Jonathan Linares is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Merrill. Linares is based in Cape Coral, Florida. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

William Griggs is a financial advisor with Equitable Advisors in Fort Meyers, FL, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2005. Outside of advisory work, he is involved in employee benefits insurance sales through his own firm, Griggs and Griggs, and supervises the Barrington Bowling Center, Inc. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients with financial planning, retirement plan consulting, and asset-management programs. The firm delivers services through Investment Adviser Representatives using both firm-offered and third-party asset management programs.

John Lazzaro is a financial advisor with Wells Fargo Clearing in Fort Myers, FL, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC for seven years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets through a network of over 14,000 advisors and integrates research from Wells Fargo Investment Institute along with third-party analytics to support diversified, research-based investment strategies.

Anthony Civitillo is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015, following four years at Merrill. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and scenario modeling.

John Hawks is a financial advisor with Morgan Stanley in Fort Myers, FL, holding a Series 66 designation and five years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2021 and with Morgan Stanley Smith Barney LLC since 2020. Morgan Stanley Wealth Management provides a range of advisory programs to individuals 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 employs a structured financial planning process supported by firm-approved tools.

Monica Teixeira is a financial advisor with Thrivent Investment Management in Fort Myers, FL. She holds the Series 66 designation and has two years of industry experience. Her career includes multiple roles at Thrivent Financial and Thrivent Investment Management since 2024, as well as a period of self-employment and prior work outside the financial industry. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers holistic, goal-based financial planning separately from managed-account services, with a focus on a broad range of planning topics and periodic reviews without discretionary trading authority.

Omar Mandes is a financial advisor at Merrill based in Cape Coral, FL. He holds a Series 66 designation and has one year of industry experience. Prior to joining Merrill and Bank of America, N.A., he worked for Communications International for 16 years. 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 strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Lawrence Crouse is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. His prior work includes positions at Bank of America, Merrill, and Ameriprise Financial Services. Based in Naples, FL, he has been with Ameriprise since 2020. Ameriprise offers a retirement-income planning service focused on individuals with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement-income advice, with a notable emphasis on assets held in Ameriprise-managed accounts.

Andrew Carlson is a financial advisor with Edward Jones in Fort Myers, FL, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2018 and previously worked at Conifer Health Solutions from 2015 to 2017. Outside of advising, he owns a rental property in Gulf Shores, AL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a network of approximately 23,700 advisors. The firm offers a range of advisory solutions, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kenneth Patterson is a financial advisor at Fidelity with 22 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Fidelity entities since 2010, including Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Michael Clancy is a financial advisor with Cambridge Investment Research Advisors in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with Cambridge Investment Research since 2022 and previously spent 13 years at LPL Financial. In addition to his advisory role, he owns and operates a financial services business, Provision Financial, and works as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors by providing financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm offers a variety of investment platforms and strategies, including proprietary models under the Founders Gate Capital brand and access to third-party managers, with features tailored to client objectives and institutional support mechanisms.

Scott Flinn is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He previously worked at Bank of America and Merrill for eleven years. Outside of finance, he performs as a drummer with a local band called The Night Owls. Wells Fargo Advisors serves individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm operates nationally with over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Shayla Vieira is a financial advisor at Wells Fargo Clearing in Fort Myers, FL, with seven years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2019. Prior to that, she worked at Wells Fargo Bank and has experience in event management and the hospitality industry. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Barry Croteau is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has worked at Wells Fargo since 2022 and previously spent 12 years with Fifth Third Securities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to support investment decisions.

John Messer is a financial advisor with Primerica Advisors in Ft Myers, FL, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has worked with Primerica Financial Services and PFS Investments, Inc. since the mid-2000s and is also employed by American Airlines. Outside of advising, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with trading and custody services facilitated by Pershing and BNY Mellon Advisors.

Leo Stevenson is a Wealth Management Advisor with Merrill Lynch Wealth Management, based in the Wyandotte office. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Leo works closely with clients to understand their individual goals and develop personalized financial strategies, focusing on family wealth management, personal retirement planning, and small business strategies. Leo is a graduate of Michigan State University and has been with Merrill Lynch since 1996. He emphasizes a holistic approach to financial advising, prioritizing understanding clients' motivations and concerns as integral to achieving financial success. In addition to his professional work, Leo is actively involved in his local community, serving on the Boards of Directors for Focus: HOPE and the Wyandotte Downtown Development Authority. Outside of his financial advisory role, Leo enjoys boating, cooking, gardening, golfing, hiking, reading, traveling, and spending time with his family. He encourages clients and others to reach out with questions regarding his business or hobbies.

Breandan Kelly is a financial advisor at LPL Financial in Fort Myers, FL, holding Series 63 and Series 66 licenses with 15 years of industry experience. Prior to joining LPL Financial in 2019, he worked at Wells Fargo Clearing and Wells Fargo Bank NA from 2013 to 2019. 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 financial planning, wrap and model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with extensive non-advisory financial offerings.

Anthony Viola is a financial advisor with Equitable Advisors in Fort Myers, FL, holding Series 63 and Series 66 registrations and four years of industry experience. He previously worked at Merrill and JP Morgan Securities LLC. Outside of advisory work, he has ongoing involvement with multiple business ventures including Deadhorse, LLC, M & M Realty Solutions, LLC, and Vienna Contracting, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm delivers these services through a network of Investment Adviser Representatives and leverages third-party asset managers, offering a range of investment programs and fiduciary services.

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 advising at LPL Financial since 2020. Prior to joining LPL, she spent 11 years with Kms Financial Services Inc. Outside of her advisory work, she serves as an executor and power of attorney for client estates. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, institutions, and retirement plans. The firm supports its advisors with model portfolios, third-party asset management, and technology tools, while overseeing more than $819 billion in discretionary assets.