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.

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.

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.

Daniel Rattigan is a CFP® with 26 years of industry experience, currently advising clients at LPL Financial since 2021. Prior to joining LPL, he worked at UBS Financial Services Inc for 12 years. 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 advisory programs and financial planning services with both discretionary and non-discretionary management supported by research and model portfolios.

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.

Nicholas Meginnis is a financial advisor with Raymond James & Associates, holding a Series 66 designation and two years of industry experience. Prior to joining Raymond James, he worked at Hologic and Stryker, and served six years in the US Army. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Thomas Wilander is a financial advisor with MassMutual Investors Services in Fort Myers, FL, holding Series 66 and Series 63 licenses and with three years of industry experience. Prior to joining MassMutual Investors Services, he held positions at MassMutual Life Insurance Co. He is also president of multiple real estate-related businesses. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning, asset management, and educational services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative annual planning engagements using firm-approved tools and emphasizes investment category recommendations rather than specific product selections.

Randall Keslar is a Financial Advisor at Merrill Lynch Wealth Management, specializing in retirement planning, college education planning, portfolio management services, and retirement income. A native of Western Pennsylvania, he applies a blue collar work ethic to his client relationships, focusing on developing clear, goals-based retirement plans that empower clients to approach retirement with confidence. Keslar holds a Bachelor's Degree from Tampa College and has earned professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). His advisory approach emphasizes personalized discovery conversations, resulting in tailored wealth analyses and plans that are revisited and adjusted as life circumstances evolve. Beyond his professional work, Keslar has been active in community organizations such as the Neshannock Township Economic Development Advisory Panel and the Rotary Club of Lawrence County, where he served on the board and as president. He has also contributed to the Lawrence County Habitat For Humanity and held multiple roles with West Pasco Little League, including board member, vice president of operations, coach, and district umpire. His personal interests include baseball, biking, camping, football, golfing, reading, refereeing, running, swimming, and spending time with his family.

Jason Scott is a financial advisor with Raymond James & Associates in Fort Myers, FL, holding Series 65 and Series 63 licenses and over 25 years of industry experience. His prior firms include Suncoast Credit Union and CUNA Brokerage Services. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Dody Mcgee is a financial advisor with Primerica Advisors in Fort Myers, FL, holding Series 63 and 65 licenses and 20 years of industry experience. He has been with Primerica since 2006 and also operates TED Property Management LLC. He serves as a committee member on the Investment Advisory Committee for the Charter Township of Independence. Primerica Advisors sponsors a wrap-fee asset management program primarily for individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Hitesh Ghangus is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He has been with JPMorgan Securities LLC since 2016 and holds Series 63 and Series 66 credentials. J.P. Morgan Securities LLC 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 in their investment process.

William Moss is a financial advisor with Edward Jones in Ft Myers, FL. He holds a Series 66 designation and has seven years of industry experience, all with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory programs and investment options supported by a nationwide network of more than 23,000 financial advisors.

Leonard Stagnitti is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 66 designations and has been with Stifel Nicolaus & Co Inc since 2015. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group, providing asset allocation and planning analyses based on forward-looking market assumptions.

Jennifer Brown is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of experience at the firm. She is based in Fort Myers, FL. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, incorporating a broader set of financial product offerings than typical large institutional advisers.

Erica Brown is a financial advisor with Wells Fargo Clearing in Fort Myers, FL, holding Series 63 and Series 66 licenses and eight years of industry experience. She has worked at Wells Fargo Bank, N.A. since 2017 and previously gained experience at Alorica Inc. and Gartner Inc. Outside of her advisory role, she is a managing member of Browns Professional Construction LLC, where she assists with office paperwork, marketing, and client interface. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources to inform its investment strategies.

Mark Miller is a financial advisor with LPL Financial based in Fort Myers, FL. He holds Series 63 and Series 65 licenses and has 24 years of industry experience, including previous roles at Wells Fargo Clearing Services, Bank of America, and Merrill. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations. The firm offers a range of financial planning and advisory programs with discretionary and non-discretionary management, utilizing model portfolios and research from multiple sources.