Michael Clancy is a financial advisor with Cambridge Investment Research Advisors in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with Cambridge Investment Research since 2022 and previously spent 13 years at LPL Financial. In addition to his advisory role, he owns and operates a financial services business, Provision Financial, and works as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors by providing financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm offers a variety of investment platforms and strategies, including proprietary models under the Founders Gate Capital brand and access to third-party managers, with features tailored to client objectives and institutional support mechanisms.

Scott Flinn is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He previously worked at Bank of America and Merrill for eleven years. Outside of finance, he performs as a drummer with a local band called The Night Owls. Wells Fargo Advisors serves individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm operates nationally with over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

James Watts is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Securities America Advisors and SECURITIES AMERICA, inc. Watts volunteers to teach free guitar lessons in his neighborhood and occasionally offers private lessons, which has also introduced him to potential clients. OSAIC serves a broad range of retail and institutional clients through an extensive network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, using a variety of asset-allocation tools and third-party solutions to construct and manage diversified portfolios.

Shayla Vieira is a financial advisor at Wells Fargo Clearing in Fort Myers, FL, with seven years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2019. Prior to that, she worked at Wells Fargo Bank and has experience in event management and the hospitality industry. Wells Fargo Advisors is a national securities firm offering 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 and provides both brokerage and advisory solutions.

Barry Croteau is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has worked at Wells Fargo since 2022 and previously spent 12 years with Fifth Third Securities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to support investment decisions.

John Messer is a financial advisor with Primerica Advisors in Ft Myers, FL, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has worked with Primerica Financial Services and PFS Investments, Inc. since the mid-2000s and is also employed by American Airlines. Outside of advising, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with trading and custody services facilitated by Pershing and BNY Mellon Advisors.

Leo Stevenson is a Wealth Management Advisor with Merrill Lynch Wealth Management, based in the Wyandotte office. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Leo works closely with clients to understand their individual goals and develop personalized financial strategies, focusing on family wealth management, personal retirement planning, and small business strategies. Leo is a graduate of Michigan State University and has been with Merrill Lynch since 1996. He emphasizes a holistic approach to financial advising, prioritizing understanding clients' motivations and concerns as integral to achieving financial success. In addition to his professional work, Leo is actively involved in his local community, serving on the Boards of Directors for Focus: HOPE and the Wyandotte Downtown Development Authority. Outside of his financial advisory role, Leo enjoys boating, cooking, gardening, golfing, hiking, reading, traveling, and spending time with his family. He encourages clients and others to reach out with questions regarding his business or hobbies.

Breandan Kelly is a financial advisor with LPL Financial in Fort Myers, FL, holding Series 63 and Series 66 licenses and having 14 years of industry experience. Prior to joining LPL Financial in 2019, he worked at Wells Fargo Clearing and Wells Fargo Bank NA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Matthew Welborn is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Stifel Nicolaus & Co Inc since 2017. Prior to joining Stifel, he worked at UBS Financial Services Inc for 11 years. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Lauren Peck is a CFP® professional with 17 years of industry experience, currently with LPL Financial since 2020. Prior to joining LPL, she worked at Kms Financial Services Inc for 11 years. She also serves as an executor and power of attorney for an individual and operates Peck Investments P.C., Inc. for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network. The firm offers a variety of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Mark Cangiano is a financial advisor with LPL Financial in Fort Myers, FL, holding a Series 66 designation and 14 years of industry experience. He previously worked at Lincoln Securities Corporation and Florida Gulf Coast University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by proprietary and third-party research.

Gregory Van Laere is a CFP®-designated financial advisor with Edward Jones in Fort Myers, FL, where he has worked since 2002, totaling 23 years of industry experience. He holds Series 63 and Series 66 licenses. Outside of his advisory role, Van Laere owns several small real estate businesses focused on managing residential properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Anastasia Ray is a financial advisor at Equitable Advisors in New York, NY, with 12 years of industry experience. She holds a Series 66 designation and has worked at Equitable Advisors since 2018, with prior experience at AXA Advisors LLC, AXA Equitable, M&T Bank, and M&T Securities. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Caroline Bauer is a financial advisor with Edward Jones in Ft Myers, FL, holding Series 63 and Series 66 registrations and bringing 12 years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and managing approximately $1.01 trillion in assets. The firm is notable for its extensive advisor and branch network and affiliated capabilities that extend beyond traditional advisory services.

Andrea Corella Saint Pere is a financial advisor with Raymond James & Associates in Fort Myers, FL, holding a Series 66 designation and bringing 11 years of industry experience. Prior to joining Raymond James in 2018, she worked at Bank of America and Merrill. She is also affiliated with Hodges University. Outside of her advisory role, she is a manager of KSP Home Solutions, LLC. Raymond James & Associates is a nationally recognized broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and municipal entities, offering tailored financial planning and consulting services supported by a wide range of portfolio management styles and affiliated research.

Scott Sanders is a financial advisor at Ameriprise with 27 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Stifel Nicolaus & Co Inc from 2009 to 2018. Sanders has been with Ameriprise and its affiliated entities since 2018. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, focusing on income sources, Social Security options, and withdrawal strategies.

Neil Daley is a financial advisor at OSAIC with 39 years of industry experience and holds a Series 63 designation. He previously worked at Securities America Advisors from 2016 to 2024. Outside of his advisory role, he is involved in real estate sales and brokerage as an agent. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services, utilizing asset-allocation tools and multiple advisory platforms to construct portfolios across various asset classes.

Benita Alstatt is a financial advisor with Raymond James Financial who holds Series 63 and Series 66 licenses and has 27 years of industry experience. She has worked at Raymond James Financial Services Advisors Inc. and Raymond James Financial Services, Inc. since 2016. Prior to that, she was employed at Walgreens from 2015 to 2018. Alstatt also works as an associate and registered sales assistant at Weinstein Wilkes Financial Group in Fort Myers, FL. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm employs analytical tools and risk profiling to tailor non-discretionary planning and investment consulting to client goals, supporting implementation through various advisory programs.

James Perry is a CFP® with 20 years of industry experience, currently advising clients at Edward Jones since 2014. He serves as Chairman of the Rotary International Cape Coral Foundation, overseeing the allocation of funds for local volunteer activities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a network of more than 23,000 financial advisors and over $1 trillion in assets under management.

Carlos Lara is a financial advisor at Merrill based in Fort Myers, FL, holding a Series 66 designation. He has been with Merrill and Bank of America since 2025, with prior experience at several firms including Whetstone Management LLC and Stephen Douglas Associates LLC. Before entering the financial industry, he worked in the restaurant sector at Koning Restaurant International LLC and Restaurant Brands International Inc. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.