Stephen Poll is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Osaic. His prior experience includes roles at Securities America Advisors, Inc. and Investacorp. Outside of his advisory work, he owns a home inspection business and a related mobile app for home inspectors. Osaic Wealth serves a diverse client base, including retail and institutional investors, retirement plan sponsors, and charitable organizations. The firm offers a broad range of advisory and brokerage services using model-based asset allocation and portfolio optimization techniques.

Matthew Glenn is a financial advisor with Edward Jones in Clarendon Hills, IL, holding Series 63 and Series 66 designations. He has 32 years of industry experience, all with Edward Jones since 1993. 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, offering a range of advisory programs, discretionary and non-discretionary strategies, and maintains affiliated services including a trust company and proprietary mutual funds.

Christian Butler is a financial advisor with Edward Jones, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he worked at Hertz and was involved with Ignatius Bookfairs, as well as having experience with Ave Maria University and Outlook Farm and Eatery. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of investment strategies and affiliated financial services through a large network of advisors and branch offices.

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.

Mark Geissinger is a CFP® and ChFC® with 26 years of industry experience. He has been with Ameriprise since 2005, currently serving as a financial advisor in Fort Myers, FL. Ameriprise provides retirement-income planning services primarily for individuals nearing 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.

Jennifer Ramey is a financial advisor with Morgan Stanley in Fort Myers, FL, holding a Series 66 designation and bringing 21 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and employs structured planning processes supported by firm‑approved tools.

Grayson Hogoboom is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 63 and Series 65 licenses and has held various roles within Charles Schwab and its affiliated entities. Prior to joining Schwab, he worked in non-financial service roles including positions at Modis and several hospitality and service businesses. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts using multi-asset model portfolios and due diligence-supported alternative investments.

Mark Fontana is a financial advisor with LPL Financial, holding Series 63, 65, and 66 designations and over 31 years of industry experience. His prior roles include positions at Ameriprise Financial Services, THRIVENT Financial for Lutherans, Oppenheimer, and Quick & Reilly. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advisor-facing tools.

Kyle Sanders is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. His prior work includes roles at Charles Schwab and Kanakuk Kamps, as well as educational positions at Indiana Wesleyan University and local schools. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through its affiliated municipal advisor.

Cory Dickson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and over 14 years of industry experience. He has been with Raymond James since 2012 and also served in a non-variable insurance role with Guardian Life for five years. Outside his advisory work, he is the CEO of CDickson, Inc., a support company based in Estero, 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, corporations, and institutional clients. The firm delivers non-discretionary planning tailored to client goals using analytical tools and supports a broad network of advisors with specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Susana Romero is a financial advisor at Wells Fargo Clearing with five years of industry experience. She holds the Series 66 designation and has previously worked at UBS Financial Services Inc., Raymond James Financial Services Inc., and Kleinfield Wealth Group. She also assisted advisors at Kleinfield Wealth Group in client support and account processing. 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 combines in-house research and third-party analytics to offer diversified investment solutions and provides a range of financial products through bank and insurance affiliates.

Stephen Falzone is a financial advisor with Raymond James & Associates in Estero, FL, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Raymond James & Associates since 2010. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management approaches.

Juliana Lombardo is a Series 66 licensed financial advisor with UBS Financial Services in Tampa, FL, having two years of industry experience. Her prior roles include positions at Bank of America, Merrill, and Equitable Advisors. Outside of finance, she has worked in the food service industry with Little Greek New Tampa and Vale Food Co. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services across a broad array of investment products.

Jose Noarbe Moliner is a financial advisor at UBS Financial Services with 14 years of industry experience. He holds a Series 66 designation and has been with UBS since 2011. 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, employing proprietary research and model-based asset allocations to tailor strategies to client goals and risk tolerances.

Lisa Mason is a financial advisor at Edward Jones in Fort Myers, FL, holding a Series 66 designation with two years of industry experience. Her prior work includes roles at the Lee County Board of Education and Primerica, as well as experience with Total Package Hockey and International Design Source. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and strategies supported by a nationwide network of financial advisors and branch offices. The firm operates under a fiduciary standard and provides various services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jeffrey Gillis is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Morgan Stanley and its affiliates since 2009. Morgan Stanley Wealth Management (MSWM) is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide array of advisory programs and tailored financial planning services, utilizing structured discovery processes and approved planning tools to model financial outcomes.

Thomas Ambrosi is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 29 years of industry experience, including roles at MetLife Securities Inc. and Mass Mutual Life Insurance Company. Ambrosi is also a CPA and operates an independent accounting practice, Ambrosi Donahue Congdon & Co., P.C., and works as an independent insurance agent specializing in disability, life, accident, health, and long-term care insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs collaborative, software-supported planning processes and provides event-driven planning programs such as divorce and estate settlement.

Jonathan Salisbury is a financial advisor with Edward Jones in Estero, Florida, holding Series 63 and Series 66 designations and over 21 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Tornincaso is a financial advisor with LPL Financial based in Bonita Springs, FL, holding Series 63, 65, and 66 licenses and bringing 40 years of industry experience. His career includes positions at Cetera, Glk Wealth Management, and Wamu Investments, among others. He also operates RJT Wealth Strategies, his own advisory business. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a broad range of investment options and utilizes technology tools for operational support, managing over $819 billion in discretionary assets through a large network of advisors.