Carrie Woods is a Wealth Management Advisor at Merrill Lynch Wealth Management. She joined the firm in 2016 after nearly 20 years of experience as an attorney. Carrie provides clients with advice on financial strategies, estate planning services, insurance needs, and business succession planning. She offers expertise in wealth management that complements clients' complex trust and estate plans and assists clients post-divorce in reassessing and restructuring their financial lives. Carrie holds a Bachelor's degree from Harvard University and a Juris Doctorate from Suffolk University Law School. She is a Certified Financial Planner® professional and holds several professional designations including Certified Divorce Financial Analyst (CDFA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Her focus areas include college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, women and wealth, tax minimization, and retirement income. Outside of her professional work, Carrie is involved with United Way Cape Cod. Her personal interests include boating, golfing, reading, skiing, traveling, and yoga.

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.

Jonathan Kokolakis is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 30 years of industry experience. His prior roles include positions at Bank of America and Merrill. He serves as an initiative development committee member for Fairfax County's Shape the Future of Aging program and works as an election officer for the Fairfax County Elections Office. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

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.

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.

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.

William Love is a financial advisor at Osaic with 38 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked for FSC Securities Corporation for 25 years before joining Osaic in 2023. Outside of advisory work, he owns an LLC that holds oil and gas royalties inherited from his family and operates an Airbnb rental property. Osaic Wealth serves a diverse range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm focuses on model-based asset allocation and portfolio optimization, supporting various investment strategies and delivering comprehensive financial planning and retirement consulting.

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.

Kevin McMichael is a financial advisor with LPL Financial in Fort Myers, FL, holding a Series 63 designation and bringing 30 years of industry experience. He previously worked at Avantax Advisory Services and Avantax Investment Services for over two decades and has been associated with the CPA firm Worden And Associates PA for more than 30 years. McMichael serves as a board member of Whisper Mountain Ministries, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, and access to third-party asset managers, supporting advisors with both discretionary and non-discretionary strategies and utilizing machine-learning tools for operational support.

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.

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.