Melissa Daugherty is a financial advisor at UBS Financial Services with 12 years of industry experience. She holds a Series 66 credential and has worked at UBS since 2017, previously with Morgan Stanley Smith Barney LLC from 2015 to 2017. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets and lending solutions.

Stephen Nappo is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior experience includes roles at Cadaret, Grant & Co., Inc. and Sunbridge Management, Inc., and he has operated Nappo Financial Services since 1994. Outside of his advisory work, he is involved with Queen City Manufacturing Inc., where he dedicates significant time monthly. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering financial planning, model portfolio programs, third-party asset management, and institutional platforms to individuals, retirement plan participants, banks, and trust companies. The firm supports advisors with research tools and a broad range of advisory and non-advisory financial services.

Juan Garcia is a financial advisor with Edward Jones in Fort Myers, FL, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2005 and also has ongoing involvement in the restaurant business with Canyon Cafe Restaurant. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Nicholas Chlumsky is a CFP® professional with 19 years of industry experience, currently associated with Wells Fargo Advisors in Fort Myers, FL. His career includes prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He serves as president of the Harborage Homeowner's Association, overseeing facilities, security, and fiscal responsibilities. Wells Fargo Advisors Financial Network serves individual, trust, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services supported by Wells Fargo research and planning tools, with customizable implementation options through brokerage or advisory programs.

Jane Passy is a Senior Financial Advisor at Merrill Lynch Wealth Management. She holds the professional designation of Personal Investment Advisor (PIA). Jane earned her Bachelor's Degree from New York University. Her role involves providing clients with guidance on investment strategies and wealth management.

Cheryl Admire is a financial advisor with Edward Jones in Ft. Myers, FL, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2008. Aside from her advisory role, she serves as a board member of Independent Development Services Corp, an SBA funding entity, and is involved in managing several rental properties in the Ft. Myers area. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branches. The firm operates under a fiduciary standard and offers tax-efficient services, discretionary and non-discretionary wrap fee strategies, and access to affiliated mutual funds and separately managed accounts.

David Rouse is a financial advisor with Raymond James Financial in Cape Coral, FL, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Raymond James Financial and its affiliated entities since 2009 and is also a partner in Rouse Kelly Financial, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized programs in municipal advisory and SIMPLE IRA employer consulting.

Joanne Reilly is a financial advisor with Ameriprise in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has been with Ameriprise and its predecessor firm since 2005. Outside of her advisory role, she serves on the board of directors for The Savings Bank and is involved with its charitable foundation. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Daniel Hynden is a CFP® professional with 11 years of experience, currently serving as a financial advisor at UBS Financial Services in Fort Myers, FL. He has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary capital market assumptions and research to tailor investment plans to clients’ goals and risk tolerances.

Connor Fewster is a Financial Consultant at Fidelity Investments. He has been with Fidelity since 2021, progressing through roles including High Net Worth Service Associate, Relationship Manager, and Investment Consultant before assuming his current position in 2025. His work involves developing investment strategies and retirement plans tailored to client objectives. Connor emphasizes listening and understanding client concerns to provide personalized financial solutions. Outside of his professional role, Connor has interests in fitness, food, social events with friends, golf, traveling, and volunteering.

Nicole Giannone is a CFP® professional with seven years of industry experience, currently advising clients at LPL Financial since 2019. Her prior experience includes roles at FSC Securities Corporation, King’s Way Christian Center, and D. Gates Wealth Management. She is also a business owner of Business Supporting Communities, Inc., based in Cape Coral, FL, and is a Florida-licensed notary. 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 services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by advanced research and operational tools.

Jason Phillips is a Series 66-licensed financial advisor with Merrill in Fort Myers, FL, with 12 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2014. Outside of his advisory role, he serves on the Allocations Committee for United Way, where he reviews grant requests and provides recommendations for charitable funding. Merrill provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Victor Rodriguez is a financial advisor with Cetera, holding Series 63, 65, and 66 credentials and nine years of industry experience. His prior roles include positions at Edward Jones, Merrill Lynch/Bank of America, and Inoram Settlement Advisors LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform that offers various portfolio management and financial planning services with a range of discretionary and non-discretionary program options.

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.