Kara Thorn is a CFP®-certified financial advisor at Raymond James & Associates with 19 years of industry experience. She has held roles at Raymond James since 2018 and previously worked at Bank of America and Merrill. Outside of her advisory work, she is involved in managing a family-owned rental cabin listed on Airbnb. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional services, with various portfolio management styles supported by firm research and affiliated sub-advisers.

Alexander Murphy is a financial advisor with Ameriprise in Cape Coral, FL, holding a Series 66 designation and seven years of industry experience. He previously worked at Ally Invest Advisors and U.S. Bancorp Investments. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

James Coan is a financial advisor with UBS Financial Services in Bonita Springs, FL. He holds Series 63 and Series 65 designations and has 30 years of industry experience, including 15 years at UBS. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering fee-based financial planning, discretionary and non-discretionary portfolio management, and access to proprietary research and capital markets services.

Matthew Wadiak is a CFP®-designated financial advisor with Edward Jones in Fort Myers, FL, where he has worked since 2001, accumulating 25 years of industry experience. He serves on the External Advisory Board for the SIUC Department of Finance and is a member of the Marion Memorial Health Foundation Board of Directors. Wadiak also owns MRW Ventures LLC, an LLC focused on property maintenance. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a broad range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Jeffrey Thomas is a financial advisor with Wells Fargo Clearing in Bonita Springs, FL, holding Series 63 and Series 65 credentials and possessing 26 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. He serves as a co-trustee for his spouse’s revocable trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings than is typical for large institutional advisers.

Richard Zurbriggen is a financial advisor with Osaic Wealth, Inc., holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience, including long tenures at Securities America Advisors, Inc. and his own firm, Zurbriggen Financial & Insurance Services. Outside of his advisory work, he is involved in wildlife photography and serves as treasurer for a local homeowners association, in addition to being a silent investor in a safari company in Uganda. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a range of advisory platforms and tools to construct portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments, with services offered on both discretionary and non-discretionary bases.

Christian Whiteley is a financial advisor at Morgan Stanley in Fort Myers, FL, holding a Series 66 designation with one year of industry experience. He previously worked at UBS, Truist Bank, and Suncoast Credit Union. Outside of his advisory role, he operates a travel content creation business called Whiteley Travels LLC. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group and managing approximately $2.74 trillion in client assets.

Mark Anastasoff is a financial advisor at OSAIC with 41 years of industry experience. He holds the ChFC® and Series 63 designations. His career includes roles at Securities America Advisors, Securities America Inc., and Signator Investors, Inc., along with extensive experience as an independent insurance agent. Outside of advising, he serves as an executor for family estates and is involved in insurance operations and seasonal rental real estate management. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through multiple platforms, employing asset-allocation and risk-assessment tools, with portfolios that can include a broad range of securities managed on discretionary or non-discretionary bases.

James Cairo is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various firms including Summit Financial Group Inc and James Cairo Investments, Inc., where he serves as president. In addition to advisory work, he sells life, annuities, and long-term care insurance as a licensed insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to multiple investment managers through a multi-manager platform with discretionary and non-discretionary options.

Scott Klein is a financial advisor at Stifel with 29 years of industry experience. He has held his current role since 2007 and holds Series 63 and Series 65 designations. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, providing brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Rachel Meisenzahl is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. Her prior roles include positions at Scottrade, Inc. and Scottrade Investment Management. She is also an owner of Brancazio & Meisenzahl, LLC, a wealth management support company based in Fort Myers, FL. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting, using risk profiling and analytical tools, and supports clients through various advisory programs and specialized municipal and employer advisory services.

Michael Labedz is a financial advisor with LPL Financial in Fort Myers, FL, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. Prior to joining LPL Financial in 2024, he worked at OSAIC and Woodbury Financial Services Inc. His outside activities include involvement with CML Insurance Group, a non-variable insurance business. LPL Financial serves a broad client base including individuals, retirement plans, banks, and corporations, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives. The firm provides various investment management approaches supported by LPL Research and third-party subadvisors, along with institutional programs and advanced portfolio management technologies.

Michael Freitag is a financial advisor with Morgan Stanley in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and its Estate Planning Strategies Group.

Dennis Wells is a financial advisor with Raymond James Financial in Bonita Springs, FL, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has been with Raymond James Financial since 2009 and was previously involved with Omni Telecom, Inc. for over three decades. Wells is also the owner of WCI Capital Corporation, a support company based in Bonita Springs. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and is noted for its municipal advisor affiliation and specialized SIMPLE IRA Employer Advisory & Consulting Services program.

Nicole Pruet is a financial advisor with OSAIC in Fort Meyers, FL. She holds a Series 66 designation and has two years of industry experience. Prior to joining OSAIC, she worked at American Portfolios Financial Services Inc. and has a background in education with Baltimore County Public Schools. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and risk management techniques, and offers access to multiple investment platforms and third-party managers.

Dustin Corrente is a financial advisor with LPL Enterprise holding a Series 66 designation and 23 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. since 2012. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through an integrated platform.

John Towers is a financial advisor with Osaic who holds Series 63 and Series 65 credentials and has 41 years of industry experience. Prior to joining Osaic in 2025, he worked for Lincoln Financial Advisors for 23 years. He also engages in insurance activities, offering various types of health and life insurance products. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and access to third-party managers to construct portfolios across a broad spectrum of investment options.

Matthew Glenn is a financial advisor with Edward Jones in Clarendon Hills, IL, holding Series 63 and Series 66 designations. He has 32 years of industry experience, all with Edward Jones since 1993. 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, offering a range of advisory programs, discretionary and non-discretionary strategies, and maintains affiliated services including a trust company and proprietary mutual funds.

Peter Delgreco is a CFA® charterholder and holds a Series 66 license with 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC. He serves as an investment committee member for the Winchester Country Club 401(k) Plan. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Mina Choe Mc Quade is a financial advisor with UBS Financial Services in Fort Myers, FL, holding Series 63 and Series 65 licenses and five years of industry experience. She previously worked at Equitable Advisors LLC and has experience in consulting and other roles outside the financial industry. Mc Quade serves as an associate board member of the Korean American Foundation. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client solutions.