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.

Alexander Murphy is a financial advisor with Ameriprise in Cape Coral, FL, holding a Series 66 designation and seven years of industry experience. He previously worked at Ally Invest Advisors and U.S. Bancorp Investments. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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.

Michael Haas is a financial advisor with LPL Financial in Fort Myers, FL, holding a Series 63 designation and 26 years of industry experience. He has been with LPL Financial since 2014, including his current tenure since 2018, and previously worked at Sii Investments from 2014 to 2018. Outside of his advisory role, he owns M. Haas Financial, a non-investment related business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive research and technology tools.

Matthew Wadiak is a CFP®-designated financial advisor with Edward Jones in Fort Myers, FL, where he has worked since 2001, accumulating 25 years of industry experience. He serves on the External Advisory Board for the SIUC Department of Finance and is a member of the Marion Memorial Health Foundation Board of Directors. Wadiak also owns MRW Ventures LLC, an LLC focused on property maintenance. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a broad range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Richard Zurbriggen is a financial advisor at OSAIC with 39 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining OSAIC in 2024, he spent over two decades with Securities America Advisors, Inc. His outside activities include wildlife photography and serving as treasurer for a homeowners association, as well as being an investment partner in a safari company in Uganda. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and model-based portfolio management supported by various investment tools and third-party managers.

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 Labedz is a financial advisor with LPL Financial in Fort Myers, FL, holding Series 63, 65, and 66 designations and bringing 30 years of industry experience. His career includes nearly a decade at Woodbury Financial Services and multiple tenures at LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment programs supported by extensive operational and research tools, managing over $819 billion in discretionary assets through a large network of advisors.

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.

Nicole Pruet is a financial advisor at OSAIC with Series 66 credentials and two years of industry experience. Her prior experience includes roles at American Portfolios Financial Services Inc. and Seeb Corporation, as well as over a decade with Baltimore County Public Schools. OSAIC serves a diverse client base including retail investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by risk assessments and flexible strategy implementation options.

Dustin Corrente is a financial advisor at LPL Enterprise with 24 years of industry experience. He holds a Series 66 designation and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Ameriprise. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm emphasizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in a wrap program.

John Towers is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He worked at Lincoln Financial Advisors for 23 years before joining OSAIC in 2025. Additionally, he is licensed as an insurance agent offering accident and health insurance, disability insurance, fixed/indexed annuities, long-term care insurance, and traditional life insurance. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform. The firm employs a model-based investment process with portfolio optimization tools and offers a range of brokerage and advisory services delivered via affiliated broker-dealer and RIA relationships.

Peter Delgreco is a CFA® charterholder with 23 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Freedom Capital Management LLC for five years. He serves as an investment committee member for the Winchester Country Club 401(k) plan. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Mina Choe Mc Quade is a financial advisor with UBS Financial Services in Fort Myers, FL, holding Series 63 and Series 65 licenses and five years of industry experience. She previously worked at Equitable Advisors LLC and has experience in consulting and other roles outside the financial industry. Mc Quade serves as an associate board member of the Korean American Foundation. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client solutions.

Margaret Lutz is a CFP® professional affiliated with LPL Financial, with 26 years of industry experience. Her prior roles include positions at Connect Financial, Lutz & Singer LLC, and Waddell & Reed, Inc. She has experience managing business entities related to investment activities in Michigan. 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 offers a range of financial planning and portfolio management services supported by technology and a broad network of advisors.

Brian Heberle is a financial advisor with Raymond James & Associates in Fort Myers, FL, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at Raymond James & Associates since 2022 and previously spent six years with Wells Fargo Clearing. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, and municipalities, offering tailored financial planning and consulting services that typically involve non-discretionary relationships.