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 65 and Series 63 licenses and has worked with firms including J.P. Morgan Securities and Truist Wealth Management. His background also includes a six-year tenure with Collier County Public Schools. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs and financial planning services supported by research and model portfolios.

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 at Thrivent Investment Management with one year of industry experience. She holds the Series 66 designation and has worked at Thrivent Financial and as a self-employed advisor. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive, goal-based financial planning without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining separation between planning and investment management services.

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 22 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Fidelity entities since 2010, including Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Michael Clancy is a financial advisor with Cambridge Investment Research Advisors in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with Cambridge Investment Research since 2022 and previously spent 13 years at LPL Financial. In addition to his advisory role, he owns and operates a financial services business, Provision Financial, and works as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors by providing financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm offers a variety of investment platforms and strategies, including proprietary models under the Founders Gate Capital brand and access to third-party managers, with features tailored to client objectives and institutional support mechanisms.

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 in Fort Myers, FL, with seven years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2019. Prior to that, she worked at Wells Fargo Bank and has experience in event management and the hospitality industry. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, 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.

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 14 years of industry experience. Prior to joining LPL Financial in 2019, he worked at Wells Fargo Clearing and Wells Fargo Bank NA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

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 with LPL Financial since 2020. Prior to joining LPL, she worked at Kms Financial Services Inc for 11 years. She also serves as an executor and power of attorney for an individual and operates Peck Investments P.C., Inc. for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network. The firm offers a variety of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Mark Cangiano is a financial advisor with LPL Financial in Fort Myers, FL, holding a Series 66 designation and 14 years of industry experience. He previously worked at Lincoln Securities Corporation and Florida Gulf Coast University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by proprietary and third-party research.

Gregory Van Laere is a CFP®-designated financial advisor with Edward Jones in Fort Myers, FL, where he has worked since 2002, totaling 23 years of industry experience. He holds Series 63 and Series 66 licenses. Outside of his advisory role, Van Laere owns several small real estate businesses focused on managing residential properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Anastasia Ray is a financial advisor at Equitable Advisors in New York, NY, with 12 years of industry experience. She holds a Series 66 designation and has worked at Equitable Advisors since 2018, with prior experience at AXA Advisors LLC, AXA Equitable, M&T Bank, and M&T Securities. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.