Richard Buller is a financial advisor with Edward Jones in Miromar Lakes, Florida, holding Series 63 and Series 66 designations and 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Salvatore Di Benedetto is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Truist Wealth Management and Morgan Stanley. His background also includes roles in public education with Collier County Public Schools. 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 utilizing a variety of investment strategies and tools across a large network of advisors.

John Hawks is a financial advisor with Morgan Stanley in Fort Myers, FL, holding a Series 66 designation and five years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2021 and with Morgan Stanley Smith Barney LLC since 2020. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including customized financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools.

Monica Teixeira is a financial advisor with Thrivent Investment Management in Fort Myers, FL. She holds the Series 66 designation and has two years of industry experience. Her career includes multiple roles at Thrivent Financial and Thrivent Investment Management since 2024, as well as a period of self-employment and prior work outside the financial industry. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers holistic, goal-based financial planning separately from managed-account services, with a focus on a broad range of planning topics and periodic reviews without discretionary trading authority.

Omar Mandes is a financial advisor at Merrill based in Cape Coral, FL. He holds a Series 66 designation and has one year of industry experience. Prior to joining Merrill and Bank of America, N.A., he worked for Communications International for 16 years. 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 model-based and discretionary strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Cary Kleinfield is a CFP® with 44 years of industry experience, currently serving at Raymond James Financial. He holds leadership roles at Caribou Investments LLC and Kleinfield Wealth Group, LLC, and was recently elected president of the Deaf & Hard of Hearing Center, a nonprofit organization. Cary operates out of Fort Myers, Florida, and has held positions at Caribou Investments since 2012 alongside his work with Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and supports a broad advisor network with specialized programs including municipal advisory services and employer SIMPLE IRA consulting.

Lawrence Crouse is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. His prior work includes positions at Bank of America, Merrill, and Ameriprise Financial Services. Based in Naples, FL, he has been with Ameriprise since 2020. Ameriprise offers a retirement-income planning service focused on individuals with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement-income advice, with a notable emphasis on assets held in Ameriprise-managed accounts.

Andrew Carlson is a financial advisor with Edward Jones in Fort Myers, FL, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2018 and previously worked at Conifer Health Solutions from 2015 to 2017. Outside of advising, he owns a rental property in Gulf Shores, AL. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a network of approximately 23,700 advisors. The firm offers a range of advisory solutions, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kenneth Patterson is a financial advisor at Fidelity with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity and its affiliates since 2007. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and offers services such as discretionary management, fund advisory, and model portfolio delivery.

Michael Clancy is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior work includes 13 years at LPL Financial and time with CIA Financial Group, Inc. He is also the owner of Provision Financial and works as an independent insurance agent. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports various management approaches through multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Scott Flinn is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He previously worked at Bank of America and Merrill for eleven years. Outside of finance, he performs as a drummer with a local band called The Night Owls. Wells Fargo Advisors serves individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm operates nationally with over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Shayla Vieira is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds the Series 66 and Series 63 certifications and has been with Wells Fargo Bank since 2017, including her current role at Wells Fargo Clearing starting in 2019. Prior to her tenure at Wells Fargo, she worked at Spearhead Events, Inc. for one year. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party providers.

Barry Croteau is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has worked at Wells Fargo since 2022 and previously spent 12 years with Fifth Third Securities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to support investment decisions.

John Messer is a financial advisor with Primerica Advisors in Ft Myers, FL, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has worked with Primerica Financial Services and PFS Investments, Inc. since the mid-2000s and is also employed by American Airlines. Outside of advising, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with trading and custody services facilitated by Pershing and BNY Mellon Advisors.

Leo Stevenson is a Wealth Management Advisor with Merrill Lynch Wealth Management, based in the Wyandotte office. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Leo works closely with clients to understand their individual goals and develop personalized financial strategies, focusing on family wealth management, personal retirement planning, and small business strategies. Leo is a graduate of Michigan State University and has been with Merrill Lynch since 1996. He emphasizes a holistic approach to financial advising, prioritizing understanding clients' motivations and concerns as integral to achieving financial success. In addition to his professional work, Leo is actively involved in his local community, serving on the Boards of Directors for Focus: HOPE and the Wyandotte Downtown Development Authority. Outside of his financial advisory role, Leo enjoys boating, cooking, gardening, golfing, hiking, reading, traveling, and spending time with his family. He encourages clients and others to reach out with questions regarding his business or hobbies.

Breandan Kelly is a financial advisor with LPL Financial in Fort Myers, FL, holding Series 63 and Series 66 licenses and having 15 years of industry experience. He has previously worked at Wells Fargo Clearing and Wells Fargo Bank NA. Kelly is involved in managing a tax preparation and accounting business alongside his advisory role. 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 a range of financial planning and portfolio management services through a large network of advisors, utilizing various model portfolios and third-party strategies.

Anthony Viola is a financial advisor with Equitable Advisors in Fort Myers, FL, holding Series 63 and Series 66 registrations and four years of industry experience. He previously worked at Merrill and JP Morgan Securities LLC. Outside of advisory work, he has ongoing involvement with multiple business ventures including Deadhorse, LLC, M & M Realty Solutions, LLC, and Vienna Contracting, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm delivers these services through a network of Investment Adviser Representatives and leverages third-party asset managers, offering a range of investment programs and fiduciary services.

Matthew Welborn is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Stifel Nicolaus & Co Inc since 2017. Prior to joining Stifel, he worked at UBS Financial Services Inc for 11 years. 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.

Lauren Peck is a CFP® professional with 17 years of industry experience, currently advising at LPL Financial since 2020. Prior to joining LPL, she spent 11 years with Kms Financial Services Inc. Outside of her advisory work, she serves as an executor and power of attorney for client estates. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, institutions, and retirement plans. The firm supports its advisors with model portfolios, third-party asset management, and technology tools, while overseeing more than $819 billion in discretionary assets.

Mark Cangiano is a Series 66 licensed financial advisor with 14 years of industry experience. He has been with LPL Financial since 2017 and previously worked at Lincoln Securities Corporation from 2013 to 2017. From 2011 to 2017, he was affiliated with Florida Gulf Coast University. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms.