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.

Thomas Bohanon is a financial advisor with Mass Mutual Investors Services located in Bonita Springs, FL. He holds the Series 66 credential and has six years of industry experience. Prior to his current role, he worked with firms including Park Avenue Securities, Guardian Life Insurance Company, and has professional ties to the Green Bay Packers and Jacksonville Jaguars. Outside of advising, he serves as president of the Tommy Bohanon Foundation Inc., where he organizes events and outreach programs, and is also involved in managing several small businesses including a bartending service and event coordination company. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers structured, annual financial planning engagements supported by firm-approved analytical tools, emphasizing collaborative goal analysis and recommended investment strategies without discretion over client assets.

Matthew Cole is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. He previously worked at Fifth Third Securities and Fifth Third for over a decade. 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.

Walter May III is a financial advisor with Mass Mutual Investors Services in Bonita Springs, FL, holding Series 63 and Series 65 licenses. He has 29 years of industry experience, with prior roles at MetLife Securities and MassMutual Life Insurance Company. Outside of advising, May also works as an insurance agent, focusing on individual and group life and health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements and a range of investment and educational programs.

Mark Cangiano is a Series 66 licensed financial advisor with 14 years of industry experience. He has been with LPL Financial since 2017 and previously worked at Lincoln Securities Corporation from 2013 to 2017. From 2011 to 2017, he was affiliated with Florida Gulf Coast University. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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.

Thomas Smith is a financial advisor with Morgan Stanley in Pittsford, NY, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and currently works at Morgan Stanley Private Bank, N.A. Outside of his advisory role, he is an owner of 2030 Properties LLC, a real estate business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and provides structured planning tools supported by its Global Investment Committee.

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.

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.

Mitchel Wise is a financial advisor with Wells Fargo Advisors in Bonita Springs, FL, holding Series 63 and Series 65 credentials and 10 years of industry experience. His prior roles include positions at UBS Financial Services, Citadel Securities Americas, and Goldman Sachs. He also teaches a financial education course on retirement strategies at Florida Gulf Coast University through their Continuing Education Program. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options and specialized services informed by proprietary research and tools.

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.

Hannah Wittman is a financial advisor at Merrill in Fort Myers, FL, holding a Series 66 designation with two years of industry experience. She joined Merrill in 2019 and previously worked at MD Solutions and Wally's Deli. Merrill provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tim Foster is a financial advisor with UBS Financial Services in Estero, FL, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He worked at Merrill for 15 years before joining UBS in 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Amy Charlson is a financial advisor with Edward Jones in Estero, FL, holding Series 65 and Series 63 licenses and totaling 26 years of industry experience. She has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and provides a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Nadine Wilkes is a CFP® professional with 44 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. since 2010. She has held leadership roles including branch ownership through Weinstein Wilkes Financial Group and partnership at WWFG Ventures. Wilkes serves on the finance and investment committee of Citygate Church and is involved in counseling and mentoring on financial hardship using biblical principles. 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 clients, corporations, and institutions. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

George Wolf is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been serving clients since April 2007. He specializes in wealth management and financial strategies tailored for high net worth individuals, families, and business owners. George has particular expertise in assisting officers and directors of public companies with concentrated stock positions, including 144/restricted stock transactions, stock option strategies, and the implementation and design of 10b5-1 plans. He also collaborates with businesses to design and implement 401(k) plans. Prior to joining Merrill Lynch, George spent nine years at a regional broker-dealer, holding roles as an institutional sales trader and Vice President of Corporate and Venture Services. His professional credentials include the Certified Plan Fiduciary Advisor (CPFA) designation, Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). George holds a Bachelor of Science degree in Business Economics from SUNY Oneonta and an MBA from Russell Sage College. George’s client focus areas encompass corporate executive services, executive compensation, retirement income, family wealth management strategies, and services for endowments, foundations, and non-profits. He has been recognized on Forbes’s "Best-in-State Wealth Advisors" list in both 2022 and 2023. Outside of his professional work, George participates in community volunteer activities and enjoys baseball, golfing, and spending time with his family.

John Evans is a CFP® with 17 years of experience in financial advising, currently affiliated with OSAIC. His prior firms include Edward Jones, Commonwealth Financial Network, and Four Pillars Investment Management. He also engages in fixed insurance sales and serves as an agent of record for an investment-related LLC. OSAIC Wealth serves a wide range of clients, including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a comprehensive platform with a focus on model-based asset allocation, portfolio optimization, and access to both proprietary and third-party investment strategies.

Anthony Lea is a financial advisor at Mass Mutual Investors Services with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mass Mutual Investors Services since 2017, following an 11-year tenure at METLIFE Securities Inc. He also works as an independent insurance agent selling Medicare-related products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved software and structured annual planning engagements.

William White is a financial advisor with Stifel, holding Series 63 and Series 66 licenses and having 12 years of industry experience. He previously worked at UBS Financial Services and Van Eck Associates Corporation. William is based in Fort Myers, Florida. Stifel serves a wide range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and planning solutions.