William Mihm Jr. is a financial advisor with Raymond James Financial in Bonita Springs, FL, holding a Series 63 designation and over 30 years of industry experience. He has been associated with Raymond James since 2006 and owns an independent support company, BMIHM LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm uses analytical tools and tailored non-discretionary advisory services and maintains unique offerings such as municipal advisory support and SIMPLE IRA Employer Advisory programs.

Matthew Reimann is a financial advisor with UBS Financial Services in Naples, FL, holding a Series 66 designation and four years of industry experience. He previously worked at Capitol Securities Management and has diverse experience including roles at the City of Louisville Parks and Recreation and Virginia Military Institute. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and advisory offerings, employing proprietary research and model-based asset allocations to tailor investment solutions. The firm combines institutional trading capabilities with wealth management services, including custody, underwriting, and securities-backed lending.

Andrew Kampf is a financial advisor at Merrill with 50 years of industry experience. He has held roles at Merrill since 1976 and has been with Bank of America, N.A. since 2011. Kampf holds Series 63 and Series 65 designations and is based in Naples, FL. Merrill provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies designed by internal and third-party managers. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, with portfolio implementation tailored to various levels of tax sensitivity and investment restrictions.

Noah Veliz is a Series 66-licensed financial advisor with J.P. Morgan Securities in Naples, FL. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2026. Prior to his current role, he attended Florida Gulf Coast University from 2021 to 2025. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research to develop model asset allocations and includes capabilities in derivatives and commodities through affiliated entities.

Joseph Kula is a financial advisor with Cetera who holds a Series 63 designation and has 38 years of industry experience. He has worked at Cetera and its affiliated entities since 1988 and also leads his own CPA and tax planning practice. Additionally, he is licensed to sell fixed insurance products, including health insurance. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary approaches across various program structures.

Nicklas Nagengast is a financial advisor with Mass Mutual Investors Services in Bonita Springs, FL, holding Series 63 and Series 65 licenses with seven years of industry experience. His prior roles include positions at MassMutual Life Insurance Company and Foresters Financial Services, as well as work related to community service and management. Outside of advising, he provides dog sitting services as an independent contractor. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as annual collaborative relationships using firm-approved tools to analyze client goals.

Marlon Miniet Rivas is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work history includes roles at Bank of America, PNC Bank, Walgreens, and Florida Gulf Coast University. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Russell Roth is a financial advisor at UBS Financial Services with 49 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and capital markets services supported by proprietary research and model-based asset allocations.

Larmon Parker is a financial advisor with Cetera in Naples, FL, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been affiliated with Cetera since 2004 and also operates Parker & Associates Financial Services, LLC. Outside of advising, he is president of Parkintex, Inc., a tax accounting firm specializing in tax preparation and commercial real estate, and he is involved in a wellness business focused on light therapy. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of investment program options and manages over $256 billion in assets through a network of more than 10,000 advisors.

Michael Olson is a financial advisor with Primerica Advisors in Bonita Springs, FL, holding Series 63 and Series 65 licenses and with 43 years of industry experience. He has been with Primerica Advisors since 1983 and Primerica Financial Services since 1991. Outside of his advisory work, Olson is involved in referrals for home security and automation products through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers advisory services through a large network of advisors and relies on model-delivery strategies managed by unaffiliated asset managers, supported by custodial and trade execution arrangements with Pershing and BNY Mellon Advisors.

Donald Cox is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Raymond James & Associates since 2004. 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, institutional clients, and municipal entities, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research resources.

Peter Opp is a financial advisor with RBC Capital Markets in Naples, FL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior experience includes roles at Merrill (28 years), Bank of America (10 years), and City National Bank. Outside of finance, he serves as a committee member for Full Swing Consulting, a golf event consulting organization. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored portfolio management and advisory services through a range of programs utilizing in-house and third-party investment managers, with options for tax management and responsible investing.

Robert Edwards is a financial advisor with Wells Fargo Advisors in Naples, FL, holding Series 66 and Series 63 credentials and having 16 years of industry experience. His prior roles include positions at Wells Fargo Clearing, RiverGlades Family Offices, and Antonetti Capital Management. He also owns RTE WEALTH LLC, a single-member financial entity. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, utilizing Wells Fargo research and tools to develop tailored client recommendations.

Justin Holsen is a financial advisor with Robert W. Baird & Co. in Naples, FL, holding a Series 66 designation and bringing 21 years of industry experience. He has been with Robert W. Baird since 2003. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlays to meet client goals and risk tolerances.

Erin Coakley is a financial advisor at Merrill with 22 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2009. She also has a concurrent affiliation with Bank of America, N.A. outside of Merrill. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Sergio Decurtis is a financial advisor at Edelman Financial Engines with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at New England Investment Consultants, Ltd., N.E. Private Client Advisors, and New England Pension Plan Systems. Outside of his advisory work, he owns and manages a solar farm development project. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large client base through both advisor-led and online platforms.

Douglas Lockwood is a CFP®-certified financial advisor with 31 years of industry experience, currently affiliated with LPL Financial. He has previously worked at Wells Fargo Advisors and Harbor Lights Financial Group, Inc. Lockwood is the sole owner of Lockwood Financial Group, a non-investment-related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Donald Devitto is a financial advisor at RBC Capital Markets with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at UBS Financial Services and City National Bank. Outside of his advisory role, he manages short-term rental properties in Florida and New York. RBC Wealth Management serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers advisory programs with tailored portfolio management and financial planning services, utilizing a combination of in-house and third-party investment managers.

Peter Haack Jr. is a CFP® with 32 years of industry experience, currently affiliated with Morgan Stanley in Estero, FL. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he manages a real estate rental business jointly with his spouse. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools such as the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations to model outcomes.

Harland Jacobs is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and 28 years of industry experience. His prior roles include positions at Lanark Financial, Inc. and UBS Financial Services. He serves as treasurer for the Naples Ventures men's social club and is a board member of the Orchards Community Homeowners Association in Naples, FL. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by in-house research and third-party analytics.