Jose Noarbe Moliner is a financial advisor at UBS Financial Services with 14 years of industry experience. He holds a Series 66 designation and has been with UBS since 2011. 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, employing proprietary research and model-based asset allocations to tailor strategies to client goals and risk tolerances.

Lisa Mason is a financial advisor at Edward Jones in Fort Myers, FL, holding a Series 66 designation with two years of industry experience. Her prior work includes roles at the Lee County Board of Education and Primerica, as well as experience with Total Package Hockey and International Design Source. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and strategies supported by a nationwide network of financial advisors and branch offices. The firm operates under a fiduciary standard and provides various services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jeffrey Gillis is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, including customized financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools such as Secular Return Estimates and Monte Carlo simulations in their planning process.

Thomas Ambrosi is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 29 years of industry experience, including roles at MetLife Securities Inc. and Mass Mutual Life Insurance Company. Ambrosi is also a CPA and operates an independent accounting practice, Ambrosi Donahue Congdon & Co., P.C., and works as an independent insurance agent specializing in disability, life, accident, health, and long-term care insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs collaborative, software-supported planning processes and provides event-driven planning programs such as divorce and estate settlement.

Jonathan Salisbury is a financial advisor with Edward Jones in Estero, Florida, holding Series 63 and Series 66 designations and over 21 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Tornincaso is a financial advisor at LPL Financial with 40 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior roles include positions at RJT Wealth Strategies, Glk Wealth Management, and Cetera. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by model portfolios and research.

Austin Parker is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Raymond James Financial. He previously worked at Traid Advisors and Publix before joining Raymond James in 2018. In addition to his advisory role, he works as an associate at Weinstein Wilkes Financial Group, assisting with account maintenance and operations. 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 offers tailored, non-discretionary planning and consulting, utilizing analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Robert Fritts is a financial advisor with Raymond James Financial in Estero, FL, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has been affiliated with Raymond James since 2005 and is also involved in his own financial advisory and business ventures, including JohnnyCake Financial Services, Inc. Outside of his advisory role, he owns RCF Enterprises LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting 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, supports a large advisor network, and provides specialized municipal and public finance services.

Timothy Rueter is a financial advisor at Raymond James Financial with over 24 years of industry experience. He holds the ChFC® and Series 66 designations and has worked with Mass Mutual Financial Group and Foundation Wealth Strategies LLC, where he served as president. He continues to maintain involvement with Foundation Wealth Strategies LLC and has limited activities related to long-term care insurance and residuals from prior work with Thrivent Financial. 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 investors. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains notable offerings in municipal finance and SIMPLE IRA advisory programs.

Nicole Majoras is a financial advisor at Morgan Stanley in Fort Myers, FL, holding a Series 66 credential with 18 years of experience at the firm. She has been with Morgan Stanley since 2008. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and analysis as part of its financial planning process.

Dominique Otto is a financial advisor with Primerica Advisors in Bonita Springs, FL, holding Series 63 and Series 65 licenses. Otto has two years of industry experience and has held positions at Influencer Labs Inc., MikeWorldWide, and PFS Investments Inc. outside of financial advising. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-driven investment strategies managed by third-party asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Magdalene Van Laere is a financial advisor with Edward Jones in Estero, FL, holding a Series 66 credential and one year of industry experience. Her prior work includes roles at Meijer and ALSAC / St. Jude Children's Research Hospital. Outside of financial advising, she teaches fitness classes at TriTone Triple Barre Fitness and serves as a race director for US Road Running in Naples, FL. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Parker Conitz is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 credential and has prior experience working at several golf clubs and Florida Gulf Coast University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client solutions.

Michael Mccormack Jr. is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been a registered Financial Advisor for more than 27 years, bringing extensive experience to his role. He started his career at PaineWebber/UBS Financial Services, Inc., where he spent 19 years before continuing his work advising clients. Michael focuses on family wealth management strategies, portfolio management services, and retirement income. He provides integrated planning based consulting services to high net worth individuals, with an emphasis on in-depth financial strategies and retirement planning. He works one-on-one with clients to develop personalized financial strategies aimed at pursuing long-term goals. Michael is a graduate of the University of Rhode Island and Avon Old Farms School. He holds the Personal Investment Advisor (PIA) designation. He lives in Newport, Rhode Island, with his wife Michele and their four children. Outside of his professional work, Michael enjoys golfing, music, and running.

Shawn Kinney is a CFP® with 25 years of industry experience, currently with Stifel since 2024. His prior roles include positions at Ameriprise, Edward Jones, and Stifel Nicolaus & Co. Inc. He holds Series 63 and Series 66 licenses. Stifel serves a diverse client base including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide financial planning and asset allocation guidance.

Jeffrey Baker is a financial advisor with Wells Fargo Advisors in Chesterfield, MO, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients through a broad range of financial planning and investment services. The firm offers tailored recommendations supported by in-house research and planning tools, with clients choosing how to implement advice through various brokerage or advisory options.

William Sullivan is a CFP® certificant with 33 years of experience in the financial industry. He has been with LPL Financial since 2018 and previously worked at First Allied Advisory Services, First Allied Securities, and Hunter Financial Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources.

Nicholas Durcau is a Series 65 licensed financial advisor with Primerica Advisors, based in Ft Myers, FL. He has two years of industry experience, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Prior to his financial services career, he worked in the food service industry. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating with a tiered wrap-fee structure.

Brice Pelliccioni is a financial advisor with LPL Financial, holding a Series 66 credential and bringing 10 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Wells Fargo Clearing and WELLS FARGO Advisors. He has involvement with VP Health Group, Inc., a business entity unrelated to investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits through a national network of representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Julie White is a financial advisor with Primerica Advisors in Cape Coral, FL, holding Series 63 and Series 65 credentials and 14 years of industry experience. Her work history includes roles at DentaQuest and PFS Investments Inc. She is involved in the sales of investment-related products and receives compensation for referrals of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management via its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.