Cheryl Admire is a financial advisor with Edward Jones in Ft. Myers, FL, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2008. Aside from her advisory role, she serves as a board member of Independent Development Services Corp, an SBA funding entity, and is involved in managing several rental properties in the Ft. Myers area. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branches. The firm operates under a fiduciary standard and offers tax-efficient services, discretionary and non-discretionary wrap fee strategies, and access to affiliated mutual funds and separately managed accounts.

David Rouse is a financial advisor with Raymond James Financial in Cape Coral, FL, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Raymond James Financial and its affiliated entities since 2009 and is also a partner in Rouse Kelly Financial, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized programs in municipal advisory and SIMPLE IRA employer consulting.

Joanne Reilly is a financial advisor with Ameriprise in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has been with Ameriprise and its predecessor firm since 2005. Outside of her advisory role, she serves on the board of directors for The Savings Bank and is involved with its charitable foundation. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Alan Tucker is a CFP® and ChFC® credentialed advisor with LPL Financial, based in Sanibel, FL, and has 52 years of industry experience. He has been with LPL Financial since 2004. In addition to his advisory role, he is involved with The Hunken Agency, focusing on non-variable insurance products such as traditional whole life and disability insurance. LPL Financial serves 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, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Daniel Hynden is a CFP® professional with 11 years of experience, currently serving as a financial advisor at UBS Financial Services in Fort Myers, FL. He has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary capital market assumptions and research to tailor investment plans to clients’ goals and risk tolerances.

Connor Fewster is a Financial Consultant at Fidelity Investments. He has been with Fidelity since 2021, progressing through roles including High Net Worth Service Associate, Relationship Manager, and Investment Consultant before assuming his current position in 2025. His work involves developing investment strategies and retirement plans tailored to client objectives. Connor emphasizes listening and understanding client concerns to provide personalized financial solutions. Outside of his professional role, Connor has interests in fitness, food, social events with friends, golf, traveling, and volunteering.

Nicole Giannone is a CFP® professional with seven years of industry experience. She has worked at LPL Financial since 2019 and previously held roles at FSC Securities Corporation, King’s Way Christian Center, and D. Gates Wealth Management. Outside of her advisory work, she is a business owner of Business Supporting Communities, Inc. in Cape Coral, FL, and holds notary status in the State of Florida. 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 provides a range of advisory programs, financial planning, and retirement consulting, supported by diverse model portfolios and research from LPL Research and third-party subadvisors.

Jason Phillips is a Series 66-licensed financial advisor with Merrill in Fort Myers, FL, with 12 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2014. Outside of his advisory role, he serves on the Allocations Committee for United Way, where he reviews grant requests and provides recommendations for charitable funding. Merrill provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Victor Rodriguez is a financial advisor with Cetera, holding Series 63, 65, and 66 credentials and nine years of industry experience. His prior roles include positions at Edward Jones, Merrill Lynch/Bank of America, and Inoram Settlement Advisors LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform that offers various portfolio management and financial planning services with a range of discretionary and non-discretionary program options.

Nathan Cox is a financial advisor with Charles Schwab in Fort Myers, FL, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2013 and 2015, respectively, and spent a year at TD Ameritrade Inc. Outside of his advisory work, he and his wife manage a rental condo that was their previous residence. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions supported by strategic multi-asset portfolios and a centralized operational platform.

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.

Frank Virno Jr. is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2014. He owns Gulf Coast Premier Wealth Management LLC and holds a treasurer position with the Rotary Club of Cape Coral, where he manages the club’s financials and historical records. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include specialized services such as business-owner transition and special-needs analysis. The firm combines advisory services with other financial products and referral channels through a large network of financial advisors.

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.

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.

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.

Judy Lowman is a financial advisor with Wells Fargo Advisors in Fort Myers, FL, holding Series 65 and Series 63 designations and seven years of industry experience. She has been with Wells Fargo Advisors since 2018 and previously worked for Lee County Elections. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, catering to clients who meet a net-worth threshold.

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.