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include specialized services such as business-owner transition and special-needs analysis. The firm combines advisory services with other financial products and referral channels through a large network of financial advisors.

Adam Hirsch is a financial advisor with Primerica Advisors in Fort Myers, FL, holding Series 65 and Series 63 licenses and five years of industry experience. His work history includes roles at PFS Investments Inc., Palm Beach State College, and HR Block. Outside of advisory work, Hirsch is involved in several independent businesses, including tax preparation, computer repair, notary services, jewelry insurance, and bail bond agency services. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and operates at scale with thousands of advisors and billions in assets under management.

Timothy Aumann is a financial advisor with Edward Jones in Ft Myers, FL, holding CFP® and Series 66 designations and bringing 22 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Christian Burke Jr. is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2013. He is based in Fort Myers, Florida, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved as a co-trustee of employee 401(k) plans and manages multiple investment-related activities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, utilizing proprietary research and tools to support tailored client recommendations.

Caleb Lowman is a CFP® professional with 23 years of industry experience, currently serving at Wells Fargo Advisors since 2009. He holds the Series 66 designation and is based in Fort Myers, FL. Outside his advisory role, he is involved as a trustee for a 401(k) plan and co-owns several investment-related entities, including Lighthouse Wealth Management, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services and integrates advisory services with other financial products and referral channels.

Logan Norris is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. He has worked with Retirement Advisors, Inc. and Cetera ADVISORS LLC, and has also worked outside finance as a server at Stir Crazy Restaurant. In addition to his advisory role, he is an insurance agent selling life, disability, fixed annuities, and long-term care products. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Thomas Pound is a financial advisor at Equitable Advisors with 12 years of industry experience. He holds a Series 66 credential and has worked at firms including Cetera Wealth Services, Avantax, and Edward Jones. Outside of advising, he is a mathematics teacher for Lee County Schools and serves as president of a local chapter of USA Dance, a nonprofit promoting ballroom dancing. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory models primarily through third-party sponsors and delivers ERISA fiduciary services to qualified plans.

Judy Lowman is a financial advisor with Wells Fargo Advisors in Fort Myers, FL, holding Series 65 and Series 63 designations and seven years of industry experience. She has been with Wells Fargo Advisors since 2018 and previously worked for Lee County Elections. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, catering to clients who meet a net-worth threshold.

Robert Sager is a financial advisor at LPL Financial with 31 years of industry experience. He holds a Series 63 designation and has worked at LPL Financial since 2009, with prior experience at Independent Financial Partners, Mutual Service Corporation, and FFP Advisory Services. Outside of advisory work, he operates Robert Sager Photography and is employed part-time at Gavin's Ace Hardware in Fort 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 provides a variety of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Todd Kluener is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at BB&T and Truist Advisory Services. Outside of advisory work, he manages vacation rental properties in the Fort Myers area. Raymond James & Associates is a large broker‑dealer and SEC‑registered investment adviser serving individuals, institutions, pension plans, and municipal entities. The firm offers tailored financial planning and consulting services supported by a wide range of portfolio management styles, affiliated research, and model manager options.

Daniel Rossi is a Series 66-licensed financial advisor with Edward Jones in St James City, FL, where he has worked since 2021. He has five years of industry experience and previously held roles at Best Home Services, JE Thomas Inc, and Enterprise Holdings Inc. Outside of his advisory work, Rossi is involved in several business activities, including co-owning a car rental service and licensing HVAC, plumbing, electrical, and general contracting businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and supports clients through a large network of advisors and branch offices nationwide.

Natasha Lark is a financial advisor at UBS Financial Services with 13 years of industry experience. She has worked at several firms including Raymond James and Associates, Morgan Stanley, and SunTrust/GenSpring. Between 2018 and 2019, she traveled and studied for the CIMA designation at Yale University. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Craig Tharp is a financial advisor with Thrivent Investment Management based in Fort Myers, FL, holding Series 63 and Series 66 credentials and 35 years of industry experience. He has been with Thrivent Financial for Lutherans since 2002. Outside of his advisory role, Tharp serves on multiple nonprofit boards, including as president of The Warming Shelter, which provides shelter and support for individuals experiencing homelessness. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on holistic, goal-based financial planning without providing portfolio management for institutional clients.

Colin Feng is a financial advisor at Equitable Advisors with 21 years of industry experience. He has held roles at Equitable Advisors since 2009 and previously worked at Ameriprise from 2007 to 2009. Feng serves as a board member and treasurer of the Chiao Tong University Alumni Foundation of America. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory models and third-party asset managers, offering solutions that include mutual funds, ETFs, and select alternative investments.

Julie Vogt is a financial advisor with Morgan Stanley in Fort Myers, FL, holding a Series 63 designation and 36 years of industry experience. She has worked with Morgan Stanley since 2009 and has been associated with Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, Vogt serves as Treasurer for JV Operations, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs for individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

John Nicolosi is a financial advisor with Ameriprise Financial Services, LLC in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Summit Financial Group Inc, Commonwealth Financial Network, and UBS Financial Services. Outside of his advisory work, he owns Private Asset Management Group, LLC, which manages the operations of his Ameriprise practice. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income, utilizing proprietary investment research and algorithmic tools.

Royal Clark is a financial advisor with Raymond James Financial Services Advisors, Inc. in Fort Myers, FL, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. He has been with Raymond James since 2014 and also owns Financial Legacy Wealth Advisors, a support company serving clients. 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 clients, using tailored, non-discretionary planning supported by analytical tools and risk profiling.

Craig Wiklund is a financial advisor with OSAIC in Fort Myers, FL, holding Series 63 and Series 65 designations and 39 years of industry experience. He previously worked at Woodbury Financial Services, Inc. for 13 years before joining OSAIC in 2024. Outside of his advisory role, he is a partner in Wiklund & Bond Financial Position, a corporation consulting on and selling health insurance and voluntary employee benefits. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and advisory platforms, offering brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary management with a broad investment universe.