Craig Wiklund is a financial advisor with OSAIC in Fort Myers, FL, holding Series 63 and Series 65 designations and 39 years of industry experience. He previously worked at Woodbury Financial Services, Inc. for 13 years before joining OSAIC in 2024. Outside of his advisory role, he is a partner in Wiklund & Bond Financial Position, a corporation consulting on and selling health insurance and voluntary employee benefits. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and advisory platforms, offering brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary management with a broad investment universe.

Trevor Harrelson is a financial advisor with Cetera Wealth Services, LLC, holding a Series 66 designation and over 26 years of industry experience. His background includes roles at Securian Financial Services and Minnesota Life Insurance Company, spanning more than two decades. Outside of his advisory work, he owns The Continuing Education Academy, which provides classes for contractor license renewals. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to multiple investment platforms. The firm supports advisors through a multi-manager platform with discretionary and non-discretionary program options and manages over $256 billion in assets.

Stephen Zahorian Jr. is a financial advisor with Cetera, holding Series 63 and Series 66 designations and bringing 39 years of industry experience. He has worked with Cetera and its affiliates since 2019 and is also president of Family Tree Financial Services, LLC, where he leads financial services operations. Cetera Investment Advisers LLC provides advisory services through a large nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services and supports multiple investment program structures with over $256 billion in assets under management.

Kevin Forness is a financial advisor with Primerica Advisors in Fort Myers, FL, holding Series 63 and Series 65 licenses. He has two years of industry experience and has previously worked at PFS Investments Inc. and several technology companies. Outside of his advisory role, he is president of K2 Management Group, Inc., a non-investment related business based in Las Vegas, NV. 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 entities. The firm employs model-driven investment strategies delivered through a large network of advisors and offers various portfolio management options supported by third-party managers and custodians.

John Waldron is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes roles at Cambridge Investment Research, Raymond James Financial Services, and Independent Financial Partners. Outside of advising, he is involved with Smokin Puffin LLC, where he assists with bookkeeping. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, institutions, and charitable organizations. The firm offers diversified advisory programs, financial planning, retirement consulting, and brokerage services supported by research from LPL and third-party subadvisors.

Shubh Sethi is a financial advisor with LPL Financial in Fort Myers, FL, holding Series 65 and Series 63 credentials and four years of industry experience. He has previously worked at Transamerica Financial Advisors, World Financial Group, and Gateway Medical Corporation. Sethi is also the managing partner of Tax Swamis LLC, a tax preparation and representation business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and technology-driven strategies.

Edward Reilly is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) with 20 years of industry experience. He has been with Ameriprise since 2005, initially with Ameriprise Financial Services, Inc., and continuing with Ameriprise since 2020. Outside of his advisory role, he is involved in business ownership through an S Corporation that manages business expenses. Ameriprise serves clients primarily through its retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations, supported by a centralized consulting team and a broad range of advisory, brokerage, and insurance solutions.

Maria Clare is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 13 years of industry experience. She has worked at various J.P. Morgan entities since 2016. Outside of her advisory role, she is a partial owner and silent partner in a family business, the Majestic Hotel in Barranquilla, Colombia. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Omar Ramos is a Financial Advisor specializing in wealth management strategies and investment planning. He works with clients to develop personalized financial plans that address goals such as funding education, planning for retirement and healthcare expenses, legacy planning, and managing new wealth. Omar's approach emphasizes simplicity and transparency in financial planning processes. He holds the Personal Investment Advisor (PIA) designation and earned a High School Diploma from North Nicholas High School. Omar is fluent in Spanish, English, and Portuguese. He is involved with Next Level - Christian Church as part of his community engagement. Omar focuses on areas including equity compensation services, liquidity management, tax minimization, and small business strategies, aiming to assist clients in building, preserving, and transferring wealth with purpose.

Samuel Henderson is a financial advisor with LPL Financial in Ft. Myers, FL, holding a Series 63 license and bringing 40 years of industry experience. He has been with LPL Financial since 1995. Outside of his advisor role, he is also a licensed agent with Ash Brokerage Corp. LPL Financial serves a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers a variety of financial planning and advisory programs, utilizing both proprietary and third-party research along with multiple investment strategies and technology tools.

Joshua Scoggins is a Series 66-licensed financial advisor with Stifel in Fort Myers, FL. He joined Stifel in 2026 and has prior experience at Gartner and various other roles across multiple industries. Outside of finance, he was involved with Next Level Church in Southwest Florida for five years. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and advisory services. The firm’s investment approach uses a proprietary methodology developed by its Investment Strategy Group that incorporates forward-looking capital market assumptions and probabilistic modeling to support client decision-making.

Taylor Clinton is a Series 66 licensed financial advisor with Edward Jones, based in Ft Myers, FL, and has two years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he co-founded a travel blog with his spouse, offering educational content on travel tips and planning. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm manages over $1 trillion in assets and provides a range of advisory programs and investment solutions through a large network of financial advisors and branch offices.

Terri Starliper is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise since 2007. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement income planning through written recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Jessica Greenig is a financial advisor at OSAIC with 16 years of industry experience. She holds Series 65 and Series 63 designations and has worked at GT Financial Advisors and Woodbury Financial Services, Inc. prior to her current role. Greenig is also an insurance producer, selling life and traditional insurance products and fixed annuities. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to build diversified portfolios, managing accounts on both discretionary and non-discretionary bases.

Christopher Maxwell is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he worked in the automotive industry at Lexus of Fort Myers, Germain Lexus, and Moses Auto Group, and has experience in the fitness sector with Crossfit WV. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Joseph Hudson is a financial professional with 18 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 designations and has worked with firms including First Allied Securities, INC. and Brunette & Associates, LLC. Since 2026, he has operated Artistic Strategies, a financial services business. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.

David Kinney is a financial advisor with Stifel, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2015. Outside of his advisory role, Kinney is the owner and president of Lake Runner ABB LLC, a business involved in boat storage, detailing, transport, and canvas. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Zachary Brown is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. He has worked at J.P. Morgan Securities since 2021 and has been with JPMorgan Chase Bank, N.A. since 2018. His prior work experience includes roles at Fine Designs and BJ’s Wholesale Club. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm uses a combination of quantitative asset-allocation modeling and centralized due diligence, applying an ESG eligibility framework in constructing investment recommendations.

Ian Frashier is a financial advisor at Merrill with a Series 66 designation and seven years of industry experience. Prior to joining Merrill in 2019, he worked at Best Buy Inc. from 2015 to 2019. 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. The firm offers a range of model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Peter Kelly is a financial advisor with Raymond James Financial in Cape Coral, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Raymond James Financial and affiliated entities since 2009 and is a partner in the Rouse Kelly Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting and supports municipal and public-finance work through a unique affiliation with a municipal advisor.