Barbara Mulford is a financial advisor with Charles Schwab, holding a Series 66 designation and two years of industry experience. She previously worked at TD Ameritrade and has been involved in her own art-related business for over a decade, creating and exhibiting artwork as well as teaching occasional art classes. She volunteers regularly at a local art gallery. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, offering a blend of non-discretionary and discretionary investment solutions supported by integrated custody, brokerage, and advisory services.

Michael Cook is a financial advisor with Merrill in Fort Myers, FL, holding Series 63 and Series 65 designations and over 29 years of industry experience. He has been associated with Merrill since 1996 and Bank of America, NA since 2009. Cook also serves as a board member of the Shell Harbor Property Owners Association in Sanibel, FL. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Roger Solis is a financial advisor with Ameriprise in Cape Coral, FL, holding a Series 63 designation and 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Solis serves on the board of directors for WPII as a member at large and is involved with Solver LLC, a business related to office real estate management. Ameriprise offers retirement-income planning services aimed at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to produce tailored recommendation reports. As a large institutional firm, it provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Leonard Katz is a financial advisor with Morgan Stanley in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools.

Joseph Tedesco is a financial advisor with Charles Schwab in Fort Myers, FL, holding Series 63, 65, and 66 designations and 30 years of industry experience. His work history includes roles at Charles Schwab Investment Advisory and Charles Schwab Trust Bank, SSB. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and centralized custody and order-routing arrangements.

Sara Jones is a financial advisor with Raymond James & Associates in Fort Myers, FL, holding Series 66 and Series 63 credentials and bringing 26 years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney LLC and Fifth Third Securities. Outside of her advisory work, she is a partner in several property-related businesses, where she manages lease and contract paperwork. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, institutions, and municipal entities. The firm offers financial planning and consulting with a range of portfolio management styles and notable municipal advisory services.

Jeffrey Benaitis is a financial advisor with Ameriprise in Estero, FL, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement who meet specific asset criteria. The firm uses a combination of research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports tailored to clients' retirement income needs.

Susana Guerra Mandes is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds a Series 66 designation and has worked at institutions including Bank of America and Merrill. She is based in Estero, FL. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with due diligence and applying an ESG eligibility framework when recommending strategies.

Mark Rocca is a financial advisor with Morgan Stanley in Estero, FL, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Ross Garing is a financial advisor with LPL Financial in Fort Myers, FL, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he worked at several financial services firms including Cetera Investment Services and Regions Bank. Before entering the financial industry, he was employed at Stokes Marine Inc. for four years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs and brokerage services with both discretionary and non-discretionary management, supported by research and technology-driven investment approaches.

Cheryl Sylvester James is a Series 66-registered financial advisor at Edward Jones with experience beginning in 2025. Prior to joining Edward Jones, she worked for the Ministry of Finance and the Public Service from 1997 to 2025. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Steven Gross is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) with 33 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc., where he has worked since 2020, following a 15-year tenure at Ameriprise Financial Services. Outside of his advisory role, Gross is the CEO of Robocavs LLC, a company established to manage his financial planning practice’s business operations. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and corporations. The firm offers tailored, non-discretionary planning supported by analytical tools and maintains notable municipal advisory capabilities and specialized retirement plan consulting services.

Martin Peen is a financial advisor with Edward Jones in Ft Myers, FL. He holds a Series 66 designation and has two years of industry experience. Prior to joining Edward Jones, he was involved with AMP Global Investments LLC in an educational services role for 14 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with an SEC-registered advisory program managing approximately $1.01 trillion in assets. The firm offers various investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Bradley Konopaske is a financial advisor with Cetera in Fort Myers, FL, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. He has held roles at several firms, including Empire Asset Management Group of Western New York and CCR Wealth Management. Outside of his advisory work, he serves on the board of the Albany Guardian Society, a nonprofit supporting senior social programs and aging, and is involved in corporate consulting through ME360. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services and supports multiple program structures with discretionary and non-discretionary authorities.

Zachary Bock is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2019, progressing through roles including Investment Consultant, Central Relationship Manager, Investment Solutions Representative, and Customer Relationship Advocate. His experience spans various aspects of financial consulting and client relationship management within the firm. In his current position, Zachary works with clients to help them pursue their financial goals, utilizing Fidelity's brand and planning tools to support financial success. Outside of his professional responsibilities, he has interests in golf, outdoor adventures, pets, and reading.

Kelly Johnson is a financial advisor with Wells Fargo Clearing in Cape Coral, FL, holding a Series 63 designation and 25 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she owns and operates SWANKSHACK, LLC, an online sales business. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions, managing approximately $671 billion in assets across more than 14,000 financial advisors.

Esai Ferguson is a financial advisor with LPL Financial in Estero, FL, holding Series 63 and Series 66 credentials and bringing eight years of industry experience. His prior experience includes roles at Morgan Stanley, T. Rowe Price, and Raymond James Financial Services. Additionally, he serves as an instructor at FGCU Academy. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and advanced technologies.

Jeffrey Malavsky is a financial advisor with Stifel in Fort Myers, Florida, holding a Series 63 license and 28 years of industry experience. He has been with Stifel Nicolaus & Co. since 2010. Outside of his advisory role, Malavsky is involved with several wrestling organizations, serving as a board member and fundraising director for the National Wrestling Hall of Fame Florida Chapter and acting as a liaison between the National Wrestling Hall of Fame and the National Collegiate Wrestling Association. He also participates on the stewardship and finance committee of CityGate Ministries. Stifel serves a diverse client base including individuals, institutions, charitable organizations, and municipal entities, providing brokerage and investment advisory services supported by proprietary investment analysis from its Investment Strategy Group.

Tina Richards is a financial advisor with Edward Jones in Cape Coral, FL, holding Series 63 and Series 66 licenses and five years of industry experience. She previously worked as a self-employed bookkeeper for 12 years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with both discretionary and non-discretionary strategies, supported by a nationwide network of financial advisors and branch offices.

John Schutz is a financial advisor with Robert Baird & Co. in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Robert Baird & Co. since 2019 and has been with J.J.B. Hilliard, W.L. Lyons, Inc. since 1986. He serves as a board member on the Investment/Finance Committee of the University of Southern Indiana Foundation. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and a range of traditional and non-traditional investment strategies.