Carl Chaput is a financial advisor at Ameriprise with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Ameriprise since 2017, including prior experience at Robert W. Baird & Co. from 2014 to 2016. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, providing detailed written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic tools to support advisors in delivering tailored retirement-income plans.

Randy Dombrowski is a financial advisor with Morgan Stanley in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is involved with a parking debt recovery business. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process incorporating firm-approved tools and modeling techniques, while offering both retail and institutional investment options.

Steven Opdahl is a financial advisor with LPL Financial in Bonita Springs, FL, holding the PFS™ and Series 63 designations and bringing 22 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Grove Point Investments, LLC and Grove Point Advisors, LLC from 2021 to 2025, and at H. Beck, Inc. from 2010 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, with both discretionary and non-discretionary management options.

Mari Gallegos is a financial advisor at Raymond James Financial in Fort Myers, FL, holding a Series 66 designation with seven years of industry experience. Her prior roles include positions at Edward Jones and Chico's FAS. She is also a partner managing a branch office at Gallegos Wealth Management. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning supported by analytical tools and provides access to specialized advisory programs and municipal finance services.

Jacob Funkhouser is a financial advisor with Wells Fargo Clearing in Bonita Springs, FL. He holds Series 66 and Series 63 licenses and has 12 years of industry experience. Prior to his current role, he worked at Wells Fargo Advisors, LLC and Wells Fargo Bank NA. 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 from Wells Fargo Investment Institute alongside third-party data.

Gary Lenchner is a financial advisor with LPL Financial based in Bonita Springs, FL, holding a Series 66 designation and 12 years of industry experience. He has worked at Ic Advisory Services Inc since 2015 and was with The Investment Center Inc for ten years. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients, offering financial planning, advisory programs, retirement plan consulting, and brokerage services through a broad network of investment adviser representatives.

Brian Youngs is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at First Allied Advisory Services and First Allied Securities, and he has operated as an independent advisor for over 20 years. Outside of his advisory work, he is owner of YOUNGS2020, LLC, a holding company, and serves as a registered agent for Midwest Commercial Properties. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers services such as portfolio management, financial planning, and access to various program platforms, operating a multi-manager structure with over $256 billion in assets under management and a network of more than 10,000 advisors.

Jeffrey Bassett is a financial advisor with LPL Financial in Estero, FL, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has spent 27 years affiliated with Waddell & Reed, Inc. and various insurance carriers for W&R Insurance Agencies prior to joining LPL Financial in 2021. 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 broad range of financial planning, advisory programs, retirement consulting, and brokerage services, including discretionary and non-discretionary portfolio management supported by research and model portfolios.

Jeffrey Fournace is a financial advisor with Wells Fargo Clearing in Fort Myers, FL, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment management based on an IPS-driven process grounded in modern portfolio theory. The firm includes insurance-related vehicles and bank deposit sweep options among its investment offerings, serving institutional clients with tailored plan advisory solutions.

Fabian Gil is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and JPMorgan Chase Bank, N.A. He is based in Naples, Florida. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide its recommendations.

Kevin McMichael is a financial advisor with LPL Financial based in Fort Myers, FL, holding a Series 63 designation and 29 years of industry experience. Prior to joining LPL in 2020, he spent over two decades at Avantax Advisory Services and Avantax Investment Services. He is also an owner of a tax preparation business, Worden, Cook & McMichael, and serves on the board of the nonprofit Whisper Mountain Ministries. 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 provides a broad range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

David Moreland is a financial advisor at Stifel with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Stifel Nicolaus & Co Inc. since 2019, following a 13-year tenure at UBS Financial Services Inc. Outside of his advisory role, he serves on the corporate advisory board for The Terraces at Bonita Springs Foundation and is a board member of Freedom Church of Southwest Florida. Stifel serves a wide range of clients, including individuals, institutions, and municipal entities, providing both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning, with clients retaining discretion over implementation.

Matthew Miller is a financial advisor with Morgan Stanley in Fort Myers, FL, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management provides a broad range of advisory programs and tailored financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process using firm‑approved tools and methodologies.

Charles Woodford is a financial advisor with Robert Baird & Co. in Bonita Springs, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Robert Baird & Co. since 1994. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, utilizing a range of investment strategies and overlays to meet client goals and risk tolerances.

Johnnie Daniels is a financial advisor with Primerica Advisors in Ft Myers, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Primerica Advisors since 2000 and has been associated with Primerica Financial Services since 1998. Outside of advisory services, he is involved in the sale of home security and automation products through part-time referrals with affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, focusing on services for individual investors rather than institutional clients.

Ann Kaplan is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo Advisors, she worked for Rent a Genius for 29 years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm’s planning services cover a broad range of areas, including cash-flow, retirement, education, risk and wealth-transfer planning, as well as specialized services like business-owner transition and sports & entertainment planning.

Thomas Bottone Jr. is a CFP® and ChFC® with 39 years of experience, currently with Mass Mutual Investors Services. He has held positions at Mass Mutual Life Insurance Company and MetLife Securities Inc., and is co-owner of Pioneer Heavy Duty Parts, a truck part retail distributor. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, delivering collaborative, goal-based recommendations without discretionary authority.

Charles Russ III is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. His career includes extensive roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory work, he writes fiction and music and serves on the Finance Commission of the Village of Hinsdale, Illinois. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses technology-driven tools for goal analysis and offers a range of planning services, including a recent standalone Divorce Planning program.

Kevin Reich is a financial advisor with Stifel, holding Series 63 and Series 66 credentials and 22 years of industry experience. He worked at Bank of America from 2009 to 2022 before joining Stifel Nicolaus & Co. Inc in 2022. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Stephen Martin is a financial advisor with Raymond James & Associates in Fort Myers, FL, holding a Series 66 credential and 19 years of industry experience. He has worked at Raymond James since 2018 and previously held positions at Bank of America and Merrill. Outside of his advisory role, he serves as Vice President of Malliebu Inc., a family-owned S-corp. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, providing a range of financial planning and advisory services with a primarily non-discretionary investment approach.