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.

Caleb Lowman is a CFP® professional with 23 years of industry experience, currently serving at Wells Fargo Advisors since 2009. He holds the Series 66 designation and is based in Fort Myers, FL. Outside his advisory role, he is involved as a trustee for a 401(k) plan and co-owns several investment-related entities, including Lighthouse Wealth Management, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services and integrates advisory services with other financial products and referral channels.

Kerry Horne is a financial advisor at Raymond James Financial with 35 years of industry experience. He holds a Series 63 registration and has worked at Raymond James since 2009, with prior experience at Wells Fargo Clearing. He was involved with Kerry Horne House Of Feathers for ten years and serves as a trustee since 2012. Raymond James Financial provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and employs analytical tools to illustrate potential investment outcomes.

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.

Thomas Pound is a financial advisor at Equitable Advisors with 12 years of industry experience. He holds a Series 66 credential and has worked at firms including Cetera Wealth Services, Avantax, and Edward Jones. Outside of advising, he is a mathematics teacher for Lee County Schools and serves as president of a local chapter of USA Dance, a nonprofit promoting ballroom dancing. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory models primarily through third-party sponsors and delivers ERISA fiduciary services to qualified plans.

Judy Lowman is a financial advisor at Wells Fargo Advisors in Fort Myers, FL, holding Series 63 and Series 65 licenses with seven years of industry experience. She has been with Wells Fargo Advisors since 2018 and previously worked with Lee County Elections. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services utilizing proprietary research and tools, with a flexible implementation approach and integrated financial product offerings.

Steven Kongelf is a financial advisor with Cetera in Fort Myers, FL, holding Series 63 and Series 65 credentials. He has been in the financial services industry since 2022, with prior experience at several firms including Parker Property Group and MassMutual Life Insurance Company. Outside of finance, he has worked in the hospitality industry at Miami Wet Bar & Grill and Tiki Cantina & Fusion Restaurant. Cetera Investment Advisers LLC is an SEC-registered adviser serving a diverse client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a multi-manager platform, with more than 10,000 advisors and $256 billion in assets under management.

Robert Sager is a financial advisor with LPL Financial in Fort Myers, FL, holding a Series 63 designation and bringing 31 years of industry experience. He has worked with LPL Financial since 2009 and previously at Independent Financial Partners, Mutual Service Corporation, and FFP Advisory Services Inc. Outside of his advisory role, he is involved in photography through Robert Sager Photography and works part-time at a hardware store. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, asset management, and institutional platforms, providing advisory services through a large network of investment adviser representatives using a range of strategies and tools.

Todd Kluener is a financial advisor with Raymond James & Associates in Fort Myers, FL, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Truist Investment Services and BB&T in various capacities from 2013 to present. Outside of advising, he manages vacation rental properties through SWFLO Beach Properties LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers non-discretionary financial planning and investment consulting, utilizing a variety of portfolio management styles supported by affiliated research and model managers.

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 at OSAIC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Osaic Wealth, Inc. since 2018, following prior roles at Signator Investors, Inc. and Transamerica Financial Advisors. Dewitt also operates a sole proprietorship focused on the sale and marketing of fixed annuities, securities, investment advisory, and insurance products. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services such as comprehensive financial planning and managed portfolio programs. The firm’s investment approach utilizes model-based asset allocation and portfolio optimization, supported by discretionary strategies and third-party money managers.

Craig Tharp is a financial advisor with Thrivent Investment Management based in Fort Myers, FL, holding Series 63 and Series 66 credentials and 35 years of industry experience. He has been with Thrivent Financial for Lutherans since 2002. Outside of his advisory role, Tharp serves on multiple nonprofit boards, including as president of The Warming Shelter, which provides shelter and support for individuals experiencing homelessness. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on holistic, goal-based financial planning without providing portfolio management for institutional clients.

Colin Feng is a financial advisor at Equitable Advisors with 21 years of industry experience. He has held roles at Equitable Advisors since 2009 and previously worked at Ameriprise from 2007 to 2009. Feng serves as a board member and treasurer of the Chiao Tong University Alumni Foundation of America. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory models and third-party asset managers, offering solutions that include mutual funds, ETFs, and select alternative investments.

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 with Ameriprise Financial Services, LLC in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Summit Financial Group Inc, Commonwealth Financial Network, and UBS Financial Services. Outside of his advisory work, he owns Private Asset Management Group, LLC, which manages the operations of his Ameriprise practice. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income, utilizing proprietary investment research and algorithmic tools.

Kyle Zurbriggen is a financial advisor at OSAIC with seven years of industry experience. He holds Series 65 and Series 63 licenses and has been affiliated with OSAIC since 2024. Prior to OSAIC, he worked at Securities America Advisors and Zurbriggen Financial. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools. The firm combines scale and a complex affiliate network with various investment programs and custodial arrangements.

Lucille Cueller is a financial advisor at OSAIC with 28 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Wodbury Financial Services for 22 years. Cueller also is involved in selling traditional life, health, and long-term care insurance, as well as fixed annuities. OSAIC serves a wide range of clients, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through multiple platforms. The firm’s investment approach emphasizes model-based asset allocation, portfolio optimization, and a variety of managed account strategies.

Joan Valenti is a CFP® with 42 years of industry experience, currently serving with LPL Financial since 1994. She holds Series 63 and Series 65 licenses and has board memberships, including a nonprofit advisory role at Northwest Community Bank and a for-profit board position at Connecticut Mutual Holding Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.