Breandan Kelly is a financial advisor with LPL Financial in Fort Myers, FL, holding Series 63 and Series 66 licenses and having 14 years of industry experience. Prior to joining LPL Financial in 2019, he worked at Wells Fargo Clearing and Wells Fargo Bank NA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

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.

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.

Andrea Corella Saint Pere is a financial advisor with Raymond James & Associates in Fort Myers, FL, holding a Series 66 designation and bringing 11 years of industry experience. Prior to joining Raymond James in 2018, she worked at Bank of America and Merrill. She is also affiliated with Hodges University. Outside of her advisory role, she is a manager of KSP Home Solutions, LLC. Raymond James & Associates is a nationally recognized broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and municipal entities, offering tailored financial planning and consulting services supported by a wide range of portfolio management styles and affiliated research.

Scott Sanders is a financial advisor at Ameriprise with 27 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Stifel Nicolaus & Co Inc from 2009 to 2018. Sanders has been with Ameriprise and its affiliated entities since 2018. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, focusing on income sources, Social Security options, and withdrawal strategies.

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.

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.

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.

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.

Joshua Garrett is a financial advisor with Raymond James & Associates in Fort Myers, FL, holding a Series 66 designation and having 21 years of industry experience. His prior roles include positions at Truist Advisory Services, Truist Investment Services, and BB&T Securities. Outside of advising, he is the owner of a business, JK JK LLC, which holds real estate land in Tennessee. 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

John Clinger is the Senior Vice President and Senior Resident Director at Merrill Lynch Wealth Management, leading the Fort Myers office. He has more than 35 years of experience in the financial services industry, focusing on helping individuals, families, and business owners with complex financial decisions and long-term goals. John specializes in areas such as family wealth management, personal retirement planning, tax minimization, and portfolio management. He is a founding member of Clinger, Sizemore & Associates and has been with Merrill Lynch since 2000. Before joining Merrill Lynch, John held leadership and lending positions at SunTrust Bank and Barnett Bank, gaining valuable experience in banking, lending, and business development. He earned a bachelor's degree in Business from the University of South Florida. John holds several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). John is actively involved in his community and serves in leadership and board roles with nonprofit and educational organizations such as the Harry Chapin Food Bank, Children's Advocacy Center, Diocese of Venice School Board, Fort Myers American Little League, and United Way of Lee, Hendry & Glades Counties. He has held positions including United Way Campaign Chair and Advisory Board Chair for Bishop Verot High School. John and his wife, Rusti, have four daughters and reside in Fort Myers.