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.

Royal Clark is a financial advisor with Raymond James Financial Services Advisors, Inc. in Fort Myers, FL, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. He has been with Raymond James since 2014 and also owns Financial Legacy Wealth Advisors, a support company serving clients. 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, corporations, and institutional clients, using tailored, non-discretionary planning supported by analytical tools and risk profiling.

Craig Wiklund is a financial advisor at Osaic with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Woodbury Financial Services and Equitable Advisors. In addition to his advisory role, he is a partner at Wiklund & Bond Financial Position, a firm focused on consultation and sales of health insurance and voluntary employee benefits. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a range of advisory and brokerage services with an investment approach centered on model-based asset allocation, portfolio optimization, and the use of both discretionary and advisor-managed strategies.

Trevor Harrelson is a financial advisor with Cetera Wealth Services, LLC, holding a Series 66 designation and over 26 years of industry experience. His background includes roles at Securian Financial Services and Minnesota Life Insurance Company, spanning more than two decades. Outside of his advisory work, he owns The Continuing Education Academy, which provides classes for contractor license renewals. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to multiple investment platforms. The firm supports advisors through a multi-manager platform with discretionary and non-discretionary program options and manages over $256 billion in assets.

Stephen Zahorian Jr. is a financial advisor with Cetera, holding Series 63 and Series 66 designations and bringing 39 years of industry experience. He has worked with Cetera and its affiliates since 2019 and is also president of Family Tree Financial Services, LLC, where he leads financial services operations. Cetera Investment Advisers LLC provides advisory services through a large nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services and supports multiple investment program structures with over $256 billion in assets under management.

Kevin Forness is a financial advisor with Primerica Advisors in Fort Myers, FL, holding Series 63 and Series 65 licenses. He has two years of industry experience and has previously worked at PFS Investments Inc. and several technology companies. Outside of his advisory role, he is president of K2 Management Group, Inc., a non-investment related business based in Las Vegas, NV. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm employs model-driven investment strategies delivered through a large network of advisors and offers various portfolio management options supported by third-party managers and custodians.

John Waldron is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and having 23 years of industry experience. His prior roles include positions at Cambridge Investment Research, Raymond James, and J.P. Morgan Securities. Outside of his advisory work, he is involved with Smokin Puffin LLC as a bookkeeper. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Andrew Montero is a financial advisor with Wells Fargo Advisors in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked previously at Wells Fargo Clearing and Edward Jones. He is also engaged in managing his own wealth management firms, Montero Wealth Management, LLC and WMMG Wealth Management Group, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services covering areas such as cash-flow, retirement, education, risk, and wealth-transfer planning, with tailored recommendations supported by proprietary research and tools.

Edward Reilly is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) with 20 years of industry experience. He has been with Ameriprise since 2005, initially with Ameriprise Financial Services, Inc., and continuing with Ameriprise since 2020. Outside of his advisory role, he is involved in business ownership through an S Corporation that manages business expenses. Ameriprise serves clients primarily through its retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations, supported by a centralized consulting team and a broad range of advisory, brokerage, and insurance solutions.

Maria Clare is a Series 66-licensed advisor with J.P. Morgan Securities, based in Cape Coral, FL, with 14 years of industry experience. She has been with J.P. Morgan Securities and its affiliated entities since 2016. Outside of her advisory work, she is a partial owner and silent partner in a family-owned hotel business in Barranquilla, Colombia. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that focuses on asset allocation advice, investment manager and fund searches, and customized performance reporting.

Omar Ramos is a Financial Advisor with Merrill Lynch Wealth Management based in Fort Myers, Florida. He brings over 15 years of experience in banking and wealth management, focusing on serving individuals, families, and business owners. Omar provides personalized, relationship-driven financial guidance, with expertise in areas such as equity compensation services, family wealth management strategies, legacy planning, liquidity management, and retirement income planning. He is dedicated to helping clients build, preserve, and transfer wealth with purpose, emphasizing the importance of aligning financial strategies with clients' values and goals. Omar holds the Personal Investment Advisor (PIA) designation and is proficient in Spanish, English, and Portuguese. His educational background includes a High School Diploma from North Nicholas High School. Beyond his professional work, Omar participates in his community through involvement with Next Level - Christian Church. He also has a range of personal interests including adventure sports, baseball, basketball, boating, football, golfing, music, pickleball, running, and yoga.

Samuel Henderson is a financial advisor with LPL Financial in Fort Myers, FL, holding a Series 63 designation and 40 years of industry experience. He has been with LPL Financial since 1995. Outside of his advisory role, Henderson is a licensed insurance agent associated with Ash Brokerage Corp. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Joshua Scoggins is a Series 66-licensed financial advisor with Stifel in Fort Myers, FL. He joined Stifel in 2026 and has prior experience at Gartner and various other roles across multiple industries. Outside of finance, he was involved with Next Level Church in Southwest Florida for five years. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and advisory services. The firm’s investment approach uses a proprietary methodology developed by its Investment Strategy Group that incorporates forward-looking capital market assumptions and probabilistic modeling to support client decision-making.

Taylor Clinton is a Series 66 licensed financial advisor with Edward Jones, based in Ft Myers, FL, and has two years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he co-founded a travel blog with his spouse, offering educational content on travel tips and planning. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm manages over $1 trillion in assets and provides a range of advisory programs and investment solutions through a large network of financial advisors and branch offices.

Terri Starliper is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise since 2007. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement income planning through written recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Christopher Maxwell is a financial advisor at Edward Jones in Cape Coral, FL, holding a Series 66 designation. He joined Edward Jones in 2026 after working in the automotive industry at Lexus of Fort Myers, Germain Lexus, and Moses Auto Group from 2016 to 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.