Camilo Wong is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 66 credentials and has nine years of industry experience. He has worked at Wells Fargo in various capacities since 2014, including roles at Merrill and Bank of America. Outside of his advisory work, he is the general partner and managing member of JW Building Dreams LLC, a business involved in real estate development and property sales in Lehigh Acres, Florida. 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 and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Sydney Mcmurray is a financial advisor at Wells Fargo Advisors with a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo Advisors, Sydney worked as an independent consultant and held positions at Dimensional Fund Advisors and KPMG. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, with clients able to choose implementation through brokerage or advisory programs.

Amy Smart is a financial advisor at Raymond James & Associates with 19 years of industry experience. She holds the Series 66 designation and previously worked at Merrill Lynch and Bank of America. Outside of her advisory role, she owns a rental property in Minnesota. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and specializes in municipal advisory services among other financial solutions.

Juan G. Colon is a Financial Advisor at Merrill Lynch Wealth Management based in Fort Myers, Florida. He serves individuals, families, business owners, and retirees, providing personalized wealth management strategies that encompass retirement planning, investment management, wealth preservation, education funding, legacy planning, liquidity management, and portfolio construction. Juan is fluent in English and Spanish. Before his career in financial services, Juan served 20 years in the United States Air Force, retiring with honorable service. His military background informs his disciplined approach to financial advising, emphasizing preparation, accountability, and execution. He holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA), earned through the College for Financial Planning. Juan participates in community activities such as Toys For Tots and is a member of The American Legion. His personal interests include antiquing, biking, boxing, hiking, spending time with family, swimming, watching movies, and woodworking.

Terry Frith is a financial advisor with Edward Jones in Cape Coral, FL, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1994. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients nationwide. The firm manages approximately $1.01 trillion in assets under management through a broad network of financial advisors and branch offices, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and proprietary funds.

Alec Bellino is a financial advisor at Cetera with one year of industry experience and holds the Series 66 designation. Prior to his current role, he worked in various service positions including at Ruby Tuesday's and TGI Friday's. He is also involved with Retirement Advisors, where he assists with client communications and administrative tasks. Cetera Investment Advisers LLC serves a broad client base including individual investors, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supporting both discretionary and non-discretionary investment approaches.

Tina Turi Shelley is a financial advisor at Morgan Stanley in Naples, Florida, with 27 years of industry experience. She has been with Morgan Stanley since 2014 and holds Series 63 and Series 66 licenses. Outside of her advisory role, she serves on the Advisory Board and Finance Committee for the Theta Nu Chapter of the Phi Mu sorority at Florida Gulf Coast University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients through a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and offers services supported by structured planning tools and firm-wide investment insights.

John Deppisch is a financial advisor at Cetera with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Cetera entities and First Allied Advisory Services since 2007. Outside of his advisory role, he is involved in non-CPA accounting and tax preparation as a sole proprietor. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party managers.

Robert Littlehale III is a financial advisor with J.P. Morgan Securities, holding a Series 63 designation and bringing 50 years of industry experience. He has worked with J.P. Morgan Securities since 2008 and JPMorgan Chase Bank, N.A. since 2010. In addition to his advisory role, he is also employed by JPMorgan Bank, which allows him to offer certain banking products and services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and incorporates ESG eligibility frameworks where applicable.

Norman Kapp is a financial advisor with Primerica Advisors in Fort Myers, FL, holding Series 63 and Series 65 designations and having 16 years of industry experience. He has worked with PFS Investments Inc. since 2009 and Primerica Financial Services since 2008. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses an exclusively percentage-based wrap fee structure.

Timothy Moore is a financial advisor with Robert Baird & Co. in Bonita Springs, FL, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He has been with Robert Baird & Co. since 1988 and is also associated with Nmis since 2001. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides customized financial planning and portfolio management services, utilizing a range of strategies and overlay services to meet client goals and risk tolerances.

Jennifer Woods is a financial advisor with Morgan Stanley in Fort Myers, FL, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. Her prior roles include positions at UBS Financial Services Inc, Raymond James & Associates, Inc., Sanctuary Advisors LLC, and Keller Williams. Outside of her advisory work, she has been involved with EXP Realty LLC. Morgan Stanley Wealth Management offers a wide range of advisory services to individuals and institutional clients, including tailored financial planning utilizing firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning programs.

Gerald Jack is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with the firm since 1981 and holds the designation of Personal Investment Advisor (PIA). Gerald is a graduate of Buffalo State College, where he earned a bachelor's degree in economics. He has extensive experience in fixed income investments, with a primary focus on tax-free municipal bonds. His education and professional background enable him to assist clients in determining and implementing their long-term financial goals and objectives.

Ryan Blauch is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He previously worked at Robert W. Baird & Co. for six years and Wells Fargo Clearing Services, LLC for five years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and integrates advisory services with other financial products and referral channels.

Carl Nicolosi is a financial advisor with Ameriprise in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. Prior to joining Ameriprise in 2016, he worked at Summit Financial Group Inc, Commonwealth Financial Network, and UBS Financial Services. He is also a co-partner managing office operations at Private Asset Management Group, LLC, a business unrelated to investment activities. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice.

Beth Di Roma is a financial advisor at Wells Fargo Advisors in Fort Myers, FL, holding a Series 66 designation with 18 years of industry experience. She has worked at Wells Fargo Clearing from 2016 to 2023 before joining Wells Fargo Advisors, where she has been since 2023. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including cash-flow, retirement, education, risk, and wealth-transfer planning, using Wells Fargo research and tools to develop tailored recommendations.

Christine Haut is a financial advisor at Merrill with over 30 years of industry experience. She has been with Merrill since 1993 and holds Series 63 and Series 65 designations. 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 offers both model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

James Kueper is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and 27 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he owns a commercial rental property in Breese, Illinois. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers various advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Erin Squires is a financial advisor with Raymond James & Associates, holding a Series 66 designation and five years of industry experience. Prior to joining Raymond James in 2020, she worked at Advent Health Palm Coast and Duke University Hospital. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning and investment consulting with a range of portfolio management styles and specialized municipal advisory services.

Amy Mitchell is a Series 66-licensed financial advisor with Merrill in Fort Myers, FL, having 21 years of industry experience. She has worked with Merrill since 1993, including a brief tenure at BOFA Securities, Inc. in 2019. Outside of her advisory role, Mitchell serves on the advisory board of Collier County Honor Flight, a nonprofit supporting local veterans. Merrill, along 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 offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, corporations, and charitable organizations.