Timothy Rueter is a financial advisor at Raymond James Financial with over 24 years of industry experience. He holds the ChFC® and Series 66 designations and has worked with Mass Mutual Financial Group and Foundation Wealth Strategies LLC, where he served as president. He continues to maintain involvement with Foundation Wealth Strategies LLC and has limited activities related to long-term care insurance and residuals from prior work with Thrivent Financial. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains notable offerings in municipal finance and SIMPLE IRA advisory programs.

Nicole Majoras is a financial advisor at Morgan Stanley in Fort Myers, FL, holding a Series 66 credential with 18 years of experience at the firm. She has been with Morgan Stanley since 2008. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and analysis as part of its financial planning process.

Dominique Otto is a financial advisor at Primerica Advisors with Series 65 and Series 63 licenses and two years of industry experience. Prior to joining Primerica Advisors, Otto worked at Influencer Labs Inc. and MikeWorldWide. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-based investment strategies managed by third-party asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Wayne Cook is a financial advisor with LPL Financial based in Estero, FL, holding a Series 66 designation and 23 years of industry experience. He previously worked at Invest Financial Corporation for 15 years and has been associated with WEC Associates for over two decades, where he is involved in tax preparation and accounting. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational and research tools.

Magdalene Van Laere is a financial advisor with Edward Jones in Estero, FL, holding a Series 66 credential and one year of industry experience. Her prior work includes roles at Meijer and ALSAC / St. Jude Children's Research Hospital. Outside of financial advising, she teaches fitness classes at TriTone Triple Barre Fitness and serves as a race director for US Road Running in Naples, FL. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Parker Conitz is a financial advisor at UBS Financial Services with two years of industry experience. He holds the Series 66 designation and has worked in various roles including positions at multiple country clubs and a golf preserve. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Michael Mccormack Jr. is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been a registered Financial Advisor for more than 27 years, bringing extensive experience to his role. He started his career at PaineWebber/UBS Financial Services, Inc., where he spent 19 years before continuing his work advising clients. Michael focuses on family wealth management strategies, portfolio management services, and retirement income. He provides integrated planning based consulting services to high net worth individuals, with an emphasis on in-depth financial strategies and retirement planning. He works one-on-one with clients to develop personalized financial strategies aimed at pursuing long-term goals. Michael is a graduate of the University of Rhode Island and Avon Old Farms School. He holds the Personal Investment Advisor (PIA) designation. He lives in Newport, Rhode Island, with his wife Michele and their four children. Outside of his professional work, Michael enjoys golfing, music, and running.

Shawn Kinney is a CFP® professional with 25 years of experience in the financial services industry. He is currently with Stifel and has previously worked at Ameriprise, Edward Jones, Stifel Nicolaus & Co Inc, Wells Fargo Advisors, and A. G. Edwards & Sons, Inc. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, providing forward-looking analysis and asset allocation guidance.

Jeffrey Baker is a financial advisor with Wells Fargo Advisors in Estero, Florida, holding Series 63 and Series 65 registrations and bringing 40 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he co-owns a rental property in Shoreline, Washington. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business transitions, special-needs, and divorce, supported by proprietary research and planning tools.

William Sullivan is a CFP® professional with 33 years of experience in the financial services industry. He has worked at LPL Financial since 2018 and previously held roles at First Allied Advisory Services, Inc., First Allied Securities, Inc., and Hunter Financial Advisors. He is based in Bonita Springs, Florida. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 investment adviser representatives.

Nicholas Durcau is a Series 65 licensed financial advisor with Primerica Advisors, based in Ft Myers, FL. He has two years of industry experience, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Prior to his financial services career, he worked in the food service industry. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating with a tiered wrap-fee structure.

Julie White is a financial advisor with Primerica Advisors in Cape Coral, FL, holding Series 63 and Series 65 credentials and 14 years of industry experience. Her work history includes roles at DentaQuest and PFS Investments Inc. She is involved in the sales of investment-related products and receives compensation for referrals of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management via its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

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 possessing 22 years of industry experience. His prior roles include positions at H. Beck, Inc. and Grove Point Investments, LLC. 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 financial planning, model portfolio programs, and institutional platforms, supporting a large network of advisors with a range of discretionary and non-discretionary investment strategies.

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 at Wells Fargo Clearing with 12 years of industry experience. He holds Series 66 and Series 63 credentials and has been with Wells Fargo Clearing since 2016, having previously worked at Wells Fargo Bank NA from 2011 to 2017. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources to support its diversified investment approach.

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, Florida, holding Series 63 and Series 65 designations and with 32 years of industry experience. He previously worked for 27 years at Waddell & Reed, Inc. and various insurance carriers associated with W&R Insurance Agencies. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jeffrey Fournace is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wells Fargo Clearing since 2016. His prior experience includes roles at Ameriprise Advisor Services, Inc. and Choreo, LLC. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, 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.