Karen Zeis is a financial advisor at UBS Financial Services with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and delivers advisory work through a network of Financial Advisors using proprietary research and asset allocation models.

Adam Hirsch is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and four years of industry experience. His background includes work with PFS Investments Inc. and roles in tax preparation, computer services, notary services, jewelry insurance, and bail bond agency. Primerica Advisors sponsors and manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery investment strategies developed by unaffiliated asset managers and supports accounts through BNY Mellon Advisors and Pershing custody platforms.

Timothy Aumann is a financial advisor with Edward Jones in Ft Myers, FL, holding CFP® and Series 66 designations and bringing 22 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Christian Burke Jr. is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2013. He is based in Fort Myers, Florida, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved as a co-trustee of employee 401(k) plans and manages multiple investment-related activities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, utilizing proprietary research and tools to support tailored client recommendations.

Kerry Horne is a financial advisor with Raymond James Financial in Estero, FL, holding a Series 63 designation and bringing 34 years of industry experience. He has been with Raymond James since 2009 and also serves as a trustee since 2012. From 2010 to 2020, he operated a business called Kerry Horne House Of Feathers. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, pension plans, and institutions. The firm uses a tailored, non-discretionary approach that incorporates risk profiling and modeling tools, and is noted for its municipal advisor affiliation and specialized advisory programs.

Logan Norris is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. He has worked with Retirement Advisors, Inc. and Cetera ADVISORS LLC, and has also worked outside finance as a server at Stir Crazy Restaurant. In addition to his advisory role, he is an insurance agent selling life, disability, fixed annuities, and long-term care products. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

James Hemenway is a financial advisor with Raymond James & Associates in Bonita Springs, FL, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Raymond James & Associates and its predecessor entity since 2005. Outside of his advisory role, he is a co-manager and partner of a rental real estate LLC. Raymond James & Associates is a large dually registered broker-dealer and investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting with various portfolio management styles and firm-supported research.

Thomas Pound is a financial advisor with Equitable Advisors based in Fort Myers, FL, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Cetera Wealth Services, Avantax Insurance Agency, and Keller and Koczara, where he worked as a tax specialist. Outside of advising, he serves as president of a local chapter of USA Dance, a nonprofit promoting ballroom dancing, and has experience as a mathematics teacher with Lee County Schools. Equitable Advisors serves a diverse client base including individuals, high-net-worth, retirement plans, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, primarily through LPL-sponsored and endorsed platforms.

Robert Sager is a financial advisor with LPL Financial in Fort Myers, FL, holding a Series 63 designation and 31 years of industry experience. He has been with LPL Financial since 2009, previously associated with Independent Financial Partners. Outside of advisory work, he operates a photography business and has worked as an associate at a local hardware store. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management with access to model portfolios, third-party subadvisors, and extensive research.

Todd Kluener is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at BB&T and Truist Advisory Services. Outside of advisory work, he manages vacation rental properties in the Fort Myers area. Raymond James & Associates is a large broker‑dealer and SEC‑registered investment adviser serving individuals, institutions, pension plans, and municipal entities. The firm offers tailored financial planning and consulting services supported by a wide range of portfolio management styles, affiliated research, and model manager options.

Michelle Minisci is a CFP® with 21 years of industry experience, currently affiliated with LPL Financial. Her prior roles include positions at FSC Securities Corporation and Fredstrom & Associates, PA. She is also involved with Elevated Wealth Management, an investment-related business entity. LPL Financial serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers comprehensive financial planning, advisory programs, retirement consulting, and brokerage services using a combination of discretionary and non-discretionary management and access to research and model portfolios.

Natasha Lark is a financial advisor at UBS Financial Services with 13 years of industry experience. She has worked at several firms including Raymond James and Associates, Morgan Stanley, and SunTrust/GenSpring. Between 2018 and 2019, she traveled and studied for the CIMA designation at Yale University. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Patrick Oleary is a financial advisor with Raymond James & Associates in Estero, FL, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. His career includes long tenure at Comerica Securities and more recent roles at Ameriprise Financial Services before joining Raymond James. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and various advisory services with a range of portfolio management styles and firm-supported research.

Dennis Dewitt is a financial advisor with Osaic Wealth, Inc. in Estero, Florida, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has worked at Osaic Wealth since 2018 and previously at Signator Investors, Inc. from 2016 to 2018. Dewitt also operates a sole proprietorship engaged in the sale and marketing of securities, investment advisory, insurance products, and fixed annuities. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers and advisory platforms. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessment, and automated rebalancing to offer a variety of investment options and solutions, including discretionary and non-discretionary management.

Keith Hower is a financial advisor at LPL Financial with 31 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at LPL Financial since 2022. His prior experience includes positions at Cetera Advisor Networks and VOYA Financial Advisors, as well as running Hower Financial, LLC since 2006. Outside of advising, he is an ambassador for Six Zero, an organization based in Naples, FL. 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 offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Colin Feng is a financial advisor with Equitable Advisors in Fort Myers, FL, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Equitable Advisors since 2009, previously affiliated with Axa Advisors LLC. Outside of his advisory role, he serves as a board member and treasurer of the Chiao Tong University Alumni Foundation of America. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement plan support, and access to asset management through LPL programs and a wide range of third-party asset managers. The firm utilizes a hybrid referral and implementation model that combines advisory and brokerage channels tailored to client goals and risk tolerance.

Julie Vogt is a financial advisor with Morgan Stanley in Fort Myers, FL, holding a Series 63 designation and 36 years of industry experience. She has worked with Morgan Stanley since 2009 and has been associated with Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, Vogt serves as Treasurer for JV Operations, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs for individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

John Nicolosi is a financial advisor at Ameriprise with 32 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Summit Financial Group, Summit Brokerage Services, and Private Asset Management Group, LLC, which he owns and uses for business development and consulting related to managing his Ameriprise practice. Nicolosi is also a certified notary. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written 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 advice and offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Alex Orillac is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining J.P. Morgan Securities, he worked at Geneva Asset Management and has experience in academia, including positions at Virginia Tech and Academia Interamericana de Panama. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to recommend approved funds and strategies.

Mariam Ibrahim is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has been associated with Bank of America and Merrill since 2003. Outside of her advisory role, she assists with administrative duties for her husband’s business. Merrill, along 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.