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.

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.

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.

Kyle Zurbriggen is a financial advisor at OSAIC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Securities America Advisors and Rick Bonfirm Ministries. Kyle is also involved in Zurbriggen Financial, working under Richard Zurbriggen as an investment advisor representative. OSAIC serves a broad range of retail and institutional clients through a large network of financial advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers and managed-account solutions.

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 is also involved in selling traditional life, health, and long-term care insurance, as well as fixed annuities. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs various portfolio construction tools and supports multiple advisory platforms, including discretionary and non-discretionary account management.

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 with OSAIC in Fort Myers, FL, holding Series 63 and Series 65 designations and 39 years of industry experience. He previously worked at Woodbury Financial Services, Inc. for 13 years before joining OSAIC in 2024. Outside of his advisory role, he is a partner in Wiklund & Bond Financial Position, a corporation consulting on and selling health insurance and voluntary employee benefits. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and advisory platforms, offering brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary management with a broad investment universe.

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 at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes roles at Cambridge Investment Research, Raymond James Financial Services, and Independent Financial Partners. Outside of advising, he is involved with Smokin Puffin LLC, where he assists with bookkeeping. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, institutions, and charitable organizations. The firm offers diversified advisory programs, financial planning, retirement consulting, and brokerage services supported by research from LPL and third-party subadvisors.

Shubh Sethi is a financial advisor with LPL Financial in Fort Myers, FL, holding Series 65 and Series 63 credentials and four years of industry experience. He has previously worked at Transamerica Financial Advisors, World Financial Group, and Gateway Medical Corporation. Sethi is also the managing partner of Tax Swamis LLC, a tax preparation and representation business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, 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, utilizing model portfolios, research, and technology-driven strategies.

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 financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 13 years of industry experience. She has worked at various J.P. Morgan entities since 2016. Outside of her advisory role, she is a partial owner and silent partner in a family business, the Majestic Hotel in Barranquilla, Colombia. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Omar Ramos is a Financial Advisor specializing in wealth management strategies and investment planning. He works with clients to develop personalized financial plans that address goals such as funding education, planning for retirement and healthcare expenses, legacy planning, and managing new wealth. Omar's approach emphasizes simplicity and transparency in financial planning processes. He holds the Personal Investment Advisor (PIA) designation and earned a High School Diploma from North Nicholas High School. Omar is fluent in Spanish, English, and Portuguese. He is involved with Next Level - Christian Church as part of his community engagement. Omar focuses on areas including equity compensation services, liquidity management, tax minimization, and small business strategies, aiming to assist clients in building, preserving, and transferring wealth with purpose.

Samuel Henderson is a financial advisor with LPL Financial in Ft. Myers, FL, holding a Series 63 license and bringing 40 years of industry experience. He has been with LPL Financial since 1995. Outside of his advisor role, he is also a licensed agent with Ash Brokerage Corp. LPL Financial serves a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers a variety of financial planning and advisory programs, utilizing both proprietary and third-party research along with multiple investment strategies and technology tools.

Gary Medley is a CFP® with 40 years of industry experience, currently affiliated with LPL Financial in Bonita Springs, FL. He has held roles at Medley Advisory, LLC, IC Advisory Services Inc, and The Investment Center Inc, among others. Medley also serves as an independent insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from internal and third-party sources.