Colin Feng is a financial advisor at Equitable Advisors with 21 years of industry experience. He has held roles at Equitable Advisors since 2009 and previously worked at Ameriprise from 2007 to 2009. Feng serves as a board member and treasurer of the Chiao Tong University Alumni Foundation of America. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory models and third-party asset managers, offering solutions that include mutual funds, ETFs, and select alternative investments.

Julie Vogt is a financial advisor with Morgan Stanley in Fort Myers, FL, holding a Series 63 designation and 36 years of industry experience. She has worked with Morgan Stanley since 2009 and has been associated with Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, Vogt serves as Treasurer for JV Operations, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs for individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

John Nicolosi is a financial advisor with Ameriprise Financial Services, LLC in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Summit Financial Group Inc, Commonwealth Financial Network, and UBS Financial Services. Outside of his advisory work, he owns Private Asset Management Group, LLC, which manages the operations of his Ameriprise practice. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income, utilizing proprietary investment research and algorithmic tools.

Royal Clark is a financial advisor with Raymond James Financial Services Advisors, Inc. in Fort Myers, FL, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. He has been with Raymond James since 2014 and also owns Financial Legacy Wealth Advisors, a support company serving clients. 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, using tailored, non-discretionary planning supported by analytical tools and risk profiling.

Craig Wiklund is a financial advisor with OSAIC in Fort Myers, FL, holding Series 63 and Series 65 designations and 39 years of industry experience. He previously worked at Woodbury Financial Services, Inc. for 13 years before joining OSAIC in 2024. Outside of his advisory role, he is a partner in Wiklund & Bond Financial Position, a corporation consulting on and selling health insurance and voluntary employee benefits. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and advisory platforms, offering brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary management with a broad investment universe.

Trevor Harrelson is a financial advisor with Cetera Wealth Services, LLC, holding a Series 66 designation and over 26 years of industry experience. His background includes roles at Securian Financial Services and Minnesota Life Insurance Company, spanning more than two decades. Outside of his advisory work, he owns The Continuing Education Academy, which provides classes for contractor license renewals. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to multiple investment platforms. The firm supports advisors through a multi-manager platform with discretionary and non-discretionary program options and manages over $256 billion in assets.

Stephen Zahorian Jr. is a financial advisor with Cetera, holding Series 63 and Series 66 designations and bringing 39 years of industry experience. He has worked with Cetera and its affiliates since 2019 and is also president of Family Tree Financial Services, LLC, where he leads financial services operations. Cetera Investment Advisers LLC provides advisory services through a large nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services and supports multiple investment program structures with over $256 billion in assets under management.

Kevin Forness is a financial advisor with Primerica Advisors in Fort Myers, FL, holding Series 63 and Series 65 licenses. He has two years of industry experience and has previously worked at PFS Investments Inc. and several technology companies. Outside of his advisory role, he is president of K2 Management Group, Inc., a non-investment related business based in Las Vegas, NV. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm employs model-driven investment strategies delivered through a large network of advisors and offers various portfolio management options supported by third-party managers and custodians.

John Waldron is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and having 23 years of industry experience. His prior roles include positions at Cambridge Investment Research, Raymond James, and J.P. Morgan Securities. Outside of his advisory work, he is involved with Smokin Puffin LLC as a bookkeeper. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Shubh Sethi is a financial advisor with LPL Financial in Fort Myers, FL, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining LPL Financial in 2023, he worked at Transamerica Financial Advisors, Inc., World Financial Group, Inc., and Gateway Medical Corporation. He is also the managing partner of Tax Swamis LLC, a tax preparation and representation business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Maria Clare is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 13 years of industry experience. She has worked at various J.P. Morgan entities since 2016. Outside of her advisory role, she is a partial owner and silent partner in a family business, the Majestic Hotel in Barranquilla, Colombia. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Omar Ramos is a Financial Advisor specializing in wealth management strategies and investment planning. He works with clients to develop personalized financial plans that address goals such as funding education, planning for retirement and healthcare expenses, legacy planning, and managing new wealth. Omar's approach emphasizes simplicity and transparency in financial planning processes. He holds the Personal Investment Advisor (PIA) designation and earned a High School Diploma from North Nicholas High School. Omar is fluent in Spanish, English, and Portuguese. He is involved with Next Level - Christian Church as part of his community engagement. Omar focuses on areas including equity compensation services, liquidity management, tax minimization, and small business strategies, aiming to assist clients in building, preserving, and transferring wealth with purpose.

Samuel Henderson is a financial advisor with LPL Financial in Fort Myers, FL, holding a Series 63 designation and 40 years of industry experience. He has been with LPL Financial since 1995. Outside of his advisory role, Henderson is a licensed insurance agent associated with Ash Brokerage Corp. 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.

Joshua Scoggins is a Series 66-licensed financial advisor with Stifel in Fort Myers, FL. He joined Stifel in 2026 and has prior experience at Gartner and various other roles across multiple industries. Outside of finance, he was involved with Next Level Church in Southwest Florida for five years. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and advisory services. The firm’s investment approach uses a proprietary methodology developed by its Investment Strategy Group that incorporates forward-looking capital market assumptions and probabilistic modeling to support client decision-making.

Taylor Clinton is a Series 66 licensed financial advisor with Edward Jones, based in Ft Myers, FL, and has two years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he co-founded a travel blog with his spouse, offering educational content on travel tips and planning. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm manages over $1 trillion in assets and provides a range of advisory programs and investment solutions through a large network of financial advisors and branch offices.

Terri Starliper is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise since 2007. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement income planning through written recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Jessica Greenig is a financial advisor at Osaic with 17 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at GT Financial Advisors and Woodbury Financial Services, Inc. She is also the sole member of an administrative LLC without business activities. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services, utilizing asset-allocation tools, third-party managers, and both discretionary and non-discretionary account management.

Christopher Maxwell is a financial advisor at Edward Jones in Cape Coral, FL, holding a Series 66 designation. He joined Edward Jones in 2026 after working in the automotive industry at Lexus of Fort Myers, Germain Lexus, and Moses Auto Group from 2016 to 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Joseph Hudson is a financial professional with 18 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 designations and has worked with firms including First Allied Securities, INC. and Brunette & Associates, LLC. Since 2026, he has operated Artistic Strategies, a financial services business. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.

David Kinney is a financial advisor with Stifel, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2015. Outside of his advisory role, Kinney is the owner and president of Lake Runner ABB LLC, a business involved in boat storage, detailing, transport, and canvas. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.