Matthew Welborn is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Stifel Nicolaus & Co Inc since 2017. Prior to joining Stifel, he worked at UBS Financial Services Inc for 11 years. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Lauren Peck is a CFP® professional with 17 years of industry experience, currently with LPL Financial since 2020. Prior to joining LPL, she worked at Kms Financial Services Inc for 11 years. She also serves as an executor and power of attorney for an individual and operates Peck Investments P.C., Inc. for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network. The firm offers a variety of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Mark Cangiano is a financial advisor with LPL Financial in Fort Myers, FL, holding a Series 66 designation and 14 years of industry experience. He previously worked at Lincoln Securities Corporation and Florida Gulf Coast University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by proprietary and third-party research.

Gregory Van Laere is a CFP®-designated financial advisor with Edward Jones in Fort Myers, FL, where he has worked since 2002, totaling 23 years of industry experience. He holds Series 63 and Series 66 licenses. Outside of his advisory role, Van Laere owns several small real estate businesses focused on managing residential properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Anastasia Ray is a financial advisor at Equitable Advisors in New York, NY, with 12 years of industry experience. She holds a Series 66 designation and has worked at Equitable Advisors since 2018, with prior experience at AXA Advisors LLC, AXA Equitable, M&T Bank, and M&T Securities. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Caroline Bauer is a financial advisor with Edward Jones in Ft Myers, FL, holding Series 63 and Series 66 registrations and bringing 12 years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and managing approximately $1.01 trillion in assets. The firm is notable for its extensive advisor and branch network and affiliated capabilities that extend beyond traditional advisory services.

Neil Daley is a financial advisor at OSAIC with 39 years of industry experience and holds a Series 63 designation. He previously worked at Securities America Advisors from 2016 to 2024. Outside of his advisory role, he is involved in real estate sales and brokerage as an agent. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services, utilizing asset-allocation tools and multiple advisory platforms to construct portfolios across various asset classes.

Benita Alstatt is a financial advisor with Raymond James Financial who holds Series 63 and Series 66 licenses and has 27 years of industry experience. She has worked at Raymond James Financial Services Advisors Inc. and Raymond James Financial Services, Inc. since 2016. Prior to that, she was employed at Walgreens from 2015 to 2018. Alstatt also works as an associate and registered sales assistant at Weinstein Wilkes Financial Group in Fort Myers, FL. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm employs analytical tools and risk profiling to tailor non-discretionary planning and investment consulting to client goals, supporting implementation through various advisory programs.

James Perry is a CFP® with 20 years of industry experience, currently advising clients at Edward Jones since 2014. He serves as Chairman of the Rotary International Cape Coral Foundation, overseeing the allocation of funds for local volunteer activities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a network of more than 23,000 financial advisors and over $1 trillion in assets under management.

Carlos Lara is a financial advisor at Merrill based in Fort Myers, FL, holding a Series 66 designation. He has been with Merrill and Bank of America since 2025, with prior experience at several firms including Whetstone Management LLC and Stephen Douglas Associates LLC. Before entering the financial industry, he worked in the restaurant sector at Koning Restaurant International LLC and Restaurant Brands International Inc. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

James Lillie is a financial advisor with Morgan Stanley in Fort Myers, FL, holding CFP®, Series 63, and Series 65 credentials and bringing 44 years of industry experience. His prior work includes roles at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated. He currently serves clients through Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides a range of investment services, including estate planning and employer-based financial planning agreements.

Hannah Wittman is a financial advisor at Merrill in Fort Myers, FL, holding a Series 66 designation with two years of industry experience. She joined Merrill in 2019 and previously worked at MD Solutions and Wally's Deli. Merrill provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael O Shaughnessey is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 designations and bringing 53 years of industry experience. He has been with UBS since 2009, based in Fort Myers, FL. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client solutions.

Bethany Spurlock is a financial advisor at Wells Fargo Advisors with one year of industry experience. She holds the Series 66 designation and previously worked at the University of South Florida and Cypress Lake High School before joining Wells Fargo Advisors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients who meet a net-worth threshold, utilizing Wells Fargo research and tools to develop tailored recommendations.

Marc Irion II is a financial advisor with Wells Fargo Clearing and holds Series 63 and Series 66 licenses. He has 29 years of industry experience, including 11 years at UBS Financial Services and six years at Wells Fargo Clearing. Outside of his advisory work, he is a silent partner in Pretzel Logic UK Limited, LLC. Wells Fargo Advisors serves 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 research from Wells Fargo Investment Institute with third-party analytics to support its diversified investment approach.

Nadine Wilkes is a CFP® professional with 44 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. since 2010. She has held leadership roles including branch ownership through Weinstein Wilkes Financial Group and partnership at WWFG Ventures. Wilkes serves on the finance and investment committee of Citygate Church and is involved in counseling and mentoring on financial hardship using biblical principles. 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, corporations, and institutions. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Thomas Bucklin is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 66 licenses and has 27 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2019 and previously at Capital Investment Advisors, Inc. and Fortress Financial. Outside of his advisory role, he serves as a U.S. Coast Guard charter captain. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing a variety of custody platforms and proprietary as well as third-party investment strategies.

John Evans is a CFP® with 16 years of experience in the financial services industry. He currently works at Osaic and has prior experience at Four Pillars Investment Management, Commonwealth Financial Network, and Edward Jones. His other business activities include fixed insurance sales and monitoring assets for clients through Four Pillars Investment Management. Osaic Wealth, Inc. serves a wide range of retail and institutional clients, offering integrated brokerage and investment advisory services across multiple platforms. The firm employs a variety of asset-allocation tools, efficient-frontier analysis, and automated rebalancing to manage portfolios including stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Hector Gomez Jr. is a financial advisor at Edward Jones in Cape Coral, FL, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Good Shepherd Lutheran School and Lithko Contracting, LLC. Outside of his advisory role, he coaches middle school boys’ soccer at Evangelical Christian School in Fort Myers, FL. 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, supported by a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

William White is a financial advisor with Stifel, holding Series 63 and Series 66 licenses and having 12 years of industry experience. He previously worked at UBS Financial Services and Van Eck Associates Corporation. William is based in Fort Myers, Florida. Stifel serves a wide range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and planning solutions.