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 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Co Inc since 2015, following 12 years at Wells Fargo Clearing. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

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 bringing eight years of industry experience. She has been with Wells Fargo Clearing since 2018 and previously worked at Wells Fargo Bank, N.A. Outside of her advisory role, she is the 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 with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Patrick Buettner is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. He operates out of the Williamsville, NY office, where he serves as a Senior Vice President and Senior Financial Advisor. Patrick also functions as a Portfolio Manager, managing personalized investment strategies on a discretionary basis that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Patrick has over three decades of experience in the financial services industry, beginning his career as a Financial Advisor in 1988. He has held roles such as Associate Vice President, Vice President of Investments, Senior Portfolio Manager, and Portfolio Manager in various firms, including Dean Witter and Advest prior to their acquisition by Merrill Lynch. His expertise includes developing financial strategies and advice for individuals, families, and businesses, with a focus on retirement planning. He holds a Bachelor's degree in Finance from Canisius College and has earned professional designations including Accredited Asset Management Specialist (AAMS), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA). Patrick has also participated in the Harvard Institute during his time at Advest. Committed to community service, he has been actively involved in local organizations and was recognized with the Paul Harris Award during his tenure as President of the Amherst North Rotary. Patrick resides in Clarence, NY with his wife and three sons.

Stephen Eller is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been with Raymond James since 2001 and is also the owner of King Eller, LLC. He serves as Vice President on the board of the nonprofit Healthy Start in Fort Myers, FL. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning using analytical and risk-profiling tools, and supports municipal and public finance through a unique municipal advisor affiliation.

Hunter Bassett is a financial advisor at LPL Financial with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining LPL Financial, he worked as a pickleball instructor and has been affiliated with Florida Gulf Coast University since 2021. Outside of his advisory role, he continues to work as a pickleball instructor. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment solutions, including financial planning, third-party asset management, and institutional platforms, supported by research and technology tools.

Vivek Kaul is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He was previously with Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he is a co-owner of Timberwolf Consulting LLC, which manages his Ameriprise business. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Diane Everhart is a financial advisor with Mass Mutual Investors Services who holds the ChFC® designation and Series 63 license, with 27 years of industry experience. She has been with Mass Mutual and its related firms since 2015. Outside of her advisory role, she is involved as an agent in an insurance business and serves as a bookkeeper for a retail liquor store in Fort Myers, Florida. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers through collaborative, annual planning engagements.

Brian Hansen is a CFP®-designated financial advisor with Edward Jones in Bonita Springs, FL, with 31 years of industry experience. He has been with Edward Jones since 1993. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Gary Young is a financial advisor at UBS Financial Services with 31 years of industry experience. He has been with UBS since 1995 and holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Michael Longo is a financial advisor with Mass Mutual Investors Services in Bonita Springs, FL, holding a Series 66 designation and 15 years of industry experience. Prior to joining Mass Mutual Investors Services and MassMutual Life Insurance Company in 2026, he spent 15 years at Guardian Life. Outside of his advisory work, he is involved in restaurant ownership and franchise operations, including ownership interests in multiple dining establishments and related business entities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning relationships using firm-approved tools to analyze client goals and deliver written recommendations.

Ryan Glynn is a financial advisor with MassMutual Investors Services in Fort Myers, FL, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has worked at MassMutual Investors Services since 2015 and Massachusetts Mutual Life Insurance Co since 2014. Glynn is also a Certified Divorce Financial Analyst and works with clients and their attorneys on financial disclosures related to divorce. Additionally, he serves as president of his local neighborhood association board. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning, asset management, and educational seminars to individuals, business owners, trusts, estates, and charitable organizations. The firm structures planning engagements as annual, collaborative relationships and offers specialized services including divorce planning and event-driven estate and employer-sponsored planning programs.

Vivek Kaul is a financial advisor with Ameriprise in Naples, FL, holding a Series 66 designation and five years of industry experience. His career includes multiple periods at Ameriprise and its affiliated entities, interspersed with full-time education roles and a position at eCapital Advisors. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Robert Bosch is a financial advisor at Wells Fargo Advisors with six years of industry experience. He holds a Series 66 designation and previously worked at McDermott Investment Advisors, LLC, McDermott Investment Services, LLC, Yabba Inc., and Horizon Business Services. Bosch has also operated as a self-employed advisor. Wells Fargo Advisors provides investment and financial planning services to individuals, trusts, and institutional clients through a broad planning menu that includes specialized areas such as business-owner transition and special-needs analysis. Advisors develop tailored recommendations using firm research and tools, with implementation options through various brokerage and advisory programs.

Anthony Dagati is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019, following prior roles at FG Companies and RealtyShares. 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 range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Michael Lynch is a financial advisor with RBC Capital Markets in Estero, Florida, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has worked with RBC Capital Markets since 2008 and also with City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers tailored advisory programs with discretionary and non-discretionary portfolio management, combining in-house and third-party investment managers to implement strategies aligned with clients' risk profiles.

Ana Rincon Diaz is a financial advisor with Merrill in Bonita Springs, FL, holding a Series 66 designation and six years of industry experience. She has been with Bank of America and Merrill since 2006, totaling 20 years in those organizations. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Justin Botham is a Wealth Management Advisor and First Vice President with the Duddingston Sylvester Group at Merrill Lynch Wealth Management. Based in Minneapolis, he is a partner in a 13-member team that provides personalized financial advice and investment guidance for families at various stages of their financial journeys. Justin works closely with corporate executives and former business owners, particularly at significant financial inflection points such as managing company stock concentrations, planning for retirement within five years, and preparing for business sales to sustain income and cash flow in retirement. Justin holds the CERTIFIED FINANCIAL PLANNER™ (CFP) designation awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Certified Plan Fiduciary Advisor (CPFA) designation. He also carries credentials as a Personal Investment Advisor (PIA) and Senior Retirement Benefits Consultant (SRBC). Since beginning his career in wealth management in 2008, including five years as a Financial Advisor at Morgan Stanley, Justin has developed expertise in wealth planning, employee benefits planning, executive and equity compensation, and retirement benefits consulting. He helps clients construct detailed financial roadmaps aligning with their objectives, risk tolerance, timeframes, and lifestyle considerations. Justin earned his bachelor's degree in Finance from Iowa State University. Outside of his professional responsibilities, he lives in Orono, Minnesota, with his wife Megan and their two children. His personal interests include boating, cooking, gardening, racquetball, and spending summer weekends at the family cabin on Lake Minnetonka.

Carly Rainero is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds the Series 63 and Series 65 licenses and has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Secular Return Estimates and Monte Carlo simulations to support its advisory services.