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.

Joseph Hudson is a financial professional with 18 years of industry experience, currently affiliated with Cetera and its related entities since 2020. He holds Series 65 and Series 63 licenses and has previously worked at First Allied Securities and Brunette & Associates. He also operates Artistic Strategies, a financial services business, since 2026. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers various portfolio management and consulting services through a multi-manager platform featuring both affiliated and third-party managers.

Matthew Jaquiss is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. He has been with Wells Fargo Clearing since 2016 and also has experience at Wells Fargo Bank NA and Fifth Third Securities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

David Kinney is a financial advisor with Stifel in Fort Myers, FL, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2015, following nine years at Wells Fargo Advisors and a brief tenure at A. G. Edwards & Sons, Inc. Outside of his advisory role, he is the owner and president of Lake Runner ABB LLC, a boat storage and detailing business. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, providing asset allocation and planning analyses to support client decision-making.

Zachary Brown is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities since 2021, following roles at JPMorgan Chase Bank, Fine Designs, and BJ's Wholesale Club. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research, incorporating an ESG eligibility framework and leveraging broader derivatives and commodities capabilities.

Ian Frashier is a financial advisor at Merrill with a Series 66 designation and seven years of industry experience. Prior to joining Merrill in 2019, he worked at Best Buy Inc. from 2015 to 2019. 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. The firm offers a range of model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Scott Leo is a financial advisor with LPL Financial, holding a Series 66 designation and having one year of industry experience. Prior to joining LPL Financial, he worked at Thrivent Financial and Lake Michigan Credit Union, and spent 14 years with Kettering City Schools. Outside of his advisory role, he is involved in managing and acquiring real estate through his ownership positions in H2I Properties LLC and H2I Acquisitions LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management, supported by advanced operational and research technologies.

Peter Kelly is a financial advisor with Raymond James Financial in Cape Coral, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Raymond James Financial and affiliated entities since 2009 and is a partner in the Rouse Kelly Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Bradley Jessen is a financial advisor with Raymond James & Associates in Fort Myers, FL. He holds the ChFC® designation and Series 66 license and has 13 years of industry experience, including 11 years at Edward Jones before joining Raymond James in 2024. Raymond James & Associates 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 charitable organizations—and offers financial planning and consulting with a range of portfolio management styles supported by extensive research and affiliated sub-advisers.

Matt Franklin is a financial advisor with LPL Financial in Fort Myers, FL, holding a Series 63 designation and 37 years of industry experience. His career includes roles at United Planners' Financial Services of America, SSN Advisory, and Edward Jones. Outside of advisory work, he owns Standardbred race horses. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Darryl Metzger is a financial advisor at Robert Baird & Co. with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Robert Baird since 2019. Prior to that, he was with Hilliard Lyons and J.J.B. Hilliard, W.L. Lyons, Inc. from 1999 to 2019. Outside of his advisory role, he participates annually in portfolio discussions for AH Investments. Robert Baird & Co.’s DDK Group serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations through financial planning, portfolio management, and custody services. The firm employs a combination of manager-traded and model-traded strategies, tax management, and uses internal research and tools, including artificial intelligence, to support client advice.

Jonathan Linares is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and seven years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025, he worked at Bank of America, N.A. and Merrill from 2012 to 2025. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, using forward-looking capital market assumptions to build model asset allocations within an ESG eligibility framework.

William Griggs is a financial advisor with Equitable Advisors in Fort Meyers, FL, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2005. Outside of advisory work, he is involved in employee benefits insurance sales through his own firm, Griggs and Griggs, and supervises the Barrington Bowling Center, Inc. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients with financial planning, retirement plan consulting, and asset-management programs. The firm delivers services through Investment Adviser Representatives using both firm-offered and third-party asset management programs.

John Lazzaro is a financial advisor with Wells Fargo Clearing in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent five years with Prudential Equity Group, LLC. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 financial advisors, offering both brokerage and advisory solutions.

Anthony Civitillo is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015, following four years at Merrill. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and scenario modeling.

Richard Buller is a financial advisor with Edward Jones in Miromar Lakes, Florida, holding Series 63 and Series 66 designations and 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Salvatore Di Benedetto is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Truist Wealth Management and Morgan Stanley. His background also includes roles in public education with Collier County Public Schools. 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 utilizing a variety of investment strategies and tools across a large network of advisors.