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 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.

Dennis Wells is a financial advisor with Raymond James Financial in Bonita Springs, FL, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has been with Raymond James Financial since 2009 and was previously involved with Omni Telecom, Inc. for over three decades. Wells is also the owner of WCI Capital Corporation, a support company based in Bonita Springs. 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 non-discretionary planning tailored to client goals and is noted for its municipal advisor affiliation and specialized SIMPLE IRA Employer Advisory & Consulting Services program.

Juliane Werner is a financial advisor at Wells Fargo Clearing with six years of industry experience. She holds the Series 66 designation and has previously worked at Bank of America, Merrill, and various Wells Fargo entities since 2013. 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 over 14,000 advisors and offers both brokerage and advisory solutions.

Stephen Poll is a financial advisor with Osaic Wealth, Inc. based in Bonita Springs, FL. He holds the CFP® designation and a Series 66 license and has seven years of industry experience. His prior work includes roles at Securities America Advisors, Inc. and Investacorp. Outside of his advisory work, Poll owns a home inspection LLC and a mobile app company serving home inspectors. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services and utilizes asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

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 with 26 years of industry experience, currently affiliated with LPL Financial since 2021. Her prior experience includes roles at Connect Financial, Lutz & Singer LLC, and Waddell & Reed, Inc., among others. She has been involved in business entities related to investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm provides financial planning, advisory programs, retirement consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research, model portfolios, and various investment strategies.

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 Series 65 and Series 63 credentials and two years of industry experience. He has worked within various divisions of Charles Schwab since 2023 and has prior experience in diverse roles outside the financial industry, including employment in the hospitality and retail sectors. Charles Schwab & Co., Inc. serves a large client base, 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and uses multi-asset model portfolios supported by comprehensive research and due diligence.

Mark Fontana is a financial advisor with LPL Financial, holding Series 63, 65, and 66 credentials and bringing 30 years of industry experience. His prior experience includes roles at Ameriprise Financial Services and Thrivent Financial for Lutherans, where he worked for over a decade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research, and technology-driven strategies.

Pamela Mahar is a financial advisor at Wells Fargo Advisors in Fort Myers, FL, holding a Series 63 designation with 29 years of industry experience. She has been with Wells Fargo Advisors and affiliated entities since 2009. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions by providing investment and fee-based financial planning services across a broad range of planning areas, including specialized services such as business-owner transition and special-needs analysis. The firm uses proprietary research and planning tools to develop tailored recommendations, with clients able to implement these through various brokerage or advisory programs.

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.