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 and holds Series 63 and Series 66 licenses. He has 27 years of industry experience, including roles at Cambridge Investment Research, Inc., Capital Investment Advisors, Inc., and Fortress Financial. Outside of his advisory work, he serves as a U.S. Coast Guard charter captain. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and operates across multiple platforms, providing access to third-party advisers and proprietary model strategies.

John Evans is a CFP® with 17 years of experience in financial advising, currently affiliated with OSAIC. His prior firms include Edward Jones, Commonwealth Financial Network, and Four Pillars Investment Management. He also engages in fixed insurance sales and serves as an agent of record for an investment-related LLC. OSAIC Wealth serves a wide range of clients, including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a comprehensive platform with a focus on model-based asset allocation, portfolio optimization, and access to both proprietary and third-party investment strategies.

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 began his financial services career in 1991 at SunTrust Bank and held leadership and lending roles before joining Merrill Lynch in 2000. He is a founding member of Clinger, Sizemore & Associates, focusing on personalized, multi-generational wealth management. John holds a bachelor's degree in Business from the University of South Florida and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His expertise covers areas such as family wealth management, retirement planning, tax minimization, portfolio management, and services for endowments and non-profits. He actively contributes to the Southwest Florida community through leadership roles with organizations including the Harry Chapin Food Bank, Children's Advocacy Center, Diocese of Venice School Board, and United Way. John has also been involved with youth sports organizations and has served as a campaign chair and board member for multiple nonprofits. He and his wife, Rusti, reside in Fort Myers with their four daughters.

Ronald Heim is a financial advisor with Merrill in Fort Myers, FL, holding a Series 66 designation and having 22 years of industry experience. He has worked at Merrill since 2003 and has also been associated with Bank of America since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, supported by internal and third-party management teams.

Charles Crouch is a financial advisor at Financial Wellness Solutions, LLC with nine years of industry experience. He holds the Series 63 and Series 65 designations and has been with Financial Wellness Solutions since 2014. Financial Wellness Solutions, LLC is an independent firm serving clients with personalized financial planning and advisory services.

Tyler Harrelson is the sole advisor at The Art and Science of Successful Planning in Ft. Myers, FL, holding Series 63 and Series 65 credentials with 32 years of industry experience. He has led his independent firm since 2001. Outside of advisory services, he is involved in veteran-related nonprofit work as a founding corporate charter member of Invest In America’s Veterans Foundation and has served on several senior-focused association boards. The Art and Science of Successful Planning is an independent firm that serves clients through personalized financial planning and consulting, integrating insurance and employee benefits services.

Eben Eubanks is a financial advisor with Eubanks Financial in Fort Myers, FL, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. His career includes roles at Edward Jones, TD AMERITRADE, Berry Wealth Strategies, and LPL Financial. Eubanks Financial is an independent firm serving individual clients with personalized financial planning and investment management.

Alfred Johnson is a CFA® charterholder with 18 years of industry experience. He has been the sole advisor at Gulf Coast Investment Management, LLC since 2002. Gulf Coast Investment Management is an independent firm based in Fort Myers, FL, providing portfolio management and advisory services primarily to individual clients. The firm manages approximately $22.7 million in assets across 25 client relationships, focusing on individualized portfolio management with documented policies covering investment strategies, custody, and brokerage practices.

Jeanne Hill is a financial advisor with Harvest Portfolio Management, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Her prior roles include positions at Intentional Funds, Blackridge Asset Management, Peak Brokerage Services, Park Avenue Securities, and Guardian Life Insurance Company of America. Outside of her advisory work, she is also active as a licensed realtor with Coldwell Banker in Cape Coral, FL. Harvest Portfolio Management, LLC manages approximately $98 million in client assets for around 76 clients, focusing primarily on portfolio management for individual, non-high-net-worth clients. The firm serves a diverse client base that includes various institutional types while emphasizing operational controls and regulatory compliance.